Docengoee21sp2 Oee Gettingstarted Eng

s Table of Contents
Preface
Preparation 1
Defining the Time Model 2
Configuring Reason Trees 3
Configuring State Translation
4
Tables
Displaying Downtime Data 5
Defining Counters and Design
6
SIMATIC IT OEE 2.1 SP2 Speeds
Displaying Counter and Design
Getting Started 7
Speed Data
Configuring Algorithms 8
Configuring Targets and Limits 9
Advanced Runtime Operations 10
Reporting OEE Data 11
SIEMENS AG
Edition 04/2012
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damage. These notices are graded according to severity by the following texts:
CAUTION
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Important
Highlights key information on handling the product, the product itself or to a particular part of the
documentation.
Note
Draws your attention to additional information.
Trademarks
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The remaining trademarks in this publication may be trademarks whose use by third parties for their
own purposes could violate the rights of the owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware and
software described. Since variance cannot be precluded entirely, we cannot guarantee full
consistency. However, the information in this publication is reviewed regularly and any necessary
corrections are included in subsequent editions.
Siemens AG 04/2012 Copyright © Siemens AG 2012

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Table of Contents
Preface ...................................................................................................................................... 5
1 Preparation ......................................................................................................................... 10
1.1 Restoring the OEE plant ............................................................................................................. 11

1.2 Creating a PPA project and configuration................................................................................... 11
1.3 Creating the Equipment Model ................................................................................................... 13
2 Defining the Time Model .................................................................................................... 14
2.1 Defining the Time Model ............................................................................................................. 14
3 Configuring Reason Trees ................................................................................................ 16
3.1 Creating Equipment Types ......................................................................................................... 16

3.2 Defining Reason Tree levels....................................................................................................... 17
3.3 Configuring Machine States........................................................................................................ 17
3.4 Creating a simple Reason Tree .................................................................................................. 19
3.5 Creating a Sub Tree.................................................................................................................... 20
3.6 Creating a complex Reason Tree ............................................................................................... 21
3.7 Copying a Reason Tree .............................................................................................................. 22
4 Configuring State Translation Tables .............................................................................. 24
4.1 Creating State Translation Tables .............................................................................................. 24

4.2 Configuring Equipment to acquire downtime data ......................................................................26
5 Displaying Downtime Data ................................................................................................ 28
5.1 Approving and running the Project Version ................................................................................ 28

5.2 Configuring the OEE Web Client ................................................................................................ 29
5.3 Viewing downtime records .......................................................................................................... 29
5.4 Modifying downtime records ....................................................................................................... 30
6 Defining Counters and Design Speeds ............................................................................ 32
6.1 Creating a new OEE version....................................................................................................... 32

6.2 Defining Counters ....................................................................................................................... 32
6.3 Defining Design Speeds ............................................................................................................. 33
6.4 Configuring Equipment to acquire Counters ............................................................................... 34
6.5 Configuring Equipment to acquire Design Speeds .....................................................................35
7 Displaying Counter and Design Speed Data ................................................................... 37
7.1 Viewing counter records ............................................................................................................. 37
SIMATIC IT OEE 2.1 SP2 - Getting Started iii

Table of Contents
7.2 Viewing design speed records .................................................................................................... 38
8 Configuring Algorithms ..................................................................................................... 40
8.1 Configuring State Families.......................................................................................................... 40

8.2 Configuring Algorithms based on State Families ........................................................................41
8.3 Configuring OEE-related Algorithms........................................................................................... 42
8.4 Configuring contexts ................................................................................................................... 43
9 Configuring Targets and Limits ........................................................................................ 45
9.1 Configuring Limits ....................................................................................................................... 45

9.2 Configuring Targets .................................................................................................................... 46
9.3 Viewing Targets and Limits......................................................................................................... 47
10 Advanced Runtime Operations ....................................................................................... 49
10.1 Viewing Algorithm results.......................................................................................................... 49

10.2 Updating contexts at runtime .................................................................................................... 50
10.3 Configuring planned downtimes................................................................................................ 50
10.4 Viewing high-level production statistics .................................................................................... 51
10.5 Using the Operator Pages. ....................................................................................................... 53
11 Reporting OEE Data ......................................................................................................... 54
11.1 Creating a project...................................................................................................................... 54

11.2 Installing Standard Reports....................................................................................................... 55
11.3 Running the Downtime detail report.......................................................................................... 56
11.4 Running the OEE-DTM (on-the-fly calculation) report ..............................................................57
11.5 Running the OEE-DTM Line Efficiency report .......................................................................... 58
iv SIMATIC IT OEE 2.1 SP2 - Getting Started

Preface
Guidelines
This manual contains notes of varying importance that should be read with care; i.e.:
Important
Contains essential information regarding handling the product, the product itself or a
specific part of the documentation.
Note
Provides supplementary information regarding handling the product, the product itself or
a specific part of the documentation.
Trademarks
All names identified by ® are registered trademarks of the Siemens AG.

The remaining trademarks in this publication may be trademarks whose use by third parties
for their own purposes could violate the rights of the owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware
and software described. Since variance cannot be precluded entirely, we cannot guarantee
full consistency. However, the information in this publication is reviewed regularly and any
necessary corrections are included in subsequent editions.
Where is this manual valid?
This manual is valid for release 2.1 SP2 of SIMATIC IT OEE.
Basic knowledge required
This guide is intended for SIMATIC IT users who are responsible for system configuration,
such as application managers and system integrators (consultants). To be able to
understand the concepts and examples discussed in this guide, the reader should at least
have taken the SIMATIC IT Production Suite Basic Training.
In order to understand this manual, general knowledge of SIMATIC IT is required.
SIMATIC IT OEE 2.1 SP2 - Getting Started v

Preface
Purpose
This Manual explains How to configure and run a complete OEE project from creating a
PPA Project to viewing algorithms with targets and limits..
Important
This guide does not intend to describe details of OEE installation, migration scenarios,
prerequisites and license requirements. For more information about related concepts,
please see the Related Documentation section.
Related documentation
The following documentation illustrates concepts related to / the understanding of which is a

prerequisite to using OEE:
Document Content
OEE Engineering Client Online Detailed to guide to the engineering of OEE.

Help
OEE Web Client Online Help Contains information on the using the OEE Web
Client.
These documents are all available online from the SIMATIC IT Documentation Library,
which can be accessed by selecting Start > All Programs > Siemens Automation >
SIMATIC > SIMATIC IT Documentation > English (or German, if available).
Conventions
The table below describes the specific typographic conventions that are used throughout
this manual:
Symbol/
Indicates...
Convention
Text in bold The names of menus, commands, dialog boxes and toolbar buttons and,
in general, all strings (e.g. File menu; Save command).
KEY1+KEY2 Shortcut keys, which permit rapid access to commands (e.g. CTRL+C).
UPPERCASE The names of keyboard keys (e.g. RETURN key).
Italics Noun with special importance or significance for which emphasis is

needed. The names of parameters that must be replaced with a specific
name or value.
> A succession of commands in which the command preceding the symbol

must be selected before the command following it.
vi SIMATIC IT OEE 2.1 SP2 - Getting Started

Preface
Symbol/
Indicates...
Convention
Code Code example.

example
SIMATIC IT Documentation Library
The SIMATIC IT Documentation Library provides you with a comprehensive and user-
friendly interface to access the overall product documentation where manuals and online
helps can be browsed by functionality or by component.
To access the SIMATIC IT Documentation Library, simply select Start > All Programs >
Siemens Automation > SIMATIC > SIMATIC IT Documentation > English (or German, if
available).
Readme
The installation includes a readme file, which contains information on upgrade procedures
and compatibility with previous releases. This file is supplied both in standard text
(ReadMe.wri) and in Acrobat PDF (ReadMe.pdf) format.
This file is available in folder \ReleaseNotes of the setup DVD. It is also provided in the
SIMATIC IT Documentation Library, which can be accessed by selecting Start > All
Programs > Siemens Automation > SIMATIC > SIMATIC IT Documentation > English
(or German, if available).
SIMATIC IT Training Center
Siemens IA AS MES offers a number of training courses to familiarize you with the
SIMATIC IT product suite. To successfully achieve this goal, training consists of lessons in
both theory and practice.
Courses are held year-round, according to a program that is published well in advance of
the first scheduled session.
The material on the basis of which our courses are conducted reflects the result of years of
experience in process, LIMS, quality control and production management.
All courses are held by expert personnel that are aware of the developments and
innovations in the Siemens IA AS MES product suite.
Courses are held in English at the Siemens IA AS MES Training Centers.
Upon request, training courses can also be organized on the customer's premises.
For more information on the training course calendar, please visit our technical web site
(http://www.automation.siemens.com/mcms/mes/en/serviceandsupport/
valueaddedservices/Pages/Default.aspx).
SIMATIC IT Service & Support
A comprehensive Software Maintenance program is available with SIMATIC IT products.

