RtReports Administration

About this course

The RtReports Administration class is available for students who want to learn how to design web-based regulatory compliant reports using the RtReports applications. It is intended for PI System Managers and advanced PI System users. It allows students to design report templates and to become Power Users and trainers on report design 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.

There are two main software components that comprise RtReports:

RtReports Editor
RtReports Generator

This class specifically targets RtReports Administrators and focuses solely on the RtReports Editor component.

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

PI Batch-Based reports
Time-Based reports

Study time: 8 hours

Audience

This class is for PI System Managers or advanced users who want to learn about RtReports. Also, system integrators who work with AVEVA 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.

This Course Includes...

Videos, exercises, and quizzes to help you learn the material
A Cloud Environment accessible for 30 days and configured to complete all the exercises in the course
This course is self-paced for your convenience. Thus, there are no live components to the course, nor are there required login hours. Please use the video lectures for instruction along with the course exercises to gain hands-on experience working with key concepts
There are hands-on exercises and knowledge checks tailored to apply the knowledge you've learned in the video lectures
There is also a final quiz which you must pass to obtain a certificate of completion
Once you register for a course, you will have access to the course materials 24/7 on this website

Course Access: Unlimited access to all content except the Training Cloud Environment (TCE). You have 30 days access to the TCE starting on the day you access module section "Launch Cloud Environment".

After those 30 days you can purchase additional access with one of the two options below:

Training Cloud Environments (One Month Access)

Prerequisites

PI Batch and Event Framing for Process Analysis
Experience with PI System administration and set-up
PI Batch Event Frames (via EFGen or AF Event Frames)

Software Requirements

A computer that can access our YouTube content, and pass our connection test.
PDF Reader or equivalent is required to access the workbook provided.

Further Information

This is a self-paced course. Any questions or assistance needed about the material can be asked in this course's space in the PI Square community
When you complete the examination at the end of the course, you will receive a certificate of completion which can be shared and directly posted on LinkedIn.
For more information about our Online Courses please visit our FAQ page

Course Materials

You can audit the full video lecture content right now on the AVEVA PI System Learning YouTube Channel
Download Course Workbook

Course Outline

Getting Started
How to Navigate This Course
Discussion Forum
Offline Course Videos for Blocked YouTube Users
Course Workbook
Training Cloud Environments
Cloud Environments Introduction
Cloud Environments Instructions
Launch Cloud Environment
Introduction
Course Introduction
Lesson 1: Batch Architecture in the PI System
Background: Introduction to ISA S88
Background: Examples of Batch Processes
Lesson 2: RtReports Overview
Background: RtReports - What is it? (01:42)
Background: RtReports Components
Background: Why Use RtReports?
Background: RtReports Compliance Workflow
Background: RtReports Contexts
Background: Automatic Report Generation
Test your knowledge!
Lesson 3: Building Batch Reports
Background: Batch Based and Data Templates
Knowledge check: Configure Unit Class
Batch Journal
Hands-on: Create a Batch Report Template
Test your knowledge!
Lesson 4: Data Formatting
Background: Default Template & Formatting elements
Hands-on: Format a Report (9:05)
Test your knowledge!
Lesson 5: Using Iterations
Background: Iterations
Hands-on: Use Iterators (5:36)
Test your knowledge!
Lesson 6: Journal Actions
Background: Data Journal Actions
Hands-on: Configure a Journal Action (9:18)
Hands-on: Display Compressed Values (6:21)
Test your knowledge!
Lesson 7: Time Based Reporting
Background: Time based reporting
Hands-on: Configure a Time Report Template (9:23)
Knowledge check: Configure a Daily Shift Time Report
Test your knowledge!
Lesson 8: Condition Based Reporting
Background: Condition Based Reporting
Hands-on: Report by Exception with Action States (8:20)
Background: Apply Formatting Criteria
Knowledge-check: Conditional Formatting
Test your knowledge!
(Optional) Lesson 9: Advanced Topics for RtReports Editor
Background: Formatting and Finishing Template Options & Import/Export Template
Knowledge check: Import and Release a Batch Report Template
Knowledge check: Import and Release a Time Report Template
Background: Report Parameters
Knowledge check: Create and Release a Report with Parameters
(Optional) Lesson 10: PI Baseline Service
Background: Introduction
Background: PI Baseline Service (7:26)
Knowledge check: Incorporate External Data in Report
(Optional) Lesson 11: PI RtReports Security
Background: Security of Templates, Commenting, Verifying, Approving and Printing (16:48)
Knowledge check: Group and User Security
(Optional) Lesson 12: RtReports Installation & Server Settings
Background: RtReports Installation & Server Settings
Final Exam
Final Exam - QUIZ
Course Evaluation
How did it go?

About this course