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Webinar Thank You

Thank you for participating in the WinSPC V9 webinar

Click here to access and play the session recording

(Presentation length is 17:12 with an 11:30 Q&A session at the end for a total 28:42 duration)

Version 9 Slices

 

Thursday, November 19th, 2015  --  2:00 - 2:30 p.m. (EST)

What was presented in this webinar:

  • An overview of new WINSPC Version 9 features
  • Several live examples of the new interactive Dashboard views
  • A preview of the new analysis and reporting methods
  • Summary of system level changes and latest supported platforms
  • New applications for WINSPC utilizing Version 9
  • Question and answer session with attendees

New functionality in WINSPC Version 9 was demonstrated by DataNet vice presidents Brad Armstrong and Frank Tappen.

Interactivity - Transformations at your Fingertips

Single Touch Explorations of Production Data.

Whether you seek detailed presentations of part and characteristic information or single touch access to five deeper views of the supporting data, WinSPC Envision enables an unparalleled view of your production process from wherever you happen to be.

WinSPC Envision is preconfigured to give you immediate access to the answers most commonly required when away from the plant floor.  Standard views include control charts, comprehensive data listings, histograms with capability statistics, and normality tests of your data.

Discover and explore the SPC data behind production events without having to visit the source or your workstation, all through the power of WinSPC Envision.


Deeper Context through Flyovers.

When using browsers that support flyovers, WinSPC Envision's six views expand with pertinent context data as you hover over elements of interest.

Active regions expand and highlight pertinent background information about your WinSPC data within that context.

Flyovers provide an easy way to decide if you want to dive deeper without having to leave the current view. Simply hover or tap on an active element for additional details about the value or condition indicated.

Visibility - A Powerful Window Into Your Process

 

Full Organization or Supply Chain Visibility.

Viewing remote processes has never been easier. Any WinSPC location is accessed within WinSPC Envision by making a selection in a single drop down menu. Quickly navigate among various local or remote servers to compare how production processes are performing. Any WinSPC server and its data is just one touch away.

 


 

Visual Summaries Provide Powerful Discovery.

WinSPC Envision is preconfigured to provide visual overviews of your process data using color-coded graphical summaries.

The WinSPC Chart Matrix view combines variable and attribute data into a single, powerful dashboard. Colors highlight those areas requiring immediate attention and charts can be grouped based on status, violations or key statistics such as Cpk.

A full size, interactive chart is available with an additional touch.  This permits close examination of subgroup details, assignable causes and corrective actions - all without leaving this view. Reviewing production events and their current status has has never been easier.


Monitor Process Capability at a Glance.

The WinSPC Envision Parts in Production view provides a simple way to monitor process capability for the data ranges that you specify. This view combines three interrelated components to explore members with Out of Control or Out of Specification conditions.

Sort or rank parts and processes in the summary table based on factors such as the number of violations, while viewing a concise pie chart characterizing your state of control.

Then dive deeper into the variable data that comprises the table and chart objects. Variable data can be displayed as a histogram with links to five additional views of related information.

If necessary, export the data for integration with your continuous improvement and reporting efforts. 

 


Performance by Part or Collection Plan.

The WinSPC Process Overview permits performance comparisons among parts or collection plans.  Use it to quickly spot trends and identify issues. Dynamic columns allow quick changes to the order or basis for sorting values.

As with all summary displays, additional detail is available through a single touch or through the use of flyovers on platforms where appropriate.

Mobility - Answers Wherever Work Takes You

On-demand SPC Analytics. Anywhere. Anytime.

Whether walking the plant floor with your iPad or traveling between facilities with only your smart phone, WinSPC Envision™ dashboards provide immediate access to the production data necessary for inquiries or investigations.

Stay connected to critical processes while on the road, or review alarms and violations without leaving a meeting.  WinSPC Envision permits access to all of your WinSPC data no matter where work takes you.



Actual SmartPhone View

Browser-Friendly Dashboards.

WinSPC Envision is optimized to provide an interactive experience on your desktop, tablet or smart phone. With built-in support for common desktop and mobile web browsers, you can view and interact with your SPC data through dynamic views that look nearly as sharp on your smart phone as they do on the big screen.

WinSPC V9 Overview

The much-anticipated WinSPC Version 9 is here. Version 9 reflects an unprecedented effort to touch every aspect of the product in order to improve its ability to solve your problems, become easier to use and easier to own. Here we highlight some of the great new enhancements that you will experience when you upgrade to WinSPC Version 9.

 Download a detailed description of What's New in WinSPC Version 9 (4.6MB 115-Page PDF)

 Download the current Version 9 release summary document ReadMe.pdf (650KB 7-9-Page PDF)


Version 9 has a Contemporary New Look

A completely new look in WinSPC V9

WinSPC V9 has a completely updated look and feel. Actions have been standardized and behaviors simplified throughout. Users gain more control over their workspace with an interface that is new, yet still familiar. The result is a more productive and consistent experience regardless of the task. Visually - A stunning new high-resolution icon set in theme-aware forms conforms to your Windows visual settings more completely. The resulting views more accurately reflect your visual settings and leverage the latest Windows innovations. Functionally - Right click actions and context menus have been expanded and unified throughout to provide a consistent experience regardless of the context. Often your most anticipated request is just a right-click away. Areas such as Archives and the Language Tool have entirely new visual interfaces that more clearly and intuitively represent the options and actions available to you. The tools are not only more powerful but more usable.


Now with Dashboard Visualizations

New dashboard visualizations expand live status flexibility

The new Dashboard Mode will transform how you use WinSPC to align your team with your production objectives. This mode delivers a completely new framework for integrating disparate summary items into a single dynamically ordered view. Dashboards can be used to supplement other WinSPC modes or act as dedicated hands-free status stations. Such hands-free Dashboards can provide an automated “big board” status display that reorders based on data collection events, violation thresholds or time based triggers. Dashboards can contain many different views of a single data collection context or track and alarm on completely new summary relationships created through the power of Data Filters acting on the whole database. Stakeholders or systems that need outputs and alerts based on activity beyond the scope of simple SPC charts will find this to be their ideal tool. As the new foundation for sharing data and production status, look for Dashboards to transform the way you integrate important stakeholders or display timely production status wherever you need it.


Expanded Attribute Analysis, Charting & Reporting

New attribute analysis, charting and reporting tools

WinSPC V9 analysis and dashboard charts provide new drill-down capabilities that permit you to focus on the information underlying regions of interest. Progressively click on chart elements to reveal new sub-charts or their underlying data and statistics. As you drill-down, your progressive filtering is tracked, permitting you to descend to more narrow views yet jump back to previous layers. Version 9 also brings the power of the WinSPC Analysis Engine to Attribute users. Build Attribute focused Data Filters, Data Sets and charts to achieve entirely new views and reports. Leverage Attribute specific tools and tabs within your Data Sets and explore the new Report Designer components available to integrate Attributes into your reporting templates.


New Archiving and Scheduling Capability

A new archiving engine radically expands archive capability

A completely new server-side archiving engine permits sophisticated management schedules and schemes to automate your data retention plans. Not only can they be scheduled for unattended and automated execution, but Archives can now target outside Microsoft and Oracle databases as destinations. These Archive databases can be leveraged directly from the administrator tree using all WinSPC analysis and reporting tools in order to recreate customer reports or to revisit retired production projects at a later date.


Microsoft Active Directory Integration

User management can be integrated with Microsoft Active Directory

WinSPC now permits integration of its user management system with a local Microsoft Active Directory domain to achieve unified user control and the benefits of single-sign-on. Domain managed stations can have users sign in or out automatically with their activities tracked and logged like traditional WinSPC users. WinSPC users can coexist with or be built from Active Directory user groups and members. Finally the power of user management can reside in the hands of the most appropriate party or be integrated with existing Active Directory user management initiatives and policies.


Updated Database Installation and Windows Security Integration

Tight integration with recent database and Windows Security platform changes

WinSPC Version 9 includes a new installer and integration with Windows User Access Control. Version 9 reflects a great effort to verify against Microsoft installation best practices for platforms like Windows 8.1 and Windows Server 2012 Remote Desktop Services. Likewise support for database platforms such as MS-SQL 2012 and Oracle 11g are fully integrated with Version 9. Seamless upgrades are always a high-priority, with the WinSPC team working to ensure that adding new clients and platforms should be easier than ever.


Expanded File Exchange and Device Integration Handling

Expanded file exchange and device integration options

Often the best integration of two systems is simply a file, and WinSPC V9 has expanded its handling of files that contain configuration information and data to make interoperability even easier. Document interchange that was once only possible through programmatic exchange can now be configured visually. Support for newer file exchange formats such as XLSX has been added and the Dashboard Mode now supports output of information into files when events are detected. So whether you are seeking to integrate configuration information without programming, or seeking timely exchange of event data as the result of alarm conditions, WinSPC Version 9 has been expanded to make your work easier.