Software Maintenance includes the following services:
SIMATIC IT OEE 2.1 SP2 - Getting Started vii

Preface
• Software Update Service (SUS): automatic distribution of upgrades and service packs
• Technical Support Service (TSS): support on technical problems with SIMATIC IT
software (standard support and other optional services)
• Online Support: a technical web site, providing information such as Frequently Asked
Questions and technical documentation on SIMATIC IT products
Software Update Service (SUS)
This service provides automatic shipment of new versions and service packs when
released. When a new version / service pack is available for shipping, it is typically shipped
within one month.
One copy of the installation DVD is shipped for each Server covered by Software
Maintenance.
Hot fixes (officially tested and released) are not shipped and must be downloaded from the
Technical Support Service Web site.
Technical Support Service (TSS)
Siemens provides a dedicated technical support team for SIMATIC IT products.

The following options are available:
• Bronze support: 9 hours/day, 5 days/week
• Silver support: 24 hours/day, 5 days/week
• Gold support: 24 hours/day, 7 days/week
The principal language of the SIMATIC IT hotline is English.

SIMATIC IT partners and customers covered by the Software Maintenance program are
entitled to direct access to the TSS.
Access to the TSS
To be able to access the TSS, the customer needs to register as a user on the Technical
Support Web site. Connect to http://www.automation.siemens.com/MCMS/MES/EN/Pages/
Default.aspx and in the Restricted areas follow the SIMATIC IT TSS link.
The registration form must be completed with:
• Personal data
• The required company and plant information
• The Contract Number provided by Siemens Back Office when the contract is agreed.
Online Support
A customer who is a registered TSS user, can access the Technical Support Web site
(https://mes-simaticit.siemens.com/tss/RestrictedSupportServices.html), which contains
technical information such as:
• Service conditions (Phone numbers, Working hours, Reaction times,…)
viii SIMATIC IT OEE 2.1 SP2 - Getting Started

Preface
• SIMATIC IT knowledge base: a technical support database that includes practical service
solutions from the Technical Support or the SIMATIC IT community
• SIMATIC IT software (e.g. hot fixes, software examples) and release notes that can be
downloaded
• SIMATIC IT cross-industry libraries that can be downloaded (limited access to SIMATIC
IT certified partners)
• SIMATIC IT product documentation that can be downloaded
• Frequently Asked Questions and useful tips.
SIMATIC IT OEE 2.1 SP2 - Getting Started ix

1 Preparation
Introduction
This Getting Started teaches you how to configure and use SIMATIC® IT OEE product
option to collect and analyze downtime data and key performance indicators to monitor the
efficiency of your plant.
More specifically, you will learn how to:
• create an OEE configuration using the OEE Engineering Client
• use the OEE Web Client to display collected and aggregated data, execute algorithm
calculations and perform other runtime operations.
Prerequisites
This document assumes that you are already familiar with SIMATIC IT Historian, and that
you already installed SIMATIC IT OEE on your computer. Furthermore, it is recommended
that you read at least the OEE Concept Guide before beginning this Getting Started, as it
contains useful information concerning OEE key concepts, and engineering and runtime
workflow.
Scenario
The Getting Started project is based upon an imaginary bottling plant, in which two sections
of the bottling line, deliberately simplified, fill bottles with liquid and cap them.
The restored OEE Plant provides a set of tags and associated tasks in SIMATIC IT RTDS,
which are used to generate simulated online process data. This generated data is used to
represent monitored process data from the bottling plant. Using the simulated data, it is
possible to perform all the monitoring functions required to analyze the availability,
performance and quality in the imaginary plant and, hence, calculate its OEE.
Before setting up your OEE project, you must perform some preliminary steps to set up
information about your plant:
• restore the OEE plant
• create a PPA project the storage, clustering and manipulation of the monitored process
data received from the plant
• create the Equipment Model for the plant, within the PPA project
After these steps, it will be possible to create the OEE configuration.
10 SIMATIC IT OEE 2.1 SP2 - Getting Started

1 Preparation
1.1 Restoring the OEE plant
1.1 Restoring the OEE plant
Introduction
A pre-configured SIMATIC IT example plant is provided for this Getting Started and is found
as a compressed .arq file in the %ICUBEPATH%\Documentation\GettingStarted_Files
directory: it can be opened using SIMATIC IT Backup Manager tool.
Procedure
1. In the Plant Management environment, select Tools > Backup Manager.

2. In the Backup Manager dialog box, select File > Restore.
3. Select the OEE.ARQ file and click Open.
4. In the Restore dialog box, type OEE in the Plant Name edit box and click OK.
5. Log on to the OEE plant, by double-clicking the OEE icon: the SIMATIC IT
Management Console is displayed.
6. Right-click the RTDS_OEE Unit and select Modify.
7. In the Attribute dialog box, select your computer in the Device Name area and click
Finish.
8. Select Unit > Real Time Data Engine > Start Real Time Data Engine to start the unit
to be used for PLC simulation.
Result
You have restored the OEE.PLT plant, containing a number of field tags configured in the
Data Dictionary and various simulation tasks created with RTDE. These tasks will be used
to generate dynamic values for the field tags, thereby simulating field data to demonstrate
the OEE capabilities.
1.2 Creating a PPA project and configuration
Introduction
The configuration on the SIMATIC IT Services level that is required for the Getting Started
project is provided once you have restored OEE.ARQ. However, a Plant Performance
Analyzer project must be configured to collect, store and process the data received from the
plant.
The following procedures explain how to:
• Create a new PPA project
• Create a new PPA configuration
• Create a new OEE configuration
SIMATIC IT OEE 2.1 SP2 - Getting Started 11

1 Preparation
1.2 Creating a PPA project and configuration
Procedure
To create a new PPA project:

1. From the SIMATIC IT Management Console, select Component > Plant
Performance Analyzer > Plant Performance Analyzer Configuration.
2. Select Project > Add to start the Add Project Wizard.
3. Select the SQL Server instance that will manage the PPA database set.
4. Click Add a new database set.
5. Type the name of the PPA configuration database (for example, PPADBOEE).
6. Browse to the directory where the configuration database will be stored.
7. Type 2 as the number of databases in the online database set.
8. Browse to the location of the online database set and the transaction log.
9. Accept the default values provided for the online database set parameters.
10. Select the PPA Server name.
11. Click Next to accept the default values provided for the remaining wizard steps. After
the last step of the wizard, some time must elapse before the new PPA project is
actually created.
Procedure
To create a new PPA configuration:

1. From PPA Administration Tool, right-click the new project and select Open Project.
2. When the Configuration Editor starts, a dialog box opens. Click New to create a new
configuration.
3. Type a name for the new PPA configuration (for example, PPA_OEE) and click OK.
Procedure
To create a new OEE configuration linked to the PPA configuration:

1. In PPA Configuration Editor, click the Time Model tab.
2. When the Open Overall Engineering Effectiveness Configuration dialog is
displayed, select the BASE configuration and click OK.
Result
You have created a new Plant Performance Analyzer Project, as well as new configurations
for PPA and OEE.

