Rockwell Automation FactoryTalk Report Expert User Manual
USER GUIDE
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Supersedes Publication RPTEXP-UM001G-EN-P-June 2013
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Chapter 1
Table of Contents
Welcome to Report Expert
Report Expert Prerequisites
Installing Report Expert
Getting Started
Features of Report Expert.......................................................................... 12
Benefits of Report Expert .......................................................................... 13
Intended Audience ...................................................................................... 13
Report Expert Establishers ................................................................... 13
Report Expert Administrators ............................................................ 14
Report Expert Users .............................................................................. 14
Where Can I Go for Help? ....................................................................... 14
Chapter 2
Hardware and Software Requirements .................................................. 18
Chapter 3
Installing or Upgrading Report Expert .................................................. 19
Removing Report Expert ........................................................................... 22
Chapter 4
Understanding the Report Expert Architecture .................................. 25
Connecting to Report Expert ................................................................... 27
Settings Specific to Internet Explorer 10 .......................................... 28
Add the Report Expert Site to the Trusted Sites Zone............ 28
Open the Report Expert Site in Compatibility View .............. 29
Navigating Report Expert.......................................................................... 29
Administration Page ............................................................................. 30
Manual Data Editor .............................................................................. 31
Parameters Page for the Editor ...................................................... 32
Editor Page ......................................................................................... 32
Report Viewer ......................................................................................... 33
Parameters Page for the Viewer ..................................................... 33
Explorer Page ..................................................................................... 34
Troubleshooting .......................................................................................... 34
Chapter 5
Understanding Report
Templates
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 3
Drillthrough ................................................................................................. 37
Report Templates ........................................................................................ 38
Dashboard ................................................................................................ 39
OEE % Widget .................................................................................. 40
Table of Contents
3 OEE Components Widget ......................................................... 40
Last State Widget.............................................................................. 40
Production Summary Widget ....................................................... 41
Uptime Summary Widget .............................................................. 41
Fault Summary Widget ................................................................... 42
Good Parts vs. Scrap Parts Widget ............................................... 42
Uptime vs. Downtime Widget ...................................................... 43
Machine States Widget ................................................................... 43
Event Count and Duration Widget ............................................. 43
Parameter Settings and Widgets ......................................................... 44
Event All Detail ...................................................................................... 44
Event Chart ............................................................................................. 46
Event Configuration ............................................................................. 48
Event Detail ............................................................................................. 49
Event Detail Paged ................................................................................. 50
Event History String/Value ................................................................. 51
Event Overview ...................................................................................... 52
Event Summary ...................................................................................... 53
Fault 54
Performance ............................................................................................ 56
Production ............................................................................................... 59
Production Overview ............................................................................ 60
Quality ...................................................................................................... 63
Root Cause Analysis .............................................................................. 64
State Detail .............................................................................................. 65
State Summary ........................................................................................ 67
Throughput ............................................................................................. 68
Uptime...................................................................................................... 70
Query Fields .................................................................................................. 72
Raw Data ....................................................................................................... 76
Chapter 6
Understanding Parameter Sets
4 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Using the Date / Time / Shift Parameter .............................................. 77
Start and End Times .............................................................................. 78
Selecting Date/Time ............................................................................. 79
Selecting Shift ......................................................................................... 82
Table of Contents
Using the Grouping Parameter ................................................................ 83
Selecting the Grouping Field ............................................................... 85
Selecting the Grouping Type .............................................................. 85
Selecting the Grouping Expansion Type .......................................... 87
Deleting a Grouping .............................................................................. 88
Using the Sorting Parameter .................................................................... 88
Selecting the Sorting Field ................................................................... 89
Selecting the Sorting Method ............................................................. 90
Deleting a Sorting .................................................................................. 90
Using the Plant Model Parameter ........................................................... 90
Using the Filtering Parameter .................................................................. 91
Selecting the Filtering Field and Value ............................................. 92
Deleting a Filter ...................................................................................... 93
Using the TOP N Parameter .................................................................... 93
Using the Terminology Parameter .......................................................... 94
Viewing and Generating
Reports
Editing Event and Production
Data
Chapter 7
Viewing Saved Reports on the Explorer Page ....................................... 97
Generating Reports Using the Parameters Page .................................. 97
Generating Reports with Existing Parameter Sets ......................... 98
Generating Reports with Temporarily Customized Parameter
Sets 98
Creating New Parameter Sets for Reports ....................................... 99
Viewing and Using Reports ...................................................................... 99
Navigating Reports ............................................................................. 100