New Visual Tools for Localization and Customization

Visual Tools for Localization

A new visual localization and language string editing tool has been created for WinSPC V9. This tool greatly simplifies the process of customizing the user experience for the specific needs of your enterprise. Whether you are simply harmonizing the internal terminology of your organization with the terminology used in WinSPC or creating custom languages to appear for certain users and operators, this new tool greatly simplifies the task of getting you the customized forms and messages that you need. Full language sets are always available for purchase, but if a new language is needed quickly or simple edits are desired, then this tool greatly simplifies the task of modifying what end-users will see and read.


 Download a detailed description of What's New in WinSPC Version 9 (4.6MB 115-Page PDF)

 Download the current Version 9 release summary document ReadMe-902 (650KB 9-Page PDF)

WinSPC V9 Overview (SLIDES)

The much-anticipated WinSPC Version 9 is coming soon. Version 9 reflects an unprecedented effort to touch every aspect of the product in order to improve its ability to solve your problems, become easier to use and easier to own. Here we highlight some of the great new enhancements that you will experience when you upgrade to WinSPC Version 9.


Version 9 has a Contemporary New Look.

A completely new look in WinSPC V9

WinSPC V9 has a completely updated look and feel. Actions have been standardized and behaviors simplified throughout. Users gain more control over their workspace with an interface that is new, yet still familiar. The result is a more productive and consistent experience regardless of the task. Visually - A stunning new high-resolution icon set in theme-aware forms conforms to your Windows visual settings more completely. The resulting views more accurately reflect your visual settings and leverage the latest Windows innovations. Functionally - Right click actions and context menus have been expanded and unified throughout to provide a consistent experience regardless of the context. Often your most anticipated request is just a right-click away. Areas such as Archives and the Language Tool have entirely new visual interfaces that more clearly and intuitively represent the options and actions available to you. The tools are not only more powerful but more usable.


Now with Dashboard Visualizations.

New dashboard visualizations expand live status flexibility

The new Dashboard Mode will transform how you use WinSPC to align your team with your production objectives. This mode delivers a completely new framework for integrating disparate summary items into a single dynamically ordered view. Dashboards can be used to supplement other WinSPC modes or act as dedicated hands-free status stations. Such hands-free Dashboards can provide an automated “big board” status display that reorders based on data collection events, violation thresholds or time based triggers. Dashboards can contain many different views of a single data collection context or track and alarm on completely new summary relationships created through the power of Data Filters acting on the whole database. Stakeholders or systems that need outputs and alerts based on activity beyond the scope of simple SPC charts will find this to be their ideal tool. As the new foundation for sharing data and production status, look for Dashboards to transform the way you integrate important stakeholders or display timely production status wherever you need it.

Configure your own Version 9 Dashboard in ONE minute! Configure your own WinSPC Dashboard in just ONE minute!

 


Expanded Attribute Analysis, Charting & Reporting.

New attribute analysis, charting and reporting tools

WinSPC V9 analysis and dashboard charts provide new drill-down capabilities that permit you to focus on the information underlying regions of interest. Progressively click on chart elements to reveal new sub-charts or their underlying data and statistics. As you drill-down, your progressive filtering is tracked, permitting you to descend to more narrow views yet jump back to previous layers. Version 9 also brings the power of the WinSPC Analysis Engine to Attribute users. Build Attribute focused Data Filters, Data Sets and charts to achieve entirely new views and reports. Leverage Attribute specific tools and tabs within your Data Sets and explore the new Report Designer components available to integrate Attributes into your reporting templates.


New Archiving and Scheduling Capability.

A new archiving engine radically expands archive capability

A completely new server-side archiving engine permits sophisticated management schedules and schemes to automate your data retention plans. Not only can they be scheduled for unattended and automated execution, but Archives can now target real Microsoft and Oracle databases as destinations. These Archive databases can be leveraged directly from the administrator tree using all WinSPC analysis and reporting tools in order to recreate customer reports or to revisit retired production projects at a later date.


Microsoft Active Directory Integration.

User management can be integrated with Microsoft Active Directory

WinSPC now permits integration of its user management system with a local Microsoft Active Directory domain to achieve unified user control and the benefits of single-sign-on. Domain managed stations can have users sign in or out automatically with their activities tracked and logged like traditional WinSPC users. WinSPC users can coexist with or be built from Active Directory user groups and members. Finally the power of user management can reside in the hands of the most appropriate party or be integrated with existing Active Directory user management initiatives and policies.


Updated Database Installation and Windows Security Integration.

Tight integration with recent database and Windows Security platform changes

WinSPC Version 9 includes a new installer and integration with Windows User Access Control. Version 9 reflects a great effort to verify against Microsoft installation best practices for platforms like Windows 8.1 and Windows Server 2012 Remote Desktop Services. Likewise support for database platforms such as MS-SQL 2012 and Oracle 11g are fully integrated with Version 9. Seamless upgrades are always a high-priority, with the WinSPC team working to ensure that adding new clients and platforms should be easier than ever.


Expanded File Exchange and Device Integration Handling.

Expanded file exchange and device integration options

Often the best integration of two systems is simply a file, and WinSPC V9 has expanded its handling of files that contain configuration information and data to make interoperability even easier. Document interchange that was once only possible through programmatic exchange can now be configured visually. Support for newer file exchange formats such as XLSX has been added and the Dashboard Mode now supports output of information into files when events are detected. So whether you are seeking to integrate configuration information without programming, or seeking timely exchange of event data as the result of alarm conditions, WinSPC Version 9 has been expanded to make your work easier.


New Visual Tools for Localization and Customization.

Visual Tools for Localization

A new visual localization and language string editing tool has been created for WinSPC V9. This tool greatly simplifies the process of customizing the user experience for the specific needs of your enterprise. Whether you are simply harmonizing the internal terminology of your organization with the terminology used in WinSPC or creating custom languages to appear for certain users and operators, this new tool greatly simplifies the task of getting you the customized forms and messages that you need. Full language sets created by paid translators are always available for purchase, but if a new language is needed quickly or simple edits are desired, then this tool greatly simplifies the task of modifying what end-users will see and read.


Envision - Mobile

On the Go Process Data

 

WinSPC Envision

See Envision In Action
Request a demo today by email or by calling 866-4WINSPC.

Interactive views, visible everywhere through mobile access

Your SPC Data in New Ways

Designed to provide you with complete access to your WinSPC data wherever you may be, Envision is a web-based application that delivers overviews and interactive single-click access to supporting data and statistics. This added visibility allows you to quickly view and compare quality metrics throughout your organization or to review data related to critical issues at distant locations.

Capabilities and Benefits

  • Ready to use interactive summaries, visualizations and charts permit you to sort and rank data with ease.
  • Advanced filtering options allow WinSPC Envision users to focus on just the data of highest importance or to dive further into the relationships and causes illuminated by summary views and WinSPC events occurring far away.
  • Have more information at your fingertips, even when you are away from your desk or facility, no matter what device you may have available.

Dashboard Summaries

WinSPC Envision turns complex data into high-level summaries that facilitate faster and more powerful decision making. The combination of quality metrics and key performance indicators provide an ideal view of shop floor performance for remote stakeholders and executives. 

Designed for Mobility

WinSPC Envision is optimized for popular mobile browser types and screen resolutions, making it a truly mobile solution. Through this enhanced mobile access, key stakeholders can participate in problem identification and resolution wherever they may be located.

Extending your Visibility

Extending your existing WinSPC software solution with WinSPC Envision is simple. Preconfigured to seamlessly integrate with your existing WinSPC installation, there is no programming required. Your team can be trained for how to connect, setup, and run WinSPC Envision for best performance in less than two hours.

Updates On Demand or On Your Schedule

If anytime mobile access is not enough, WinSPC Envision's built-in scheduler provides notifications or email reports at intervals you determine. The system is completely configurable to make data available to you on your schedule.

Wireless Measurement Systems

Wireless data collection makes it easier to bring your gauge to what is being measured, rather than bringing what is being measured to your gauge. Collect measurements with handheld gauges (calipers, micrometers, etc.) and other instruments, and send wirelessly to your PC.

A typical wireless system is comprised of a transmitter and a base. Our selection of both gives you the greatest range of options and flexibility for wireless measurement collection, supporting the broadest range of digital and RS-232 gauges, scales, etc. from manufacturers such as Brown & Sharpe, CDI, Flexbar, Fowler, LMI, Mahr Federal, Mitutoyo, Ono Sokki, Starrett and Sylvac. For pricing information or to determine which hardware is right for your operation, call us at 1-866-4WINSPC or email us at info@winspc.com.

 Wireless hub

Transmitter Models

Transmitters can be mobile modules or remotes used to capture measurements from digital and RS-232 gauges and devices.

  • Digital Mobile Module - used to capture measurements from most digital and RS-232 handheld gauges such as calipers, micrometers, digital indicators, etc.
  • Command Mobile Module - functions the same as the Digital Mobile Module, with the additional ability to send a command from a base unit to initiate a gauge reading.
  • RS-232 Mobile Module - supports RS-232 gauges not supported by the Digital Mobile Module or the Command Mobile Module.
  • RS-232 Remote - used when you have an RS-232 serial device, such as a gauge interface or a scale, in a non-mobile setup that you want to connect to the wireless system.

