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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.

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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

Study time: 6 hours

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.

This course includes...

  • This course is self-paced for your convenience. Thus, there are no live components to the course, nor are there required login hours.
  • The course is set-up to walk through setting up the requirements to create, approve, and print Batch Reports.
  • Most content is written.  Links to videos are available in some lessons.  These videos explain the associated content; however, are not in sync with the available Training Cloud Environment. Please use the video lectures as supplemental information.  Complete the course exercises to gain hands-on experience working with key concepts.
  • The majority of the course consists of a directed exercise.
  • There is a final quiz which you must pass to obtained a certificate of completion.
  • Once you register for the 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:

Prerequisites

  • PI Batch and Event Framing for Process Analysis and PI ProcessBook and PI DataLink or equivalent experience.
  • Experience with PI System administration and set-up
  • PI Batch Event Frames (via EFGen or AF Event Frames)

Software Requirements

The software environment has PI Data Archive 2018, PI Asset Framework 2018, and PI RtReports (4.1.0)  

If you plan to use your own environment and are not using PI RtReports 4.1 some steps or screenshots may not agree with your environment.

* If you do not have access to a PI System you can use the included Training Cloud Environment. Go to the Training Cloud Environment section to learn more about it and deploy your cloud environments.  (The environment is available for 30 days from the date of course registration.)

Course Materials

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Launch Cloud Environment
  • Lesson 1: PI RtReports Overview
  • RtReports Components
  • Why Use RtReports?
  • RtReports Architecture
  • RtReports Workflow (7:42)
  • Lesson 2: Building Batch Reports
  • Batch Based and Data Templates (14:30)
  • 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 (17:44)
  • Exercise 3: Batch Report Format Template Editing
  • Exercise 3 Solution: Batch Report Format Template Editing
  • Lesson 4: Using Iterations
  • Using Iterations (15:43)
  • Exercise 4: Adding Iterators to the Format Template
  • Exercise 4 Solution: Adding Iterators to the Format Template
  • Lesson 5: Journal Actions
  • Data Journal Actions (14:30)
  • Exercise 5: Adding a Journal Action
  • Exercise 5 Solution: Adding a Journal Action
  • Exercise 6: Add Compressed Data (6:59)
  • Exercise 6 Solution: Add Compressed Data
  • Lesson 6: Time Based Reporting
  • Time Based Reporting (9:32)
  • Exercise 7: Time Report Templates
  • Exercise 7 Solution: Time Report Template Creation
  • Lesson 7: Condition Based Reporting
  • Condition Based Reporting - Using Action States (16:45)
  • Exercise 8: Using the State Machine
  • Exercise 8 Solution: Using the State Machine
  • Condition Based Reporting - Using Criteria (11:29)
  • 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 (16:48)
  • Exercise 16: Group and User Security
  • Exercise 16 Solution: Setup Group and Users Security
  • Lesson 11: Miscellaneous Topics
  • PI Batch Interfaces
  • PI Baseline Service (7:26)
  • 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

Study time: 6 hours

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.

This course includes...

  • This course is self-paced for your convenience. Thus, there are no live components to the course, nor are there required login hours.
  • The course is set-up to walk through setting up the requirements to create, approve, and print Batch Reports.
  • Most content is written.  Links to videos are available in some lessons.  These videos explain the associated content; however, are not in sync with the available Training Cloud Environment. Please use the video lectures as supplemental information.  Complete the course exercises to gain hands-on experience working with key concepts.
  • The majority of the course consists of a directed exercise.
  • There is a final quiz which you must pass to obtained a certificate of completion.
  • Once you register for the 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:

Prerequisites

  • PI Batch and Event Framing for Process Analysis and PI ProcessBook and PI DataLink or equivalent experience.
  • Experience with PI System administration and set-up
  • PI Batch Event Frames (via EFGen or AF Event Frames)

Software Requirements

The software environment has PI Data Archive 2018, PI Asset Framework 2018, and PI RtReports (4.1.0)  

If you plan to use your own environment and are not using PI RtReports 4.1 some steps or screenshots may not agree with your environment.

* If you do not have access to a PI System you can use the included Training Cloud Environment. Go to the Training Cloud Environment section to learn more about it and deploy your cloud environments.  (The environment is available for 30 days from the date of course registration.)

Course Materials

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Launch Cloud Environment
  • Lesson 1: PI RtReports Overview
  • RtReports Components
  • Why Use RtReports?
  • RtReports Architecture
  • RtReports Workflow (7:42)
  • Lesson 2: Building Batch Reports
  • Batch Based and Data Templates (14:30)
  • 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 (17:44)
  • Exercise 3: Batch Report Format Template Editing
  • Exercise 3 Solution: Batch Report Format Template Editing
  • Lesson 4: Using Iterations
  • Using Iterations (15:43)
  • Exercise 4: Adding Iterators to the Format Template
  • Exercise 4 Solution: Adding Iterators to the Format Template
  • Lesson 5: Journal Actions
  • Data Journal Actions (14:30)
  • Exercise 5: Adding a Journal Action
  • Exercise 5 Solution: Adding a Journal Action
  • Exercise 6: Add Compressed Data (6:59)
  • Exercise 6 Solution: Add Compressed Data
  • Lesson 6: Time Based Reporting
  • Time Based Reporting (9:32)
  • Exercise 7: Time Report Templates
  • Exercise 7 Solution: Time Report Template Creation
  • Lesson 7: Condition Based Reporting
  • Condition Based Reporting - Using Action States (16:45)
  • Exercise 8: Using the State Machine
  • Exercise 8 Solution: Using the State Machine
  • Condition Based Reporting - Using Criteria (11:29)
  • 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 (16:48)
  • Exercise 16: Group and User Security
  • Exercise 16 Solution: Setup Group and Users Security
  • Lesson 11: Miscellaneous Topics
  • PI Batch Interfaces
  • PI Baseline Service (7:26)
  • Server Side Configuration Files
  • Final Exam
  • Final Exam - QUIZ
  • Course Evaluation
  • How did it go?