RtReports Administration Online Course

RtReports Administration class is available for students who want to learn how to design and generate web-based regulatory compliant reports using the RtReports applications.

About this course

The RtReports Administration class is available for students who want to learn how to design and generate 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 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 class will allow the students to create different types of reports such as:

  • PI Batch-Based reports
  • Time-Based reports

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.

 

Course Materials

Playlist link

Downloadable Workbook link

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Workbook to Download
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions - PI Square link needs to be updated
  • Launch Cloud Environment
  • Lesson 1: PI RtReports Overview
  • RtReports Components
  • Why Use RtReports?
  • RtReports Architecture
  • RtReports Workflow
  • Lesson 2: Building Batch Reports
  • Batch Based and Data Templates
  • Exercise 1: Configure Unit Classes
  • Batch Journal
  • Exercise 2: Creating Batch Report Templates
  • Exercise 2 Solution: Creating Batch Report Templates
  • Lesson 3: Data Formatting
  • The Default Template
  • Exercise 3: Batch Report Format Template Editing
  • Exercise 3 Solution: Batch Report Format Template Editing
  • Lesson 4: Using Iterations
  • Using Iterations
  • Exercise 4: Adding Iterators to the Format Template
  • Exercise 4 Solution: Adding Iterators to the Format Template
  • Lesson 5: Journal Actions
  • Data Journal Actions
  • Exercise 5: Adding a Journal Action
  • Exercise 5 Solution: Adding a Journal Action
  • Exercise 6: Add Compressed Data
  • Exercise 6 Solution: Add Compressed Data
  • Lesson 6: Time Based Reporting
  • Time Based Reporting
  • Exercise 7: Time Report Templates
  • Exercise 7 Solution: Time Report Template Creation
  • Lesson 7: Condition Based Reporting
  • Condition Based Reporting - Using Action States
  • Exercise 8: Using the State Machine
  • Exercise 8 Solution: Using the State Machine
  • Condition Based Reporting - Using Criteria
  • Exercise 9: Using Conditional Formatting
  • Exercise 9 Solution: Using Conditional Formatting
  • Lesson 8: Finishing Touches
  • ToolBoxes
  • Exercise 10: Using Toolbox: Predefined Actions and Style Sheets
  • Exercise 10 Solution: Predefined Actions and Style Sheets
  • Printing, Versioning, and Reviewing
  • Lesson 9: The PI RtReports Generator
  • Import Export Reports
  • Exercise 11: Import a Batch-Based Report
  • Exercise 11 Solution: Import a Batch-Based Report
  • Exercise 12: Import a Time-Based Report
  • Exercise 12 Solution: Import a Time-Based Report
  • The RtReports Generator
  • Exercise 13: Generating a Batch Based Report
  • Exercise 13 Solution: Generating a Batch-Based Report
  • Exercise 14: Generating a Time-Based Report
  • Exercise 14 Solution: Generating Multiple Time-Based Reports
  • Run Time Action Parameters
  • Exercise 15: Run Time Parameters for Batch Report
  • Exercise 15 Solution: Run Time Parameters for Batch Report
  • Lesson 10: PI RtReports Security
  • Security of Templates, Commenting, Verifying, Approving and Printing
  • Exercise 16: Group and User Security
  • Exercise 16 Solution: Setup Group and Users Security
  • Lesson 11: Miscellaneous Topics
  • PI Batch Interfaces
  • PI Baseline Service
  • Server Side Configuration Files
  • Final Exam
  • Final Exam - QUIZ
  • Course Evaluation
  • How did it go?

About this course

The RtReports Administration class is available for students who want to learn how to design and generate 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 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 class will allow the students to create different types of reports such as:

  • PI Batch-Based reports
  • Time-Based reports

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.

 

Course Materials

Playlist link

Downloadable Workbook link

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Workbook to Download
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions - PI Square link needs to be updated
  • Launch Cloud Environment
  • Lesson 1: PI RtReports Overview
  • RtReports Components
  • Why Use RtReports?
  • RtReports Architecture
  • RtReports Workflow
  • Lesson 2: Building Batch Reports
  • Batch Based and Data Templates
  • Exercise 1: Configure Unit Classes
  • Batch Journal
  • Exercise 2: Creating Batch Report Templates
  • Exercise 2 Solution: Creating Batch Report Templates
  • Lesson 3: Data Formatting
  • The Default Template
  • Exercise 3: Batch Report Format Template Editing
  • Exercise 3 Solution: Batch Report Format Template Editing
  • Lesson 4: Using Iterations
  • Using Iterations
  • Exercise 4: Adding Iterators to the Format Template
  • Exercise 4 Solution: Adding Iterators to the Format Template
  • Lesson 5: Journal Actions
  • Data Journal Actions
  • Exercise 5: Adding a Journal Action
  • Exercise 5 Solution: Adding a Journal Action
  • Exercise 6: Add Compressed Data
  • Exercise 6 Solution: Add Compressed Data
  • Lesson 6: Time Based Reporting
  • Time Based Reporting
  • Exercise 7: Time Report Templates
  • Exercise 7 Solution: Time Report Template Creation
  • Lesson 7: Condition Based Reporting
  • Condition Based Reporting - Using Action States
  • Exercise 8: Using the State Machine
  • Exercise 8 Solution: Using the State Machine
  • Condition Based Reporting - Using Criteria
  • Exercise 9: Using Conditional Formatting
  • Exercise 9 Solution: Using Conditional Formatting
  • Lesson 8: Finishing Touches
  • ToolBoxes
  • Exercise 10: Using Toolbox: Predefined Actions and Style Sheets
  • Exercise 10 Solution: Predefined Actions and Style Sheets
  • Printing, Versioning, and Reviewing
  • Lesson 9: The PI RtReports Generator
  • Import Export Reports
  • Exercise 11: Import a Batch-Based Report
  • Exercise 11 Solution: Import a Batch-Based Report
  • Exercise 12: Import a Time-Based Report
  • Exercise 12 Solution: Import a Time-Based Report
  • The RtReports Generator
  • Exercise 13: Generating a Batch Based Report
  • Exercise 13 Solution: Generating a Batch-Based Report
  • Exercise 14: Generating a Time-Based Report
  • Exercise 14 Solution: Generating Multiple Time-Based Reports
  • Run Time Action Parameters
  • Exercise 15: Run Time Parameters for Batch Report
  • Exercise 15 Solution: Run Time Parameters for Batch Report
  • Lesson 10: PI RtReports Security
  • Security of Templates, Commenting, Verifying, Approving and Printing
  • Exercise 16: Group and User Security
  • Exercise 16 Solution: Setup Group and Users Security
  • Lesson 11: Miscellaneous Topics
  • PI Batch Interfaces
  • PI Baseline Service
  • Server Side Configuration Files
  • Final Exam
  • Final Exam - QUIZ
  • Course Evaluation
  • How did it go?