Exporting Reports ............................................................................... 100
Printing Reports .................................................................................. 101
Chapter 8
Displaying Data ........................................................................................ 103
Edit Events ............................................................................................ 104
Parameter Set Information Panel .............................................. 104
Event Details Panel ....................................................................... 104
Event List Panel ............................................................................. 105
Edit Production Data ......................................................................... 107
Parameter Set Information Panel .............................................. 107
Activity Area Details Panel ......................................................... 108
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 5
Table of Contents
Production Data List Panel ......................................................... 109
Edit Shift Information ....................................................................... 111
Parameter Set Information Panel .............................................. 111
Shift Information List Panel ....................................................... 111
Enter Data Manually .......................................................................... 112
Parameter Set Information Panel .............................................. 113
Select Area and Shift Details Panel............................................ 113
Shift Summary Panel..................................................................... 114
Creating Events ......................................................................................... 115
Creating Events From Scratch ......................................................... 115
Creating Events From Existing Events .......................................... 116
Editing Events ........................................................................................... 117
Editing the Category - Name ........................................................... 118
Editing the Start/End Time ............................................................. 119
Editing the Start/End Value ............................................................. 121
Editing the Start/End Value of Events With a Value Lookup
List 122
Editing the Start/End Value of Events without a Value
Lookup List ..................................................................................... 122
Splitting Events ......................................................................................... 123
Deleting Events ......................................................................................... 124
Editing Production Data ........................................................................ 125
Editing the Number of Good and Scrap Parts ............................. 125
Editing the Part Id .............................................................................. 126
Editing the Ideal Cycle Time ........................................................... 127
Editing the Values of the User-Defined Summarization Fields 127
Splitting Production Data ...................................................................... 129
Editing Shift Instances ............................................................................ 130
Splitting Shift Instances .......................................................................... 131
Chapter 9
Administering Report Expert
6 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Configuring Security for Report Expert ............................................. 134
Setting up Security for Report Expert Editors ............................. 134
Setting up Security for Report Expert Administrators .............. 136
Disabling Security ............................................................................... 137
Configuring Report Expert Settings .................................................... 138
Table of Contents
Modifying the RptSetting Table ..................................................... 143
Communicating With SQL Server Reporting Services (SSRS)144
Configuring the Report Tree of the Explorer Page .......................... 146
Adding Tree Items .............................................................................. 146
Copying Tree Items ............................................................................ 148
Editing Tree Items .............................................................................. 148
Organizing Tree Items ....................................................................... 149
Deleting Tree Items ............................................................................ 149
Configuring the Quick Web ................................................................. 149
Configuring Report Subscriptions ....................................................... 150
Creating Shared Schedules in SQL Server Reporting Services
(SSRS) .................................................................................................... 151
Adding Report Subscriptions ........................................................... 151
Modifying Report Subscriptions ..................................................... 152
Deleting Report Subscriptions ......................................................... 154
Configuring Parameter Sets ................................................................... 154
Adding Parameter Sets ....................................................................... 154
Copying Parameter Sets .................................................................... 155
Modifying Parameter Sets ................................................................. 156
Deleting Parameter Sets .................................................................... 157
Configuring Terminologies ................................................................... 157
Domain Terminology ........................................................................ 157
Creating Domain Terminologies .................................................... 158
Adding Terms Terminologies .......................................................... 159
Editing Terms ...................................................................................... 160
Deleting Terms .................................................................................... 161
Copying Terminologies to Other Cultures .................................. 161
Deleting Terminologies ..................................................................... 162
Deleting Cultures from Domain Terminologies ......................... 163
Synchronizing Terminology Changes with Report Server ....... 163
Configuring the Line Order .................................................................. 164
Chapter 10
Glossary of Fields
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 7
Area 165
Availability ................................................................................................. 165
Available Time .......................................................................................... 165
Table of Contents
Average Duration ..................................................................................... 165
Avg. Duration/Event End Num ........................................................... 165
Cycle Time Diff. ....................................................................................... 166
Cycle Time Diff. % .................................................................................. 166
Downtime .................................................................................................. 166
Duration ..................................................................................................... 166
End Time .................................................................................................... 166
End Value ................................................................................................... 167
Enterprise ................................................................................................... 167
Event Category .......................................................................................... 167
Event Comment ....................................................................................... 167
Event Count .............................................................................................. 167
Event During Num .................................................................................. 167
Event During Scheduled Time .............................................................. 167