Base Models

Bases receive measurements from Mobile Modules and Remotes and transfer the measurement data to your PC.

  • USB Base - receives measurements from Mobile Modules and Remotes. Connects directly to a USB port on a PC or a laptop. It is powered by the USB port.
  • RS-232 Base receives measurements from Mobile Modules and Remotes. Connects directly to an RS-232 serial port and is powered by a separate AC adapter.

Advantages:

  • Works directly with WinSPC.
  • Multiple wireless channel selection.
  • Internal antenna on USB Base and RS-232 Base.
  • User configurable continuous read options.
  • Features such as receiver energy detection and link quality detection are built in.
  • All data is guaranteed reliable as it is processed with redundancy and checksum features.
  • Instant on 250K wireless baud rate makes for extremely fast transmissions.
  • No wireless transmissions are occurring until a reading is requested.  With a packet transmitter time of only 15 msec the total radio "on" time may be a minute or two a day.  5,000 readings equals less than 2 minutes of actual "air" time.
  • Control over 15 wireless channels allows the user to operate in unoccupied frequencies.

 

WinSPC Interactive Tour

WinSPC Overview Videos

An Overview of WinSPC (~4 min)
View a high-level introduction to the core concepts in WinSPC. (WinSPC V9)
Capturing Data and Generating Alarms (~2 min)
Check out the many ways WinSPC can automate real-time data collection. (WinSPC V9)
Monitoring and Analyzing with Dashboards (~3 min)
See how WinSPC dashboards are used for process monitoring and analysis. (WinSPC V9)
Generating Reports (~2.5 min)
See just how many reports are available with WinSPC and how easy it is to run them. (WinSPC V9)

WinSPC Instructional Videos

How To -- Setting Up to Capture Data: The Basics Setting Up to Capture Data: The Basics (~2 min)
Learn the two steps required to get started with WinSPC. (WinSPC V9)
How To -- Setting Up to Capture Data: Alarms Setting Up to Capture Data: Alarms (~2 min)
See how to configure and use WinSPC alarms. (WinSPC V9)
How To -- Setting Up to Capture Data: Devices Setting Up to Capture Data: Devices (~2 min)
Quickly setup WinSPC to capture data from Excel files and other sources. (WinSPC V9)
Uncovering Hidden Manufacturing Costs Uncovering Hidden Manufacturing Costs (~6 min)
Discover a new way to calculate your process' manufacturing costs and quantify how much of those costs could be saved by improving the process.

In this video, you'll be introduced to the Cost Inspector, a patented analysis tool introduced in WinSPC V8. You'll see how to prioritize process improvements using a cost-savings analysis, how to identify your optimal process set point in terms of cost, and how to calculate what you could save by reducing variation. (WinSPC V8)


Exploring the IT Aspects of a WinSPC Implementation (~3 min)
Gain an understanding of the support typically requested from IT personnel in an on-premises implementation of WinSPC. (WinSPC V9)

WinSPC Workshops and LIVE Recorded Videos

WinSPC Workshop: Dashboard Introduction WinSPC Workshop 1: Dashboard Introduction (~26 min)
This workshop focuses on various use-cases and configuration options for the new dashboard features in Version 9. (WinSPC V9)
WinSPC Workshop: Exploring Datasets WinSPC Workshop 2: Exploring Data Sets (~25 min)
Brad and Frank explore use cases for the 100+ template Data Sets available in WinSPC, then walk through how to build your own Data Set using simple filtering options. (WinSPC V9)
WinSPC Workshop: Data Sources WinSPC Workshop 3: Data Sources (~36 min)
Brad and Frank explore use cases for connecting your data sources to WinSPC, then walk through actual connection scenarios using the software. (WinSPC V9)

Launch: WinSPC Version 9 Guided Preview WinSPC Version 9 Guided Overview (~15 min)
Brad Armstrong and Frank Tappen take you on a tour of the Version 9 functionality. (WinSPC V9)
Launch: WinSPC Envision Guided Preview WinSPC Envision Guided Overview (~19 min)
Brad Armstrong takes you on a tour of common uses for WinSPC Envision. (WinSPC V8)
Your Profit is on the Line Your Profit is on the Line (~58 min)
Five practical steps to manufacturing the highest quality product for the lowest possible cost with Integral Concepts, DQS and Quality Magazine. (WinSPC V8)
Webinar: Measuring the Value of SPC Measuring the Value of SPC (~30 min)
Lessons for documenting the monetory value of SPC to justify the investment. (WinSPC V8)

How to Buy QualTrend

We’ve provided the following software packaging description to assist you in better understanding how QualTrend is packaged. To develop your DataNet solution and receive a price quotation, please contact a sales consultant or distributor near you. Simply call 248-357-2200 or email us at info@winspc.com.

QualTrend Server License — priced per server

Includes:

  • Web server application software 
  • One development license 
  • Ten dynamic user licenses
  • Unlimited viewing licenses via browsers 
  • Two seats in QualTrend training class at DataNet headquarters
  • 90 days of service coverage 

Additional user licenses are priced per development license or in blocks of users:

  • Development licenses sold individually 
  • Dynamic user licenses sold in increments of 10


See QualTrend platform requirements >>

See DataNet's Extended Service Programs >>

 

How to Buy WinSPC

This page provides descriptions of how WinSPC is packaged and sold. To request a price quotation, please complete the quote request form or contact a sales consultant or distributor near you. In the Americas simply call us at 248-357-2200 (USA EST) or email us at sales@winspc.com.

 

WinSPC® Single License — $1,600.00 — U.S. Pricing

 

Includes

  • Base license with all-in-one functionality:  data collection, real-time SPC charts & alarms, dashboards, plant monitor, reports, analysis, administration and more.
  • Ninety days of standard service coverage

Volume discounts are available for licenses purchased in the quantities

  • 6-19
  • 20-49 
  • 50-74 
  • 75-100
  • Site Licensing and Corporate Licensing models available by quote
  • Hosted solutions based on a Cloud/SaaS model are also available by quote

WinSPC is licensed on a concurrent usage basis. Each license allows one client (desktop computer, mobile device, etc.) to use WinSPC. A purchase of 25 licenses, therefore, permits up to 25 clients to use WinSPC at the same time. (The number of clients on which WinSPC can be installed is unlimited. The only restriction is the number of those clients that can simultaneously use WinSPC.) 

 WinSPC Language Translations

A WinSPC base license is provided in English.  Additional languages include on-screen translations and are priced per language, per database. Available languages include Spanish, French, Portuguese, German, Chinese (Simplified & Traditional), Japanese and Malaysian.

Install, Configuration & Training Services

DataNet offers a wide variety of service options.  In addition to WinSPC training classes held at DataNet’s headquarters in Michigan, customers can select onsite and remote implementation and training services to assist with the installation and configuration of their WinSPC system.   

WinSPC Administrator Training – Training held monthly at DataNet headquarters (4 day class)

WinSPC Basic Training – Recorded video available for download (5 hours recorded instruction)

WinSPC Remote Training – Remote online training with instructor (6 hours live instruction)

Basic WinSPC Implementation – Onsite installation, configuration and training assistance (3 days onsite)

Advanced WinSPC Implementation – Installation and system configuration, expanded training, and options such as integration with other enterprise systems, automated interfaces with equipment, custom GUIs and more.  Requirements and project deliverables are defined in advance with a DataNet Project Manager. (Additional days onsite and/or offsite programming as needed)

Standard Support Coverage

DataNet offers optional service contracts that includes access to WinSPC technical support (providing telephone and internet support) as well as software maintenance and enhancement upgrades (providing software fixes and new functionality).  Service contracts are offered on an annual basis, with discounts for multiple year contracts.

Standard Service Coverage – 18% of software list price

24 x 7 Support Option - also available

 

Please refer to the Services and Training menus at the top of the page for more details.

 

How to Buy WinSPC Envision

WinSPC Envision is being offered at a special introductory price. To receive a product demonstration and a quotation, please contact a sales consultant by calling 248-357-2200 or email us at info@winspc.com.

The WinSPC Envision Base Package includes the Web server application software with unlimited view only licenses and five concurrent interactive user licenses. Additional interactive user licenses can be purchased in multiples of five. For large customers, a Corporate License can be purchased offering unlimited usage.

About WinSPC Envision

Access your WinSPC data through the Envision web portal on any device. Move quickly from dashboard-style summaries to statistical analysis and quality performance measures using simple, pre-configured views of your remote systems.

Streamline Administration

Power through your daily tasks

WinSPC's interface and productivity features enable you to knock out daily tasks quickly and easily. WinSPC offers a variety of features to simplify how you configure, use, change, and manage your real-time quality control program.

