M-QIS-Server

Reporting-System

Version: 1 / March 2009

© Copyright 2009

Q-DAS® GmbH & Co. KG

Eisleber Str. 2
D - 69469 Weinheim

Tel.: ++49/6201/3941-0
Fax: ++49/6201/3941-24
E-Mail: [email protected]
Internet: http://www.q-das.de

Hotline:
Tel.: ++49/6201/3941-14
Fax: ++49/6201/3941-714
E-Mail: [email protected]
2 Q-DAS Reporting System
Preface 3

Preface
Thank you for your trust in our software. This manual helps you to be-
come acquainted with the principal features of this software quickly.
More information is available in the online help and on our website
http://q-das.com under Download.
We wish you all the best in working with Q-DAS® products.

Note:
Q-DAS® offers product-related training classes. We would be pleased to
send you detailed information about training contents. Up-to-date infor-
mation and upcoming training classes are also available on http://q-
das.com/Seminars/Product_training.htm. Furthermore, we also offer
trainings at your facility. Please contact us and we will make you an indi-
vidual offer. For self-education, we recommend our statistical reference
books.

Rights and Warranty

The Q-DAS® GmbH & Co. KG owns the rights to the technical documen-
tation and to the software programs. At any time, the information in this
document or in the program help can be changed without notification. Q-
DAS GmbH & Co. KG does not enter into an undertaking with this do-
cument.
The legal purchase of the software licenses and the manuals allows for
use of the programs according to the number of licenses. Copies may
only be made for the purpose of data back-ups (working copy). Any per-
son transferring this software to other mediums for the purpose different
than their own use is liable to prosecution.

Limitation of Warranty
The manual is provided without warranty for the correctness of the con-
tents. In spite of great effort to avoid mistakes, we cannot eliminate all
errors. Hence, we appreciate any advice and suggestion if you come
across an error.
4 Q-DAS Reporting System
Table of contents 5

Table of contents
Preface................................................................................................... 3
Rights and Warranty ............................................................................. 3
Inhaltsverzeichnis ................................................................................. 5
1 Introduction ..................................................................................... 7
2 Functionalities of the Q-DAS® Reporting System ........................ 7
3 Working with the Q-DAS® Reporting System ............................... 8
3.1 Security Configuration ........................................................... 11
3.2 Create New Reporting Jobs................................................... 12
3.2.1 General Tab................................................................. 13
3.2.2 Event Tab .................................................................... 15
3.2.3 File Reporting Tab ....................................................... 16
3.2.4 Database Reporting Tab .............................................. 17
3.2.5 Compress Local Database Tab.................................... 18
3.2.6 Archiving Tab ............................................................... 19
4 Additional Settings........................................................................ 20
4.1 Report Assignment for Reporting System .............................. 21
4.2 Use of Alarms ........................................................................ 26
4.3 Division Allocation for Saving the Results .............................. 28
5 Index............................................................................................... 29
6 Q-DAS Reporting System
Introduction 7

1 Introduction
The Q-DAS® Reporting System helps you to automate the manual data
evaluation conducted by certain Q-DAS® products.

You can
• create evaluation plans.
• conduct evaluations at regular intervals or at a particular
time.
• print standard reports according to the evaluation results or
send them via e-mail.

The Q-DAS® Reporting System includes the File Reporting and the Da-
tabase Reporting. The File Reporting evaluates data from files and cre-
ates reports. The Database Reporting loads data from the Q-DAS®
database using predefined selection options.
The Q-DAS® Reporting System can access all available reports and
evaluation strategies that are saved in the modules of the M-QIS-Server
(M-QIS-S). If you have created individual reports using the Q-DAS®
Form Designer, these reports are also available in the Q-DAS® Report-
ing System.

2 Functionalities of the Q-DAS® Reporting

System
Using the Q-DAS® Reporting System, you can

• print standard reports at regular intervals or manually.

• send reports via e-mail.
• send files to the MoveDir directory using the same directory level, di-
rectory structure included.
• access all available database selections in the M-QIS-Server modules
including the division after additional data.
• allocate reports according to the parts / characteristics contained.
• allocate e-mails according to the parts / characteristics contained.
• send reports to any number of e-mail recipients.
• create and save any number of configurations.
• use several configurations at the same time.
• integrate a template into an e-mail.
8 Q-DAS Reporting System

3 Working with the Q-DAS® Reporting System

The Q-DAS® Reporting System window is a kind of control center to
create new configurations, to edit existing configurations and to start or
delete individual configurations manually.
The protocols of the last procedures are also displayed.

