Rockwell Automation FactoryTalk Metrics User Manual

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USER GUIDE

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Supersedes Publication PLTMT-UM001L-EN-P-June 2013

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Welcome to FactoryTalk Metrics

Getting Started

Collecting Performance Data

Chapter 1

What Is FactoryTalk Metrics? ................................................................... 9

Features and Benefits .................................................................................. 10

Intended Audience ...................................................................................... 10

Where Can I Go for Help? ....................................................................... 12

Get Web Support ................................................................................... 12

Get Phone Support ................................................................................ 13

Get Consulting Services ....................................................................... 13

Chapter 2

The RSBizWare Architecture .................................................................. 15

Importing Sample Data to the RSBizWare Database......................... 16

Connecting to the Information Services Manager .............................. 17

Using the Information Services Manager in Internet Explorer .. 17 Using the Information Services Manager in the Configuration

Console ..................................................................................................... 18

Getting Started with the Configuration Console .......................... 19

The Plant Model .......................................................................................... 20

Configuring the Plant Model .............................................................. 21

Loading Sample Activity Areas ........................................................... 23

Chapter 3

Collecting Part Count Data When the Metrics Server Manager Is

Stopped .......................................................................................................... 25

OEE Rating ................................................................................................... 27

Fault Metrics Ratings ................................................................................. 28

Mean Time Between Failure ............................................................... 28

Mean Time To Repair .......................................................................... 29

Configuring Activity Area Schedules ..................................................... 29

Time Patterns ......................................................................................... 29

Configuring Time Patterns ............................................................ 30

Configuring Work Day Time Patterns ....................................... 34

Configuring Work Week Time Patterns .................................... 36

Composites and Schedule Exceptions ............................................... 38

Configuring Composites and Schedule Exceptions ................. 39

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 3

Table of Contents

Configuring OEE Performance Parameters For Activity Areas ...... 41

Configuring Data Collection .............................................................. 44

Configuring Cycle Time ...................................................................... 44

Configuring a Part ID/Cycle Time Lookup List ...................... 47

Configuring Part Id ............................................................................... 50

Configuring Summarization Criteria ............................................... 52

Configuring Part Count ....................................................................... 55

Configuring Part Count Using an Unscheduled Data Point 58

Configuring Part Count Using an Unscheduled Data Point

and a FTTM Expression ................................................................. 58

Configuring Part Count Using a FTTM Expression On a

Scheduled Basis ................................................................................. 59

Configuring a Formula .................................................................... 60

Availability ............................................................................................... 63

Configuring Scheduled Availability ............................................. 65

Configuring Monitored Availability ............................................ 73

Configuring Running State ............................................................ 78

Generating Performance Parameter Events ..................................... 81

Viewing Performance Parameter Events for an Activity Area .......... 81

System-generated Events ...................................................................... 83

User-defined Events .............................................................................. 85

Manual Events ........................................................................................ 88

The Recycle Bin ...................................................................................... 89

Configuring User-defined Performance Parameter Events .............. 90

Configuring the Event Data Summary ............................................. 90

Event Data Summarization Types ................................................ 92

Configuring the Event Trigger ........................................................... 93

Event Trigger Types ......................................................................... 96

Configuring the Event Value .............................................................. 99

Event Value Types ......................................................................... 101

Using the Expression Editor ....................................................... 104

Creating Event Value Reason Code Lookup Lists ................ 109

Configuring the Machine State / Faults ........................................ 111

Configuring the Reporting ............................................................... 113

Advanced Properties ................................................................................ 115

Scheduled Part Count Collection Parameters ............................. 115

4 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Table of Contents

Automated Configuration

System-generated Event Data Summarization ............................. 116

Availability Interpretation Options ............................................... 117

Performance Data Trending Rate ................................................... 118

Machine States .......................................................................................... 118

Machine States at the Sample Enterprise ...................................... 120

Prioritizing Machine States .............................................................. 122

Configuring Machine States ............................................................. 123

Mapping Machine States to User-defined Events ....................... 125

Determining Availability and Running State From Machine State

.................................................................................................... 126

Configuring FactoryTalk Metrics to Perform Downtime Tracking ... 126

Running Versus Downtime .............................................................. 128

User-defined Downtime Events ...................................................... 129

Machine State ...................................................................................... 130

Reviewing the Status of Performance Parameters Events ............... 131

Start Data Collection .............................................................................. 133

Stop Data Collection ............................................................................... 134

Manual Data Collection ......................................................................... 134

Chapter 4

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 5

FactoryTalk Metrics UDT ..................................................................... 139

UDT Tags and FactoryTalk Metrics Performance Parameters 140

Setting up Communication Between a ControlLogix Controller and

FactoryTalk Metrics ................................................................................ 143

Configuring RSLinx Enterprise ....................................................... 144

Importing the FactoryTalk Metrics UDT to the ControlLogix

Controller ............................................................................................. 148

Creating Tags Based on the FactoryTalk Metrics UDT ........... 150

Creating FactoryTalk Transaction Manager and FactoryTalk

Metrics Configurations ..................................................................... 154

Configuration Types ..................................................................... 154

Configuration Flow ...................................................................... 154

Guidelines for Modifying Imported Performance Parameters 168

Table of Contents

Analyzing FactoryTalk Metrics Data

Chapter 5

Create a New RSBizWare Report ........................................................ 171

Insert Text, Pictures, and Hyperlinks .................................................. 172

Save the Report ......................................................................................... 174

Move the Report and Set Report Permissions ................................... 175

Add a Saved Report Object to the Report .......................................... 177

Adjust the Time Range For a Time-based Report Object ........ 180

Configure the Report Object To Use Global Credentials ............. 182

Create a New Chart ................................................................................. 185

Step 1: Plan the Chart ........................................................................ 186

Step 2: Select the Data On Which To Report ............................. 187

Step 3: Choose a Chart Type ........................................................... 187

Step 4: Describe the Data .................................................................. 187

Step 5: Select Summary or Detail .................................................... 188

Step 6: Select the Fields To Be Charted ........................................ 189

Step 7: Enter the Chart Title ........................................................... 190

Step 8: Filter the Data ........................................................................ 190

Step 9: Insert Your New Chart Into the Report ......................... 193

Create a New Text Report Object ....................................................... 194

Step 1: Start the Text Report Object Wizard .............................. 194

Step 2: Select the Data On Which To Report ............................. 194

Step 3: Group the Records ................................................................ 195

Step 4: Sort the Records .................................................................... 196

Step 5: Format the Table ................................................................... 197

Step 6: Name the Report Object ..................................................... 199

Step 7: Filter the Data ........................................................................ 199

Step 8: Insert Your New Table Into the Report .......................... 199

Create an OEE Box Chart...................................................................... 200

Step 1: Add a Chart to the Report .................................................. 200

Step 2: Select an Activity Area ......................................................... 201

Step 3: Specify the Layout of the Chart ......................................... 202

Step 4: Create a Filter ......................................................................... 203

Step 5: Customize the OEE Bar Colors ........................................ 205

Step 6: Preview Your OEE Box Chart ........................................... 207

Create a FactoryTalk Metrics Detail Chart ....................................... 207

Export the Report to HTML ................................................................ 210

6 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Table of Contents

Customizing RSBizWare Charts and Tables

Advanced Reporting Topics

Load the Report From File ..................................................................... 211

Chapter 6

Customizing Charts ................................................................................ 213

Working With the Component Parts of a Chart ....................... 214

Resizing a Component ................................................................. 215

Moving a Component .................................................................. 215

Deleting a Component ................................................................. 215

Editing the Chart Title or Text Field ....................................... 215

Changing Chart Component Properties ................................. 216

Working With Chart “Pens” ........................................................... 216

Customizing Text Report Objects ....................................................... 217

Show and Hide Columns .................................................................. 217

Resize Table Columns ....................................................................... 218

Aggregate, Group, Format, Sort, Chart, and Rename Columns .....

.................................................................................................... 218

Aggregate ......................................................................................... 220

Group ............................................................................................ 220

Format ............................................................................................ 220

Sort ............................................................................................ 221

Chart ............................................................................................ 221

Rename ............................................................................................ 221

Quick Filter .......................................................................................... 221

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 7

Chapter 7

The Excel Add-in ..................................................................................... 223

Scheduling Report Objects and Reports ............................................. 227

Schedule a Report Object .................................................................. 228

Schedule a Report ............................................................................... 231

View the History of the Scheduled Task ....................................... 235

Analyzing Non-RSBizWare Data ........................................................ 236

Create an External Data Source....................................................... 236

Report Data Sources ........................................................................... 237

Step 1: Start the Report Data Source Wizard ......................... 237

User-derived Fields .................................................................................. 241

Create Detailed Derived Fields ........................................................ 243

Create Summary Derived Fields ...................................................... 247

Table of Contents

FactoryTalk Metrics Icon Definitions

Object Permissions

Report Data Sources

Configuring Reports ................................................................................ 250

Chapter 8

Plant Model Element State Icons ......................................................... 253

Performance Parameter Event State Icons ......................................... 254

Chapter 9

Filter permissions ..................................................................................... 258

Report permissions ................................................................................... 258

Report data source permissions ............................................................. 259

Report object permissions ...................................................................... 259

Appendix A

Workcell History ...................................................................................... 261

Event History ............................................................................................ 263

Machine State Data.................................................................................. 264

8 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

What Is FactoryTalk Metrics?

Welcome to FactoryTalk Metrics

In this chapter you will learn about the following:

• What Is FactoryTalk Metrics? (page 9)

• Features and Benefits (page 10)

Chapter 1

• Intended Audience (page 10)

• Where Can I Go for Help? (page 12)

Companies in the discrete and repetitive manufacturing industries are being challenged by management to maximize production from existing lines, to meet required cycle times and delivery dates for each product, and to reduce costs. To meet this challenge, production management is striving to operate the equipment at its highest efficiency.

Real-time identification of production assets that fail to reach the required standard is critical to maintaining world-class efficiency. A thorough understanding of the details behind production performance will allow you to identify sources of production inefficiencies, and to maximize asset utilization.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 9

The RSBizWare software is a suite of tools and services aimed at increasing your manufacturing floor effectiveness and profitability with solutions that target performance analysis and improvement, and with data acquisition and integration. FactoryTalk Metrics is just one of the applications that are available within the RSBizWare software. FactoryTalk Metrics builds on the report, analysis, and management capabilities of the RSBizWare software by providing a

Chapter 1 Welcome to FactoryTalk Metrics

Features and Benefits

Intended Audience

powerful, yet simple set of tools to analyze the performance of production assets.

FactoryTalk Metrics provides ratings - Overall Equipment Effectiveness (OEE), Mean Time Between Failure (MTBF), and Mean Time to Repair (MTTR) - that allow you to evaluate the performance of your production assets. A production asset (or activity area) can be anything from a single piece of equipment to a complete manufacturing plant. These ratings provide a simple way to determine quickly whether a production asset is performing adequately, based on data collected from the control system.

FactoryTalk Metrics offers the following features and benefits:

• Rich reporting, graphing, analyzing, and querying

functionality providing a complete and easy-to-use solution for

performance analysis.

• High-level analysis tools to easily identify poorly performing

assets, including the ability to drill into the underlying detail to

identify the causes of production inefficiencies.

• The ability to evaluate every production asset based on OEE,

MTBF, and MTTR ratings.

• The ability to isolate each asset so that its rating is not affected

by upstream or downstream performance.

• The ability to connect most of the OEE parameters to either a

data point or a formula, providing flexibility in the

configuration of the OEE rating.

• The ability to embed a report object in any Microsoft ActiveX

container, such as Visual Basic or Internet Explorer.

10 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

The FactoryTalk Metrics User Guide is designed to help you understand how to access and use the FactoryTalk Metrics product.

