Information Server Administration - Siemens AG · Information Server Administration System ... How to open the Information Server 2 Administration area 3 Projects 4 ... the Reporting

� �Information Server Administration

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SIMATIC

Information Server V8.0 Update 1Information Server Administration

System Manual

04/2012 A5E03916796-02

Basics 1

How to open the Information Server

2

Administration area 3

Projects 4

Role management 5

Status queries of the Scheduler

6

Editing e-mail settings 7

Changing the design 8

Connecting the data source with the Office add-ins

9

Legal information

Legal information Warning notice system

This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are graded according to the degree of danger.

DANGER indicates that death or severe personal injury will result if proper precautions are not taken.

WARNING indicates that death or severe personal injury may result if proper precautions are not taken.

CAUTION with a safety alert symbol, indicates that minor personal injury can result if proper precautions are not taken.

CAUTION without a safety alert symbol, indicates that property damage can result if proper precautions are not taken.

NOTICE indicates that an unintended result or situation can occur if the relevant information is not taken into account.

If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage.

Qualified Personnel The product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems.

Proper use of Siemens products Note the following:

WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed.

Trademarks All names identified by ® are registered trademarks of 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.

Siemens AG Industry Sector Postfach 48 48 90026 NÜRNBERG GERMANY

Order number: A5E03916796-02 Ⓟ 04/2012 Technical data subject to change

Copyright © Siemens AG 2012. All rights reserved

Information Server Administration System Manual, 04/2012, A5E03916796-02 3

Table of contents

1 Basics........................................................................................................................................................ 5

2 How to open the Information Server .......................................................................................................... 7

3 Administration area.................................................................................................................................... 9

4 Projects.................................................................................................................................................... 11

4.1 Overview ......................................................................................................................................11

4.2 Connecting a data source ............................................................................................................12

5 Role management ................................................................................................................................... 13

5.1 Overview ......................................................................................................................................13

5.2 Assigning a role to a user ............................................................................................................14

5.3 Removing a user from a role........................................................................................................15

6 Status queries of the Scheduler............................................................................................................... 17

7 Editing e-mail settings.............................................................................................................................. 19

8 Changing the design................................................................................................................................ 21

9 Connecting the data source with the Office add-ins................................................................................. 23

Table of contents

Information Server Administration 4 System Manual, 04/2012, A5E03916796-02


Basics 1

The SIMATIC Information Server is a reporting system that uses the Microsoft Reporting Services and accesses historic data of a process control system. The historic data consists of process values, messages or recipe data. The data source is the Process Historian. The collected data is evaluated and visualized by means of reports.

Reports can have tabular or graphical contents for the evaluation. Various report templates are available for creating reports. The report templates can be configured with two Information Server applications:

● Web application

● Office add-ins for Excel and Word

A configured connection has to exist between the Information Server and the Process Historian in order to create a report.

The connection requires authentication for access to the selected Process Historian server. The Information Server queries the data configured in the report template from the selected Process Historian projects. The appropriate user rights must be set at the project for this purpose.

The access rights are linked to folders in the Information Server. Any user can access the "Public" folders. The "Private" folders can only be accessed by the user currently logged on.

Basics



How to open the Information Server 2

The configuration of the Internet Information Server is determined during installation of the Configuration Manager. You specify the HTTP address from which the Information Server is to be accessed. You can choose between two comparable configurations for installation.

To open the Information Server, specify one of the following links in Internet Explorer:

Page view IIS configuration of the operating mode Use http://localhost Configuration 1 Local on the Information Server http://PC name Configuration 1 From the network http://localhost/informationserver Configuration 2 Local on the Information Server http://PC name/Information server Configuration 2 From the network

Procedure To configure opening the Information Server, proceed as follows:

1. Open the settings for the "Internet options".

2. Open the "Security" tab.

3. Deactivate the "Protective mode" setting for the current zone.

The "Protected mode" setting is only required on a server operating system.

4. Select the "Local Intranet" or "Trusted Sites" zone and click the "Sites" button.

Add the desired links to the sites.

Note Internet Explorer does not display Information Server

If the Internet Explorer does not display the web application of the Information Server, check the Internet Information Services (IIS), the Reporting Services and the .NET Framework 4.0 Installation.

You must confirm the IIS settings after registration of .NET Framework 4.0.

How to open the Information Server



Administration area 3

The "Administration" section is available in the web application if the current user is a member of the "Administrator" role of the Information Server.

You undertake the following tasks in the "Administration" section:

Projects Establishing a connection with a Process Historian Server as the

data source Connecting PCS 7 projects

Role management Assigning a role of the Information Server to a user Status of the Scheduler Viewing the status of planned jobs E-mail settings Specifying the server for the e-mail dispatch of reports Design Modifying the design of web applications

Administration area



Projects 44.1 Overview

You can carry out the following administrative tasks in the "Projects" tab:

● Connecting a Process Historian Server as a data source for the Information Server

● Specifying access rights for connected projects

● Managing the data sources in folders

Projects 4.2 Connecting a data source


4.2 Connecting a data source

Requirement ● You are logged on to the web application as a user with the "Administrator"

Information Server role.

Note Project archive

You can create folders in order to structure projects. Whether an available project is a PCS 7 project or a BATCH project is indicated in brackets.

Projects with the same name cannot be saved in the same folder.