In the upper section of the Q-DAS® Reporting System window, the

saved configurations are displayed. If you have not activated the configu-
rations yet, click on the Activate button.

The active configurations are carried out according to your default set-
tings. The time of the next configuration is displayed under Next event.
Working with the Q-DAS® Reporting System 9

In the lower section of the Q-DAS® Reporting System window, all ac-
tions executed by the Q-DAS® Reporting System are listed. Thus, you
can retrace the last procedures which make it easier to detect problems
quickly.

Click on the Protocol CFG tab to enter e-mail recipients that will be in-
formed in case of a system error.

Click on the Setup system printer button to access the printer settings
available in the M-QIS-Server modules and to adjust them. Find a de-
scription of the setting options in the Software Configuration and User
Administration manual.

Click on the Clear protocol button to delete the currently displayed proto-
col.
Note: In the software installation directory under “…M-QIS-
S\PROGRAM\Bin\...“, task-related daily protocols are stored.

Click on the Edit button to edit the highlighted configuration. If you want
to create a new configuration using the current settings as template, click
on New in the Q-DAS® Reporting System window (see chapter 3.2).
If you want to activate or deactivate single configurations, click on the
Activate or Deactivate button. These steps are not saved and retain their
validity until the end of the current session.

Click on Delete to delete the highlighted configuration.

10 Q-DAS Reporting System

Start an active configuration by clicking on the Start now button. This but-
ton is only enabled for already activated configurations.

During the evaluation, the protocol section informs about the actual pro-
gress of the procedure. If the Show status checkbox is enabled, a green
or red smiley is displayed when the evaluation is completed.

If a red smiley shows up, a list displaying the occurred alarms is also
displayed.

Only use these settings when your computer is monitored regularly.

Working with the Q-DAS® Reporting System 11

3.1 Security Configuration

In the Q-DAS® Reporting System window, you can enter a password for
security reasons. Due to this password, unauthorized users cannot start,
close, minimize or maximize the Q-DAS® Reporting System.

Click on the Edit password button to create a password or to change

or delete an existing password.

In the UPLOADREPORTING – edit password dialog box, enter your pre-

vious password and the new one. Repeat the new password and confirm
your choice by clicking on OK.

Every time you start, close, minimize or maximize the program now, you
are prompted for your password.

If you do not set a password, the Q-DAS® Reporting System can be

started, closed, minimized and maximized without a password request.
12 Q-DAS Reporting System

3.2 Create New Reporting Jobs

In the main program window, click on the New button to create new re-
porting configurations as described below.

When the Reporting CFG window opens, enter a name for the new re-
porting configuration in the Name input field. Then you can start to con-
figure the reporting.

When editing already existing configurations, click on the New but-

ton to save the current configuration under a different
name. Thus, you can use the existing configurations as the basis of new
configurations.
Working with the Q-DAS® Reporting System 13

3.2.1 General Tab

In the General tab, the following configuration options are available.

- Active
Check this box to activate and do the current reporting job au-
tomatically when restarting the software. If you do not check this
box, you need to start the job manually.
- Database connection
If the reporting job should not access the default database con-
nection, click on the following button to select a database
connection file (*.UDL). This file defines which database the re-
porting configuration accesses.
Note: Find a description of how to create new database
connections in the Software Configuration and
User Administration manual.
- Module
Select the M-QIS-S Module for this configuration. Then the pro-
gram evaluates data using this module.
- Language
Select the language of the evaluation and the reports.
- Strategy
Select which evaluation strategy you want to use to evaluate the
data.
- Show status
Check this box to display a smiley (see chapter 3) after each re-
porting job is completed.
- Report assignment for Reporting System
14 Q-DAS Reporting System

Select one of the existing report assignments from the pull-down

menu. After selecting one of those assignments, click on the
New / Edit button to display the settings of the respective re-
port assignment and to adjust them. If you have not selected an
assignment from the pull-down menu, click on the New / Edit
button to create new report assignments (see chapter 4.2).
- Division allocation for saving the results
Select one of the already existing division allocations from the
pull-down menu. After selecting one of those allocations, click
on the New / Edit button to display the settings of the re-
spective division allocation and to adjust them. If you have not
selected an allocation from the pull-down menu, click on the
New / Edit button to create new division allocations (see
chapter 4.5).
- Only with capable results
Check this box to evaluate only characteristics that are capable
according to the selected evaluation strategy. Characteristics
that are not capable are not evaluated.
- With part evaluation
Check this box when the part evaluation according to the se-
lected evaluation strategy should be conducted.
- QML result output
Select the directory where the results of the respective reporting
job should be stored. These results are saved as *.QML files.
Working with the Q-DAS® Reporting System 15

3.2.2 Event Tab

In the Event tab, define the time interval to start reporting jobs.