This document focuses on the end-user functions of FactoryTalk

Welcome to FactoryTalk Metrics Chapter 1

Metrics and does not cover the installation and operation of underlying system services.

This document is intended for the following types of users of the RSBizWare software:

• RSBizWare administrators

RSBizWare administrators configure the RSBizWare system

so that it can capture performance data for use by report

designers and report users.

They should be familiar with:

• Control systems, process information (line and plant), and

databases.

• Microsoft Windows operating system.

• The location and structure of databases.

• Report designers

Report designers create the reports that will be used by report

users.

They should be familiar with:

• Process information (the physical representation of the

production line and plant).

• Microsoft Windows operating systems.

• Query logic (how to write a database query).

• Web publishing tools.

• The location and structure of databases.

• Report users

Report users make use of the reports created by the report

designer to perform their jobs.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 11

Chapter 1 Welcome to FactoryTalk Metrics

technical support resources, please visit the support site.

Where Can I Go for Help?

Get Web Support

They should be familiar with:

• Microsoft Windows operating systems.

Consult the following resources for additional information about the product:

• Release Notes

The release notes contain current information about the

product, including hardware and software requirements, new

features, known and fixed anomalies.

• RSBizWare Administration Guide

The administration guide helps the RSBizWare administrator

install and configure the software as well as understand the

architecture of the RSBizWare suite and its components.

• Online help

The online help provides general information and step-by-step

procedures for working with the product.

• Rockwell Automation Support Center

The support center provides a variety of services, such as

trainings, webinars, and online support that will improve your

experience using the RSBizWare suite.

TIP

For web-based product support, and for detailed information on

Access the Rockwell Automation Knowledge base for 24/7 technical information and assistance. You can also download software patches and new software versions, ask questions via email, participate in user forums, and access other useful problem-solving tools.

The support resources available vary, depending on the product purchased. The latest information can be obtained from the Rockwell Automation Technical Support website.

12 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Welcome to FactoryTalk Metrics Chapter 1

Get Phone Support

Get Consulting Services

Contact Us

A current TechConnect Support contract may be required to use some online features.

To speak with a Technical Support representative in North America, call 1-440-646-3434.

For information on how to contact Technical Support in other locations worldwide, please visit the support site.

A current TechConnect Support contract may be required to obtain phone support.

Rockwell Automation provides expert consulting and turnkey implementation of this product. Please contact your local representative for more information.

We strive to help all of our customers become successful in their manufacturing improvement efforts. Toward this objective, we invite you to contact your local representative or Rockwell Automation at any time that we may be of service to you.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 13

Chapter 1 Welcome to FactoryTalk Metrics

14 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

The RSBizWare Architecture

Chapter 2

Getting Started

Before you walk through the examples and tutorials that are discussed in this book, it is assumed that the RSBizWare administrator has installed, configured, and started the RSBizWare server on the server computer.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 15

The RSBizWare architecture is a scalable, multi-tiered, distributed architecture consisting of a data collection subsystem, an Oracle or SQL Server database repository, the Information Services Manager, and clients. Rockwell Automation’s FactoryTalk Transaction Manager is the embedded engine that collects data from the control system(s), and the Metrics Server Manager logs it to the predefined RSBizWare database repository. There are several types of clients, including the Configuration Console and the Internet Explorer Web client.

Chapter 2 Getting Started

Importing Sample Data to the RSBizWare Database

The RSBizWare architecture can be configured to run on a single computer, or it can be distributed across multiple computers. In the simplest case, the Configuration Console, the Information Services Manager, the RSBizWare administrative tools used by the RSBizWare administrator, the database, the Metrics Server Manager, and the FactoryTalk Transaction Manager data collection engine run on a single computer. In a distributed setting, these components may reside on separate computers. Clients connect to the Information Services Manager using TCP/IP, so they can be deployed over a LAN, WAN, intranet, or the Internet. The scalability of the RSBizWare architecture allows many clients to connect to a single server.

You may import the FactoryTalk Metrics sample data so that you can use it as a reference and/or for demonstration purposes.

To import the sample data into the RSBizWare database:

1. Go to Start > All Programs > Rockwell Software >

FactoryTalk Tools > Database Wizard.

The Database Load and Update Wizard appears.

2. Click Next.

The Product and Database Connection page appears.

3. In the ODBC DSN list, select your ODBC data source.

4. In the User text box, type the user name of your RSBizWare

database owner.

5. In the Password box, type the password of your RSBizWare

database owner.

6. Click Connect.

Under Available Product Modules, a list of sample data

appears.

16 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Getting Started Chapter 2

Connecting to the Information Services Manager

Using the Information Services Manager in Internet Explorer

7. Select the data that you want to import.

8. Click Finish.

The Processing page with the import status appears.

After the import is complete, the Completing the Database

Load and Update Wizard page appears.

9. Click Close.

RSBizWare reports created by the report designer are saved to the Information Services Manager, and are available online over a TCP/IP network. If you wish to create and edit RSBizWare reports using Microsoft Internet Explorer, you need to run the Configuration Console.

Using Microsoft Internet Explorer to view RSBizWare reports, you can connect to the Information Services Manager without having the RSBizWare software installed on your computer. Instead, the server hosts a special Web page, the Quick Web, to give you access to the RSBizWare reports stored on the server. This option only allows you to view RSBizWare reports.

To access the Quick Web, open Internet Explorer, type the Web address for the Information Services Manager computer, and press Enter on your keyboard.

The Web address is made up of the name of the server computer and the HTTP port number used by the server computer, separated by a colon.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 17

Chapter 2 Getting Started

Using the Information Services Manager in the Configuration Console

For example, if you were attempting to connect to a server computer named would use the following address:

rsi-rockwell that uses the default HTTP port 8080, you

http://rsi-rockwell:8080.

Please contact your RSBizWare administrator for the specific Information Services Manager Web address to which you should connect.

The first time you try to use the Quick Web, you need to download several ActiveX controls from the server computer. The download will begin automatically.

After you have downloaded the ActiveX controls from the Information Services Manager, you may be prompted to log on. If prompted, type the user name and password for the account that your RSBizWare administrator has authorized for you, and then click OK. A connection to the RSBizWare server is established.

If you wish to configure your plant model, manage the collection of control system data, and/or edit RSBizWare reports, you should connect to the Information Services Manager via the Configuration Console. Your RSBizWare administrator needs to assign a FactoryTalk Metrics Author license and the appropriate privileges to you, to enable you to perform these functions.

You need to have the client software installed on your computer to run the Configuration Console. To install the Configuration Console from the RSBizWare DVD, select the Minimal installation option.

To start the Configuration Console:

1. Go to Start > All Programs > Rockwell Software >

RSBizWare > Configuration Console.

18 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

The RSBizWare Login dialog box appears.

Getting Started Chapter 2

Getting Started with the Configuration Console

2. If prompted, type the user name and password for the account

that your RSBizWare administrator has authorized for you,

type the name of the server computer where the Information

Services Manager is running in the Server box, and then click

A client session with the RSBizWare server is established.

The status bar at the bottom of the client application shows

your user name, the activations that have been assigned to you,

and the Information Services Manager to which you are

connected.

The Configuration Console user interface is made up of two main components:

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 19

• The Report Explorer pane on the left.

The Report Explorer is a hierarchical navigation tool used for

organizing the RSBizWare reports that have been saved for

future use. The Report Explorer contains the reports saved in

the Information Services Manager to which you are connected

and for which you have been granted view permissions. Your

Chapter 2 Getting Started

selection is made.

workcell in the line).

location.

location at which products are manufactured.

Enterprise

The highest-level activity area, typically representing the business.

The Plant Model

ability to modify and delete the reports listed in the Report

Explorer depends on the licenses and features that you have

been assigned by your RSBizWare administrator, and the

permissions that you have been granted by the creator of each

individual report.

• The report design and display work area on the right.

When you click an item in the Report Explorer, the specified

RSBizWare report appears in this area. The work area is a

region where report designers can create and modify reports.

The plant model is made up of activity areas - enterprises, sites, areas, lines, and workcells - as well as of equipment and labor resources. The activity areas are based on the terms defined by the Instrument Society of America (ISA) S95 standard in order to provide common terminology for improved communication and integration between control systems and enterprise systems.

Item Description

Workcell A location and/or group of equipment used to perform work in a

manufacturing process. The operations in a manufacturing process are performed at workcells. A workcell is typically a physical location and a primary resource (e.g., a machine); however, it may also represent a logical grouping of primary resources from which a

Line A collection of one or more workcells that are combined to perform

work. The workcells in a line are either physically located close to one another, or are related to one another in the production process (the production result of the first workcell in a line feeds the second

Area A physical, geographical, or logical grouping of lines and/or

workcells within a site, typically representing a main production capability (e.g., electronic assembly) within a manufacturing

Site A group of areas, lines, and workcells representing a geographical

20 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Getting Started Chapter 2

To create and edit the plant model, you must be granted the

Activity Areas (page 23)".

Configuring the Plant Model

The plant model may be used by all RSBizWare applications in your organization (FactoryTalk Metrics, FactoryTalk Historian Classic, and FactoryTalk Scheduler). The enterprises, sites, areas, lines, and workcells in your plant model are the subjects of your performance parameter evaluation. For implementations of RSBizWare that incorporate the FactoryTalk Scheduler application, the plant model also includes capacity, which is the property of an activity area describing its availability over time. The performance parameters can also be configured for resources.

NOTE:

Organize Plant Model privilege by your RSBizWare administrator. If you want to have access to sample data, see "Loading Sample

To configure the plant model in the Configuration Console:

1. On the Configure menu, click Plant Model.

The Plant Model dialog box appears.

2. Right-click in the area under the plant model tree, and then

click New Root Enterprise.

A new enterprise is added to the tree.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 21

3. Change the default name to

Sample Enterprise, and then press

Enter.

4. Right-click Sample Enterprise, and then click New Activity

Area > Site.

Chapter 2 Getting Started

them with time patterns.

A new site is added to the tree.

5. Change the default name to

Sample Site.

6. Right-click Sample Site, and then click New Activity Area >

Area.

A new area is added to the tree.

7. Change the default name to

Sample Area.

8. Right-click Sample Area, and then click New Activity Area >

Line.

A new line is added to the tree.

9. Change the default name to

Sample Line.

10. Right-click Sample Line, and then click New Activity Area >

Work Cell.

A new workcell is added to the tree.

11. Change the default name to

Sample Work Cell 1.

22 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

12. Right-click each activity area that you have created, and then

click Add Capacity.

TIP

The capacity of an activity area describes its availability over time. Add capacity for your activity areas so that you can associate

section "Clean installation: supported installation scenarios".

Item

Description

configured for your RSBizWare SQL Server database.

User

Type the user name of your RSBizWare database.

Password

Type the password for the RSBizWare database user.

Loading Sample Activity Areas

13. Click OK.

Getting Started Chapter 2

NOTE

Follow these steps on the database server computer, on which Report Expert is installed. For more information, see the Administration Guide,

To load FactoryTalk Metrics sample data:

1. Go to Start > All Programs > Rockwell Software >

FactoryTalk Tools > Database Wizard.

The Database Load and Update wizard appears.

2. On the Welcome page, click Next.

3. On the Product and Database Connection page, provide the

following information:

ODBC DSN Select the name of the ODBC data source that you have

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 23

4. Click Connect. The Available Product Modules list is

populated with FactoryTalk components.

5. Under Available Product Modules, select these options:

Chapter 2 Getting Started

Metrics and Report Expert sample data.

Parameters.

TIP

Select both options so that you have access to FactoryTalk

6. Click Finish to load data.

7. Click Close to exit the wizard.

Now you can examine the OEE performance parameters that are configured for sample activity areas. The activity areas are listed in the Manage Performance Parameters dialog box, under PlantMetrics Demo Area.