1 Preparation
1.3 Creating the Equipment Model
1.3 Creating the Equipment Model
Introduction
The following plant model, representing a small bottling line, must be configured in PPA
Configuration Editor:
Procedure
1. In the PPA Configuration Editor environment, click the Equipment tab

2. Right-click EquipmentModel* in the tree list, and select New Equipment Unit.
3. Type BottlingLine1 in the Name edit box of the dialog box displayed and click OK.
4. Right-click BottlingLine1 and select New Equipment Unit.
5. Type Filler in the Name edit box of the dialog box displayed and click OK.
6. Right-click Filler and select New Equipment Unit.
7. Type Fan in the Name edit box of the dialog box displayed and click OK. Fan is added
to Filler.
8. Repeat steps 4 to 7 to add a Capper and Fan to the model.
Result
You have created a small plant model that will be used for OEE analysis.

2 Creating the Time Model
Overview
This section explains how to create a simple Time Model for your plant.
Once the Time Model is defined, you will be able to use the following time categories
representing the main reasons of downtime for the plant:
• Planned Shutdown
• Downtime Loss
• Speed Loss
• Quality Loss
2.1 Defining the Time Model
Introduction
The first stage in setting up an OEE configuration is to define the time categories into which
the total processing time of BottlingLine1 is divided. These include all the downtime
categories and the remaining Fully Productive Time, which together form the Time Model.
For this example, the Time Model has been kept simple, for clarity. In reality, you can define
whatever categories you like to make the complex process easier to understand and
analyze.
Procedure
1. In the Configuration Editor, delete the default Time Model by right-clicking on Total
Time and selecting Reset Time Model. Everything except the Total Time row is
removed from the Time Model.
2. Right-click inside the main workspace and select Add Row.
3. Type Planned Production Time as Left Item and browse for a color of your choice.
4. Type Planned Shutdown as Right Item and browse for a color of your choice.
5. Repeat the process in steps 2 to 4 to add more rows until you have created the Time
Model shown in the Result section.
Result
You have created the following Time Model:

2 Creating the Time Model
2.1 Defining the Time Model

3 Configuring Reason Trees
Overview
This section explains how to create and configure Reason Tree.

A Reason Tree defines, more in detail, the exact reason of a downtime for a specific type of
equipment. You can create Reason Tree up to 4 levels in depth, specifying exactly what
caused the downtime in terms, for example, of a particular component malfunctioning.
Before creating your first Reason Tree, you must configure the following engineering
objects first:
• Equipment Types: classifications for your plant's equipment units.
• Reason Tree levels: the name of each of the four levels of the Reason Trees.
• Machine States: every possible state any equipment unit in your plant can assume,
constituting the leaves of the Reason Trees.
• Sub Trees: small branches of Reason Trees which can be used in more than one tree.
3.1 Creating Equipment Types
Introduction
Equipment Types help you organize your product structure by equipment type.
Procedure
1. In the Configuration Editor, click the General Registry tab.

2. Click on Equipment Types in the tree list.
3. Right-click inside the main workspace and select New Equipment Type.
4. Type Generic Fan as the Equipment Type Name.
5. Following the steps above, create an Equipment Type named Generic Machine.
Result
You have created two Equipment Types: Generic Fan and Generic Machine.

3.2 Defining Reason Tree levels
3.2 Defining Reason Tree levels
Introduction
Before you can create Reason Trees, you must first specify how many Reason Tree levels
you want to have available for each time category. For our example, you will need to define
all four available levels.
Procedure
• In Configuration Editor, click the General Registry tab.

• In the tree list, select Levels. The default Reason Tree levels are displayed in the main
workspace.
• Click Set.
• In the Set Levels dialog box, make sure that the check boxes for all Reason levels are
checked and configure the level names as follows:
Level 1 State
Level 2 Cause
Level 3 Reason
Level 4 Detailed Reason
Result
You have defined the names for all four Reason Tree levels.
3.3 Configuring Machine States
Introduction
Machine States are used to populate reason trees with all the possible states that can be
assumed by any piece of equipment.
Tip
Creating all the Machine States manually can be a lengthy and tedious task in the case
of complex plants. In alternative, you can create Machine States (and any other
Engineering Object) using Microsoft Excel, as described in the OEE Bulk Operations
manual.

3.3 Configuring Machine States
Procedure

2. Select Machine State List in the tree list.
3. Right-click inside the main workspace and select New Machine State.
4. Type Adjustment as the Item Name of the machine state and click OK.
5. Following the steps above, create the Machine States listed below :
Item Name Color Is a Stop State
Adjustment Red Checked
Bottle Red Checked
Cap Red Checked
Changeover Red Checked
Component Red Checked
Electrician Red Checked
Emergency Red Checked
Engineer Red Checked
Equipment Red Checked
Failure Red Checked
Fan Red Checked
Human Resource Red Checked
Liquid Red Checked
Machine Red Checked
Materials Red Checked
Routine Stop Red Checked
Setup Red Checked
Stopped Red Checked
Team Leader Red Checked
Technician Red Checked
Waiting Red Checked
Unknown Failure Red Checked

3.4 Creating a simple Reason Tree
Unknown Stoppage Red Checked
Fuse Red Checked
Running Green Unchecked
Maintenance Light Blue Unchecked
No Production Light Blue Unchecked
Break Light Blue Unchecked
Holiday Light Blue Unchecked
Scheduled Unavailability Light Blue Unchecked
Result
You have created all the Machine States for the entire plant.
3.4 Creating a simple Reason Tree
Introduction
You can create a Reason Tree associated to a particular Equipment Type. A Reason Tree
contains all Machine States that apply to the specified Equipment Type and are organized
hierarchically.
Procedure
1. In the Configuration Editor*, click the Reason Tree tab.

2. Right-click Reason Tree List* and select New Reason Tree.
3. Type Fan RT as Name and select Generic Fan as Equipment Type.
4. Select Fan RT from the tree list. The time categories defined in the Time Model are
displayed.
5. Right-click Fully Productive Time and select Add State.
6. Select Running from the Machine State List and click OK.
7. Continue adding Machine States until you obtain a Reason Tree like the one shown in
the Result section.
Result
You have created the following Reason Tree for your fan equipment:

3.5 Creating a Sub Tree
3.5 Creating a Sub Tree
Introduction
When creating complex Reason Trees, some branches may be repeated in different parts
of the tree. In such cases, it is faster to create reusable Sub Trees.
Procedure
1. In the Configuration Editor, click the Reason Tree tab.

2. Right-click Sub Tree List and select New Sub Tree.
3. Type Filler Components as the Sub Tree Name and click OK.
4. Right-click Filler Components in the tree list and select Add State.
5. Select Component from the Machine State List and click OK.
6. Right-click Component and select Add State.
7. While holding down the CTRL key, select both Liquid and Bottle from the Machine
State List and click OK.
8. Expand Filler Components in the main workspace. The final Sub Tree should look like
the one shown in the Result section.
Result
You have created the following Filler Components Sub Tree, which can now be used in
both the Filler and Capper Reason Trees:

3.6 Creating a complex Reason Tree
3.6 Creating a complex Reason Tree
Introduction
Complex equipment, such as fillers and cappers, require more complex Reason Trees,
which often contain one or more Sub Trees.
Result Your Filler RT Reason Tree should look like this:
Procedure

2. Right-click Reason Tree List and select New Reason Tree.
3. Type Filler RT as Name and select Generic Fan as Equipment Type.
4. Configure the Reason Tree as shown in the Result section, leaving out the Component
branches.
5. Right-click Waiting.
6. Click the Sub Tree List tab.
7. Select the Filler Components Sub Tree and click OK.
8. Right-click Failure and repeat steps 6 and 7.
Result
Your Filler RT Reason Tree should look like this:

3.7 Copying a Reason Tree
Introduction
The Reason Trees of the filler and capper machines are going to be very similar. In this
case, the fastest way to create the capper Reason Tree is to copy the filler Reason Tree,
and then make some changes.
Procedure

2. Right-click Reason Tree List and select Copy Reason Tree.
3. Type Capper RT as the name of the new Reason Tree.
4. Right-click the Component branches and select Remove to delete them.