Benefits

  • Save countless hours spent on administration
  • Easily manage a flexible real-time SPC program
  • Spend less time learning and navigating the software and more time being productive

 

Features

Create templates to eliminate repetitive actions

Create and apply a unique list of notes, assignable causes or corrective actions to specific operations, processes, parts, or characteristics in your process. You can even drag and drop the list onto multiple part folders to apply it to more than one object at a time.

  • Create an infinite number of lists
  • Drag and drop lists onto part folders, parts, processes, short-run processes, and collection plan folders to apply mass configurations
  • Organize lists in folders
  • Drag-and-drop to quickly create and manage custom lists
Work faster with WinSPC's right-click options

Right-click on nearly any object in WinSPC to access an expansive list of context-sensitive tasks and information. Dozens of commonly performed tasks are only a click away: generating reports, queries, and templates, as well as printing, importing, and exporting.

Globally manage quality rules and violation events

Configure and manage quality rules, violations, and alarms using WinSPC's control test templates. These templates allow you to centrally configure and manage your quality tests, alarms, violations, and triggers for use on any process in your operation.

  • Drag-and-drop control test templates onto variables, attributes, parts, or processes for fast, global configurations
  • Edit one control test template file to apply changes on a global scale
Perform one-touch upgrades

Upgrade your WinSPC stations quickly and easily using the one-touch upgrade feature. Product administrators can upgrade all WinSPC stations from a single network location and view any station's version information from the convenient station status window.

Uncover Hidden Costs

Minimize loss from variation and non-optimal processes

To remain competitive, manufacturers must consistently make high quality products for the lowest possible price. WinSPC’s Cost Inspector™ drives this goal by enabling quality teams to uncover and minimize loss attributed to process variation and non-optimized processes. Quality professionals can use the Cost Inspector to identify the often hidden cost of give-away, overfill, rework, or scrap that weaken a company’s profits. The Cost Inspector links manufacturing cost information with current and historical process data, empowering quality teams to:

  • Search through process data across all operations to uncover the most costly process problems
  • Identify sources of greatest give-away, overfill, scrap, or waste
  • Calculate how much can be saved per unit by reducing process variation
  • Calculate how much can be saved per unit by shifting processes to optimal mean

 Read our White Paper on How to Cut Costs & Quantify Savings with the Cost Inspector



The Cost Inspector links cost information with data distributions to calculate which process improvements will save your company the most.
 

Deliver reports in terms that executives appreciate: dollars saved

Using the Cost Inspector™ technology, manufacturers can track and calculate the cost of process deficiencies in terms everyone can understand—dollars saved. This enables quality teams to win executive support for their programs, better prioritize their continuous improvement efforts, and establish a solid return on investment that proves the value of continuous improvement programs. Use the Cost Inspector to:

  • Translate process improvement statistics into dollars saved for the company
  • Produce cost-based reports to show executive management the return on investments in quality
  • Deliver on-demand reports on daily, weekly, or annual savings from reducing variation and optimizing processes
     


WinSPC’s Cost Inspector translates quality statistics into dollars, demonstrating the bottom-line savings from process improvement efforts.
 

Calculate dollars saved by reducing variation

WinSPC’s Cost Inspector allows quality professionals to search through process data using easily understandable filters to uncover valuable cost-based information on process variability. The Cost Inspector can highlight processes where variation is costing the most, or discover which processes are most responsive to variation reduction and have the potential for greatest savings. Quality professionals can use the Cost Inspector to: 

  • Identify costly increases in process variation that went unnoticed
  • Calculate the hidden cost of variation for every process, plant-wide
  • Discover which variation reduction efforts could produce the biggest savings return



The Cost Inspector quantifies savings from reducing variability, empowering quality professionals to undertake those reduction efforts that deliver the greatest bottom-line benefit.
 

Calculate dollars saved by shifting processes to optimal mean

The Cost Inspector integrates manufacturing cost information with current data to identify the optimal target to manufacture a product at the lowest possible cost. The Cost Inspector displays a distribution curve alongside cost data – allowing quality teams to identify, visualize, and quantify the cost-savings potential of a process shift. With this view to savings, the Cost Inspector calculates the cost reduction possible by making adjustments to move a process toward the optimal mean. This enables quality professionals to find and extract excess costs from manufacturing processes. Use the Cost Inspector to:

  • Calculate the cost from waste or give-away by operating at the current process mean
  • Identify the optimal process mean for the lowest manufacturing cost
  • Calculate the savings potential of shifting the process to its optimal set point
     

The Cost Inspector allows engineers to visualize process shift opportunities and the dollar savings associated with it.
 

Prioritize process improvement activities based upon greatest potential for savings
 

The Cost Inspector calculates and displays the cost of process variability and non-optimal processes so that quality professionals can evaluate the cost/ benefit of particular process improvement programs. By identifying sensitivity to variability, the Cost Inspector helps determine which process will deliver the most savings from variation reduction efforts. The Cost Inspector also provides visualization of “low-hanging fruit” opportunities and hidden sources of product give-away, enabling manufacturers to effectively prioritize programs that bring the highest value to the organization. Quality professionals benefit by using the Cost Inspector to:

  • Identify and prioritize process improvement programs based on cost savings potential
  • Track and report on dollars saved through variation-reduction efforts
  • Quantify savings from adjusting processes to the optimal mean
  • Win program support from upper management based upon demonstrated cost /benefit analysis
     


Create an almost endless variety of cost-based manufacturing reports to:

  • Prioritize continuous improvement programs
  • Create cost-based improvement reports for executives
  • Monitor the cost of process variation over time
  • Provide up-to-the-moment manufacturing cost reports
 

Comply with Regulatory Requirements

Securely build product and process auditability into the manufacturing process

Many manufacturers--especially those in the Food & Beverage, Pharmaceutical, and Life Sciences industry--are subject to strict regulatory requirements surrounding electronic record keeping, product traceability, and security. Additionally, many manufacturers in the transportation and consumer goods industries must maintain ISO certification to satisfy customers and win new business. WinSPC offers a variety of features that enhance and support a company’s ability to cost-effectively comply with ISO, TS, FDA and USDA regulatory requirements.

Benefits

  • Meet regulatory and customer requirements
  • Reduce risk
  • Increase customer satisfaction
  • Lower the cost of compliance
  • Improve the ability to sustain regulatory compliance
  • Simplify the compliance process
  • Fulfill ISO, TS, FDA & USDA requirements
  • Comply with the electronic signatures requirements of FDA 21 CFR Part 11

Features

Support FDA 21 CFR part 11 requirements for electronic signatures and forced log-outs for system security
The FDA 21 CFR Part 11 regulation was designed to enforce the integrity and security of records that are stored electronically within industries governed by the FDA. WinSPC supports the electronic signatures, data security and audit traceability requirements of the FDA. Additionally, WinSPC supports advanced security policies and allows system administrators to: easily manage and organize a large volume of system users, manage system-wide security policies, and assign role-based privileges to managers, administrators, shop-floor operators and other user-defined groups.
Securely store and centralize all electronic records
WinSPC securely stores all data in a centralized application database to comply with data security requirements, electronic signatures, and audit traceability requirements.
Record every system event
WinSPC’s event log maintains a record of every system event, including specification limit changes, deletion of event log items, electronic signatures, and system configuration changes. This lowers documentation costs and ensures that your organization, if required, can trace any and all process events that take place within WinSPC.
Search, sort, filter and report on almost anything
WinSPC's event log filter allows users to quickly retrieve nearly all system activities such as startup/shutdown, security, administration, data collection, and violations.
Maintain an audit trail
Use WinSPC to cost-effectively maintain an electronic audit trail. By capturing the right information within WinSPC, quality managers can quickly and easily produce the necessary information to pass an ISO audit.
Quickly and cost-effectively perform software validation
Cost-effectively validate WinSPC software using DataNet’s Validation Toolkit. The Toolkit contains a complete set of test procedures and documentation templates required to meet the software validation requirements of the FDA. Alternatively, DataNet’s solution delivery professionals offer turn-key software validation services that include Installation Qualification, Operational Qualification and Performance Qualification of your WinSPC software solution. Get more information on DataNet Software Validation services.
Support compliance requirements/activities for ISO, TS FDA, and USDA
WinSPC meets the SPC requirements of certification protocols and enables your company to quickly and cost-effectively measure, analyze, monitor and report quality procedures within your organization to effectively meet and/or assure compliance with ISO, TS, FDA, and USDA.

Initiate Events

Quickly resolve process issues, trigger automatic reactions & close the quality loop from "detection-to-correction"

To realize superior manufacturing agility and profitability, manufacturers must do more than identify product and process quality issues--they must quickly respond to and resolve them. WinSPC offers the most "out-of-the-box" events and triggers of any SPC software on the market today. Use WinSPC triggers to alert personnel, execute custom programs, shut down machines, or engage other systems. Whether your requirements consist of simply notifying a supervisor of a nonconformance or triggering a more complex process within a corrective action system--WinSPC allows you to close the quality loop from "detection-to-correction."