TIP

To open the Manage Performance Parameters dialog box, on the

Configure menu, click FactoryTalk Metrics > Performance

24 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Collecting Part Count Data When the Metrics Server Manager Is Stopped

Chapter 3

Collecting Performance Data

The primary functions of FactoryTalk Metrics are collecting and analyzing production data to provide performance ratings for every activity area. Before the report designer can create performance rating reports for the report user, the RSBizWare administrator must set up the application to collect data from the control system.

This chapter will help you understand the two key categories of ratings used to evaluate the performance of a production asset, and understand how to identify and configure the data points that will be used to collect the production data necessary to calculate performance ratings.

We will:

• Define the OEE and Fault Metrics ratings.

• Configure the FactoryTalk Metrics application, including

plant model configuration, time pattern configuration, time

pattern exception configuration, composite time pattern

configuration, and performance parameter configuration.

• Start and stop data collection.

• Perform manual data collection.

The examples in "Analyzing FactoryTalk Metrics Data (page 171)" will help you understand how to analyze the data that is collected in FactoryTalk Metrics.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 25

In version 7.0 of FactoryTalk Metrics a change was made to the way the data collection is initialized. Prior to this it was possible to have partial FactoryTalk Transaction Manager .rsl files (still stored on

Chapter 3 Collecting Performance Data

disk when data collection started) processed as current data values. This approach could lead to inaccurate count information being recorded in the event of a part count reset in the control system. The most serious effect of this issue was observed when the counter used in a FactoryTalk Metrics part count formula was reset, and the resulting formula evaluated to a negative number. The change required that the initial data used as a baseline for calculations all come from the same time period. In certain environments with continuous counters that do not get reset, this change could result in the loss of count data that was collected erroneously in previous versions. The data collected this way can account for part counts that were produced since the last time the Metrics server was running.

In order to accommodate customers that found this data useful, the Metrics Server Manager settings file (PlantMetricsServerSettings.xml) can be configured so that it forces the Metrics Server Manager to initialize its data in the pre-7.0 manner.

The file is located in the <ProgramFiles>\Rockwell Software\RSBizWare folder. It contains the

InitializeFromSingleTimestamp tag. The tag is set by default to 1.

The default value causes the Metrics Server Manager to process data in the standard way to prevent the inclusion of older data. If you change the value to

0, the Metrics Server Manager will process data

regardless of its timestamp. This change may be appropriate for some production environments, but in others may lead to incorrect values being logged for count information.

For more information on the Metrics Server Manager settings file, refer to "The Metrics Server Manager settings file" in the RSBizWare

Administration Guide.

26 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Collecting Performance Data Chapter 3

OEE Rating

FactoryTalk Metrics uses the OEE (Overall Equipment Effectiveness) model to measure the performance of manufacturing equipment. The OEE model yields a single performance rating for every activity area (workcell, line, area, or plant) being monitored, thereby providing a simple way to determine quickly if an activity area is performing adequately. The OEE value can be used to assess a single machine’s performance over time, or to compare the performance of machines.

Three components contribute to the OEE value:

• Availability

The ratio of running time to available time.

Available time may be defined by a schedule, or modified by

planned downtime events such as preventive maintenance.

Available time may also be modified by events such as being

starved for parts or being blocked by a downstream process.

Availability = RunningTime / AvailableTime

• Throughput

The performance of a machine when it is running compared to

its ideal cycle time.

The ideal cycle time depends upon the product being

produced, and is measured in units of seconds per part.

Throughput = (TotalParts x IdealCycleTime) / RunningTime

• Quality

The percentage of good parts that are produced.

GoodParts = TotalParts – Scrap

Quality = GoodParts ⁄ TotalParts

The OEE calculation that is used by FactoryTalk Metrics is the product of these three components:

OEE = Availability × Throughput × Quality

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Chapter 3 Collecting Performance Data

Fault Metrics Ratings

Mean Time Between Failure

This reduces to:

FactoryTalk Metrics gathers and stores all of the raw data necessary to make this calculation for specific time periods, as well as by activity area, by part number, and by shift. All of the individual components of the calculation are stored and available for analysis.

OEE is a valuable method of analyzing performance, because it is widely recognized and can be applied to any type of industry, factory, or machine. However, it is merely the default efficiency calculation performed by FactoryTalk Metrics, and additional or alternate calculations can be implemented. Furthermore, FactoryTalk Metrics supports the collection of detailed event data, which can be used to analyze the specific causes of inefficiencies.

FactoryTalk Metrics uses the Fault Metrics ratings to measure the reliability of manufacturing equipment. These metrics provide a simple way to determine quickly if an activity area is performing reliably. The Fault Metrics values can be used to assess a single machine’s reliability over time, or to compare the reliability of machines to each other.

MTBF = Uptime ⁄ FaultCount

Mean Time Between Failure (MTBF) is the ratio of running time to the total number of failures. It measures the average amount of time when a piece of equipment was in a running state between failures. MTBF is a derived field that contains aggregate functions and, as

28 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Collecting Performance Data Chapter 3

Area (page 81)”.

To define time patterns, configure composites, and schedule exceptions,

RSBizWare administrator.

Mean Time To Repair

Configuring Activity Area Schedules

Time Patterns

such, can only be used in summary report objects and cannot have aggregate functions applied.

MTTR = FaultTime ⁄ FaultCount

Mean Time to Repair (MTTR) is the ratio of the time spent in a failure state to the total number of failures. It measures the average amount of time when a piece of equipment was in a failure state. MTTR is a derived field that contains aggregate functions and, as such, can only be used in summary report objects and cannot have aggregate functions applied.

NOTE

To collect fault metrics for an activity area, you will need to create custom events for the workcell. For information on creating custom events, see “Viewing the Performance Parameter Events for an Activity

FactoryTalk Metrics allows you to create time patterns that will be used to calculate the amount of available time for an activity area. The OEE calculation is based on available time, so the calculation will not be accurate unless the available time is defined accurately.

It is not necessary for you to use a time pattern to define available time for an activity area; however, if you do, the OEE calculation for the activity area will not be negatively impacted by the periods of time when the activity area is scheduled to be unavailable (e.g., weekends or evenings).

NOTE

you must be granted the Manage Time Pattern privilege by your

A time pattern defines the availability of an activity area over time, which repeats as necessary during the activity area schedule. We can define the following durations of repeating periods:

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Chapter 3 Collecting Performance Data

Configuring Time Patterns

• Day

A time pattern for a 24-hour day.

• Week

A time pattern for a standard 7-day week.

• Custom

A time pattern for arbitrary duration, e.g., a 14-day cycle or an

8-hour shift.

A time pattern is composed of a default value and a series of time spans. The default value defines the value of the time pattern during intervals where no time span is specified. Each time span specifies the start time, end time, value (e.g., Available, Unavailable), and the optional report name for the span. The default value for the time pattern and the value for the time span can be a named state, a numeric value, or another time pattern. Named states are simply a set of values (e.g., 1, 0) to which you have applied descriptions (e.g., Available, Unavailable).

The sample time patterns available with FactoryTalk Metrics consist of three 8-hour shift periods, each with a 30-minute break (Unavailable), that make up the work day. The time pattern applies Monday through Friday, and the facility is closed (Unavailable) during the weekends.

The ability to reference other time patterns allows you to build time patterns from other time patterns.

In the following tutorials you will create sample shift time patterns in the Configuration Console: a Work Day time pattern that is made up of shifts, and a Work Week time pattern made up of five Work Days.

30 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Collecting Performance Data Chapter 3

To configure time patterns:

1. On the Configure menu, click Time Pattern.

The Time Patterns dialog box appears.

2. On the File menu, click New Folder.

A new folder is added to the Time Patterns tree.

3. Change the default name to

My Time Patterns, and then press

Enter.

4. Right-click My Time Patterns, and then click New Time

Pattern.

A new time pattern is added to the My Time Patterns folder.

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Chapter 3 Collecting Performance Data

5. Change the default name to Shift A, and then press Enter.

In the right pane of the dialog box, the default settings of your

new time pattern are displayed.

TIP

The State value type set to Unavailable indicates that any periods of time that are not listed as Available in the Time Spans list will be considered Unavailable.

6. Clear the Lock Times check box.

The shift times will be relative to the start and end times

specified in the Work Day time pattern.

7. Under Duration, click

The Time Pattern Duration dialog box appears.

8. Under Duration Type, select Custom, and set the duration to

8 Hours.

9. Click OK.

10. Under Report Name, type

32 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Shift A.

Collecting Performance Data Chapter 3

shift time”.

11. Under Time Spans, right-click the area and then click New

Time Span.

The Time Span dialog box appears.

12. Make sure that the value type is set to State and the value is set

to Available.

13. Set the start time of the shift to

NOTE

Since the shift times are relative, the start time in this example means

0:00, and the end time to 4:00.

“the start time of the shift”, and the end time means “4 hours into the

14. Click OK.

The new time span appears under Time Spans.

15. Repeat steps 11-14, and create another time span with the start

time set to

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 33

4:30, and the end time set to 8:00.

Chapter 3 Collecting Performance Data

unavailable shows 0 capacity in the time pattern chart.

Configuring Work Day Time Patterns

NOTE

Since the default value of the time pattern is Unavailable, the half hour between the time spans is considered unavailable, because it has not been defined as available. A time span that is

16. Under Time Patterns, right-click Shift A, and then click

Duplicate.

A copy of the shift is added to the tree.

17. Change the name of the shift to

18. Under Report Name, type

Shift B.

19. Under Time Patterns, right-click Shift B, and then click

Duplicate.

A copy of the shift is added to the tree.

20. Change the name of the shift to

21. Under Report Name, type

Shift C.

34 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

To configure a Work Day time pattern:

1. In the Time Patterns dialog box, right-click My Time

Patterns, and then click New Time Pattern.

A new time pattern is added to the tree.

2. Change the default name to

Work Day.

Collecting Performance Data Chapter 3

3. Under Time Spans, right-click the area and then click New

Time Span.

The Time Span dialog box appears.

4. Under Value Type, select Time Pattern.

With the Time Pattern option, you will create a time pattern

for a particular shift.

5. Under Value, select Shift A.

6. Set the start time to

0:00 (midnight), and the end time to 8:00

(AM).

7. Click OK.

8. Under Time Spans, right-click the area and then click New

Time Span.

The Time Span dialog box appears.

9. Under Value Type, select Time Pattern.

10. Under Value, select Shift B.

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Chapter 3 Collecting Performance Data

Configuring Work Week Time Patterns

11. Set the start time to 8:00 (AM), and the end time to 16:00 (4

PM).

NOTE

Type the time in the 24-hour format.

12. Click OK.

13. Under Time Spans, right-click the area and then click New

Time Span.

The Time Span dialog box appears.

14. Under Value Type, select Time Pattern.

15. Under Value, select Shift C.

16. Set the start time to

16:00 (4 PM), and the end time to 24:00

(midnight).

36 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

To configure a Work Week time pattern:

1. In the Time Patterns dialog box, right-click My Time

Patterns, and then click New Time Pattern.

A new time pattern is added to the tree.

2. Change the default name to

3. Under Duration, click

Work Week.

The Time Pattern Duration dialog box appears.

4. Under Duration Type, select 1 Week.

Collecting Performance Data Chapter 3

Value Type

Time Pattern

Value

Work Day

Start

Tuesday 0:00

End

Wednesday 0:00

For this item:

Select:

Value Type

Time Pattern

Value

Work Day

Start

Wednesday 0:00

End

Thursday 0:00

5. Click OK.

6. Under Time Spans, right-click the area and select New Time

Span.

The Time Span dialog box appears.