(1) Select the Daily radio button and enter the time when the reporting
job should be started.
(2) Select the Weekly radio button and select the time and the day of
the week when the reporting job should be started.
(3) Select the Monthly radio button to start monthly evaluations auto-
matically. You can choose the time, the day of the week and the
day of the month (1…31) when the reporting job shall start.
Note: If you want to start the job always on the last day of the
month, select 31. Concerning months that do not have
31 days, the job starts on the last day of the month.
(4) Select the Simple radio button for a one-time reporting job. Choose
the time and date when the job should start.
(5) Define shorter time intervals to start the job by selecting All…Min.
Then enter the required information.
16 Q-DAS Reporting System

3.2.3 File Reporting Tab

Select whether you want to evaluate a single file or all files of a direc-
tory (if desired, subdirectories included) automatically.

Click on this button to select the respective file or directory.

When you have selected a directory, you can decide whether you
want to leave the evaluated datasets in the source directory (in this
case, the datasets are evaluated in the next run again) or whether you
want to move them. Check the Move box to create the “[Name of the
source directory]MoveDir“ directory including respective subdirecto-
ries. The evaluated data is moved and saved in this directory. In case
of DFD / DFX file pairs, the DFD file is only moved when the Incl.
header data checkbox is enabled.
Working with the Q-DAS® Reporting System 17

3.2.4 Database Reporting Tab

When working with the database reporting, use this tab to evaluate data
automatically.

- Selection
Under selection, all available database selections are displayed
with which the user has already started the Q-DAS® Reporting
System (the super user by default).

- New / Edit
Click on this button to open the Read from database window.
Here you can create new complex filters or new selections.
Note: Find a detailed description of how to create new
filters and selections in the Q-DBM Database ma-
nual. There you can also find more information
about how to save selection options deviating
from the standard (Options for this selection func-
tion). Proceed as described in the manual to en-
able the options displayed below as well as many
other setting options.
18 Q-DAS Reporting System

- Select all parts

Check this box and during the evaluation, the program takes into
account all parts meeting the selection criteria.
Note: For downward compatibility reasons, this option is
still available here. When creating new selections,
you can save the adjusted settings together with
additional setting options and selection options for
the new selection by using the Options for this se-
lection function.
- At automatic selection + upper characteristics
Check this box to load and evaluate the x and y positions of a
selection together with the corresponding upper characteristics.
Note: For downward compatibility reasons, this option is
still available here. When creating new selections,
you can save the adjusted settings together with
additional setting options and selection options for
the new selection by using the Options for this se-
lection function.

- Group parts
Check this box to group parts with the same information in the
Part number K field (K1001) and the Part description field
(K1002).
Note: For downward compatibility reasons, this option is
still available here. When creating new selections,
you can save the adjusted settings together with
additional setting options and selection options for
the new selection by using the Options for this se-
lection function.

- Sort
Sort the measurement values stored in the dataset into a new
ascending or descending order by another criterion (e.g. by data
/ time).
Note: For downward compatibility reasons, this option is
still available here. When creating new selections,
you can save the adjusted settings together with
additional setting options and selection options for
the new selection by using the Options for this se-
lection function.

3.2.5 Compress Local Database Tab

Working with the Q-DAS® Reporting System 19

Select the Compress local database option to compress the database

selected in the General tab cyclically according to the settings adjusted
in the Event tab.

3.2.6 Archiving Tab

Select the Archiving radio button to archive or store data recorded during
a certain period of time in selected files. The program creates a file in the
directory selected under Archiving target for each part.

When creating a monthly / annual archive, select the number of months /

years that should be taken into account (only past periods are possible).
By selecting the respective selection, you can further restrict the respec-
tive data.