Benefits

  • Shorten time-to-resolution
  • Enable a closed-loop continuous improvement process
  • Ease the cost of compliance to regulatory requirements
  • Enhance continuous improvement, lean and Six Sigma efforts
  • Streamline nonconformance processes

Features

Trigger enterprise-wide alarms, actions or notifications for out-of-control processes
If a process drifts out of control, WinSPC can instantaneously trigger a preconfigured response. For some organizations this response may be as simple as sending an email to a supervisor. For more complex applications, WinSPC may prompt a MES or CAPA system to perform a required action, signal an ERP system to hold materials, email personnel throughout the enterprise, and /or shut down a production line.
Configure out-of-the-box responses to nonconformances using a simple pull-down menu
WinSPC offers more out-of-the-box non-conformance triggers and events than any other SPC software. This saves time and allows non-technical quality personnel the ability to quickly configure and initiate procedures so that the right corrective action is taken. Standard events and triggers include:

  • Display a message box with instructions
  • Launch electronic work instructions from a file on a network
  • Send violation data to WinSPC's event log
  • Prompt operators to enter data, such as corrective actions, notes and/or assignable causes
  • Launch an external .exe file
  • Post data to an external violation log
  • Reject "unreasonable" data that was entered into the system and force an operator to input another reading
  • Send a command to an OPC, OLE, DDE, or serial device
  • Increment an attribute pass/fail count
  • Write data to a text or CSV file
Program a custom trigger to initiate nearly any event
For advanced automation systems, WinSPC can communicate bidirectionally using OLE automation. Some sample triggers and/or events performed by WinSPC include:

  • Initiate context-sensitive corrective action flows in your ERP system
  • Initiate a shut-down command to an intelligent workcell in order to prevent it from continuing to manufacture nonconforming parts
  • Send commands directly to MES/CAPA/ERP systems in response to a nonconformance
  • Implement complex communication protocols to automate data collection from intelligent manufacturing equipment
  • Send complex instructions to an intelligent device that cause it to modify its behavior to bring its outputs back into conformance

Manage Plant-wide Performance

Quickly assess plant-wide performance

To increase productivity, empower personnel, and reduce waste, it is critical that your managers be armed with the right information. WinSPC’s Plant Monitor gives plant management, quality inspectors, and manufacturing supervisors a bird’s eye view of shop floor processes, enabling them to resolve problems faster, manage more effectively, and improve plant performance.

Benefits

  • Gain a bird's eye view of production
  • Identify and correct process errors faster
  • Integrate management and stakeholders with plant floor performance
  • Improve efficiency and effectiveness
  • Manage by exception
  • Streamline nonconformance processes

Features

Monitor plant-wide performance at-a-glance Monitor plant-wide performance at-a-glance
WinSPC’s plant monitor provides management with a centralized view of all your process data, enabling them to monitor, measure, respond, and improve manufacturing performance at a plant-wide level. It runs on your desktop and displays real-time statistics for each SPC workstation on the network.
Mouse over a workstation to reveal real-time statistics Mouse-over a workstation to reveal real-time statistics
Simply mouse-over a station displayed in the plant monitor dashboard to instantly view detailed, real-time statistics for any process attribute or variable.
View visual alerts for problem areas and acknowledge them from your desktop View visual alerts for problem areas and acknowledge them from your desktop
Immediately become notified of process issues in your plant, such as violations, trending, or nonconformances. The plant monitor displays color-coded alerts for a variety of user-defined scenarios, empowering management to zero-in on and resolve production issues.
Drill down, Investigate and resolve process issues from your desktop Drill down, investigate, and resolve process issues from any desktop
Click on a cell to drill-down and see detailed process information as it appears to the operator on the plant floor. Perform in-depth analyses, investigate exceptions, review control charts, add notations, or edit data directly from your desktop. This gives management the power to resolve issues from any WinSPC workstation on the plant floor or desktop.

QualTrend System Requirements

Server Requirements

  • Operating system:
    • Windows Server 2003
    • Windows Server 2008 (32-bit or 64-bit)
    • Windows Server 2008 R2 (64-bit)
  • Internet Explorer 5 or greater on the server where QualTrend will reside (This will ensure that the XML parsing module is installed on the server.)
  • 1GB of available hard disk space
  • ODBC drivers for (as well as network access to) the external databases that QualTrend will use as data sources
  • Access to an SMTP server for using QualTrend's email functionality

For systems with 1-10 QualTrend users:

  • 256 MB RAM
  • 1GHz processor (dual processor recommended)

For systems with 11-50 QualTrend users:

  • 512 MB RAM
  • Dual 1.5 GHz processor

For systems with 51-100 QualTrend users:

  • 1GB RAM
  • Dual 2.0 GHz procsesor

We also recommend following Microsoft’s hardware and software recommendations based on the operating system for the server. The QualTrend server can be classified as both a web server and an application server for hardware and software planning.
 

Client Web Browser Requirements

  • Supported browsers:
    • Internet Explorer 5 or later
    • Firefox 1 or later
    • Netscape 7 or later
  • Both javascript and cookies must be enabled for the QualTrend website
  • Java 1.6 (Java 6) must be installed and enabled for the QualTrend website

If you have any questions regarding QualTrend's system requirements, please contact our technical support at 248-447-0140 or support@dqs.com.

Single FlexPort Gauge Interfaces

Single FlexPort Gauge Interfaces are used for connecting single gauges for performing SPC. For pricing information or to determine which hardware is right for your operation, call us at 1-866-4WINSPC or email us at info@winspc.com.
 

Single FlexPort

Models

  • FP-1MTI Mitutoyo
  • FP-1200 Ono Sokki
  • FP-1025 Federal Maxum

Gauge Support

  • Designed to work with a variety of gauge types

Connectivity

  • Converts the gauge output to standardized format (RS232 serial) or Mitutoyo compatible output for collecting data into WinSPC

Cabling

  • Compatible with all standard Mitutoyo gauge cables

Indicators

  • Front panel display includes multiple Data Send LED's to signal successful data sending
  • LED's turn on when data is requested; automatically turn off when data has been sent

Enclosure

  • Small, durable all metal enclosure

Power

  • No external power supply is necessary; unit runs on the power from the PC serial port
  • Jack is provided for external power supply, if needed

Sending data
Offers four ways to request a reading (Data Send) to be sent to your PC:

  • A Send button on the front panel
  • A footswitch jack (contact closure)
  • Read button (on the gauge)
  • Host commands from the PC

Included

  • Shipped with a 6' cable to PC

Single Portable FlexPort gauge interface features and specifications

Single Portable FlexPort


Model

  • FP-M29 Mitutoyo

Gauge Support

  • Designed to work with a variety of gauge types

Connectivity

  • Designed to act as an "adapter", this 2" long unit interfaces directly into your PC serial port
  • Perfect for the handheld or laptop computer

Power

  • No external power supply is necessary; unit runs on the power from the PC serial port

Sending data
Offers two ways to request a reading (Data Send) to be sent to your PC:

  • Read button (on the gauge)
  • Host commands from the PC

Analog FlexPort Gauge Interfaces

Analog FlexPort gauge interfaces are used for connecting analog devices for performing SPC. For pricing information or to determine which hardware is right for your operation, call us at 1-866-4WINSPC or email us at info@winspc.com.
 

Analog FlexPort

Models

  • FP-4A: 4 ports
  • FP-8A: 8 ports

Device Support

  • Collect data from virtually any analog device

Connectivity

  • Each input is setup individually with settings for resolution and engineering units (the value that the voltage represents)
  • Analog input +/-10 vdc and/or 4-10 mA inputs
  • Simultaneously combines the signal from multiple tools and converts it to a standardized format (RS232 serial) for collecting into WinSPC
  • 16 bit resolution

Cabling

  • Standard 5 pin DIN connectors for ease of use

Indicators

  • Front panel display includes multiple Data Send LED's to signal successful data sending
  • LED's turn on when data is requested; automatically turn off when data has been sent

Sending data
Models 4A and 8A offer two ways to request a reading (Data Send) to be sent to your PC:

  • Footswitch jack (contact closure)
  • Host commands from the PC

Data send capability

  • Trigger a static or dynamic (TIR) reading
  • Trigger all or any combination of ports
  • Send serial requests to a gauge
  • Notify a PC that a data request has occurred

Pass-thru port
additional (DB9M) port

  • Connect directly to a serial gauge and extract 1 to 5 readings from the output
  • Used as a backplane for connecting interfaces to the PC
  • Uses standard cable to connect to the PC; will combine all FlexPort products (digital, serial, analog, display, and more) for up to 99 inputs.

Dimensions
FP-4M: 5.5"(w) x 5.5"(d) x 1.5"(h)
FP-8U: 5.5"(w) x 5.5"(d) x 2.5"(h)

Power - External: 7-9 vdc
Serial output - Standard RS232 at 9600, N, 8, 1
I/O - Footswitch and LED per input
Gauge input - +/- 10 vdc or 4 - 10 mA 5-pin DIN (180 degrees)
Pass-thru port - DB9M extra gauge input or backplane
Enclosure - Durable all metal enclosure
Included - Shipped with power supply and cable to PC

Mitutoyo FlexPort Gauge Interfaces

Mitutoyo FlexPort Gauge Interfaces are used for connecting all Mitutoyo and compatible gauges and cables for performing SPC. For pricing information or to determine which hardware is right for your operation, call us at 1-866-4WINSPC or email us at info@winspc.com.