Event End Num ........................................................................................ 168
Event Is Fault ............................................................................................. 168
Event Name ............................................................................................... 168
Event Occurrence ..................................................................................... 168
Event Occurrence Count/Id ................................................................. 168
Event Reason ............................................................................................. 168
Event Reason Code .................................................................................. 168
Event Severity ............................................................................................ 168
Event Start Num ....................................................................................... 169
Event Trigger ............................................................................................. 169
Event Trigger Expression ........................................................................ 169
Event Value ................................................................................................ 169
Event Value Expression ........................................................................... 169
Event Value Lookup List Name ............................................................ 169
Fault % ........................................................................................................ 169
Fault Count ............................................................................................... 170
Fault Metric Use ....................................................................................... 170
Fault Time .................................................................................................. 170
Faults ........................................................................................................... 170
Faults per Hour ......................................................................................... 170
Good Parts ................................................................................................. 170
Ideal Cycle Time ....................................................................................... 170
8 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Table of Contents
Ideal % ......................................................................................................... 171
Ideal Parts ................................................................................................... 171
Line 171
Machine State Name ............................................................................... 171
Max Duration ............................................................................................ 171
Max. Duration/Event Start Num ......................................................... 171
Min Duration ............................................................................................ 171
Min. Duration/Event Severity .............................................................. 172
MTBF ......................................................................................................... 172
MTTR ......................................................................................................... 172
OEE % ......................................................................................................... 172
Part Description ....................................................................................... 173
PartId ........................................................................................................... 173
Quality % .................................................................................................... 173
Realized Cycle Time ................................................................................ 173
Record State ............................................................................................... 173
Reporting Value ........................................................................................ 173
Running Time ........................................................................................... 173
Scheduled Unavailable Time ................................................................. 174
Scrap % ........................................................................................................ 174
Scrap Parts .................................................................................................. 174
Shift 174
Shift Name ................................................................................................. 174
Shift Number ............................................................................................ 174
Shift Start ................................................................................................... 174
Site 175
Start Time .................................................................................................. 175
Start Value .................................................................................................. 175
State Count ................................................................................................ 175
State Name ................................................................................................. 175
TEEP ........................................................................................................... 175
Throughput % ........................................................................................... 175
Time in Event ............................................................................................ 176
Total Duration .......................................................................................... 176
Total Parts .................................................................................................. 176
Uptime ........................................................................................................ 176
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 9
Table of Contents
Uptime % ................................................................................................... 176
Work Cell................................................................................................... 176
10 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Chapter 1
Welcome to Report Expert
Report Expert is a new reporting environment based on SQL Server
Reporting Services (SSRS) for Microsoft SQL Server that allows you
to report on data generated by FactoryTalk Metrics.
Report Expert is an optional component that is installed separately
from RSBizWare and the FactoryTalk Metrics software. To use
Report Expert, you must install one of the supported versions of
Microsoft SQL Server (see "Report Expert Prerequisites (page 17)").
Read the release notes (located on your Report Expert CD) to learn
about software/hardware requirements.
Report Expert provides a web interface to view and interact with
three types of reports that display FactoryTalk Metrics data:
• Quick Web reports, which are created with the RSBizWare
and FactoryTalk Metrics report authoring tools.
• SQL Server Reporting Services reports, which are created
using the SSRS report designer tools.
• Report Expert report templates (page 38), which are specially
modified SSRS reports.
A fixed number of Report Expert report templates are installed
automatically with Report Expert. These report templates, when
combined with parameter sets you can create, will satisfy a wide
range of reporting requirements. You can also create new Report
Expert report templates using SSRS. Creating new reports is an
advanced topic that is not covered in this user guide.
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 11
Chapter 1 Welcome to Report Expert
Features of Report Expert
Report Expert provides the following features:
• Uses standard SQL Server Reporting Services (SSRS) for
Microsoft SQL Server.
• Includes SSRS for Microsoft SQL Server, and appropriate
client licenses.
• Includes value-added content not available in SSRS, such as:
• Interactive filtering using the plant model and other
FactoryTalk Metrics key fields (for example, any of the five
flex fields).
• Dynamic grouping and sorting.
• Expanded date and time filtering, including shift filtering.
• Pre-defined named filters such as Today, Yesterday, and
This Week.
• Drilldown and drillthrough.
• Allows you to:
• View Report Expert report templates, standard SSRS
reports, and Quick Web reports through a single web
interface.
• Create a custom reporting tree.