Select the Deletion job for this period radio button instead of the Archive
measurement values radio button to delete results stored for Long-Term
Analysis as well as alarms and signatures from the database.

Select the Archive radio button to save the data recorded during a cer-
tain period of time in files. Thus, they are stored into the database.
Select the Source out radio button to source out the data recorded during
a certain period of time to files. After the outsourcing is successfully
completed, the data is not stored into the database anymore.
20 Q-DAS Reporting System

4 Additional Settings
Besides the configuration options that can be selected in the main pro-
gram window of the Q-DAS® Reporting System, the following options
such as the
- database
- report assignment in the Q-DAS® Reporting System
- division allocation for saving the results
- path settings
- e-mail configuration
- printer settings
- PDF configuration
are available and can be used directly in the M-QIS-Server modules.

Proceed as follows.
1. Start the M-QIS-Server (M-QIS-S).
2. Select the respective module.
3. Log in as super user because it is the standard profile of the Q-
DAS® Reporting System.

Under Options – System Settings, the Databases, Report assignment for

reporting, Paths, Printer and the E-Mail configuration menu options are
important for the Q-DAS® Reporting System.

Note: In addition to the following description, you can find some de-
tailed information about the single configuration options in the
Software Configuration and User Administration manual.
Additional Settings 21

4.1 Report Assignment for Reporting System

This is an essential setting for the Q-DAS® Reporting System, as it de-
fines which reports containing the evaluated data are printed or sent via
e-mail. This report assignment is saved under a configuration name. The
created report assignments can be selected individually in the Reporting
System later on.

When you open the Report assignment for Reporting System window for
the first time, a default configuration name can be found in the upper
section of the window. Click on the New button to create an individual
configuration.
Click on the Delete button to delete an existing configuration.
Note:
By deleting a configuration, you also delete all corresponding report as-
signments of all parts.

Under Part selection, you can select a part from the database. Then you
can assign certain reports to this part.
22 Q-DAS Reporting System

This option is only available in the Q-DAS® Reporting System Profes-

sional version.

Select a part from the Part selection pull-down menu. You can also
search for a part by entering a search criterion in the Search for part…
input field. Then the program lists all configured parts that contain the
search criterion in their part number, part description or in their header
data (only parts with an assignment).

The default setting prints one or multiple standard reports for all parts
and characteristics. In the Q-DAS® Reporting System, you can assign
single parts and characteristics to certain reports. However, if you load
and evaluate a part and this part is not assigned to any report, the pro-
gram uses the default setting.

After you have created a configuration and selected a part from the da-
tabase, choose the report that shall be output.

The Q-DAS® Reporting System distinguishes between

• Bad Smiley Reports – these reports are output when a characteristic
does not meet the respective requirements.
• Good Smiley Reports – these reports are output when all character-
istics meet the respective requirements.
• Always Print Reports – these reports are always output.
• Bad Smiley Reports All Characteristics – this report contains all
characteristics that do not meet the respective requirements.

To allocate a report, click on the Load report list button.

In the Report assignment for Reporting System window, you can select
one or multiple reports that shall be output. This list applies to the whole
configuration. When you deselect a report, this has an influence on all
assignments saved under the respective configuration name. Highlight a
report to select it. Then right-click on it to define the report type that shall
be output.
Additional Settings 23

If you do not assign any report type, a Bad Smiley Report will be dis-
played. With Good Smiley Reports, a green smiley is displayed. A red
exclamation point is displayed with Always Print Reports. Bad Smiley
Reports All Characteristics are marked by two red, overlapping sheets.

Check the Deselect characteristics with false alarms box and the charac-
teristics containing no or not enough measurement values for an evalua-
tion are not considered as an alarm.

You can also restrict the output of characteristics. Select a certain char-
acteristics class or search for a certain characteristic.
Click on the All characteristics button to display all characteristics again.

To highlight and activate reports, you have got the following options.

Highlighting
• Click on the column header (report description) to highlight all
characteristics.
• Click and hold the mouse button to highlight a certain section
(you can even highlight several columns).

Activating
Right-click on a highlighted section to activate all corresponding reports.
If the reports are already activated, right-click to deactivate them (toggle
function).
When selecting a part from the database containing multiple characteris-
24 Q-DAS Reporting System

tics, you can assign a report to each characteristic separately. The

graphic below displays an example.