Mitutoyo FlexPort

 

Models

  • FP-4M: 4 ports
  • FP-8M: 8 ports
  • FP-4M-RS: 4 ports with rotary switch

Digital gauge support

  • Mitutoyo Digimatic Gauges
  • Input from other Mitutoyo compatible gauge cables

Connectivity

  • Converts the Mitutoyo signal to a standardized format (RS232 serial) for collecting data into WinSPC

Cabling

  • Compatible with all standard Mitutoyo gauge cables

Indicators

  • Front panel display includes multiple Data Send LED's to signal successful data sending
  • LED's turn on when data is requested; automatically turn off when data has been sent

Sending data
Models 4M and 8M offer three ways to request a reading (Data Send) to be sent to your PC:

  • Footswitch jack (contact closure)
  • Send button (on the gauge)
  • Host commands from the PC

Special rotary switch model

Universal FlexPort - Rotary Model

FP-4M-RS

  • Configured with a rotary switch to trigger readings from a selected port
  • Standard data triggering is available and configurable for each port

Data send capability

  • Trigger a static or dynamic (TIR) reading
  • Trigger all or any combination of ports
  • Send serial requests to a gauge
  • Notify a PC that a data request has occurred

Pass-thru port
additional (DB9M) port

  • Connect directly to a serial gauge and extract 1 to 5 readings from the output
  • Used as a backplane for connecting interfaces to the PC
  • Uses standard cable to connect to the PC; will combine all FlexPort products (digital, serial, analog, display, and more) for up to 99 inputs.

Dimensions
FP-4M: 5.5"(w) x 5.5"(d) x 1.5"(h)
FP-8U: 5.5"(w) x 5.5"(d) x 2.5"(h)

Power - External: 7-9 vdc
Serial output - Standard RS232 at 9600, N, 8, 1
I/O - Footswitch and LED per input
Gauge input - 10-pin Mitutoyo style (accepts Mitutoyo and MTI compatible inputs)
Pass-thru port - DB9M extra gauge input or backplane
Enclosure - Durable all metal enclosure
Included - Shipped with power supply and cable to PC

Universal FlexPort Gauge Interfaces

Universal FlexPort Gauge Interfaces are used for connecting any brand of gauge for performing SPC. For pricing information or to determine which hardware is right for your operation, call us at 1-866-4WINSPC or email us at info@winspc.com.
 

Universal FlexPort

Models

  • FP-2U: 2 ports
  • FP-4U: 4 ports
  • FP-8U: 8 ports
  • FP-4U-RS: 4 ports with rotary switch


Digital gauge support

  • Federal
  • Fowler
  • Mahr
  • Mitutoyo
  • Ono Sokki
  • Starrett
  • and more

Device support

  • Balances
  • Readouts
  • Weigh scales
  • and more

Connectivity

  • Connect gauges and devices using standard cables to collect up to 5 readings from a single output
  • Mix and match gauge types side by side
  • Simultaneously combines the signal from multiple gauges and converts it to a standardized format (RS232 serial) for collecting data into WinSPC

Cabling

  • Lowest cabling cost on the market: standard cabling priced at $50 vs. competitors pricing at $200
  • Compatible with all standard Mitutoyo gauge cables

Indicators

  • Front panel display includes multiple Data Send LED's to signal successful data sending
  • LED's turn on when data is requested; automatically turn off when data has been sent

Sending data
Models 2U, 4U and 8U offer three ways to request a reading (Data Send) to be sent to your PC:

  • Footswitch jack (contact closure)
  • Send button (on the gauge)
  • Host commands from the PC

Special rotary switch model

Universal FlexPort - Rotary Model

FP-4U-RS

  • Configured with a rotary switch to trigger readings from a selected port
  • Standard data triggering is available and configurable for each port

Data send capability

  • Trigger a static or dynamic (TIR) reading
  • Trigger all or any combination of ports
  • Send serial requests to a gauge
  • Notify a PC that a data request has occurred

Pass-thru port
additional (DB9M) port

  • Connect directly to a serial gauge and extract 1 to 5 readings from the output
  • Used as a backplane for connecting interfaces to the PC
  • Uses standard cable to connect to the PC; will combine all FlexPort products (digital, serial, analog, display, and more) for up to 99 inputs.

Dimensions
FP-2U/4U: 5.5"(w) x 5.5"(d) x 1.5"(h)
FP-8U: 5.5"(w) x 5.5"(d) x 2.5"(h)

Power - External: 7-9 vdc
Serial output - Standard RS232 at 9600, N, 8, 1
I/O - Footswitch and LED per input
Gauge input - 10-pin Mitutoyo style (accepts digital and serial gauge inputs)
Pass-thru port - DB9M extra gauge input or backplane
Enclosure - Durable all metal enclosure
Included - Shipped with power supply and cable to PC

Report

Screenshot
Screenshot

Easily manage and schedule quality reports.

Create and easily distribute standard or customized charts across the Web or corporate Intranet to departments,customers and suppliers using a standard browser.

QualTrend makes it simple and easy to automate quality reporting.

Whether it’s hourly production summaries for a plant manager, or custom certificates-of-analysis for customers, QualTrend offers a simple method to gather and deliver professional, up-to-the-minute manufacturing reports.

Customize, automate and distribute quality reports to management, customers and suppliers.

  • Create a report from your choice of hundreds of templates
  • Customize your own reports using a web browser without the need for programming
  • Schedule standard and custom reports to be generated at predetermined times
  • Create email distribution lists
  • Auto-send reports directly to a user's email address
  • Meet reporting requirements for ISO, QS, TS and other certifications
  • Auto-publish reports to the web for global access
  • Expedite manufacturing reports at a plant, division, corporation or supply-chain level

Monitor

Monitor product and process quality over the internet

Screenshot
QualTrend’s dashboard highlights problem areas in a color-coded, convenient format to let you know what processes require your immediate attention.

With QualTrend's multiple-level Digital Dashboard, you can monitor a worldwide enterprise or any of its branches from a single screen. The Dashboard condenses complex information into a simple "traffic-light" display that lets you identify variances at a glance and helps you prioritize the activities that require attention.

Alarming and auto-notification

QualTrend automatically notifies key personnel of out-of-control conditions through on-screen, email or pager alerts. These alerts are based on predefined rules, severity levels and events. Alarm notification lets you and your team stay on top of any operation from any location.

Drill-Down for the complete picture

In addition to high-level summaries, QualTrend lets you drill down to view underlying details. This enables you to rapidly pinpoint and and begin an analysis of problems.

Analyze

Conduct advanced statistical analysis from your web browser

Screenshot
Create charts and reports using any one of several hundred statistical

QualTrend enables you to perform comparisons, analyze statistics, set goals, establish thresholds and monitor continuous improvement efforts--then share these across your company in easy-to-read web reports, charts and graphs. Specfically, you can:

  • Analyze and control variances in business, production and mechanical processes
  • Arrange statistics and data side-by-side for intelligent, multifactor analysis
  • Add metrics and analytics to supplier data from supply-chain monitoring and collaboration software
  • Provide metrics for Six Sigma, Lean Manufacturing, or other continuous improvement programs
  • Track resources for asset optimization

Create charts and reports using hundreds of statistical tools

QualTrend includes hundreds of customizable, pre-defined statistical charts and graphs, including, but not limited to:

  • ANOVA
  • Multiple Regression
  • Box Plot
  • DOE
  • Bar Chart
  • Pie Chart
  • Histogram
  • Pareto Chart
  • X & R Chart
  • X & MR Chart
  • c Chart
  • p Chart

Data Mine

Convert silos of data into business metrics

QualTrend collates data from various sources, allowing you to present an enterprise-wide picture of your product and process performance. Analyze data from a variety of manufacturing databases to create intelligence reports such as:

Screenshot
QualTrend combines flexible data mining with statistical analysis to provide management-level reporting through the Internet.

  • Product yields
  • Corporate-wide maintenance and repair
  • Uptime and downtime by division or department
  • Defect-tracking 


Mine data from nearly any source

  • WinSPC
  • SPC systems and data collection software
  • ERP
  • MES
  • HMI
  • SCADA
  • ASCII files
  • Binary files
  • Relational databases
  • SQL databases
  • Txt files
  • CSV
  • Many more

WinSPC System Requirements

For the best performance of your WinSPC installation, please follow the Microsoft system recommendations for the version of Windows selected. Typically, systems purchased at the time of installation far exceed the requirements for WinSPC success. DataNet constantly tests and recertifies WinSPC functionality against the three most recent versions of Microsoft Windows, Microsoft SQL Server and Oracle Database during every major WinSPC release. Staying within those versions significantly reduces your risk of encountering problems with your new SPC software installation.