• Create parameter sets that define filtering, grouping, and
sorting behaviors and apply these to report templates to
create custom reports.
• Create and modify your own report parameter sets, as well
as save parameter sets with report templates to create
custom reports.
• Use the parameter settings interactively to perform ad-hoc
reporting.
12 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Welcome to Report Expert Chapter 1
Intended Audience
• Modify standard SSRS RDL reports to take advantage of
Report Expert parameter passing (passing values from the
Report Expert parameter set into the report).
• Enter event and production data manually.
• View and modify event and production data.
• View and modify shift information.
Benefits of Report Expert
Report Expert uses an industry-standard reporting package from
Microsoft, not a proprietary reporting package from Rockwell
Automation. This means it can be much easier and more
cost-effective for you to create and maintain a reporting system.
Expertise on SSRS can be obtained from Microsoft training classes,
publications, and contractors. SSRS could be the reporting standard
for other applications in your company, allowing for easier
integration of FactoryTalk Metrics data with other data and
applications.
The user guide is designed to help you understand how to install,
configure, access, use, and maintain your Report Expert software.
The document is intended for the following three types of users:
• Report Expert Establisher (page 13)
• Report Expert Administrator (page 14)
Report Expert Establishers
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 13
• Report Expert User (page 14)
Report Expert establishers install Report Expert and set it up for use
by the administrator and other users.
They should be familiar with:
• Microsoft Windows operating systems.
Chapter 1 Welcome to Report Expert
• Microsoft SQL Server (including SQL Server Reporting
Services (SSRS)).
• Microsoft Internet Information Services (IIS).
Report Expert Administrators
Report Expert Users
Report Expert administrators define the parameter sets and reports
accessible to Report Expert users.
They should be familiar with:
• The layout and content of the lines and plant for which the
reports will provide information.
• Microsoft Windows operating systems.
• Microsoft Internet Explorer.
• Microsoft SQL Server (including SQL Server Reporting
Services (SSRS)).
Report Expert users use the reports created by the administrator in
order to perform their job.
They should be familiar with:
• Microsoft Windows operating systems.
• Microsoft Internet Explorer.
Where Can I Go for Help?
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
14 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Welcome to Report Expert Chapter 1
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.
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 15
Chapter 1 Welcome to Report Expert
16 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Chapter 2
Report Expert Prerequisites
Before you install Report Expert, keep the following in mind:
• Report Expert must be installed on the same computer as SQL
Server Reporting Services (SSRS).
• Make sure you have configured your System DSN (Data
Source Name) in your ODBC Data Source Administrator.
If you have RSBizWare installed, you may already have System
DSN configured.
To verify the System DSN configuration on Microsoft Windows
Server:
1. In the file explorer, go to the following directory:
%windir%\SysWOW64\
2. Double-click odbcad32.exe.
The ODBC Data Source Administrators (32-bit) dialog box
appears.
3. Click the System DSN tab.
If the system DSN is configured, your RSBizWare database is
listed under System Data Sources.
If the System DSN is not configured, create a DSN for the
RSBizWare database on the server containing the Report
Expert web site. For more information on creating a DSN, see
the Report Expert Release Notes, section "Prerequisites for
Windows Server 2012 for FactoryTalk Metrics and Report
Expert".
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 17
Chapter 2 Report Expert Prerequisites
Hardware and Software Requirements
For up-to-date information on hardware and software requirements
of Report Expert, refer to the Report Expert Release Notes, available
on the RSBizWare installation DVD.
18 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
contains information that can help identify the cause of your installation
Expert report templates, those reports in your currently installed version
Chapter 3
Installing Report Expert
This chapter describes how to install the Report Expert software.
If you are installing Report Expert, you must have the Windows
System Administrator privileges, and your user account must be a
member of the local administrator user group.
Installing or Upgrading Report Expert
IMPORTANT
If you encounter problems during the Report Expert installation and
need to call support, make sure that you have access to the log files
created during installation. These files are named Rockwell - Report
Expert 3.20 Install.log and Rockwell - Report Expert Deployment 3.0.log.
Depending on your installation options, only one of these files may
appear.
The log files are usually located in the \Documents and
Settings\username\Local Settings\Temp folder, where username is
the name of the installing user. However, this location can vary
depending on the value of the %TEMP% environment variable. This file
problem.
You must have the administrator privileges to perform any of the
following actions.