Procedure 1. Select "Administration" in the navigation area.

2. Click "Connect data source" in the "Projects" tab.

3. Enter the name of the Process Historian PC and of the Process Historian database as follows in the "Data source" text box:

– "Name of the Process Historian PC\Historian"

4. Select the authentication mode.

Authentication takes place via SQL user ID or Windows user ID.

5. Enter your user name and password.

6. Click "Show projects".

The available projects are displayed.

7. Select the project to which you want to establish the connection. Click "Connect".

Result A connection is established with the selected project.


Role management 55.1 Overview

The access rights are linked to roles in the Information Server. Users who have been assigned a role have the rights of the role.

The following roles can be distinguished:

● Administrator

– Unrestricted access

– The "Administration" dashboard is available in the web application.

– Assignment of rights for projects

● Published by

– Uploading report templates

– Creating reports

– Creating subscriptions

● Users

– Creating reports

– Creating subscriptions

Role management 5.2 Assigning a role to a user


5.2 Assigning a role to a user

Requirement ● The current user of the web application has administrative rights for the Information

Server.

● You are logged on as a user with the "Administrator" Information Server role.

Note Opening the web application locally on the Information Server

If you use an operating system with active user account control, such as Windows 7, Windows Server 2008 or Windows Server 2008 R2, it may additionally be necessary to start the web application as an Administrator with advanced rights.

Procedure 1. Open "Administration" in the navigation area.

2. Open the "Role management" tab.

3. In the "Roles" area, select the role which you want to assign to a user.

All users who belong to the selected role are listed in the "Members" area.

4. Select the name of the PC or the domains in which the user is located.

All users who belong to the selected domain are listed under the filter area.

You can read in a user by entering a user name or an initial character in the "Filter" field in a domain environment.

5. Click the green arrow next to the name of the user you want to move to the selected role.

Result A user has the rights of the assigned role.

Role management 5.3 Removing a user from a role


5.3 Removing a user from a role

Requirement ● The current user of the web application has administrative rights for the Information

Server.

● You are logged on as a user with the "Administrator" Information Server role.

Note Opening the web application locally on the Information Server

If you use an operating system with active user account control, such as Windows 7, Windows Server 2008 or Windows Server 2008 R2, it may also be necessary to start the web application as an Administrator with advanced rights.

Procedure 1. Open "Administration" in the navigation area.

2. Open the "Role management" tab.

3. In the "Roles" area, select the role from which you want to remove a user.

All users who belong to the selected role are listed in the "Members" area. An X symbol is located next to the names of the members.

4. Click the X next to the name of the user you want to delete from the role.

Result A user is deleted from the selected role.

Role management 5.3 Removing a user from a role



Status queries of the Scheduler 6Overview

Use the "Scheduler Status" tab to sort the existing subscriptions according to status and type.

The following subscription states are available:

● New

● Is being executed

● Queued

● Successful

● Failed

If you select "All" in the "Status" drop-down list, all created subscriptions are listed.

The following types of subscriptions are available:

● Report

● Excel report

If you select "All" in the "Type" drop-down list, the subscriptions for all reports are listed.

To update the displayed subscriptions in the table overview, click .

Overview The "Status of the Scheduler" shows a spreadsheet overview of the current jobs. The following table provides an overview of the attributes of the jobs:

Attribute Description Job ID Unique job identifier Job name Name of the job Status Current status of the job Number of restarts Number of completed restarts Type Type of job Time stamp Time stamp of the job creation Priority Priority of the job Version Job version

Status queries of the Scheduler



Editing e-mail settings 7

You can enter a sender for each e-mail that includes a subscription. You must enter the name of the e-mail server.

Requirement ● You are logged on to the web application as a user with the "Administrator"

Information Server role.


2. Open the "E-mail settings" tab.

3. Enter the name or the IP address of the e-mail server.

4. Enter the port name.

5. Enter the user name and password.

6. Enter an e-mail address of the sender, if necessary.

7. Click "Apply" to save the settings.

Result You have changed the e-mail settings for the Scheduler.

Editing e-mail settings



Changing the design 8Requirement

● You are logged on to the web application as a user with the "Administrator" Information Server role.

Note Backing up data

Save all open documents. All open sessions are closed when you change the design. You lose all data that have not been saved. Opening the web application locally on the Information Server

If you use an operating system with active user account control, such as Windows 7, Windows Server 2008 or Windows Server 2008 R2, it may also be necessary to start the web application as an Administrator with advanced rights.


2. Open the "Design" tab.

3. Select the desired design from the drop-down list and click "Apply".

You can choose between the blue standard design and the Siemens design.

Result The design of the web application has been changed.

Changing the design



Connecting the data source with the Office add-ins 9Requirement

● You are connected to the Information Server.

Procedure 1. Start the Office application.

At the initial start after the installation of the Office add-ins, the "Select server" dialog box opens.

2. Enter the name of the PC to which you want to establish a connection. Confirm your selection with "OK".

A logon dialog for authentication opens.

3. Enter the user name and password and confirm with "OK".

The settings for the connected server are still available the next time you open the Office applications.

Result A connection to the Information Server has been established. You can use Office applications to edit the report templates and create reports.

Connecting the data source with the Office add-ins


Information Server Administration - Siemens AG · Information Server Administration System ... How to open the Information Server 2 Administration area 3 Projects 4 ... the Reporting

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