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RtReports Administration

Introduction
The RtReports Administration class is offered to students who want to learn how to design and generate web based regulatory compliant reports using the RtReports applications.  It is intended to PI System Managers and advanced PI users.  It allows students to design report templates and to become Power Users and trainers on report generation in their company.

In this class, we prepare the students to install and manage the RtReports server.  The focus of this class is to teach students the best practices in report design and configuration.  The class also presents the graphical interface that allows plant personnel to generate, comment, verify and approve reports.  

We present the two main software components that comprise RtReports:
  • RtReports Editor
  • RtReports Generator

The training will allow the students to create different types of reports such as:

  • PI Batch-Based reports
  • Time-Based reports
  • Analysis Framework Case-Based reports (overview)

The class is 3 days long.  Class starts at 8:30 a.m. and ends at 4:30 p.m. Lunch breaks are at 12 p.m. each day and last 60 minutes.

Audience
This class is for PI System Managers or advanced users who want to learn about RtReports. Also, system integrators who work with OSIsoft customers should take this class to learn how to generate reports on the web in a regulated environment. Sometimes members of a PI project team take this class to get an "executive overview" of the capabilities of RtReports software.

Prerequisites

PI Batch and Event Framing for Process Analysis and PI ProcessBook and PI DataLink or equivalent experience.

Texts
  • RtReports Training Manual
  • RtReports User Guide
Class Outline
  • Class Introduction
  • PI System Architecture overview
  • PI Batch Database overview
  • PI Module Database overview
  • RtReports installation
  • Using the RtReports Generator
    • Search for Batches
    • Run reports
    • Add comments to a report
    • Verify report sections
    • Approve a report
  • Design a simple report
    • Using the Data template
    • Data Elements
    • Using the Report Content
    • Report Elements
  • Data Template advanced topics
    • Importing and using Pre-defined actions
    • Creating Pre-defined actions
    • Using Action States
    • Using aliases
  • Report Content advanced topics
    • Using Iterators
    • Using Conditions
    • Report Formatting
    • Importing and using Style Sheets
    • Creating Style Sheets
    • RtReports Versioning
    • RtReports Security
    • RtReport System Management

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Scheduled Classes
San Leandro, CA   October 29, 2008