NOTE
If you are going to perform an upgrade to Report Expert 3.20, you may
want to first rename standard reports if you changed any of the reports
to meet your specific needs. If you do not rename the standard Report
To install or upgrade Report Expert on the server:
1. Close the SSRS web site, if it is open.
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 19
of Report Expert will be removed and replaced by new versions of the
Report Expert report templates.
Chapter 3 Installing Report Expert
2. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
3. On the Welcome page, click FactoryTalk Metrics >
Installation > Install Report Expert.
The installation program checks for installed applications.
4. On the Welcome page, click Next.
5. On the License Agreement page, click:
6. Click Next.
7. On the Customer Information page, type the following:
8. Click Next.
9. On the Setup Type wizard page, select:
• Complete, if you want to install all the features.
• Custom, if you want to install specific components.
If you choose this option, the Custom Setup page appears.
Select the components that you want to install and their
locations on the computer.
10. Click Next.
20 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Installing Report Expert Chapter 3
The Virtual directory information page appears. It displays
the default virtual directory of the Report Expert web site:
http://localhost/RockwellSoftware/ReportExpert
11. Click Next.
12. On the Database connection information page, provide the
following information:
Item Description
System DSN Name Select the name of the ODBC data source that you have
configured for your RSBizWare SQL Server database.
Username Type the user name of your RSBizWare database.
Password Type the password for the RSBizWare database user.
13. Click Next.
14. On the Ready to Install the Program page, click Install.
The Installing... page presenting the installation status
appears.
15. On the InstallShield Wizard Completed page, click Finish.
The Database Load and Update wizard appears.
16. On the Welcome page, click Next.
17. On the Product and Database Connection page, provide the
following information:
Item Description
ODBC DSN Select the name of the ODBC data source that you have
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.
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 21
Chapter 3 Installing Report Expert
18. Click Connect. The Available Product Modules list is
populated with FactoryTalk components.
19. Under Available Product Modules, select these options:
Removing Report Expert
TIP
Select both options so that you have access to FactoryTalk
Metrics and Report Expert sample data.
20. Click Finish to load data.
21. Click Close to exit the wizard.
Before removing Report Expert, you must delete all of the scheduled
reports you created while using Report Expert. You can delete the
reports from the Subscriptions tab (see "Deleting Report
Subscriptions (page 154)") or you can stop the Microsoft SQL
Server Agent (MSSQLSERVER) service (note that
MSSQLSERVER is the default Microsoft SQL Server instance
name that needs to be replaced with an appropriate one).
To stop the SQL Server agent service:
1. Go to Start > Administrative tools > Services. The Services
dialog box appears.
2. Right-click the SQL Server Agent service, and click Stop.
To remove Report Expert from the computer:
• Run the Report Expert installation again, click Next, and then
select Remove.
• Select Start > Settings > Control Panel > Add/Remove
Programs. The Windows Add/Remove Programs utility
22 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Installing Report Expert Chapter 3
appears. To remove Report Expert, select Report Expert and
click Remove.
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 23
Chapter 3 Installing Report Expert
24 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Chapter 4
Getting Started
In this chapter you will learn the following:
• What are the components of the Report Expert architecture
(page 25).
Understanding the Report Expert Architecture
• How to connect to Report Expert (page 27).
• What are the components of the Report Expert web page
(page 29).
• Where Report Expert-related errors are logged (page 34).
The following diagram provides a high-level architecture of Report
Expert.
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 25
Chapter 4 Getting Started
The Report Expert architecture is a scalable, multi-tiered,
distributed architecture consisting of the following main
components:
Item Description
Report Expert client (One or more.) A laptop or workstation running Internet Explorer.
Report Expert web
site
A server computer running Microsoft SQL Server with SQL Server
Reporting Services (SSRS) and Internet Information Server (IIS).
Database server A server computer running Microsoft SQL Server. This computer
contains the RSBizWare database with the FactoryTalk Metrics data
from which the content of Report Expert report templates are
derived.
The Report Expert components can be configured to run on a single
computer, or it can be distributed across multiple computers. In the
simplest case, the Report Expert web site can be installed on the
same machine as the database server and a user can access the Report
Expert client on the same server computer. In a distributed setting,
these components may reside on separate computers.
The Report Expert client connects to the Report Expert service to
view an HTML report, while it connects directly to the SQL Server
Reporting Services (SSRS) to generate a PDF or an Excel version of a
report or to print a report. The scalability of the Report Expert
architecture allows many clients to connect to a single Report Expert
web site.