When repurposing older machines, please follow the guidelines below while also factoring the needs of additional database client utilities or software you may require. Microsoft and Oracle publish requirements for their database client and server systems. Please follow their specific platform selection guidance when it conflicts with these general guidelines.

Recommended WinSPC Windows client machine

WinSPC is very efficient and runs well on systems for which the original shipping operating system is present. Older machines where Windows XP or Windows Vista are performing very well should expect the addition of WinSPC to minimally impact performance. Likewise, on machines that shipped with Windows 7 through 10, WinSPC clients should be expected to perform similarly to other office productivity applications. Microsoft's current shipping version of Windows and the two previous versions are certified by the test lab for installation, upgrades and proper function in most common scenarios. See the Installation and Configuration Guide bundled with your software download for details on the platforms specifically tested for that version, or contact the WinSPC Support Help Desk to discuss your situation specifically. Please use the WinSPC Free Trial to assess the end-user experience for yourself.

The following general guidance may help you to determine if a machine is a good candidate to become a WinSPC Windows client.

  • Single core 1GHz+ class 32-bit or 64-bit desktop CPU
  • 2 GB RAM (if 32-bit) or 4 GB RAM (if 64-bit) for a typical Windows 7 through 10 workstations
  • 200MB available local hard disk space for WinSPC installation files
  • 1024x768 minimum display resolution to see all forms in their correct sizes
  • Keyboard and mouse or other pointing device
  • Local network connectivity to the database and application servers of at least 100Mbps
  • Microsoft Windows versions currently supported by Microsoft
  • Microsoft SQL or Oracle Database utilities as appropriate
  • CD/DVD-ROM for loading installation disc (DataNet SPC software is available on CD or by download)

NOTE: For additional guidance for installing WinSPC or getting the most out of your SPC Software investment visit the WinSPC Knowledge Base.

Recommended WinSPC Windows tablet machine

WinSPC runs effectively on Windows based tablets. The user interface is optimized for Windows so adequate resolution to manipulate buttons, expandable trees and panels is suggested. Please use the WinSPC Free Trial to assess your end-user experience. For tablets that do not support traditional Win32 installations directly, including those tablets running Windows RT, Android OS or Apple iPad, please consider a Microsoft Terminal Services (MTS) or Remote Desktop Services (RDS) deployment to support these devices in your client pool. Contact the WinSPC Support Help Desk to discuss your specific needs.

For Windows tablets, please use the following guidance to help you determine if a tablet is a good candidate to become a WinSPC client.

  • Dual core 1GHz+ class CPU
  • 2 GB RAM for a typical Windows tablet workstation
  • 200MB of available local storage space for WinSPC installation files
  • 1024x768 minimum display resolution to see all forms in their correct sizes
  • Virtual or physical keyboard and virtual or actual pointing device
  • Wireless network capability on the order of 10Mbps
  • Microsoft Windows versions currently supported by Microsoft
  • Microsoft SQL or Oracle Database utilities as appropriate

Minimum WinSPC Database Server

For the best performance of your WinSPC system, you should follow the Oracle or Microsoft recommendations for the database version you have selected. DataNet constantly tests and recertifies WinSPC functionality against the three most recent versions of Microsoft SQL Server and Oracle Database during every major WinSPC release. Staying within those versions significantly reduces your risk of encountering problems. See the Installation and Configuration Guide bundled with your software download for details on the database platforms specifically tested for that version, or contact the WinSPC Support Help Desk to discuss your situation specifically.

These database servers typically require at least the following capabilities and often quite a bit more.

  • At least a single core 1GHz+ class CPU
  • At least 512MB available RAM for the database service
  • At least 10GB available local hard disk space for database installation and growth
  • Operating system and database platform combinations endorsed by the database vendor

NOTE: For a method to estimate WinSPC database storage growth, visit the topic Estimating Database Storage in the WinSPC Knowledge Base.

Recommended WinSPC Application Server

WinSPC installations are most responsive when serviced by an Application Server to reduce database traffic. The WinSPC Application Server is a Windows Service that runs on a Windows 2003 Server or newer machine and speeds many WinSPC operations by reducing the database and network traffic required to service client requests. Thus an Application Server helps to reduce the influence of a growing database, increasing numbers of clients or network performance limits. Since the Application Server does a large amount of CPU intensive compression and storage to maintain processed database content in its local cache, it produces the best results only when adequate CPU and disk speed are provided. Although the Application Server should not be installed with other demanding server roles such as a database server, some customers install more than one instance of the Application Server on a single server in order to support multiple databases with the same hardware investment. For help with your rollout planning, contact the WinSPC Support Help Desk to discuss your situation specifically.

Please use the following guidance to help determine if a server is a good candidate to become a WinSPC Application Server.

  • Quad core 1GHz+ class CPU per Application Server instance
  • 2GB available RAM per Application Server instance (32bit memory space limit)
  • 100Mbps network connectivity to the database server, with 1Gbps or higher recommended
  • At least 10% of the size of your database available in the local file system to permit 100% database content caching
  • High performance read and write file system. A solid state drive is ideal
  • Server should exist on the same domain as the database server
  • Microsoft Windows Server versions currently supported by Microsoft
  • Server should not have other extreme CPU or IO roles to service such as Exchange Server or SQL Server
  • Oracle environments should also have Oracle Provider for OLE DB installed (32bit version)

WinSPC Envision System Requirements

WinSPC Envision is a web server application that produces reports and views from one or more WinSPC databases.

(1) WinSPC Envision requires a WinSPC installation to host a production database with information about your facility or supply chain partner.

Minimal WinSPC Installation Requirements

WinSPC version 8.0.0 or later
WinSPC databases supported:
 SQL Server 2005 (all editions, including Express)
 SQL Server 2008 (all editions, including R2 and Express)
 SQL Server 2012 (all editions, including Express)
 Oracle 9i
 Oracle 10g
 Oracle 11g 

(2) WinSPC Envision also requires a Windows Server installation to host the web server components that serve all clients.

WinSPC Envision Server Requirements (the web server)

These requirements are for the web server hosting the WinSPC Envision system and processes.  If other applications will be running concurrently on the same web server, then the capacity of that server must be increased to handle the extra load.

For all systems, regardless of the number of users:

Operating Systems (running Microsoft Windows IIS):
 Windows Server 2003
 Windows Server 2008 (32-bit or 64-bit)
 Windows Server 2008 R2 (64-bit)

Other System Requirements:
 1 GB of available hard disk space
 Internet Explorer 5 or greater installed on the WinSPC Envision server (required for the XML parsing module)
 ODBC drivers for (as well as network access to) the WinSPC database(s) that will be used as data sources
 If the web server is a 64-bit operating system, you will need to have the 32-bit ODBC drivers installed
 Access to an SMTP server for WinSPC Envision email functionality

Minimum recommended processor and RAM configurations are based on the number of concurrent users.  The RAM represents the additional memory necessary beyond the memory used by the server operating system and other applications:

1 to 10 WinSPC Envision users
 256 MB RAM
 At least a single core 1GHz+ class CPU

10 to 50 WinSPC Envision users
 512 MB RAM
 At least a dual core 1.5GHz+ class CPU

50 to 100 WinSPC Envision users
 1 GB RAM
 At least a dual core 2GHz+ class CPU

We also recommend following Microsoft’s hardware and software recommendations based on the operating system for the server.  The WinSPC Envision server can be considered both a web server and an application server for hardware and software planning.

(3) WinSPC Envision supports a variety of clients including the following tested platforms

DataNet tested client and web browser combinations:

Windows XP
 Internet Explorer 8
 Firefox 24

Windows 7
 Internet Explorer 10
 Firefox 24

Apple iOS 7
 Safari

These operating system and web browser combinations were tested in DataNet's quality assurance lab for proper function.  Omissions from this list do not imply incompatibility with WinSPC Envision.  DataNet support will do its best to assist installations using configurations other than those listed above.

For best results on any platform and web browser combination:

Javascript must be enabled (or permitted for the WinSPC Envision site)
Cookies must be enabled (or permitted for the WinSPC Envision site)

It is always recommended to have the latest service packs and patches installed for your operating system, database, web browsers, and other software.

If you have any questions regarding the system requirements, please contact DataNet technical support by phone (248-447-0140) or by email (support@dqs.com).

Gauge Interface Hardware

Instantly collect data from your shop-floor devices
 

DataNet offers the hardware you need to easily connect your gauges, calipers, indicators, micrometers, scales or other device to WinSPC. We typically offer same-day shipping on most products. For pricing information or to determine which hardware is right for your operation, call us at 1-866-4WINSPC or email us at info@winspc.com.

Wireless Gauge Interfaces

Wireless hub

A typical wireless system is comprised of a transmitter and a base. Our selection of both gives you the greatest range of options and flexibility for wireless measurement collection, supporting the broadest range of digital and RS-232 gauges, scales, etc. from manufacturers such as Brown & Sharpe, CDI, Flexbar, Fowler, LMI, Mahr Federal, Mitutoyo, Ono Sokki, Starrett and Sylvac.