7. Under Value Type, select Time Pattern.

8. Under Value, select Work Day.

9. Under Start, select

10. Under End, select

Monday 0:00 (Monday at midnight).

Tuesday 0:00 (Tuesday at midnight).

11. Click OK.

12. Repeat steps 6-11, and create the following time spans:

Time span for Tuesday

For this item: Select:

Time span for Wednesday

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Chapter 3 Collecting Performance Data

Value Type

Time Pattern

Value Type

Time Pattern

Value

Work Day

Start

Friday 0:00

End

Saturday 0:00

Composites and Schedule Exceptions

Time span for Thursday

For this item: Select:

Value Work Day

Start Thursday 0:00

End Friday 0:00

Time span for Friday

For this item: Select:

38 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Your My Time Patterns folder should contain now the

following time patterns:

A composite is a base time pattern that is associated with an activity area. A time pattern defines the normal schedule for the activity area, and a composite may have exceptions that define any changes to the normal schedule. These exceptions may be outages (unavailable times) such as holidays or planned maintenance periods, or

Collecting Performance Data Chapter 3

Configuring Composites and Schedule Exceptions

additional available times such as overtime hours or extended seasonal hours.

In this tutorial you will use your Work Week time pattern created in "Configuring Work Week Time Patterns (page 36)", as the base time pattern for your Sample Line and Sample Work Cell 1 created in "Configuring the Plant Model (page 21)". You will also schedule an exception for the New Year's Day.

To configure a composite and schedule exceptions:

1. On the Configure menu, click Composite Time Pattern.

The Composite Time Patterns dialog box appears.

2. Under Elements, expand the Sample Enterprise item until

you get to the Sample Line item.

3. Expand Sample Line, and then click Capacity.

4. In the right pane of the dialog box, under Exceptions,

right-click the area and select New.

The Exception dialog box appears.

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Chapter 3 Collecting Performance Data

the arrows to move them under Application.

The activity area for which you are scheduling an exception (in

this tutorial it is Sample Line), is listed in the right pane of the

dialog box, under Application.

TIP

Exceptions are created for the activity areas that are listed under Application. If you want to add several activity areas to the exception that you are configuring, select them under Elements, and then use

40 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

5. Under Description, type

New Year’s Day.

6. Leave the default values under Value Type (State) and Value

(Unavailable).

7. Under Start Date, select

8. Under End Date, select

Friday, January 02, 2015 at 0:0.

Saturday, January 03, 2015 at 0:0.

Collecting Performance Data Chapter 3

Configuring OEE Performance Parameters For Activity Areas

9. Click OK.

The new exception appears under Exceptions in the

Composite Time Patterns dialog box.

After you have created a plant model and a time pattern, and associated the time pattern with activity areas in the plant, you can set additional parameters that will be used to measure the OEE rating and gather custom events for these activity areas.

FactoryTalk Metrics provides a great deal of flexibility in configuring the parameters that will be used to measure the OEE rating of an activity area. At a minimum, you must provide the following information:

• The FactoryTalk Transaction Manager configuration that will

be the link to the control system.

• The amount of time it should take the activity area to produce

one good part (ideal cycle time).

• The control system counter keeping track of production

counts.

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Chapter 3 Collecting Performance Data

RSBizWare administrator.

For more sophisticated configurations, you can define other key parameters and custom events. You can connect many of the parameters either to a data point in the control system or to a formula. Depending on the sophistication of your control system, you can use a combination of data points and formulas. This tutorial illustrates the different methods that you can use to configure performance parameters.

NOTE

To configure OEE performance parameters for an activity area, you must be granted the Manage Performance Parameters privilege by your

Use the Configuration Console to configure the performance parameters.

To select an activity area for configuration:

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. In the tree, select the activity area for which you want to

configure performance parameters.

For this tutorial, select your Sample Work Cell 1.

42 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

3. Click Configure.

The Configure Performance Parameters dialog box appears.

Collecting Performance Data Chapter 3

In this dialog box you can configure the parameters that will be

used to collect performance data and measure the OEE rating

for the activity area.

The upper section of the dialog box provides basic information

on the activity area that you have selected, and the following

options that you can use with your activity area:

• Enable Manual Activity Area

Select this option if you want to create a manual workcell. This indicates that the activity area can be configured without data points assigned.

For more information, refer to "Configure FactoryTalk Metrics Data Collection Parameters" in the Configuration Console Online Help.

If the FactoryTalk Transaction Manager configuration associated with this activity area is running and enabled for online edits, you can edit the performance parameters of the selected activity area without stopping the configuration. If the configuration is running and not enabled for online edits, you cannot make changes to the configuration until the configuration is stopped.

The FactoryTalk Transaction Manager Live Data Migration Tool allows you to enable configurations that are not currently enabled for online edits. For additional information about editing a running configuration and using the FactoryTalk Transaction Manager Live Data Migration Tool, refer to the Online Edits Tutorial in the

FactoryTalk Transaction Manager online help.

• Enable Data Collection for this Plant Model Activity

Area

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Chapter 3 Collecting Performance Data

which the Configuration Console is connected.

Configuring Data Collection

Configuring Cycle Time

Select this option if you want to start the data collection for the activity area that you have selected.

NOTE

Enabling the data collection for the activity area also consumes one workcell license for the Information Services Manager to

To configure the Data Collection:

• In the list, select a FactoryTalk Transaction Manager

configuration for data collection.

Make sure you have a FactoryTalk Transaction Manager

configuration defined in the Service Console. For more

information, see the RSBizWare Administration Guide,

"Configuring data collection".

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, click Cycle Time Part Id.

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Collecting Performance Data Chapter 3

The Ideal Cycle Time parameter is part of the Throughput value in the OEE equation. It indicates the time, in seconds, which the activity area should take to produce a single good part. It can have a decimal value. If the activity area produces parts faster than the ideal cycle time, the OEE rating will improve. If the activity area produces parts slower than the ideal cycle time, the OEE rating will deteriorate.

To configure the Ideal Cycle Time:

Under Ideal Cycle Time, in the Cycle Time Type list, select one of the following options:

• Use a single Ideal Cycle Time

Select this option if the activity area always takes the same

amount of time to produce each part, regardless of what type

of part is being produced. Parts that take longer than the

specified cycle time will negatively impact the OEE rating.

In the Cycle Time box, specify the part production time in

seconds.

• Use a PartId/Cycle Time List

Select this option if you want to improve the accuracy of the

OEE rating. With this option, the application uses the

specified lookup list to find the Ideal Cycle Time for the type

of part that is being produced. This assumes that the activity

area always takes the same amount of time to produce a certain

type of part.

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Chapter 3 Collecting Performance Data

Lookup List (page 47)".

In the Lookup list, select the lookup list that you want to use:

• Click Create List to create a new list.

• Click Edit List to modify the list that you have selected.

TIP

For more information on creating and editing Part Id/Cycle Time lists, see "Configuring a Part ID/Cycle Time

• Monitor an Unscheduled data point for Ideal Cycle Time

Select this option to obtain the most accurate ideal cycle time.

With this option, the control system specifies the amount of

time it should take to produce a good part.

You can either only select a data point or first select a data

point as the ideal cycle time event trigger, and then set the

actual ideal cycle time using a FactoryTalk Transaction

Manager expression:

46 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

1. Click Select.

The Select Data Point dialog box appears.

2. Under Filtering Tools, in the FT Transaction Manager

Topic/Device list, select the device from which you want

to load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is populated with data points for the selected device.

4. Double-click the data point that you want to use.

The data point appears in the Data Point box in the Configure Performance Parameters dialog box.

Collecting Performance Data Chapter 3

Clear.

Configuring a Part ID/Cycle Time Lookup List

TIP

To delete the data point that you have selected, click

5. (Optional) Set the actual ideal cycle time using a

FactoryTalk Transaction Manager expression:

1. Select the Use a FactoryTalk Transaction Manager

Expression to determine the Ideal Cycle Time value

check box.

2. Click Edit.

The Expression Editor - Ideal Cycle Time Expression dialog box appears.

3. Create or modify the expression that you want to use.

If you use a FactoryTalk Transaction Manager expression, the only data point it can reference is the one that you have provided in the Data Point box.

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Lookup Lists > Part Id/Cycle Times.

The Part Id/Cycle Time Lookup List dialog box appears.

2. Do either of the following:

• Click Add.

• Select a lookup list, and then click Edit.

The Part Id/Cycle Time List Configuration dialog box

appears.

Use the Part Id/Cycle Time List Configuration dialog box to configure a Part Id/Cycle Time Lookup List and its parameters:

• Default cycle time for Total Parts.

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Chapter 3 Collecting Performance Data

Configuring the Default Cycle Time for Total Parts

Configuring Ideal Cycle Time Values for Individual Part Ids

• Cycle times for individual Part Ids.

Click the links below to learn how to:

• Configure the default cycle time for Total Parts. (page 48)

• Configure the ideal cycle time values for individual Part Ids.

(page 48)

• Manage Part Id configurations. (page 49)

• Import the cycle time values for individual Part Ids. (page 49)

To configure the default Cycle Time for Total Parts:

1. In the List Description box, type a name for the new Part

Id/Cycle Time lookup list.

The name will be displayed in the Part Id/Cycle Time Lookup

list in the Part Id/Cycle Time section of the Configure

Performance Parameters dialog box.

2. In the Default Cycle Time box, type a value for the default

cycle time for Total Parts in seconds.

To configure the Ideal Cycle Time values for individual Part Ids:

1. Under Part Ids and Cycle Times, click Add.

2. The Part Id/Cycle Time Values dialog box appears.

48 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

3. In the Part Id box, type the name of the Part Id for which you

want to set the cycle time.

Collecting Performance Data Chapter 3

Managing Part Id Configurations

Importing Cycle Time Values for Individual Part Ids

4. In the Cycle Time box, type an ideal cycle time value in

seconds.

5. Click OK.

The Part Id and its cycle time value appear under Part Ids and

Cycle Times in the Part Id/Cycle Time List Configuration

dialog box.

6. Repeat the steps for other Part Ids for which you want to set

individual ideal cycle time values.

To manage Part Id configurations:

• To edit a Part Id configuration, click the Part Id item under

Part Ids and Cycle Times, and then click Edit.

The Part Id/Cycle Time Values dialog box appears.

• To delete a Part Id configuration, click Delete.

To import Part Id configurations:

1. Create a text file with Part Id configurations.

2. In the file, type the data in the order in which it will be

displayed in the dialog box, that is:

3. Separate each chunk of data with a comma, for example:

AAA,2

4. Save the file in the .csv format.

5. Under Previous Import File Path, click Import.

If there are Part Id configurations defined in the dialog box,

the following message appears:

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Chapter 3 Collecting Performance Data

Configuring Part Id

6. Click Yes.

The Open dialog box appears.

7. Navigate to the file that you want to import, and then click

Open.

The table under Part Ids and Cycle Times is populated with

the data imported from the file.

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, click Cycle Time Part Id.

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Collecting Performance Data Chapter 3

The Part Id parameter tells FactoryTalk Metrics what type of part is being produced by the activity area. Changes in the Part Id value allow FactoryTalk Metrics to track what type of part is being produced. If you always know what kind of part the activity area is producing, you can obtain the OEE ratings for the activity area sorted by part.

To configure the Part Id:

Under Part Id, in the Part Id Type list, select one of the following options:

• Do not monitor Part Id

Select this option if the application does not have information

about the types of parts the activity area is producing. The

OEE rating for the activity area will always be based on all

parts produced by the activity area.

• Use a single Part Id

Select this option if the activity area produces only one type of

part, and the OEE rating for the activity area will always be

associated with that particular type of part.

In the Part Id box, type the part ID.

• Monitor an Unscheduled data point for Part Id

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Chapter 3 Collecting Performance Data

Clear.