5. Create a new Sub Tree called Capper Components, which contains the same states
as the Filler Components Sub Tree, but with Cap instead of Liquid.
6. Add the Capper Components Sub-Tree to the Waiting and Failure states of the
Capper RT Reason Tree.
Result
Your Capper RT Reason Tree should look like this:

4 Configuring State Translation Tables
Overview
This section explains how to create State Translation Tables for existing Reason Trees.
Reason Trees are useful to visualize and classify all the possible reason of downtime for an
equipment unit. They do not, however, provide any mapping between machine status
values collected from the field and machine states. Such mapping is provided by State
Translation Tables, which can be generated automatically from Reason Trees and then
modified manually to specify a value for each Machine State used in by the Reason Tree.
4.1 Creating State Translation Tables
Introduction
After creating Reason Trees, you must create the corresponding State Translation Tables
(STTs), which bind specific Reason Tree state combinations to values received from the
field.
Procedure

2. Right-click Filler RT and select New State Translation Table.
3. Type Filler STT as name and click OK.
4. When prompted to auto-create a State Translation Table, click Yes: the STT will be
populated automatically.
Note
The rows of the STT can also be defined manually.
5. In the tree list, select Filler RT > Filler STT to display the new STT.
6. Edit the STT so that it looks like the one shown in the Result section.
• To delete a row, right-click it and select Remove.
Tip
You can hold down the SHIFT and CTRL keys to perform multiple row selection.

4.1 Creating State Translation Tables
• To update the Raw Value of a row, double-click a row and enter the new value in the
Modify State Translation Table Item dialog.
7. Repeat this procedure to create the Simple Fan STT (generated from Fan RT), Self
Diagnosing Fan STT (generated from Fan RT) and Capper STT (generated from Capper
RT). In alternative, you can create the STTs using Excel, as explained in the OEE Bulk
Operations Manual.
Result
Your Filler STT should look like this:
Your Simple Fan STT should look like this:
Your Self Diagnosing Fan STT should look like this:
Your Capper STT should look like this:

4.2 Configuring Equipment to acquire downtime data
Introduction
You can now define how each equipment unit retrieves status information from the field, by
configuring equipment attributes.
Procedure
To configure the Filler equipment attributes:

1. In the Configuration Editor, click the Equipment Attributes tab.
2. Right-click Filler and select Attributes Management.
3. In the General tab, configure the following attributes:
Attribute Value
Equipment Type Generic Machine
Reason Tree Name Filler RT
State Translation Table Filler STT
Microstop Threshold 45
4. In the Downtime Acquisition tab, click the Acquired by Plant Performance Analyzer
radio button.
5. Click the … button next to Status Value.
6. Define a new source point as follows:
Attribute Value
Unit Name RTDS_OEE
Symbolic Name L1_Filler_State
Source Point Name RTDS_RTDS_OEE_L1_Filler_State
7. Click OK to close all open dialogs.
Procedure
Following the steps given in the previous procedure, configure the Capper attributes as
follows:
• General attributes:
Attribute Value
Equipment Type Generic Machine

Reason Tree Name Capper RT
State Translation Table Capper STT
Microstop Threshold 45
• Status value:
Attribute Value
Unit Name RTDS_OEE
Symbolic Name L1_Capper_State
Source Point Name RTDS_RTDS_OEE_L1_Capper_State
Result
You have configured the Equipment Type, Reason Tree Name and State Translation Table
for the Capper and Filler equipment units, and their status values are now bound to source
points.

5 Displaying Downtime Data
Overview
This section explains how to display and modify downtime data at run time, using the OEE
Web Client.
Before being able to do so, you must:
1. Approve the current engineering configuration version.
2. Run the engineering configuration.
3. Configure the OEE Web Client to display data.
5.1 Approving and running the Project Version
Introduction
Before downtime data can be displayed, you must approve both the relevant OEE and PPA
versions, to ensure that they are consistent.
Procedure
1. Click the Approve button in the PPA toolbar.

2. In the Approving dialog, select the PPA version and click OK.
3. Click the Approve button in the OEE toolbar.
4. Close the Configuration Editor.
5. From SIMATIC IT Management Console, select Unit > Real Time Data Engine > Start
Real Time Data Engine.
6. From SIMATIC IT Management Console, select Component > Plant Performance
Analyzer (PPA) > Overall Equipment Effectiveness Acquisition Server.
7. From PPA Administrative Tool, select Server > Acquisition > Run.
Result
Both the PPA and OEE Acquisition Servers are now running and acquiring data.

5.2 Configuring the OEE Web Client
5.2 Configuring the OEE Web Client
Introduction
The OEE Web Client is a CAB application containing web pages you can use to view and
modify OEE runtime data.
Prerequisites
You must install the OEE Web Client CAB package as described in OEE Installation
Manual.
Procedure
1. Open Microsoft Internet Explorer and navigate to the following URL: http://localhost/
SITApps/SITPortal/default.aspx.
2. Click the Login tab.
3. Type manager as User Name and click Log In.
4. After logging in, click the Overall Equipment Effectiveness tab.
5. Click User OEE Configuration in the main workspace.
6. In the Equipment section, select BottlingLine\Capper and BottlingLine\Filler.
7. In the Visibility - Refresh section, enable all values and set the refresh to 1 minute.
8. In the Columns Filter section, enable all columns.
9. Click Save Configuration to save the changes.
Result
You configured OEE Web Client to display run time data.
5.3 Viewing downtime records
Introduction
You can view downtime records via the OEE Web Client in two ways:
• in a Gantt chart
• in tabular form
Procedure
To view downtime records in tabular form:

5.4 Modifying downtime records
1. Start the OEE Web Client and log in.

2. Click the Overall Equipment Effectiveness tab and click DTM Viewer in the main
workspace.
3. Once the DTM Viewer page is loaded, click the Time Span tab.
4. Specify a 15 minutes time span.
5. In the Tree View, select either Capper or Filler, then click Load. The downtime records
relative to the last 15 minutes are shown.
6. To filter data by Reason Tree state, click the Reason Tree tab, select one or more
Reason Tree states (for example, Downtime Loss > Stopped) and click Load.
Procedure
To view downtime records in a Gantt Chart:

2. Click the Overall Equipment Effectiveness tab and click Gantt Viewer in the main
workspace.
3. Once the Gantt Viewer page is loaded, click the Time Span tab.
6. To filter data by Reason Tree state, click the Reason Tree tab, select one or more
Reason Tree states, (for example Downtime Loss > Stopped) and click Load.
Result
You are now able to view downtime records. You can also perform other operations on the
DTM Viewer and the Gantt Viewer page, such as exporting data, modifying the display
settings, etc.
Introduction
You can use the DTM Viewer page to modify downtime records manually . This is useful,
for example, when you must enter machine states that cannot be detected automatically.
Procedure
1. In the OEE Web Client, navigate to the DTM Viewer page.

2. Configure the page to display some downtime records, as explained previously.
3. Select a table row and click Modify.
4. In the Edit Row dialog, change the Reason Tree state associated to the downtime
record to Downtime Loss > Stopped > Waiting > Human Resource > Electrician, or
any other state under the Waiting branch.

5. Click OK to close the dialog and then click OK again to confirm the operation.
Result
You have manually changed the state associated to a downtime record.

6 Defining Counters and Design Speeds
Overview
This section explains how to create counters and design speeds. These two engineering
objects are used, at run time, to collect data related to production measures (for example
number of pieces produced) and speed of equipment units.
6.1 Creating a new OEE version
Introduction
Before you can create new engineering objects, you must first create a new OEE version of
your engineering configuration.
Procedure
1. Open the Configuration Editor.