Note: The Q-DAS® Reporting System evaluates datasets accord-

ing to the selected evaluation strategy. The selected evalua-
tion strategy includes alarms. You can only output Bad
Smiley Reports when the alarms are enabled in the evalua-
tion strategy or some alarms have been stored in the report
assignment. Always Print Reports are always output inde-
pendent of the defined alarms.

The printers are allocated analogously but you can select the output path
of the files when printing *.pdf files.
Note: Find a detailed description of how to configure printers in the
Software Configuration and User Administration manual.

Double-click on E-Mail to enter an e-mail address. The report is sent to

this e-mail recipient.
You can enter multiple e-mail addresses separated by comma or semi-
colon.
In the General tab, you can adjust additional settings for sending e-mails.
Additional Settings 25

- E-mail text
Select a file and the content of this file will be inserted into the e-
mail as e-mail text.
- PDF storage path for e-mail link
If you do not send complete reports via e-mail but the link to the
respective report, enter the path where the reports are saved as
PDF files.
- URL of the PDF path (if this is located on a web server)
If you do not send complete reports via e-mail but the link to the
respective report, enter the URL of the PDF path.
- E-mail subject generation
Select whether you want to enter a subject in the subject line or
not. When you enter a subject, select the information, the sub-
ject line shall contain.
26 Q-DAS Reporting System

4.2 Use of Alarms

To use the alarm functions in the Q-DAS® Reporting System and to as-
sign Bad Smiley Reports, a corresponding alarm configuration is re-
quired. You can use the standard setting of the selected evaluation
strategy or you can select configuration options according to the respec-
tive report assignment for the Reporting System.

The following configuration options are available.

Alarm definition for variable characteristics

Alarm definition for attribute characteristics

The Q-DAS® Reporting System always provides the Q-DAS® procella

evaluation strategy. In Q-DAS® procella, the alarms displayed above are
Additional Settings 27

activated. To set the alarm configuration displayed above you need to

open the Evaluation configuration O-QIS window. Click on the red O-QIS
button in the bottom right corner of the flow chart to open this Evaluation
configuration O-QIS window. Here you can set, amongst others, the
alarm configuration displayed above.

Think about the alarm conditions under which reports shall be output.
The Q-DAS® Reporting System can only react to defined alarms. The
wrong settings might lead to the fact that reports cannot be output.

To change the settings, switch to the Edit mode. Select an available

evaluation strategy and click on the Change button. Enter a login name
granting the right to make changes. In the original state of the software,
you can use the login name superuser and the password superuser.
Click on the red O-QIS button to activate or deactivate individual alarms.

After adjusting the settings, save the evaluation strategy.

Perhaps it is required to enter a new strategy name because the stan-
dard evaluation strategies cannot be changed.
28 Q-DAS Reporting System

4.3 Division Allocation for Saving the Results

These settings are essential for data compression (data provision for the
M-QIS Client – Long-Term Analysis).

Select whether you want to divide and evaluate data and by which addi-
tional data the data shall be divided. Choose the evaluation strategy you
want to use.
In the right half of the window, select one of the available reports for the
part level and the characteristic level. These reports are created during
the data compression and they are saved as PDF files at the respective
level of the database.
Index 29

5 Index

A L
Additional Settings · 20 Language · 13
Always Print Reports · 22, 24
M
B
Module · 13
Bad Smiley · 22, 23
N
D
New Reporting Job · 12
Database connection · 13
Database Reporting Tab O
automatic selection · 18
Group parts · 18 Only with capable results · 14
New / Edit · 17
Select all parts · 18 P
Selection · 17
Sort · 18 PDF storage path · 25
Division allocation for saving the
results · 14
Division Allocation for Saving the
Q
Results · 28 Q-DAS Reporting System
Professional · 22
E QML result output · 14

E-mail subject · 25
E-mail text · 25
R
Report assignment for Reporting
F System · 13
Report Assignment for Reporting
Functionalities · 7 System · 21
Reporting Job
G Archiving Tab · 19
Copress Local Database Tab ·
Good Smiley · 22 18
Database Reporting Tab · 17
I Event Tab · 15
File Reporting Tab · 16
Introduktion · 7 General Tab · 13
30 Q-DAS Reporting System

S U
Security Configuration · 11 Use of Alarms · 26
Show status · 13
Strategy · 13 W

T With part evaluation · 14

Working with the Reporting
Table of contents · 5 System · 8