Configuring Summarization Criteria

Select this option if you want to monitor a data point in the

control system to determine the type of part being produced.

Changes in the Part Id value allow FactoryTalk Metrics to

track operation conditions to the type of part being produced.

If FactoryTalk Metrics knows what kind of part the activity

area is producing, you can obtain the OEE rating for the

activity area when it is producing a specific type of part:

1. Click Select.

The Select Data Point dialog box appears.

2. Under Filtering Tools, in the FT Transaction Manager

Topic/Device list, select the device from which you want

to load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is populated with data points for the selected device.

4. Double-click the data point that you want to use.

The data point appears in the Data Point box in the Configure Performance Parameters dialog box.

TIP

To delete the data point that you have selected, click

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

52 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

The Configure Performance Parameters dialog box appears.

Collecting Performance Data Chapter 3

administrator in the Service Console.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, click Summarization

Criteria.

Summarization criteria take the form of a user-defined parameter, similar to the Shift, Part Id, and Ideal Cycle Time parameters, for which data can be collected. When the value of the parameter changes, it triggers the summarization of historical performance data for the activity area. The collected values can then be used to filter OEE performance data for the activity area. For example, if your system is configured to collect a user-defined summarization criterion called Operator ID, you will be able to calculate the OEE performance for the selected activity area when a particular operator is running this equipment.

NOTE

User-defined summarization criteria are defined by the RSBizWare

To configure summarization criteria:

1. In the Select Summarization Criteria list, select the

parameter for which you want to collect data.

2. Select one of the following options:

• Do Not Monitor the selected Summarization Criteria

for the Plant Model Activity Area.

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Chapter 3 Collecting Performance Data

Select this option if you do not want the application to collect values for this parameter. The OEE rating for the activity area will always be based on all user-defined summarization criterion values of this type.

• Specify a default Summarization Criteria Value for this

Plant Model Activity Area.

Select this option if you want to set a single value for the summarization criterion. The OEE rating for the activity area will always be based on this value. For example, if a particular operator always runs this piece of equipment, you may set the Operator ID parameter as the default value.

In the Value box, type the name of the parameter that you want to use.

• Specify an Unscheduled Data Point to provide

Summarization Criteria information for this Plant Model Activity Area.

Select this option if you want to monitor a data point in the control system to determine the value for the summarization criterion. Changes in the value allow FactoryTalk Metrics to track operation conditions to a specific value. For example, for the Operator ID, this would allow FactoryTalk Metrics to track which operator is running the machinery, and allow you to obtain the OEE rating for the activity area if a specific operator is running the machinery:

1. Click Select.

The Select Data Point dialog box appears.

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Collecting Performance Data Chapter 3

Clear.

Configuring Part Count

2. Under Filtering Tools, in the FT Transaction

Manager Topic/Device list, select the device from

which you want to load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is populated with data points for the selected device.

4. Double-click the data point that you want to use.

The data point appears in the Data Point box in the Configure Performance Parameters dialog box.

TIP

To delete the data point that you have selected, click

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, click Part Count.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 55

The Part Count parameter is part of the Throughput value in the OEE equation. It indicates how many parts have been produced by the activity area. FactoryTalk Metrics compares the rate of items produced to the value given for the ideal cycle time, so the unit of measure is not important (however, it must be the same unit of measure as the ideal cycle time).

Chapter 3 Collecting Performance Data

Good, Scrap/Bad).

part count types.

It is important to make sure that the total part counter and the good/bad part counter fire at the same time (e.g., when the part leaves the activity area). If the total part counter fires when a part arrives, but the good/bad part counter does not fire until the part leaves, the two part counters may be incremented in different summarization periods, resulting in misleading part counts in reports.

To configure the Part Count parameter:

1. Click the tab for the type of part count you want to collect:

• Total Part Count

• Good Part Count, or

• Scrap/Bad Part Count

NOTE

It is not necessary to collect all three count values; however, at the minimum, you must collect either of the following:

• The good part count.

• The total part count and scrap/bad count (from

which the good part count can be calculated).

For activity areas configured as manual activity areas, you do not have to collect any part counts (i.e., Total,

TIP

The options listed in all three tabs are identical for all

2. Select one of the following options to indicate how

FactoryTalk Metrics should determine the number of parts of

the selected type (total, good, or scrap/bad) that the activity

area has produced:

• This Part Count Type is not in use.

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Select this option if you do not want to collect this type of part count.

For manual activity areas, you can select this option for all three tabs.

• The Plant Model Activity Area monitors a Scheduled or

Unscheduled Data Point to determine Part Count.

Select this option if you want a data point in the control system to report the number of parts produced by the activity area.

You can configure the way the activity determines part counts by monitoring data points in the following ways:

• By selecting an unscheduled data point. (page 58)

• By selecting first an unscheduled data point as the part

count event trigger, and then setting the actual part count using a FactoryTalk Transaction Manager expression. (page 58)

• By setting the activity area to determine the value of a

FactoryTalk Transaction Manager expression on a scheduled basis. (page 59)

• The Plant Model Activity Area evaluates a Formula to

determine Part Count.

Select this option if the number of parts produced is not contained in a single register in the control system. For

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Chapter 3 Collecting Performance Data

Configuring Part Count Using an Unscheduled Data Point

Configuring Part Count Using an Unscheduled Data Point and a FTTM Expression

example, if the activity area for which you configure performance parameters is actually two separate physical machines, you can create a formula to add the part counts from the two machines, in order to create a single good part count.

Click Edit to define the formula (page 60).

To use an unscheduled Data Point:

1. Click Select.

The Select Data Point dialog box appears.

2. Under Filtering Tools, in the FT Transaction Manager

Topic/Device list, select the device from which you want to

load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is

populated with data points for the selected device.

4. Double-click the data point that you want to use.

The data point appears in the Data Point box in the

Configure Performance Parameters dialog box.

TIP

To delete the data point that you have selected, click Clear.

To set the actual Part Count using an unscheduled Data Point and a FactoryTalk Transaction Manager expression:

1. Choose an unscheduled data point. (page 58)

2. Check the Use a FTTM Expression to determine Part

Count value option.

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Collecting Performance Data Chapter 3

you are performing the actions.

Configuring Part Count Usin a FTTM Expression On a Scheduled Basis

3. Click Edit.

The Expression Editor - Total Part Count Expression

dialog box appears.

TIP

The title of the dialog box reflects the part count type for which

4. Create or modify the expression that you want to use.

If you use a FactoryTalk Transaction Manager expression with

this option, the only data point it can reference is the one

selected in the Data Point box.

To use a FTTM expression on a scheduled basis:

1. Check the Use a FTTM Expression to determine Part

Count value option.

2. Check the Evaluate this Expression on a scheduled basis

option.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 59

3. Click Edit.

The Formula Parts wizard appears.

4. Use the wizard to define the formula. (page 60)

Chapter 3 Collecting Performance Data

Configuring a Formula

How do I access the dialog box?

1. In the left pane of the Configure Performance Parameters

dialog, click Part Count.

2. Click the Total Part Count, Good Part Count, or

Scrap/Bad Part Count tab.

3. Click The Plant Model Activity Area evaluates a Formula

to determine Part Count.

4. Click Edit.

The performance parameter formulas are used to perform an advanced calculation for an OEE Performance Parameter. They consist of Boolean or arithmetic operations that are applied to data point values. A formula can be based on operations against multiple data points, so the collection of data from a formula allows you to collect more specific information about your activity area.

To configure a formula:

1. In the Formula Parts wizard, click Add >.

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Under Formula Part Operator, the Starting Value operator

is preselected, since it is the first value in the arithmetic

formula.

2. Under Formula Part Data Point, click Select.

The Select Data Point dialog box appears.

3. Under Data Points, double-click the data point that you want

to evaluate in the formula.

4. Click Close, and then click Next.

The formula part that you have just created is displayed under

Formula Text and Formula Parts.

5. Repeat steps 1-4 to create another formula part.

You can add values to or subtracts values from the starting

values.

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Chapter 3 Collecting Performance Data

To add another value:

1. Under Formula Parts, click Add >.

2. Under Formula Part Operator, select (+) Add Value.

3. Under Formula Part Data Point, click Select.

4. Under Data Points, double-click the data point that you

want to evaluate in the formula.

5. Click Close, and then click Next.

The formula part that you have just created is displayed under Formula Text and Formula Parts.

To subtract another value:

1. Under Formula Parts, click Add >.

2. Under Formula Part Operator, select (-) Subtract Value.

3. Under Formula Part Data Point, click Select.

4. Under Data Points, double-click the data point that you

want to evaluate in the formula.

5. Click Close, and then click Next.

The formula part that you have just created is displayed under Formula Text and Formula Parts.

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Collecting Performance Data Chapter 3

Availability

6. Click Finish.

The formula is added to the Configure Performance

Parameters dialog box.

Availability is the ratio of running time to available time, and is a key component of the OEE formula.

Availability = Running Time / Available Time

Available Time is also one of the three variables in the OEE calculation itself:

OEE = (Good Part Count x Ideal Cycle Time) / Available Time

The calculation of Available Time is very important to get accurate OEE data. The fundamental issue is to determine when a machine (activity area) should be producing and when it should not. Some companies count all shift time as available time, so any non-productive time, no matter what the cause, is considered lost capacity and reduces OEE. Others exclude some types of non-productive time from the total available time, which results in higher overall OEE values. This is not done to inflate OEE scores, but to more accurately determine how efficiently the machine is performing. Such exclusions can include:

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Chapter 3 Collecting Performance Data

• Scheduled breaks, meetings, etc.

• Planned maintenance.

• External conditions that prevent the machine from working,

such as being starved or blocked.

In FactoryTalk Metrics, Available Time is the result of two other measures: Scheduled Availability and Monitored Availability.

Scheduled Availability is the expected availability that results from a predictable shift schedule (including exceptions such as meetings or planned maintenance).

Monitored Availability is the determination of machine availability based on the real-time events that are occurring on the plant floor (such as blocked/starved). Monitored Availability may override Scheduled Availability to make a machine unavailable when it would be available otherwise.

Because collecting accurate Available Time is so important, there are several options within FactoryTalk Metrics for configuring both Scheduled Availability and Monitored Availability. In addition, overall Available Time can be configured to accumulate when both the Scheduled Availability and Monitored Availability conditions are true, or when only one of them is true. The methods used for determining Available Time are configured separately for each activity area.

The following approaches can be used to determine if a machine is available:

• Defining a schedule (time pattern), which defines specific

periods of available and unavailable time that repeat into the

future, and which is subject to exceptions like holidays or

scheduled maintenance activities.

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Configuring Scheduled Availability

• Combining a time pattern optionally with Monitored

Availability, so that a control system condition can override

the predetermined schedule. This is how dynamic conditions

such as blocked and starved are commonly handled.

The Monitored Availability may be determined by:

• A control system condition.

This may be the state of a single data point or the resolution of a complex expression or formula involving one or more data points.

• The current state of the machine.

When machine states are configured, there is an option to specify whether that state indicates that the activity area is available or not available.

• Collecting shift information, scheduled availability

information, or both from the control system. If shift

schedules change frequently, this option is more flexible than

using a time pattern. Using this method, both shift

information and an optional Scheduled Availability value are

collected from the control system and used to define

availability.

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

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Chapter 3 Collecting Performance Data

4. In the left pane of the dialog box, click Scheduled

Availability.

The Scheduled Availability parameter is part of the Availability value in the OEE equation. It indicates when the activity area is supposed to be available to produce parts.

Scheduled Availability and Monitored Availability are used together to determine the availability (page 63) component of the OEE equation and to accumulate available time. Together, these values indicate when the activity area is supposed to be available to produce parts and define shift information. Scheduled Availability provides the basic availability information for the activity area, and provides the shift information. This is most commonly done by means of a fixed and repeating time pattern.