The Report Expert web application interacts with the SSRS web
application. The SSRS web application uses the FactoryTalk Metrics
Data Provider (a SSRS Data Processing Extension) to retrieve
FactoryTalk Metrics data.
To generate FactoryTalk Metrics-related Report Expert report
templates, the Report Expert Service must have a connection to the
RSBizWare database containing the FactoryTalk Metrics tables and
views. In addition, SSRS need access to its own separate database at
run time.
26 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Getting Started Chapter 4
NOTE
The same instance of Microsoft SQL Server can host both the SSRS
database and the RSBizWare database. However, only one instance of
Microsoft SQL Server is licensed with a FactoryTalk Metrics server.
Therefore, if you want to distribute the two databases across two
different computers, you must acquire an additional Microsoft SQL
Server license.
Connecting to Report Expert
Use Microsoft Internet Explorer to connect to Report Expert.
To start Report Expert do either of the following:
• Go to Start > All Programs > Rockwell Software > Report
Expert > Report Expert.
• Open Internet Explorer.
Go to:
http://hostcomputer:8001/rockwellsoftware/reportexpert
where hostcomputer is the name of the computer on which
Report Expert is installed.
NOTES
In order to display drill-down report data correctly, make
sure your Internet Explorer setting for refreshing pages is
set up correctly.
• In Internet Explorer 7.0, select Tools > Options.
Under Temporary Internet Files, click Settings
and select Every time I visit the webpage.
• In Internet Explorer 8.0 or 9.0, select Tools >
Internet Options. Under Browsing history, click
Settings and select Every time I visit the
webpage.
Report Expert administrators should open Report Expert in
Internet Explorer using the Run as administrator option so that the
Administration page is visible. For more details, see "Administering
Report Expert (page 133)".
Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 27
Chapter 4 Getting Started
TIP
If you use Internet Explorer 10, see "Settings Specific to Internet Explorer
10 (page 28)" to learn how to configure your browser to work with
Report Expert.
Settings Specific to Internet Explorer 10
Add the Report Expert Site to the Trusted Sites Zone
To make sure that Report Expert is displayed correctly in Internet
Explorer 10, configure the following:
• Add the Report Expert site to the Trusted sites zone. (page 28)
• Set Internet Explorer 10 to open the Report Expert site in
Compatibility View. (page 29)
When you open the Report Expert site in Internet Explorer 10 for
the first time, the following message is displayed:
To prevent Internet Explorer 10 from blocking Report Expert, add
the Report Expert site to the Trusted sites zone.
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Getting Started Chapter 4
To add the Report Expert to the Trusted sites zone:
1. In the dialog box displayed above, click Add.
The Trusted sites dialog box appears.
The address of the Report Expert site appears under Add this
website to the zone.
2. Click Add.
The site is added to the Websites list.
3. Click Close.
The Report Expert site is reloaded and is displayed in the
browser with its content.
Open the Report Expert Site in Compatibility View
To open the Report Expert site in Compatibility View:
1. Open Report Expert in Internet Explorer 10.
2. Right-click the window bar of Internet Explorer, and click
Menu bar.
The menu bar appears.
3. On the Tools menu, click Compatibility View settings.
The Compatibility View Settings dialog box appears.
The address of the Report Expert site appears under Add this
website.
4. Click Add.
The site is added to the Websites you've added to
Compatibility View list.
5. Click Close.
Navigating Report Expert
Report Expert consists of the following modules and pages:
This module: Contains these pages:
Administration Administration
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Chapter 4 Getting Started
ay or hide the red status bar at the bottom of the Report Expert
This module: Contains these pages:
Manual Data Editor
• Parameters
• Editor
Report Viewer
• Parameters
• Explorer
Use the toolbar at the top of the Report Expert page to navigate to
different areas of the product, and to control which components are
displayed.
The toolbar contains the following icons:
Click this button To:
Open the Report Expert home page. By default, it is the Report
Viewer's Parameters page.
Open the Administration (page 30) page.
Open the Editor (page 32) page.
Open the Explorer (page 34) page.
Administration Page
30 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014
Display or hide the Parameters page for either the Manual Data
Editor (page 32) or the Report Viewer (page 33).
Display or hide the red heading bar at the top of the Report Expert
web page. The heading bar indicates your current location within
the Report Expert.
Displ
web page. The status bar shows tool tips and messages as you work
within Report Expert.
Display a new browser window containing a list of the various
components (and their version numbers) being used by Report
Expert, and the version number of Report Expert.
Display the help for Report Expert.
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