AVEVA Insight Workshop Wonderware Headquarters Summit Publish date: 8.1.2019 Revision 2.0 Wonderware Today 1/3 of the World’s Plants use Wonderware* 1.6M+ Licenses Installed st #1 on the Market 1 HMI/SCADA on Windows – since 1987 Lowest Risk SCADA Solution Easiest to Use 30 Years Seamless Migration Local and Global Support 3,500 System Integrators Scalable Single Node to Enterprise SCADA Add Capability When Needed Wonderware California • Your Local Wonderware Resource since 1992 • Application Consulting & Industry Expertise • Local Education • Training • Free workshops San Francisco • Wonderware California YouTube Channel • Local Technical Support: • Your Questions Answered Now! • Professional IT Services • Servers & Computers with Wonderware Pre-Installed Irvine • Virtualized & High Availability Systems • 120+ Registered System Integrators & OEMs in California Wonderware Headquarters Summit What is AVEVA Insight • Secure, managed Cloud Historian (8,000+ Connected Systems) • Collect, Store & Visualize Equipment Process and Performance Data • Consistently Capture Accurate, Real-Time Data Automatically from Anywhere • User Friendly Access to Data, No Business Network Access Needed (i.e. VPN) • Insight Browser Client • Insight Mobile App • Excel App • Supported Data Sources • Wonderware Product Line • OPC • JSON • .CSV AVEVA Insight Architecture CONFIDENTIAL PAGE // 6 Benefits of AVEVA Insight • Access Your Data Anytime, Anywhere – Easily with No Hassles! • Up and Running in as Little as 5 Minutes How Customers Use It • Save Costs – Little IT Infrastructure & Maintenance How Customers Use It CONFIDENTIAL PAGE // 7 Business KPIs and Mobile App CONFIDENTIAL PAGE // 8 Excel Add-in CONFIDENTIAL PAGE // 9 Cloud Visualization CONFIDENTIAL PAGE // 10 AVEVA Insight Workshop Brough to you by: Wonderware California Revision 2.0 126 Mill St. Publish Date: 8/1/2019 Healdsburg, CA 95448 Main 866.WonderN California.Wonderware.com 1 Table of Contents Lab 1: Creating Content in AVEVA Insight ...........................................................................................................3 Lab 2: Cloud Visualization ................................................................................................................................ 21 Lab 3: AVEVA Insight for Mobile Devices ......................................................................................................... 28 Lab 4: Data Retrieval from Excel Online ........................................................................................................... 33 Lab 5: AVEVA Insight for Dream Report ............................................................................................................ 36 Lab 6: Configuring Data Sources (Optional) ..................................................................................................... 48 2 Lab 1: Creating Content in AVEVA Insight 1. Go to the online.wonderware.com. Sign-in using your given station’s email address. Password is Workshop01 2. Select the WORKSHOPDAY1 solution (or WORKSHOPDAY2 if instructed to do so). 3 Explore the different options in the Title Bar and Home Page. 3. Click inside the search pane, type “DEMO” and select ADD ALL. 4 4. On the bottom of the page, select LAST HOUR. Click on the Show Data icon, , make sure the following tags are selected: • Agitator_001.Speed.PV • Inlet1_001.CLS • Inlet1_001.OLS • Level_001.PV • Pump1_001.PV • Temperature_001.PV Then click on the Share icon, , and select Save. 5 5. Name the report “<Your Name> Status Board” and select Latest from the icon menu. *The Fixed Dates Icon, , saves the data from the current display time and range*. Enter “Mixer<Your Initials>” into the Keywords field, make visible to Only Me and Enable shareable link, and then click SAVE. 6. On the right side of the page, select the Show Gallery icon, , and select Line Chart. *This icon enables the tags to be viewed in a variety of different chart/grid styles. 6 7 7. Click on the vertical axis and observe the different options. Make sure Single Axis is selected. *Options for the Y-axis consist of how the data is displayed in relation to each other and how the values are scaled. 8. Click the Settings icon, , turn Show Limit Line to ON Enter “125” into the Limit Line Value, and enter “Mixer Alert Limit” into the Limit line text field. *The Limit Line shows a visual marker on the chart to better identify points where the data is above or below the designated value. 9. By moving your cursor over the time axis, the navigation tools will appear. Experiment with the Pan, Zoom, and Expand functions. 8 Click and dragging the left mouse button to either side of the chart will pan the display to the left or right. Mouse wheel up or down to zoom in or out of the chart, respectively. 10. Left-click the Y-Axis and select Stacked Axes. Scroll up on the Mouse Wheel to zoom into the displayed data. Continue zooming in until the Alarm Halos are visible on the Level_001.PV tag. *Alarms configured for objects in System Platform are visible in AVEVA Insight. The same color scheme assigned to each alarm severity is applied to AVEVA Insight. 