To configure Scheduled Availability:

Select one of the following options to indicate how FactoryTalk Metrics should determine when the activity area is available to produce parts:

• The Plant Model Activity Area is scheduled to be available

at all times.

Select this option if the activity area runs 24 hours a day, seven

days a week, or you intend to rely on the Monitored

Availability to determine the availability.

With this option selected, it is difficult to determine when the

activity area is actually available. As a result, non-production

time (e.g., weekends) may cause the OEE rating of the activity

area to be artificially low.

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Since no shift information is collected, the reporting by shift is

not allowed.

• Collect Scheduled Availability information from the

control system.

Select this option if shift schedule changes on the site are

frequent and variable.

With this option selected, both shift information and an

optional Scheduled Availability value are collected from the

control system and used to define availability.

You can configure the option in the following ways:

• Select a data point to monitor for Shift information.

The data point should be an unscheduled numeric data point that will contain the current shift number:

1. Click Select.

The Select Data Point dialog box appears.

2. Under Filtering Tools, in the FT Transaction

Manager Topic/Device list, select the device from

which you want to load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is populated with data points for the selected device.

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Chapter 3 Collecting Performance Data

click Clear.

For more information on creating and editing the

4. Double-click the data point that you want to use.

The data point appears in the Data Point box in the Configure Performance Parameters dialog box.

TIP

To delete the data point that you have selected,

• Select a lookup list to provide a description for the

numeric shift value collected from the control system.

Select the lookup list that you want to use:

• Click New to create a new list.

• Click Edit to modify the list that you have selected.

TIP

Shift Description Lookup lists, see "Create Shift Description Lookup Lists (page 71)".

• (Optional.) Select a data point to monitor for Scheduled

Availability.

68 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

1. Click Select.

The Select Data Point dialog box appears.

2. Under Filtering Tools, in the FT Transaction

Manager Topic/Device list, select the device from

which you want to load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is populated with data points for the selected device.

4. Double-click the data point that you want to use.

Collecting Performance Data Chapter 3

click Clear.

The data point appears in the Data Point box in the Configure Performance Parameters dialog box.

TIP

To delete the data point that you have selected,

If no data point is selected, the scheduled availability will be determined from the current shift.

If the optional data point for the scheduled availability is selected, that is the only value used to determine the state of the scheduled availability.

If only the Shift Id data point is selected, the plant model activity area will be considered to be scheduled available when the Shift Id value indicates that a shift is currently active.

The value collected for Shift Id is interpreted as an integer value.

A positive value indicates that the plant model activity area is in an active shift.

A zero or negative value indicates that the plant model activity area is out of shift.

Any time that it is in an active shift is considered to be scheduled available, and any out-of-shift time is scheduled unavailable.

• A configured Capacity Time Pattern specifies the Plant

Model Activity Area’s Scheduled Availability and Capacity

state.

Select this option to define when the activity area is scheduled

to be available. If the availability of the activity area is based on

a time pattern, the OEE rating of the activity area will not be

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Chapter 3 Collecting Performance Data

Value > 0

Not Selected

Yes

> 0 value with description.

description.

Value < 0

Not Selected

< 0 value for shift number with no shift description.

description

Otherwise, -1 for shift number with no shift

negatively affected by time periods that are scheduled as

unavailable (e.g., weekends, evenings).

Click one the available buttons to access the respective editors

that you can use to create or modify composites, exceptions, or

time patterns:

• Click Composite to assign time patterns and exceptions to

activity areas.

• Click Exception to define availability exceptions and apply

them to appropriate activity areas.

• Click Pattern to define repeating time patterns of available

time, unavailable time, and shifts.

If a site changes shift schedules frequently, the Collect

Scheduled Availability information from the control

system option is more flexible than using a time pattern.

The following table illustrates how data collection will behave for different configurations of Shift Id and Scheduled Availability.

Shift Data Point Value

Value is 0 Not Selected No

Value > 0 Value is not 0 Yes > 0 value with description. Value > 0 Value is 0 No > 0 value with description.

Value is 0 Value is not 0 Yes

Value is 0 Value is 0 No

Scheduled Available Data Point Value

Scheduled Availability

Accumulating

Shift information that is written to the database

If previous shift value > 0 then -1 * previous Shift value. Otherwise, -1 for shift number with no shift

If previous shift value > 0 then -1 * previous Shift value.

Otherwise, -1 for shift number with no shift

If previous shift value > 0 then -1 * previous Shift value.

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description.

Value < 0

Value is 0

< 0 value for shift number with no shift description.

Creating Shift Description Lookup Lists

Shift Data Point Value

Scheduled Available Data Point Value

Scheduled Availability

Accumulating

Shift information that is written to the database

Value < 0 Value is not 0 Yes < 0 value for shift number with no shift description.

How do I access the dialog box?

1. In the left pane of the Configure Performance Parameters

dialog box, click Scheduled Availability.

2. Click Collect Scheduled Availability information from the

control system.

3. Under Select a lookup list to provide a description for the

numeric shift value collected from the control system, click

Create.

When a value is collected for Shift Id from the control system, that value is numeric and can be associated with a text value to be used as the Shift Description. For example, the collected Shift Id value of 1 may be associated with a Shift Description of “Shift 1 Crew A”. The associated shift description values are stored in lookup lists.

To configure a Shift Description lookup list:

1. In the Lookup Code Description box, type a name for the

Shift Description lookup list.

2. Under Lookup Code Values, click Add.

The Shift Description Lookup Code Value dialog box

appears.

3. In the Value box, type a value.

4. In the Description box, type a description of the value.

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Chapter 3 Collecting Performance Data

with the new ones.

This item:

Is data of type:

Lookup Value

Numeric

Description

String

Event Lookup Value CSV Format

5. Click OK.

The value appears under Lookup Code Values.

Instead of manually configuring a lookup code list, you can import an existing list from a comma-separated values file (.csv).

NOTE

If a shift description lookup list already contains values, and you intend to import other values to this list, the original values will be replaced

To import Shift Description lookup list values:

1. Under Previous Import File Path, click Import.

The Open dialog box appears.

2. Select a file that contains the lookup list, and then click Open.

See "Event Lookup Value CSV Format (page 72)" for the

required file format of the Comma Separated Values (.csv) file.

3. Click OK.

Structure the content of the .csv file in the following way:

Lookup Value, Description, Fault State, Severity, Normal State

Where:

72 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Fault State Boolean:

• 1, 0, or

• true, false (case-insensitive).

Severity Numeric:

• -1 (to indicate no severity), or

• Between 0 (high severity) and 100 (low severity).

Collecting Performance Data Chapter 3

Configuring Monitored Availability

This item: Is data of type:

Normal State Boolean:

• 1, 0, or

• true, false (case-insensitive).

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, click Monitored

Availability.

The Monitored Availability parameter is part of the Availability value in the OEE equation. The parameter indicates when the activity area is actually available to produce parts. While the activity area may be scheduled to be available at a specified time, it may not actually be available at that time. An example of this is when the activity area is scheduled to be available, but is not able to work, because it is waiting for parts from an upstream process. Using the Monitored Availability parameter helps understand which machine in the facility really causes the problems. For the Monitored Availability parameters you can create Boolean formulas.

Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 73

The benefit of using Monitored Availability to determine the available time for an activity area is more accurate efficiency measurements. For example, even though an activity area can be

Chapter 3 Collecting Performance Data

scheduled to be available for an 8-hour shift, there can be times during that shift when the machine is not capable of producing output through no fault of its own. It might be starved by an upstream process, blocked by a downstream process, or it may have no work orders. If these times are excluded from the available time, the result is a more accurate picture of the machine’s actual efficiency. To get this information, you must use one of the Monitored Availability options. Of course, you will also want to track these non-productive times as custom events or machine states in order to get an accurate picture of how much production time is being lost and where the fault lies.

By default, an activity area must be both Scheduled Available and Monitored Available to be overall available and to accumulate Available Time.

To configure Monitored Availability:

Select one of the following options to indicate how the application should determine the actual availability of the activity area:

• The Plant Model Activity Area is always available.

Select this option if you want to disable Monitored

Availability. The overall availability will be determined based

on the state of Scheduled Availability only. As a result, the

non-production time that is not the fault of the activity area

(e.g., when the machine is waiting for parts) will cause the

OEE rating of the activity area to be artificially low.

• The Plant Model Activity Area determines Monitored

Availability based on the current Machine State.

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Select this option if you want to use machine state to

determine Monitored Availability.

When machine states are defined, the (Monitored)

Availability of each machine state is set. If machine states are

configured for the current activity area, then at any point in

time the activity area will be in one and only one machine

state, and the Monitored Availability of that machine state

(either available or unavailable) will be used.

For more information, see "Configure and Use Machine States

(page 118)".

• The Plant Model Activity Area monitors an Unscheduled

Data Point to determine availability.

Select this option if you want to improve the accuracy of the

OEE rating.

For example, if you base the monitored availability on the data

point that contains the running bit of an upstream unit, the

OEE of the current unit will not be negatively affected when it

is waiting for parts (the upstream unit is not running).

You can either only select a data point or first select a data

point as the availability event trigger, and then set the actual

availability value using a FactoryTalk Transaction Manager

expression.

Proceed as follows:

1. Click Select.

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Chapter 3 Collecting Performance Data

Clear.

The Select Data Point dialog box appears.

2. Under Filtering Tools, in the FT Transaction Manager

Topic/Device list, select the device from which you want

to load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is populated with data points for the selected device.

4. Double-click the data point that you want to use.

The data point appears in the Data Point box in the Configure Performance Parameters dialog box.

TIP

To delete the data point that you have selected, click

5. (Optional) Set the actual availability value using a

FactoryTalk Transaction Manager expression:

1. Check the Use a FactoryTalk Transaction Manager

Expression to determine the Monitored Availability value box.

2. Click Edit.

The Expression Editor - Monitored Availability Expression dialog box appears.

3. Create or modify the expression that you want to use.

If you use a FactoryTalk Transaction Manager expression, the only data point it can reference is the one that you have provided in the Data Point box.

• The Plant Model Activity Area evaluates a Formula to

determine availability.

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Select this option if you want to determine the availability of

the activity area based on the results of a formula.

This option specifies a formula that is constructed from one or

more unscheduled numeric or binary data points, and when

the result of that formula has a non-zero or true value, it

indicates that the activity area is Monitored Available.

For example, if you base the monitored availability on the

running state of the upstream and downstream units, you can

determine that the activity area is actually available because it

is not waiting for parts and is not blocked.

Proceed as follows:

1. Click Edit.

The Formula Parts wizard appears.

2. Use the wizard to define the formula. (page 60)

Click Apply.

The Monitored Availability configuration results in creating several system events contained in an event category called Available (in addition to those created by the Scheduled Availability configuration).

To view the events, in the left pane of the Configure Performance Parameters dialog box, under Custom, click Events.

For more information, see "Viewing the Performance Parameter Events for an Activity Area (page 81)".

The data from the events is logged to the database and used to calculate OEE and other metrics. The events include (depending on selected options):

• Activity Area Available – Formula

• Activity Area Available – Point

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Chapter 3 Collecting Performance Data

Configuring Running State

• Available Formula Point

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, click Running State.

The Running State parameter is part of the Availability (page 63) value in the OEE equation. The parameter allows the control system to indicate when the activity area is actually producing products.

For the Running State parameters you can create Boolean formulas.

To configure the Running State:

Select one of the following options to indicate how FactoryTalk Metrics should determine when the activity area is actually running and producing parts:

• The Plant Model Activity Area is always in a running state.

78 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

Select this option if you want the running time to be set equal

to the available time.

Collecting Performance Data Chapter 3

With this option selected, you will not be able to isolate the

contribution that Availability makes to the OEE value.