2. In the PPA Configuration dialog box, select the current PPA configuration and click
OK.
3. Click the General Registry tab.
4. In the OEE Configuration dialog box, click *New.
5. Enter a name for the new OEE Configuration and click OK.
6. In the OEE Configuration, select the new version and click OK.
Result
You have created a new OEE version.
6.2 Defining Counters
Introduction
You can create Counters to archive the number of items produced or processed by
equipment units. This makes it possible to calculate specific quality-related algorithms.

6.3 Defining Design Speeds
Procedure
1. In the Configuration Editor, select the General Registry tab.

2. Select Counters from the tree list.
3. Right-click inside the main workspace and select New Counter.
4. Type TotalPieces as Counter Name and click OK.
5. Repeat the last two steps to create another counter called GoodPieces.
Result
You have defined two Counters that will be used to archive the number of good pieces and
total pieces processed by specific equipment units.
6.3 Defining Design Speeds
Introduction
Like counters, Design Speeds can be defined in the General Registry. They are used to
archive the speed of equipment units, which is necessary for certain performance-related
algorithms.
Procedure
1. In the Configuration Editor, select the General Registry tab.

2. Select Design Speeds from the tree list.
3. Right-click TargetSpeed (this is a predefined design speed) and select Modify.
4. De-select Set as default and click OK.
5. When prompted to remove the selected design speed from all equipment units, click Yes.
6. Right-click inside the main workspace and select New Design Speed.
7. Configure the Design Speed as follows:
Name Effective Speed
Description Effective Speed
Unit of Measure Pieces/Minutes
Set as default selected
8. Click OK to create the Design Speed.

6.4 Configuring Equipment to acquire Counters
Result
You have defined a Design Speed that will be used to archive the effective speed of
specific equipment units.
6.4 Configuring Equipment to acquire Counters
Introduction
After defining Counters in the General Registry, you can associate them to equipment units
and configure how data are acquired at runtime.
Procedure
1. In the Configuration Editor, select Equipment Attributes.

2. Right-click Capper and select Attributes Management.
3. Click the Counter Acquisition tab and then click Add.
4. Select Acquired by Plant Performance Analyzer and configure the Counter Attributes
as follows:
Attribute Value
Counter Name GoodPieces
Counter Type Limited, Threshold: 32768
Cyclically Every 1 Minute
Compression Factor 3
Counter Value (Source Point Definition)
Unit Name RTDS_OEE
Symbolic Name L1_Capper_Counter_Good
Source Point Name RTDS_RTDS_OEE_L1_Capper_Counter_Good
5. Click OK to close all the dialogs.

6. Repeat this procedure to configure the following counters (those attributes that are not
listed are configured with the same values as the previous counter):
Attribute Value [Capper] Value [Filler] Value [Filler]
Counter TotalPieces GoodPieces TotalPieces

Name
Counter Value (Source Point Definition)

6.5 Configuring Equipment to acquire Design Speeds
Symbolic L1_Capper_Counter_Total L1_Filler_Counter_Good L1_Filler_Counter_Total

Name
Source RTDS_RTDS_OEE_L1_ RTDS_RTDS_OEE_L1_ RTDS_RTDS_OEE_L1_

Point Capper_Counter_Total Filler_Counter_Good Filler_Counter_Total
Name
Result
You have configured the acquisition of the TotalPieces and GoodPieces counters for both
the Capper and the Filler equipment units.
Introduction
After defining a Design Speed in the General Registry, you can associate it to equipment
units and configure how data are acquired at runtime.
Procedure
1. In the Configuration Editor, select Equipment Attributes.

3. Select TargetSpeed and click Modify.
4. Select Acquired by Plant Performance Analyzer and configure the Design Speed
Value as follows:
Attribute Value
Unit Name RTDS_OEE
Symbolic Name L1_Capper_Speed
Source Point Name RTDS_RTDS_OEE_L1_Capper_Speed
5. Click OK to close all the dialogs.

6. Repeat this procedure to configure EffectiveSpeed for the Filler equipment unit. In this
case, you must configure the Design Speed Value as follows:
Attribute Value
Unit Name RTDS_OEE
Symbolic Name L1_Filler_Speed
Source Point Name RTDS_RTDS_OEE_L1_Filler_Speed

Result
You have configured the acquisition of the Design Speeds for both the Capper and the
Filler equipment units.

7 Displaying Counter and Design Speed Data
Overview
This section explains how to display counter values and design speed values at run time.
Like downtime records, counter and design speed records can also be modified and
exported.
7.1 Viewing counter records
Introduction
You can view counter records using the OEE Web Client in four ways:
• in tabular form
• in relation to equipment units and contexts
• in trend graphs
• in bar graphs
Prerequisites
• The OEE version must already have been approved.

• PPA Acquisition Server and Writing Service must be stopped and then restarted.
Procedure
To view counter records in tabular form:

2. Click the Overall Equipment Effectiveness tab and click DTM Viewer in the main
workspace.
3. Once the DTM Viewer page is loaded, click the Time Span tab.
Procedure
To view counter values in relation to equipment units and contexts:

1. Open the Counters Grouped page.

7.2 Viewing design speed records
2. In the Tree View, select both Capper and Filler.

3. In the Contexts tab, select Counters and click Apply.
4. Click Select all filters. Both GoodPieces and TotalPieces are selected.
5. In the Group By tab, select Equipment.
6. Specify a Time Span of 15 minutes and click Load. All counter values in relation to
each equipment unit are shown.
Procedure
To view counter values in trend graphs:

1. Open the Counters Graphic page.
2. In the Tree View, select either Capper or Filler.
5. In the Group By tab, set the grouping to 5 minutes.
6. Specify a Time Span of 15 minutes and click Load. All counter values are shown in
trend graphs.
Procedure
To view counter values in bar graphs:

1. Open the KPI Viewer page.
3. In the Counters List, select and add both the GoodPieces and the CounterPieces
counters.
4. Select ctByEquipmentIDs and ctByMinutes as cluster and sub cluster, respectively.
5. Specify a Time Span of 1 hour and click Load. All counter values are shown in bar
graphs.
6. (Optional) Click Settings to change the graph's visual setting, including graph type.
Result
You can now view counter records. You can also perform other operations with these
pages, like modifying and exporting data, changing the display settings, etc.
Introduction
You can view design speed records using the OEE Web Client in two ways:
• in tabular form
• in trend graphs

Procedure
To view design speed records in tabular form:

2. Click the Overall Equipment Effectiveness tab and click Design Speed Viewer in the
main workspace.
3. Once the Design Speed Viewer page is loaded, click the Time Span tab.
Procedure
To view design speed values in trend graphs:

1. Open the Counters Graphic page.
2. In the Tree View, select either Capper or Filler.
5. In the Group By tab, set the grouping to 5 minutes.
6. In the Design Speed tab, select Show design speed series.
7. Specify a Time Span of 15 minutes and click Load. All counter values and design
speed values for the selected equipment are shown in trend graphs.
Result
You can now view design speed records. You can also perform other operations using the
Design Speed Viewer, such as modifying and exporting data, changing the display settings,
etc.