11. In the top right-hand corner of the chart, select the Add Alert icon, , and select anywhere on the chart to open the Define Alert dialog box. 9 12. When an alert’s specified condition is met, the Active Alerts Notification icon, , will have a notification indicator. *One or more conditions can be defined to activate an alert when ALL or ANY of them are met. Deselect all of the checked tags except for the Level_001.PV and Temperature_001.PV tag. Set the Level_001.PV tag condition to be greater than 95. Set the Temperature_001.PV tag condition to be in between 115 and 120. Click Next on the bottom right of the dialog box. 10 13. The following dialog box allows the user to define who receives the alert via email and Mobile App notifications. Leave the default settings and click Next. Click No Thanks when prompted if you want Insight to send an email for the alert. *Note: Email addresses must be apart of the solution to receive alerts. 14. Define the Alert Name as “Mixer Level Full”. Define the Alert Description as “Mixer level full. Empty contents.” Click Finish. 11 15. Click the Add Annotation Icon, , click anywhere on one of the plot lines. Enter “Instrument Calibration” into the Enter comment text field for Agitator_001.Speed.PV) and click save. You’ll notice there is now an annotation icon, , at that point just above the plot line. Select this icon to view the comment details. 16. Click the Share Icon, , select Save, . Change the name of the report to “<Your Name> Line Plot”. Keep the same Keyword and click SAVE. 12 17. On the right side of the page, click the Show Gallery icon, , and select Detail Grid. Change the time range to Today and Showing the data per to 15 minutes. Save as “<Your Name> Daily Calculations” with Fixed Dates selected. 18. On the right side of the page, click the Show Gallery icon, and select Column Chart. Make sure the time range is set to Today and Showing the Average per Hour. Save as “<Your Name> Hourly Averages Today” (make sure latest data is selected) 13 19. Select Discrete data in the Search Results in the left margin of the page. Click LAST HOUR on the timeline. Save as “<Your Name> Valve Summary”. Add a Keyword “Valve<Your Initials>. 20. On the right side of the page, select the Show Gallery icon, , and select Time in State Chart. *Notice: The types of Content options have changed according to data type. Make sure all 3 discrete tags are visible. 14 Move mouse over any of the columns to reveal more details about that data point. Save as “<Your Name> Valve Time in State”. 21. On the right side of the page, select the Show Gallery icon, , and select Summary Grid. Make sure the data is displaying over the Last Hour for 15 minute intervals. Save as “<Your Name> Valve Summary Grid”. 15 22. Select the Share Icon, , and then choose the Download Icon, , to download to a CSV file. 23. Open the CSV file using Excel by selecting the file located on the bottom left of your browser. 24. Double-click the column dividers to Auto-Fit each column of data. Here you can utilize your data in a familiar format such as Microsoft Excel 16 Close the Excel document. 25. On the right side of the page, select the Show Gallery icon, , and select Gantt Chart. Save as “<Your Name> Valve Gantt”. 17 26. Return to the home page, Search for the keyword Mixer<Your Initials. Select Keywords includes Mixer and select Mixer. 27. Edit the Dashboard using , , if you wish. *Size of each tile and arrangement can be changed. Save as “Mixer Dashboard – <Your Name>” visible to: My Team. 28. Select the Menu Icon, , in the top-left corner of the homepage, and click on Manage Content. 18 29. This page allows you to access or remove content that you have save in your solution. You may also access the saved content on the Title Bar. 19 30. Return to the menu and select Alerts. This page contains all current alerts that you have configured. Active alerts can be quickly viewed in the Title Bar as well. 20 Lab 2: Cloud Visualization The Cloud Visualization feature is AVEVA Insight’s newest tool. Allowing a user to compose pictorial representations of the tag that dynamically indicate the value of that tag. The set of graphics you can choose from for a tag depends on the tag type. The background image can be any PNG, HPG, or GIF up to 6MB. 1. Open any of the previous saved content. Click on the Gallery Icon, , and select Graphic. Select the CREATE A GRAPHIC button to open the Graphic Composer Tool *The Graphic Composer works by first creating a background color/custom image. Creating/formatting “cards” to isolate/group graphics. Dragging desired tags in those cards whose current values get displayed in a visual format. 21 2. In the Canvas Properties change the Width to 18 and the Height to 12. Click in the Background Image box and browse to This PC -> Documents -> Workshop and select Mixing Tank.