• The Plant Model Activity Area is always running when it is

available and not in a faulted state.

Select this option if you want the running state of the activity

area to be based on the availability and the fault state of the

activity area. This enables you to eliminate unavailable time

and downtime from the OEE rating.

• The Plant Model Activity Area determines Running State

based on the current Machine State.

Select this option if you want the activity area to be considered

in the running state, when the current machine state indicates

the running state. For more information, see "Configure and

Use Machine States (page 118)".

• The Plant Model Activity Area monitors an Unscheduled

Data Point to determine running state.

Select this option if you have a data point in the control system

that contains a running bit. If you base the Running State

parameter on the data point that contains the running bit of

the selected activity area, the activity area’s running time will

be stored in the database for later reporting.

You can either only select a data point, or first select a data

point as the running state event trigger, and then set the actual

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Clear.

running state value using a FactoryTalk Transaction Manager

expression:

1. Click Select.

The Select Data Point dialog box appears.

2. Under Filtering Tools, in the FT Transaction Manager

Topic/Device list, select the device from which you want

to load data points.

3. At the top of the dialog box, click Refresh Points.

The Data Points area at the bottom of the dialog box is populated with data points for the selected device.

4. Double-click the data point that you want to use.

The data point appears in the Data Point box in the Configure Performance Parameters dialog box.

TIP

To delete the data point that you have selected, click

5. (Optional) Set the actual running state value using a

FactoryTalk Transaction Manager expression:

1. Check the Use a FactoryTalk Transaction Manager

Expression to determine the Running State value box.

2. Click Edit.

The Expression Editor - Running State Expression dialog box appears.

3. Create or modify the expression that you want to use.

If you use a FactoryTalk Transaction Manager expression, the only data point it can reference is the one that you have provided in the Data Point box.

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Generating Performance Parameter Events

Viewing Performance Parameter Events for an Activity Area

• The Plant Model Activity Area evaluates a Formula to

determine running state.

Select this option if the running state for the activity area is

determined by several data points in the control system. For

example, if you base the Running State parameter on the

running state of the activity area and the part jam bit or fault

indicator bit, you can determine that the activity area is

actually running because it is not jammed nor in a fault

condition.

Proceed as follows:

1. Click Edit.

The Formula Parts wizard appears.

2. Use the wizard to define the formula. (page 60)

When you have finished configuring your performance parameters, click Apply. The application will create system-generated Performance Parameter events.

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

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The Configure Performance Parameters dialog box appears.

Chapter 3 Collecting Performance Data

parameter configuration is enabled.

the events on the FactoryTalk Metrics Detail report.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, under Custom, click Events.

The Performance Parameter events are used by FactoryTalk Metrics to collect data for performance monitoring.

There are two types of the Performance Parameter events: system-generated (page 83) and user-defined (page 85).

Both types of the events can be manual events (page

88).

To manage events:

• To add a new custom event for the activity area, click New.

For more information, see "Configuring User-defined

Performance Parameter Events (page 90)".

• To edit an event, select it, and then click Edit.

• To remove an event, select it, and then click Delete.

TIP

You cannot delete user-defined events while the performance

• To change the order of the events within the categories, click

Move Up or Move Down.

82 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

TIP

The position of the events in the tree will also be the position of

Collecting Performance Data Chapter 3

System-generated Events

• To copy a user-defined event from another performance

parameter configuration to the current performance

parameter configuration, click Copy.

• To import new performance parameter events that you have

created or overwrite existing performance parameter events

that you have modified in Excel (.csv) or XML (.xml) files,

click Import.

• To export existing performance parameter event information

to an Excel (.csv) or XML (.xml) file, click Export.

System-generated (default) events are created and maintained by the FactoryTalk Metrics software and reflect the selections that you have made for the Performance Parameters configuration. You are only able to edit the description of a system-generated event. All other properties of the events are locked.

System-generated events cannot be deleted.

System-generated events that may be created include:

• Schedule Available

If a schedule is assigned to a workcell, a Schedule Available

event record will be created when the schedule indicates the

workcell should be available. That record will close when the

schedule indicates the workcell is no longer available. So there

will be a Schedule Available event record in the database for

every continuous period of schedule availability for every

workcell.

• Schedule Exception Unavailable

A Schedule Exception Unavailable event record is created for

every continuous time period where Schedule Exception

Unavailable Time occurs. This Unavailable time is associated

with the schedule, and thereby an event record will be created

for every workcell that uses the schedule.

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Chapter 3 Collecting Performance Data

• Overall Available

An Overall Available event record is created for each workcell

for each continuous period of Overall Availability. Overall

Availability takes into account all of the applicable availability

factors that may determine if a workcell is available: schedule,

schedule unavailable time, availability data point, and activity

area exception unavailable time. The time spent in an Overall

Available status is also captured in the Available Seconds field

of the FactoryTalk Metrics Workcell History report data

source.

• Activity Area Exception Unavailable

An event record will be created for every continuous period of

time that a workcell experiences Exception Unavailable Time.

• Activity Area Available - Point

An event record will be created for every continuous period of

time that a workcell is available as defined by an activity area

Availability data point, which is specified in the Availability

section of the Performance Parameter screen. A record will be

created every time the Availability point in the control system

goes high, and closed when it goes low. If an Availability

formula is used, there will be an event created for each

component of the formula.

• Running - Point

An event record will be created for every continuous period of

time that a workcell is Running as defined by a Running data

point, which is specified in the Running section of the

Performance Parameter screen. A record will be created every

time the Running point in the control system goes high, and

closed when it goes low. If a Running formula is used, there

will be an event created for each component of the formula.

• Activity Area Part Count - Formula

This system-level event is created when a part count formula is

used in a workcell. An event record is created when data

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Collecting Performance Data Chapter 3

User-defined Events

collection begins, remains open for as long as the data for the

Part Count Formula is collected, and is subject to the event

data summarization rules. Each record contains a zero for the

start value and the cumulative result of the part count formula

over the time duration of the event record for the end value.

• Part Count Formula Point

One of these system-level events is created for every

component of a part count formula, when used in a workcell.

An event record is created when data collection begins,

remains open for as long as the data for the Part Count

Formula is collected, and is subject to the event data

summarization rules. Each record contains a zero for the start

value and the cumulative change of the formula data point

value over the time duration of the event record for the end

value.

• Activity Area Part Count - Point

This system-level event is created when a data point is used for

a part count in a workcell (not a part count formula). An event

record is created when data collection begins, remains open for

as long as the data for the Part Count Point is collected, and is

subject to the event data summarization rules. Each record

contains the a zero for the start value and the cumulative

change of the part count data point value over the time

duration of the event record in the end value.

For more information on the event data summarization rules, see "Set the Event Data Summarization Parameters" in the Configuration Console online help.

User-defined events are custom events that are used to collect extra data that you would like to associate with the existing performance data. By defining custom events, you can direct FactoryTalk Metrics to monitor specific bits or registers in the plant control system, and maintain historical records on the behavior of those data points. For

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Chapter 3 Collecting Performance Data

example, you can create user-defined events to trap and record downtime occurrences, e-stops, the upstream/ downstream status, machine state information, and operator input.

The ability to direct FactoryTalk Metrics to monitor custom events in the control system is extremely powerful, because it allows you to customize FactoryTalk Metrics for your unique situation and objectives.

It is up to you what is captured and how it is interpreted. There is no enforced limit to the number of custom events that can be associated with a plant model activity area in FactoryTalk Metrics. However, the addition of each new event consumes more resources from all the system's components.

The performance parameters for a user-defined event include:

• Identifying information

The plant model activity area (referred to as “workcell

description” in the FactoryTalk Metrics event history report

data source), event category (a user-defined grouping or folder

of related events), and event description (user-defined).

For more information, see "FactoryTalk Metrics Event

History Report Data Source" in the Configuration Console

online help.

• Summarization rules

Define how FactoryTalk Metrics will handle the creation of

multiple summary records in the database for a single event

occurrence.

For more information, see "Set the Event Data Summarization

Parameters" in the Configuration Console online help.

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Collecting Performance Data Chapter 3

• Trigger

Defines how the event starts and ends (e.g., a bit in the control

system goes high to signal the start of the event and it goes low

at the end of the event).

For more information, see "Set the Event Trigger Parameters"

in the Configuration Console online help.

• Additional data

Optionally, an additional data point can be collected at the

start or end of the event, or a counter can be monitored

through the duration of an event. The additional data

collected may be the event reason code entered by the

operator, explaining why the event occurred.

For more information, see "Collect Additional Event

Information" in the Configuration Console online help.

• Event fault metrics

Not all events are relevant in the calculation of fault metrics.

Specify how the event should be used when calculating fault

metrics (Mean Time Between Failure, Mean Time To Repair).

Mean Time Between Failure and Mean Time to Repair are

derived fields that contain aggregate functions and, as such,

they can only be used in summary report objects, and you

cannot apply additional aggregate functions to them.

For more information, see "Set the Event Fault Metric And

Machine State Options" in the Configuration Console online

help.

• Event reporting properties

The reporting value property determines the type of value that

is reported for the event. The severity level property

determines the severity that is associated with the event. This

is useful for reporting and sorting events.

For more information, see "Set the Event Reporting

Properties" in the Configuration Console online help.

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Chapter 3 Collecting Performance Data

Manual Events

Manual events are events without a physical data point attached to them. They can be both system-generated events and user-defined events.

There is only one type of system-generated manual events, Activity Area Good Part Count - Manual, and only one event of this type may exist in a workcell.

Manual events can be created only in an activity area configured as a manual activity area. For more information on configuring manual activity areas, refer to "Configure FactoryTalk Metrics Data Collection Parameters" in the Configuration Console online help.

To configure an event as a manual event, select the Manual Event check box in the Configure Performance Parameters Events dialog box.

Configuring an event as a manual event influences the following settings:

• The Part Count performance parameter in the Configure

Performance Parameters dialog box.

• The following performance parameters in the Configure

Performance Parameters Event dialog box:

• Event Trigger types.

• Event Value.

The system-generated manual event is automatically described as manual in the Categories & Events list.

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Collecting Performance Data Chapter 3

The Recycle Bin

For user-defined manual events you can enter additional information about manual configuration in the event name.

The properties of manual events are the same like for the user-defined events (page 85).

For more information on manual events, refer to "Manual Events (page 88)" in the Configuration Console online help.

The Recycle Bin is a system-generated category similar to the categories for available or running events. It is used to hold events that are no longer used to collect performance parameter data, but still have historical data in the database that may be used in reports. The Recycle Bin is only displayed in the Performance Parameters Events tree if historical data exists.

When you modify a set of performance parameters, FactoryTalk Metrics disables the existing events for the modified set, and creates new events for the category. Then it checks if any data has been logged for the disabled events. If no data has been logged, the events are deleted. If there is some historical data for the event, the event is moved to the Recycle Bin.

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Chapter 3 Collecting Performance Data

Configuring User-defined Performance Parameter Events

Configuring the Event Data Summary

For example, if you changed the activity area availability from Data Point to Formula, the system would disable the existing events in

the Available category, delete the events that do not have historical data, move the events that have historical data to the Recycle Bin, and then create new available events.

NOTE

If you delete an event from the Recycle Bin, the event and any historical data associated with it will be deleted.

The process of creating performance parameter events consists of the following stages:

1. Configuring the event data summary. (page 90)

2. Configuring the event trigger. (page 93)

3. Configuring the event value. (page 99)

4. Configuring the machine state / faults. (page 111)

5. Configuring the reporting. (page 113)

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

90 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, under Custom, click Events.

In the right pane of the dialog box, a list of available categories

and events appears.

5. Click New.

Collecting Performance Data Chapter 3

The Configure Performance Parameter Event dialog box

appears.