8 Configuring Algorithms
Overview
This section explains how to create and configure algorithms which will be used, at run
time, to calculate and display key performance indicators for the plant.
In particular, you will create instances of the following algorithms:
• Mean Time Between Failures
• Mean Time Between Assists
• Availability
• Performance Rate
• Quality Rate
• OEE
8.1 Configuring State Families
Introduction
State Families offer another way to categorize machine states. Unlike Reason Tree levels,
a Machine State can be associated to one or more State Families, and a State Family can
be associated to one or more Machine States.
Prerequisites
You must create a new OEE version to create and update engineering objects.
Procedure
To define a State Family:

2. Select State Families and click Set in the main workspace.
3. Type Failures as the name for Family 1.
4. (Optional) Specify a name for other State Families.
5. Click OK.
Procedure
To associate a State Family to a Machine State:

1. Create a new OEE version.

8.2 Configuring Algorithms based on State Families

3. Select Machine State List.
4. In the main workspace, right-click Failure and select Modify.
5. Select the Failures State Family and click OK.
6. (Optional) Repeat steps 4-5 to associate more Machine States to the Failures State
Family.
Result
You have configured the Failures State Family.
8.2 Configuring Algorithms based on State Families
Introduction
You can use State Families when configuring the factors of certain algorithms like MTBF
(Mean Time Between Failures) and MTBA (Mean Time Between Assists). These two
algorithms are very similar, depending on the concepts of "failure" and "assist". In this case,
they are defined as follows:
• Failure: an unplanned malfunction lasting more than 30 seconds.
• Assist: an unplanned malfunction lasting 30 seconds or less.
Given these definitions, the Failures State Family can be used for both algorithms and a
distinction can be made between them only as to how Microstops are handled.
Procedure
To create a new MTBF algorithm:

1. In the Configuration Editor, click the Algorithm tab.
2. Right-click MTBF in the tree list and select New Algorithm. The Add Algorithm wizard
is displayed.
3. Enter MTBF1 as both Algorithm Name and Display Name, and select No Microstop
Threshold.
4. In the Numerator Definition step, click Add, select Operating Time, and click OK.
5. In the Denominator Definition step, click Add, select Failures from the State Families
tab, and click OK.
6. Finish the wizard.
Procedure
To create a new MTBA algorithm:


8.3 Configuring OEE-related Algorithms
2. Right-click MTBA in the tree list and select New Algorithm. The Add Algorithm wizard
is displayed.
3. Enter MTBA1 as both Algorithm Name and Display Name, and select Microstop
Threshold.
5. In the Denominator Definition step, click Add, select Failures from the State Families
tab, and click OK.
Result
You have configured a MTBF algorithm and a MTBA algorithm.
8.3 Configuring OEE-related Algorithms
Introduction
In addition to State Families, algorithms can be calculated by combining Time Categories,

Counters, Design Speeds and other Algorithms. For example, the OEE (Overall Equipment
Effectiveness) algorithm is calculated by combining the Availability, Performance Rate and
Quality Rate algorithms.
Procedure
To create a new Availability algorithm:

2. Right-click Availability in the tree list and select New Algorithm. The Add Algorithm
wizard is displayed.
3. Enter Availability1 as both Algorithm Name and Display Name.
5. In the Denominator Definition step, click Add, select Planned Production Time, and
click OK.
Procedure
To create a new Performance Rate algorithm:

2. Right-click Performance Rate in the tree list and select New Algorithm. The Add
Algorithm wizard is displayed.
3. Enter PerformanceRate1 as both Algorithm Name and Display Name.
4. In the Numerator Definition step, click Add, select TotalPieces, and click OK.
5. In the Denominator Definition step, click Add, select Operating Time, and click OK.

8.4 Configuring contexts
Procedure
To create a new Quality Rate algorithm:

2. Right-click Quality Rate in the tree list and select *New Algorithm. The Add
Algorithm wizard is displayed.
3. Enter QualityRate1 as both Algorithm Name and Display Name.
4. In the Numerator Definition step, click Add, select GoodPieces, and click OK.
5. In the Denominator Definition step, click Add, select TotalPieces, and click OK.
Procedure
To create a new OEE algorithm:

2. Right-click OEE in the tree list and select New Algorithm. The Add Algorithm wizard
is displayed.
3. Enter OEE1 as both Algorithm Name and Display Name.
4. In the Formula Definition step, click Add.
5. Hold the CTRL key, select the Availability1, PerformanceRate1 and QualityRate1
algorithms, and click OK.
Result
You have configured an OEE algorithm.
Introduction
You can configure contextual information to be collected together with runtime data, such
as downtime records or counter values. Such contexts are defined through custom fields
created using the Engineering Client. At runtime, you can then filter and group data
according to context values.
Procedure
To configure a custom field:

1. In the Engineering Client, click the General Registry tab.

2. Select Custom Fields in the tree list, right-click inside the main workspace and select
New Custom Field.
3. Create a new Custom Field of type Long, called CustomID and click OK.
Procedure
To configure the acquisition of a custom field for an equipment unit:

1. In the Engineering Client, click the Equipment Attributes tab.
3. Click the Downtime Acquisition tab.
4. In the Context List, select CustomID and configure the RTDS source point as follows:
Attribute Value
Unit Name RTDS_OEE
Symbolic Name L1_CustomID
Source Point Name RTDS_RTDS_OEE_L1_CustomID
5. (Optional) Following the steps above, configure custom field acquisition for any counter
or design speed.
6. Repeat this procedure to configure the acquisition of the CustomID custom field for
Filler.
Result
You have created the CustomID custom field and configured how it is acquired both by the
Capper and the Filler equipment units.

9 Configuring Targets and Limits
Overview
This section explains how to configure limits and targets.

Targets are used to configure thresholds for algorithm results. Target are defined for
specific equipment in relation to a particular algorithm instance, within a certain time span.
Some OEE web pages are able to display algorithm results in different colors depending on
whether they are higher or lower than targets, thereby providing plant supervisors and
operators with a quick way to evaluate KPIs at-a-glance.
9.1 Configuring Limits
Introduction
Limits are used to configure value ranges for algorithm results. Limits are defined for
specific equipment, in relation to a particular algorithm instance, within a certain time span.
For instance, it is possible to define a limit between 50% and 70% for the Availability of a
piece of equipment, from April 1st to April 15th.
whether they fall within the range of a limit, thereby providing plant supervisors and
Note that:
• It is not mandatory to specify the end time of a target.
• If two limits are configured on the same piece of equipment and for the same algorithm
instance, they must be defined with the same start and end time but the range of the
limits defined by their minimum and maximum values must not overlap.
Procedure
1. On the side menu bar select the OEE KPI Analysis tab then, the Target and Limit Value
Management page.
2. Select the OEE1 algorithm from the dropdown list.
3. Select limits from the target and limit dropdown list.
4. Insert MyLimit as Name, insert a description of what you want your limit to do as
Description.
5. In the Algorithm Description field insert a description of the algorithm to which you
want to assign the limit.
6. Insert the name of the Product in the product field.
7. In the Start box fill in the day and time fields insert the required timeframe and (optional)
insert the end time and date in the End box.

9.2 Configuring Targets
8. Select Percentage from the Percentage and Absolute dropdown list and insert the
required values.
9. Click Insert and then Click Save.
Note
After step 8 you can configure Triggers which trigger an event whenever the algorithm
value goes above or below them limit, this requires an appropriate Algorithm Event. For
more information see OEE Engineering Client Online Help
Procedure
To verify the target has been assigned to the algorithm:

1. Select the OEE1 algorithm from the dropdown list and MyLimits from the dropdown list.
2. Click Load. The system displays the details of the target.
Result
You have configured the Limits which can be used to add information to algorithm results.
9.2 Configuring Targets
Introduction
Targets are used to configure thresholds for algorithm results. Target are defined for
specific equipment in relation to a particular algorithm instance, within certain time span.
For instance, it is possible to define a target value of 75% for the Performance Rate of a
piece of equipment from March 21st to March 27th.
whether they are higher or lower than targets, thereby providing plant supervisors and
Note that:
• It is not mandatory to specify the end time of a target.
• It is not possible to configure two targets for the same algorithm, on the same piece of
equipment, with overlapping time spans.
• All targets configured for the same piece of equipment and algorithm instance must have
the same name.