To configure the event data summary:

1. In the Description box, type a name for the event.

2. In the Category list, either select a category from the list, or

create a new one.

To create a new category:

1. Next to the Category list, click New.

The New Event Category dialog box appears.

2. Under Enter Event Category Name, type a name for the

new category.

3. Click OK.

3. In the Data Summarization Type list, select one of the

following summarization types:

• Scheduled Shift Start

• Scheduled Shift Start and End

• Any Scheduled Shift Change

• Summarization Criteria Change

• Scheduled Shift Start or Summarization Criteria Change

• Scheduled Shift Start and End or Summarization Criteria

Change

• Any Scheduled Shift Change or Summarization Criteria

Change

• Performance Trending Summarization

• No Summarization

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Chapter 3 Collecting Performance Data

"Event Data Summarization Types (page 92)".

end of any shift that is followed by Out of Shift time.

time within a shift happen. The event data will be summarized when these

that is followed by Out of Shift time.

Data Summarization will occur for the event.

and Summarization Criteria Change types.

Event Data Summarization Types

TIP

For information on individual data summarization types, see

4. Continue with "Configuring the Event Trigger (page 93)".

Event data summarization defines how FactoryTalk Metrics will handle the creation of multiple summary records in the database for a single occurrence of an event.

There are the following event data summarization types:

Use this data summarization type: To:

Scheduled Shift Start Summarize the event data at the beginning of each shift defined in the

schedule that was selected as a part of the Performance Parameters configuration. If no schedule was selected, a new shift is created at midnight of each day.

Scheduled Shift Start and End Summarize the event data at the beginning of each shift.

Shifts may not be configured continuously and there may be gaps of time between the end of a shift and the start of the next shift. This time is known as Out of Shift time. The event data will also be summarized at the

Any Scheduled Shift Change Summarize the event data when transitions from available to unavailable

Summarization Criteria Change Summarize the event data when there is a change in any Summarization

Scheduled Shift Start or Summarization Criteria Change Summarize the event data at the beginning of each shift as well as when

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transitions happen as well as at the start of a shift and at the end of a shift

Criteria, Part Id, or Cycle Time that is being monitored for a Performance Parameters configuration. If there are no Summarization Criteria, Part Id or Cycle Time being monitored as a part of the Performance Parameters configuration then no

there is a change in any Summarization Criteria, Part Id, or Cycle Time that is being monitored for the Performance Parameters configuration. This data summarization type is a combination of the Scheduled Shift Start

Summarize the event data at the beginning of each shift, at the end of each

and End and Summarization Criteria Change types.

Summarize the event data at the beginning of each shift, at the end of each

Change and Summarization Criteria Change types.

Performance Trending Summarization

Summarize the historical data for Performance Parameters at regular

Parameters data is summarized.

accurate.

Configuring the Event Trigger

Use this data summarization type: To:

Scheduled Shift Start and End or Summarization Criteria Change

Any Scheduled Shift Change or Summarization Criteria Change

shift that is followed by Out of Shift time, and when there is a change in any Summarization Criteria, Part Id, or Cycle Time that is being monitored for the Performance Parameters configuration. This data summarization type is a combination of the Scheduled Shift Start

shift that is followed by Out of Shift time, when there is a change of Available states within a shift, and when there is a change in any Summarization Criteria, Part Id, or Cycle Time that is being monitored for the Performance Parameters configuration. This data summarization type is a combination of the Any Scheduled Shift

intervals specified by the Performance Data Trending Rate, on any change of Shift or Available states within a shift, as well as when a change in any Summarization Criteria, Part Id, or Cycle Time data occurs. The event data will be summarized at the same time that Performance

Collecting Performance Data Chapter 3

No Summarization Choose not to summarize the event data at any time. The event will have

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

one record for its entire duration. Note: Use this data summarization type with caution because using it

could result in creating event records that would make reporting less

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4. In the left pane of the dialog box, under Custom, click Events.

In the right pane of the dialog box, a list of available categories

and events appears.

5. Click New.

The Configure Performance Parameter Event dialog box

appears.

To configure the event trigger:

1. In the left pane of the dialog box, click Event Trigger.

2. In the Event Trigger Type list, select one of the following:

• Monitored Bit Low to High Transition

• Monitored Bit High to Low Transition

• Monitored Value

• Monitored Formula Low to High Transition

• Monitored Formula High to Low Transition

• Monitored Periodic Value

• None

TIP

For information on the event trigger types, see "Event Trigger Types for System-generated and User-defined Events (page 97)".

The following steps will differ depending on the event trigger

type that you have selected.

If you have selected any of these event trigger types:

• Monitored Bit Low to High Transition

• Monitored Bit High to Low Transition

• Monitored Value

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Collecting Performance Data Chapter 3

Select a data point:

1. Under Data Point, click Select.

The Select Data Point dialog box appears.

2. Under Data Points, select a data point, and then click

Select.

The data point that you have selected appears in the Data Point box.

3. Continue with "Configuring the Event Value (page 99)".

If you have selected any of these event trigger types:

• Monitored Formula Low to High Transition

• Monitored Formula High to Low Transition

Create a formula:

1. Under Configure a Formula for the Event Trigger, click

Edit.

The Formula Parts dialog box appears.

2. Follow the steps described in "Configuring a Formula (page

60)", and define your formula.

3. Continue with "Configuring the Event Value (page 99)".

If you have selected any of these event trigger types:

• Monitored Periodic Value

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Chapter 3 Collecting Performance Data

•

Unavailable

• Schedule Exception Unavailable Event

•

Event Trigger Types

Event Trigger Types for System-generated Events

• None

Continue with "Configuring the Event Value (page 99)".

There are the following types of event triggers:

• Event trigger types for system-generated events only (page 96).

• Event trigger types for system-generated and user-defined

events (page 97).

• Event trigger types for manual events (page 99).

The following event trigger types are available for system-generated events only:

This event trigger: Is used by:

Activity Area Overall Available Activity Area Schedule Activity Area Schedule Exception

Activity Area Exception Unavailable

Activity Area Available

Activity Area Running

Overall Available Event Schedule Available Event

Activity Area Exception Unavailable Event

Activity Area Available - Point Event

• Activity Area Available - Formula Event

Activity Area Running - Point Event

• Activity Area Running - Formula Event

The system-generated events cannot be edited by users.

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Monitored Bit Low to High Transition

Monitor a bit value in the control system.

This event trigger type will accumulate the amount of time that the control system value is in a High state.

their data in an unscheduled manner may be selected as the trigger data point. The values

Event Trigger Types for System User-defined Events

The following event trigger types are available for system-generated events and user-defined events that are not manual:

-generated and

Use this event trigger type: To:

For this event trigger type, you need to specify a control system value as the trigger data point. The trigger data point does not have to be a bit but it must be numeric. Because this event is triggered by a change in the value reported by the control system, only values that report their data in an unscheduled manner may be selected as the trigger data point. The values that are collected and interpreted in a binary fashion with a value of zero being Low or Off and a non-zero value being High or On. Use the trigger to track a value whose natural state is Low and you want to activate the event when the value goes High and deactivate the event when the value returns to Low.

Collecting Performance Data Chapter 3

Monitored Bit High to Low Transition Monitor a bit value in the control system.

that are collected are interpreted in a binary fashion with a value of zero being Low or Off and a non-zero value being High or On. Use the trigger to track a value whose natural state is High and you want to activate the event when the value goes Low and deactivate the event when the value returns to High. This event trigger type will accumulate the amount of time that the control system value is in a Low state.

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system only values that report their data in an unscheduled manner may be selected as the

have a specific On/Off value.

See also: Monitored Bit Low to High Transition

See also: Monitored Bit High to Low Transition

Summarization type selected for the event.

compared to other event trigger types.

Use this event trigger type: To:

Monitored Value Monitor any change of a value in the control system.

For this event trigger type, you need to specify a control system value as the trigger data point for this event trigger type. The trigger data point can be either a numeric or string data type. Because this event is triggered by a change in the value reported by the control

trigger data point. Use the trigger to track any change in the monitored value and accumulate the amount of time that a specific value is reported from the control system. This event trigger type is very useful for tracking things such as machine states that do not

Monitored Formula Bit Low to High Transition

Monitor a result of a formula in the control system. Formulas let you perform advanced calculations that can be based on operations against multiple data points.

Monitored Formula Bit High to Low Transition

Monitor a result of a formula in the control system. Formulas let you perform advanced calculations that can be based on operations against multiple data points.

Monitored Periodic Value Periodically collect a control system value.

For this event trigger type, you do not select any control system value as a Trigger data point. This event trigger type is especially useful for collecting counter values to be associated with Performance Parameter data. It is used by the Activity Area Part Count - Point and Part Count Formula Point <Data Point Name> Events. It causes the control system value selected for the event value data point to be collected from the control system every five seconds. The event trigger type does not cause new event data records to be written to the database. The event data will only be written to the database according to the Data

None Periodically collect a control system value.

For this event trigger type, you do not select any control system value as a Trigger data point. This event trigger type is especially useful for collecting physical parameter data over the duration of a period of data collection. It causes the control system value selected for the event value data point to be collected and written to the database every 5 seconds for the duration of data collection.

Important: This event trigger type will generate an extremely large amount of data when

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Collecting Performance Data Chapter 3

Event trigger type

Description

Manual active/inactive event trigger type is that the latter does not require a data point attached to it.

type does not require a data point attached to it.

Event Trigger Types for Manual Events

Configuring the Event Value

There are the following event trigger types available for manual events:

Manual active/inactive event The behavior of this trigger type is similar to the

following trigger types available for user-defined events:

• Monitored Bit Low to High Transition

• Monitored Bit High to Low Transition

• Monitored Formula Low to High Transition

• Monitored Formula High to Low Transition

The difference between those trigger types and the

Manual monitored continuous event The behavior of this trigger type is similar to the

Monitored Value trigger type available for user-defined events.

The difference between those trigger types is that the Manual monitored continuous event trigger

How do I access the dialog box?

1. On the Configure menu, click FactoryTalk Metrics >

Performance Parameters.

The Manage Performance Parameters dialog box appears.

2. Select the activity area for which you want to associate

machine states, and then click Configure.

The Configure Performance Parameters dialog box appears.

3. If necessary, select the FactoryTalk Transaction Manager

configuration for the activity area.

4. In the left pane of the dialog box, under Custom, click Events.

In the right pane of the dialog box, a list of available categories

and events appears.

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Chapter 3 Collecting Performance Data

"Event Value Types (page 101)".

5. Click New.

The Configure Performance Parameter Event dialog box

appears.

To configure the event value:

1. In the left pane of the dialog box, click Event Value.

2. In the Event Value Type list, select one of the following:

• Collect Value at the Start of the Event

• Collect Value at the End of the Event

• Collect Value at the Start and the End of the Event

• Accumulate Value for the Duration of the Event

• None

TIP

For information on individual event value types, see

The following steps will differ depending on the event value

type that you have selected.

If you have selected any of these event value types:

• Collect Value at the Start of the Event

• Collect Value at the End of the Event

• Collect Value at the Start and the End of the Event

• Accumulate Value for the Duration of the Event

Choose either of the following:

• Select a data point for the Event Value

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1. Under Data Point, click Select.

The Select Data Point dialog box appears.

Rockwell Automation FactoryTalk Metrics User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

What Is FactoryTalk Metrics?

Welcome to FactoryTalk Metrics

Features and Benefits

Intended Audience

Where Can I Go for Help?

Get Web Support

Get Phone Support

Get Consulting Services

Contact Us

The RSBizWare Architecture

Getting Started

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 Part Count Data When the Metrics Server Manager Is Stopped

Collecting Performance Data

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 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 Manual Events

Configuring the Event Value