9.3 Viewing Targets and Limits
Procedure
1. On the side menu bar select the OEE KPI Analysis tab then, the Target and Limit Value
Management page.
2. Select the OEE1 algorithm from the dropdown list.
3. Select target from the target and limit dropdown list.
4. Insert the MyTarget as Name, insert a description of what you want your target to do as
Description.
5. In the Algorithm Description field insert a description of the algorithm to which you
want to assign the target.
6. Insert the name of the Product in the product field.
7. In the Start box fill in the day and time fields and (optional) insert the end time and date
in the End box.
8. Select Percentage from the Percentage and Absolutedropdown list, and the required
value in the field below.
9. Click Insert and then Click Save.
Note
After step 8 you can assign an alarm to a target. for more information see__OEE
Engineering Client Online Help__.
Procedure
To verify the target has been assigned to the algorithm:

1. Select the OEE1 algorithm from the dropdown list and MyTarget from the dropdown list.
2. Click Load. The system displays the details of the target.
Result
You have configured the Targets which can be used to add information to algorithm results.
Introduction
You can view Targets and Limits in the same way as you can view counters: using the KPI
Viewer page.
Procedure
To view Targets and Limits:


2. Click the Overall Equipment Effectiveness tab and click KPI Viewer in the main
workspace.
4. In the Algorithm Name dropdown menu, select and add OEE1.
5. Select CustomID as cluster.
6. Specify a Time Span within the timeframe specified in the Target/Limit and click Load.
7. (Optional) Click Settings to change the graph's visual settings, including graph type.
Result
You can now view algorithm results with their corresponding targets and limits.

10 Advanced Runtime Operations
Overview
This section explains how to perform some more advanced runtime operations, such as:
• Viewing algorithm results
• Forcing values for contexts
• Configuring and viewing planned downtimes
• Viewing high-level production statistics.
10.1 Viewing Algorithm results
Introduction
You can view algorithm results in the same way you can view counters: using the KPI
Viewer page.
Prerequisites
The OEE version must already have been approved. PPA Acquisition Server and Writing
Service must be stopped and then restarted.
Procedure
To view design speed records in tabular form:

2. Click the Overall Equipment Effectiveness tab and click KPI Viewer in the main
workspace.
4. In the Algorithm Name dropdown menu, select and add the MTBF1 and the MTBA1.
5. Select CustomID as cluster.
6. Specify a Time Span of 1 hour and click Load. All counter values are shown in bar
graphs.
7. (Optional) Click Settings to change the graph's visual setting, including graph type.
Result
You can now view algorithm results grouped according to a custom field.

10.2 Updating contexts at runtime
10.2 Updating contexts at runtime
Introduction
You can use the Context Management page to update context values at runtime.
Procedure
Before you can update context values, you must first modify the OEE Web Client
configuration as follows:
1. In the OEE Web Client, click the Overall Equipment Effectiveness tab and then User
OEE Configuration in the main workspace.
2. In the Context Filter section, select the CustomID context.
3. Click Save Configuration.
Procedure
To use the Context Management page:

1. In the OEE Web Client, click the Overall Equipment Effectiveness tab and then click
Context Management.
2. Select Capper. The CustomID context is shown.
3. Click Load to retrieve the current value of the CustomID context.
4. Type 6000 as the forced value and click Modify.
5. Repeat the last three steps to force the same context value for the Filler equipment
unit.
6. Verify that the context value has been changed by viewing data on another page, such
as DTM Viewer.
7. Return to the Context Management page, deselect the Forced Value checkbox and
click Modify to resume normal context acquisition.
Result
You can now force context values at runtime.
10.3 Configuring planned downtimes
Introduction
Certain downtime periods, such as scheduled maintenance or plant shutdown, are often
planned ahead of time. In this case, downtime records can be created manually using the
Planned Downtime page.

10.4 Viewing high-level production statistics
Procedure
To use the Planned Downtime page:

Planned Downtime.
2. In the Tree View tab, select Capper.
3. Click the Reason Tree tab, and select Planned Shutdown > Scheduled Unavailability
> Maintenance.
4. Select the Add tab.
5. Select Multiple and configure the parameters as follows:
Start the current time
Duration 1 minute
Recur every 5 minutes
End after 3 occurrences
6. Click Add.
Procedure
To view the planned downtime:

Gantt Viewer.
2. In the Tree View tab, select Capper.
3. Set the start and end times in the Data Selection control to contain the periods of
planned downtime, and click Load. The planned downtimes are shown in a different
color on the Gantt chart.
Result
You have configured and displayed the planned downtimes.
Introduction
The following web pages can be used to monitor high-level production statistics in real time:
• Runtime Operator Panel
• Equipment Comparison

Procedure
Before you can view high-level production statistics, you must first modify the OEE Web
Client configuration as follows:
1. In the OEE Web Client, click the Overall Equipment Effectiveness tab then click User
OEE Configuration in the main workspace.
2. In the Algorithms section, configure the following settings:
Setting Value
Counter GoodPieces
Availability Algorithms Availability1
Performance Algorithms PerformanceRate1

QualityRate1 !
3. Click Save Configuration.
Procedure
To use the Runtime Operator Panel page:

1. In the OEE Web Client, click the Overall Equipment Effectiveness tab.
2. Click Runtime Operator Panel.
3. In the main workspace, select Capper and click Start Refresh. The current value of the
GoodPieces counter for the Capper equipment unit is shown in the Production Chart:
this value is automatically updated every minute.
4. Click the OEE Chart tab to view a trend chart of the Availability, Performance Rare,
Quality Rate and OEE of the Capper equipment unit.
5. In the Current Context Value section, select CustomID. The current value for the
CustomID context is displayed.
6. Repeat the last three steps to view the same data for the Filler equipment unit.
Procedure
To use the Equipment Comparison page:

1. In the OEE Web Client, click the Overall Equipment Effectiveness tab.
2. Click Equipment Comparison. The following data are displayed for each equipment
unit:
• OEE Calculations (OEE, Performance Rate, Quality, Availability)
• Counter Data (GoodPieces value)
3. (Optional) Click Manual Refresh to refresh the page (otherwise, the page will be
refreshed every minute).

10.5 Using the Operator Pages.
Result
You can now view high-level runtime data using the Runtime Operator Panel and the
Equipment Comparison pages.
10.5 Using the Operator Pages.
Introduction
Besides using the standard OEE Web Client pages, SIMATIC IT OEE includes a set of
Operator Pages optimized for touch panel usage.
By using these pages, it is possible to:
• Monitor the current status of one or more production lines and their respective machines.
• Display a production overview for a specific line.
• Update the current and past machine statuses, by justifying, adding or updating stops.
For information on:

• Configuration of the operator pages see SIMATIC IT OEE Operator Pages Configuration
Online Help.
• Runtime usage of the operator pages see SIMATIC IT OEE Use Case Catalog.

11 Reporting OEE Data
Overview
This section explains how to retrieve specific sets of data from the OEE database using
dedicated OEE standard reports (.rep and .webi reports) provided by SIMATIC IT Report
Manager.
To retrieve data with Report Manager, you must:
1. Create an OEE project and add connections to the OEE database within the Report
Manager Console environment.
2. Install Standard Reports.
3. Run the reports of interest.
4. If necessary, perform additional operations, such as changing the layout of reports,
performing calculations, inserting charts and/or saving the report with different
document formats.
11.1 Creating a project
Prerequisite
Check that all Report Manager and Business Objects Services are started (Start > All
Programs > BusinessObjects XI Release 2 > BusinessObjects Enterprise > Central
Configuration Manager).
Procedure
1. Launch Report Manager Console (Start > All Programs > SIMATIC > SIMATIC IT >
Components > Report Manager > Report Manager Console).
2. Select File > New > Project.
3. In the Project Parameters dialog box, type "MyOEEProject" as the name of the project
and click Next.
4. In the Connection Parameters dialog box, configure the following and click OK.
Parameter Description
Database SQL Server.
Component Historian.
User A valid SQL Server login.
Password A valid SQL Server login.

11.2 Installing Standard Reports
Server Name of the SQL server hosting the CMS database.
Database Name of the database containing OEE data.
5. In the Runtime User Information dialog box, enter the user name and password for a
runtime user (which is usually configured with 'read' rights).
6. If an upgrade is required, a confirmation dialog box is displayed: click Yes.
11.2 Installing Standard Reports
Introduction
Standard Reports can have the following extensions:

• .rep
• .webi
.rep reports are installed by Report Manager in the Administration Tool environment
(Report Manager Console), whereas .webi reports are delivered as BIAR files and must
be installed manually.
WebI reports are located inside the RMAdminToolDataV6.4.zip file under
%ICUBESYS%\SIT\RM\DATA.
In this Getting Started online help, examples are given with both types of standard reports.
Therefore, both procedures below must be followed after creating a project and before
running the reports.
Procedure
To install standard reports (.rep):

1. In Report Manager Console, right-click the MyOEEProject project and select Install
Standard Reports.
Procedure
To install standard reports (.webi):

1. Start BO Import Wizard (Start > All Programs > BusinessObjects XI Release 2 >
BusinessObjects Enterprise).
2. In the Source Environment step, select the *BIAR option from the Source list box.
3. In the BIAR file box, type the file name with the file path and click Next.
4. In the Destination Environment step, select the RM Server with the project you
require, enter your BO credentials and click Next.
5. In the Select Objects to import step, select all objects and click Next.
6. In the Incremental Import step, leave the default settings and click Next.
7. In the A note on importing server groups step, click Next.
8. In the Users and groups step, leave the default settings and click Next.

11.3 Running the Downtime detail report
9. In the Categories step, leave the default settings and click Next.
10. In the Folders and objects step, select the BIAR files you require and click Next.
11. In the Select application folders and objects step, leave the default settings and click
Next.
Result
Standard Reports are imported into the RM repository, under specific folders (for example,
EBR and EBR KPI can be found under the Public Folder > Batch folder; the OEE-DTM
reports can be found under Production > OEE-DTM).
To be used, they must be linked to the correct universe.
11.3 Running the Downtime detail report
Introduction
The Downtime Detail report retrieves data concerning details on a specific selected
downtime from the database.
For a specific downtime record, pertaining to a specific equipment, this report displays the
start and end times, as well as the status duration expressed in terms of time category and
reason tree levels.
This report must be run from the RM InfoView environment.
Procedure
1. Log on to InfoView (Start > All Programs > BusinessObjects XI Release 2 >
BusinessObjects Enterprise).
2. Select the checkbox next to Downtime Detail report and click Modify.
3. Click Edit Query.
4. Click the Properties tab and then click the Browse button next to the Universe box.
5. Select the renamed standard universe created for your project (it should be Univ.
SIMATIC IT Historian PPA for MyOEEProject) and click OK.
6. In the Change Source dialog box, leave the default mappings and click OK.
7. Click Run Queries in the toolbar.
8. In the Prompts dialog box, select or type the required prompt values and click Run
Query.
9. Click Save in the toolbar to apply the settings.
Note
If you do not perform steps 8-9, the changes regarding the universe cannot be saved.

11.4 Running the OEE-DTM (on-the-fly calculation) report
11.4 Running the OEE-DTM (on-the-fly calculation) report
Introduction
This report executes a user-specified algorithm on-the-fly and displays the result in a bar
graph.
Prerequisites
Check that:
• The sql_oee.msi installer has been executed.
• OEE Web Service URL has been set.
Tip
For more information, see OEE Installation Manual.
Procedure
1. Approve the OEE configuration.

2. Approve and run the PPA configuration.
3. Start Report Manager Reporter (Start > All Programs > SIMATIC > SIMATIC IT >
Components > Report Manager > Reporter).
4. Open the OEE-DTM On The- Fly calculation.rep report (File > Import from
Repository> OEE-DTM).
5. Refresh data.
6. In the Enter or Select Values dialog box, set the following parameters:
Parameter Description
Start Time Type the start time with the format YYYY/MM/DD HH:mm:ss.
End Time Type the end time with the format YYYY/MM/DD HH:mm:ss.
Equipment Select the equipment name from the list of values, or manually type the
list equipment names you require (separated by a comma).
Algorithm Select an algorithm or a counter from the list of values.
Cluster Select a cluster from the list of values.
Cluster Type the cluster interval.

interval

11.5 Running the OEE-DTM Line Efficiency report
Sub Select a sub cluster from the list of values. The value “none” is acceptable
Cluster if you want to leave the filter empty.
Note
If “none” is selected, the Sub Cluster Interval must be “0”.
Sub Type the sub cluster interval.

Cluster
Interval
7. Click OK.
11.5 Running the OEE-DTM Line Efficiency report
Introduction
This report shows the results of any previously-executed algorithms. Choose a Calculation
ID from the list of values.
Procedure
1. Start Report Manager Reporter (Start > All Programs > SIMATIC > SIMATIC IT >
Components > Report Manager > Reporter).
2. Open the OEE-DTM Line Efficiency.rep report (File > Import from Repository> OEE-
DTM).
3. Refresh data.
4. In the Enter or Select Values dialog box, type a value or click Values to select a KPI
calculation value from a list of available values.
5. Click OK.

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s Table of Contents

All names identified by ® are registered trademarks of Siemens AG.

Siemens AG 04/2012 Copyright © Siemens AG 2012

1.1 Restoring the OEE plant ............................................................................................................. 11

2 Defining the Time Model .................................................................................................... 14

2.1 Defining the Time Model ............................................................................................................. 14

3 Configuring Reason Trees ................................................................................................ 16

3.1 Creating Equipment Types ......................................................................................................... 16

4 Configuring State Translation Tables .............................................................................. 24

4.1 Creating State Translation Tables .............................................................................................. 24

5 Displaying Downtime Data ................................................................................................ 28

5.1 Approving and running the Project Version ................................................................................ 28

6 Defining Counters and Design Speeds ............................................................................ 32

6.1 Creating a new OEE version....................................................................................................... 32

7 Displaying Counter and Design Speed Data ................................................................... 37

7.1 Viewing counter records ............................................................................................................. 37

SIMATIC IT OEE 2.1 SP2 - Getting Started iii

7.2 Viewing design speed records .................................................................................................... 38

8 Configuring Algorithms ..................................................................................................... 40

8.1 Configuring State Families.......................................................................................................... 40

9 Configuring Targets and Limits ........................................................................................ 45

9.1 Configuring Limits ....................................................................................................................... 45

10 Advanced Runtime Operations ....................................................................................... 49

10.1 Viewing Algorithm results.......................................................................................................... 49

11 Reporting OEE Data ......................................................................................................... 54

11.1 Creating a project...................................................................................................................... 54

iv SIMATIC IT OEE 2.1 SP2 - Getting Started

All names identified by ® are registered trademarks of the Siemens AG.

Where is this manual valid?

This manual is valid for release 2.1 SP2 of SIMATIC IT OEE.

Basic knowledge required

SIMATIC IT OEE 2.1 SP2 - Getting Started v

The following documentation illustrates concepts related to / the understanding of which is a

OEE Engineering Client Online Detailed to guide to the engineering of OEE.

UPPERCASE The names of keyboard keys (e.g. RETURN key).

Italics Noun with special importance or significance for which emphasis is

> A succession of commands in which the command preceding the symbol

vi SIMATIC IT OEE 2.1 SP2 - Getting Started

Code Code example.

SIMATIC IT Documentation Library

SIMATIC IT Training Center

SIMATIC IT Service & Support

A comprehensive Software Maintenance program is available with SIMATIC IT products.

SIMATIC IT OEE 2.1 SP2 - Getting Started vii

Software Update Service (SUS)

Technical Support Service (TSS)

Siemens provides a dedicated technical support team for SIMATIC IT products.

The principal language of the SIMATIC IT hotline is English.

Access to the TSS

viii SIMATIC IT OEE 2.1 SP2 - Getting Started

SIMATIC IT OEE 2.1 SP2 - Getting Started ix

After these steps, it will be possible to create the OEE configuration.

10 SIMATIC IT OEE 2.1 SP2 - Getting Started

1.1 Restoring the OEE plant

1. In the Plant Management environment, select Tools > Backup Manager.

1.2 Creating a PPA project and configuration

SIMATIC IT OEE 2.1 SP2 - Getting Started 11

To create a new PPA project:

To create a new PPA configuration:

To create a new OEE configuration linked to the PPA configuration:

12 SIMATIC IT OEE 2.1 SP2 - Getting Started

1.3 Creating the Equipment Model

1. In the PPA Configuration Editor environment, click the Equipment tab

SIMATIC IT OEE 2.1 SP2 - Getting Started 13