FlexPort Gauge Interfaces


For connecting WinSPC with:

  • Calipers
  • Gauges
  • Indicators
  • Micrometers
  • Scales

Universal Gauge Interfaces

Gauge Interfaces in 2, 4, and 8 input models for digital or serial type devices

Analog Gauge Interfaces

Analog

Gauge Interfaces in 4 and 8 input models for analog devices

FlexConnect Cables

For connecting gauges to FlexPorts.

Models

  • Federal
  • Fowler
  • Mitutoyo
  • Ono Sokki
  • Starrett
  • and more...
     

FlexConnect gauge cable for serial gauges

  • Intelligent cable decodes serial format, finds reading from gauge and sends out in Mitutoyo format
  • 90% of serial gauges just connect and send in MTI format - no setup necessary
  • Works with most Mitutoyo compatible systems
  • Auto-detects serial output
  • No in-line converter box
  • Ability to find reading in multiple lines of data
  • Scan mode to send every numeric field in output


FlexConnect gauge cable for digital gauges

  • Connect most digital tools
  • Convert output of various gauges to Mitutoyo compatible format
  • Cables work with most MTI compatible devices


Cables available for the following manufacturers' products:


  • Ametek
  • Chatillon
  • Chicago Dial
  • Comtorgage
  • Dillon
  • Edmunds
  • Elcometer
  • Fairbanks
  • Federal Maxum
  • Flesbar
  • Fowler
  • Imada
  • Instron
  • Keyence
  • LaserMike
  • Magna-Mike
  • Mahr
  • Mark 10
  • Marposs
  • Mettler-Toledo
  • Mitutoyo
  • Ohaus
  • Ono Sokki
  • Panametrics
  • SPI
  • Starrett
  • Sylvac
  • VersaGage
  • Z-Mike

Accessories For FlexPort gauge interfaces
 

Model

  • C-FS-06 Footswitch

Footswitch for data sending

  • FlexPort Gauge Interfaces have an input jack on every port
    for standard or customized data sending
  • Combine the footswitch with the FlexPort to allow operators to easily control the flow of data to the PC
  • Can be used to trigger all ports connected
  • Can trigger TIR readings in addition to triggering any combination of ports

 

Model

  • FD-Light

Lightpole indicator

  • Controlled by TTL level signals
  • Can display up to 5 operator alerts:
    • Go
    • No go
    • Gauge error
    • Reasonable limit
    • Additional control limits
  • Go/No go status tower for large operator alerts
  • Large lights make it easy to see part status

 

QualTrend Manufacturing Intelligence

Transform data into enterprise business metrics

Mine and synthesize data from a variety of real-time and historical databases

QualTrend pulls together necessary data from various sources and locations, allowing you to develop enterprise-wide picture of your product and process performance. Designed to be used with or without WinSPC, QualTrend reaches out to virtually any or all of your manufacturing databases to synthesize your real-time or historical data and deliver manufacturing statistics to your desktop.

Read more...


Monitor your worldwide enterprise from a single web page

Using QualTrend's multiple-level Digital Dashboard, quality teams can monitor a worldwide enterprise or any of its facets from a single screen. The dashboard condenses complex information down to a simple "traffic-light" style display that lets you quickly identify any variances at a glance. This helps you proactively deal with the most important problems first. Green, yellow and red indicators let you know what demands your immediate attention.

Read more...


Conduct statistical analysis and create enterprise-level scorecards via the web

Perform comparisons, set goals, establish thresholds and monitor key continuous improvement efforts and share them across the company. QualTrend applies your business rules to raw data then delivers the results to your web browser in easy-to-read reports, charts and graphs. Plus, QualTrend offers six sigma professionals, managers, and statisticians a web-based, high-end statistical analysis tool to perform advanced analysis across your organization’s data sets.

Read more...


Generate enterprise-level quality reports for customers, suppliers, and corporate management

Automate quality reporting to management, suppliers and customers. Whether it’s hourly production summaries for a plant manager, or a custom certificate of analysis for each of your customers, QualTrend offers easy tools to deliver professional, timely reports over the web.

Read more...

 

WinSPC Custom Web Reporter

Advanced statistical analysis tools available in Custom Web Reporter

CWR offers a complete set of advanced analytical tools and rich graphics to support Six Sigma and other complex data analysis. This allows manufacturers to perform dynamic data visualization from the desktop make better, faster decisions; answer questions; and capitalize on opportunities. The advanced analytical tools in CWR include:

Descriptive Statistics

Univariate Statistics: The univariate statistics procedure computes various univariate statistics: mean, median, variance, maximum, minimum, Coefficient of variation, Corrected sum of squares, Geometric mean, Standard error of the geometric mean, Harmonic mean, Standard error of harmonic mean, Interquartile range, Interquartile range of the median, Kurtosis, Standard error of the median, Midrange, Number of missing cases, First quartile, Third quartile, Range, Sample Size, Skewness, Standard deviation, Standard error of the mean, Sum, Sum of case weights, Number of valid cases. Percentiles may also be computed. The results may be displayed separately for each variable or in summary form for all variables. The results may also be saved for use in other calculations.

Frequency Distributions: The frequency distribution procedure computes a frequency distribution for measurement variables. Rather than computing counts for individual values, this procedure computes counts for values that fall into continuous intervals. The output consists of: lower and upper endpoints of the intervals, frequency counts, and relative and cumulative percentages.

Frequency Tables: The frequency table procedure produces 1-way to n-way frequency and cross tabulation tables and multiple response tables. Frequency tables show the distribution of the values of a variable with the number of occurrences of each unique value of the variable. Cross tabulation tables show combined frequencies for two or more variables. The results of the cross tabulation may be saved for later use. When the Statistics Module is licensed, the frequency table procedure also performs tests and computes measures of association. For n-way tables, it does stratified analysis, computing statistics within and across strata.

Multi-Way Univariate Statistics: The multi-way univariate statistics procedure provides a technique for examining various statistics for dependent or analysis variables among various groupings in a sample or population. The groupings are determined by using categorical class variables; e.g., group the dependent variable GPA by Sex and Class. The default statistics are: frequency count, mean, standard deviation, and number of valid cases. The following statistics may be computed: C.O.V., maximum, mean, midrange, minimum, missing cases, valid cases, range, standard deviation, standard error, sum, sum of case weights, and variance.

Tabular Reporting: The tabular report procedure builds tables of descriptive statistics from classification variables and analysis variables. Tables are constructed in up to three dimensions: stub, banner, and page. The stub (row dimension) and banner (column dimension) may have multiple variables, nested or concatenated.

The body of the table is made up of cells, which contain the information in the tablefrequency counts, percentages, means, or other statistics. The cells are defined by the values of the variable, or combination of variables, for the table. In a one-dimensional table, the cells are formed by rows, in a two-dimensional table they are formed by the intersection of rows and columns, and in a three-dimensional table, cells are formed by the intersection of rows, columns, and pages.

Statistics for each cell are calculated on values from all cases defined by that cell. That is, each value of a classification variable such as Academic_class, freshman, sophomore, etc., defines a cell. When calculating statistics for an analysis variable such as GPA, statistics are calculated for the values of GPA that correspond to the different academic classes.

Graphics Capabilities: CWR provides procedures to graphically explore the shapes, patterns, and relationships of your data. Graphics are available for:

  • pie
  • bar
  • histogram
  • dot
  • box
  • probability
  • percentile
  • scatter or curve, contour, bubble, sunflower
  • scatterplot matrix

 

Inferential Statistics

One- And Two-Sample Inference
CWR provides procedures for testing and estimation in one- or two-sample problems. This includes both “continuous” responses and exact tests and other inferences for proportions. For the one-sample case, a confidence interval for the population mean is provided, along with an optional test of an hypothesized mean.

For the two-sample case and the paired-data case, a test for equal population means is provided along with confidence limits for the differences in means. Some diagnostics are provided, indicating when the procedures may not be appropriate. In these situations more robust procedures may be used, such as the Location procedure, which provides inference about either the population mean or median; the Dispersion procedure provides inference about either the population standard deviation or interquartile range (IQR) of a population based on a single sample.

The Location and Dispersion procedures include diagnostics to indicate when methods for normally-distributed data are not suitable, along with suggestions as to how to proceed in such cases. An approximation to the Shapiro-Wilk W test is used to test for normality.

The following procedures are also available for two-samples:

  • Compare Location provides inferences comparing either the population means, medians, or geometric means.
  • Compare Dispersion provides inferences comparing either the population standard deviations or the interquartile ranges.
  • Guided Compare provides “interactive” measure of location for two samples with guidance.
  • Each of these procedures includes diagnostics to indicate when methods for normally distributed data are not suitable, and suggestions as to how to proceed in such cases. The following rank methods are included:
    • Wilcoxon test for comparing two independent samples
    • Sign and Signed Rank test for paired data
    • Median test for two independent samples
    • Runs test
    • Kolmorogov-Smirnov test for comparing two samples


Enumerative Data
CWR provides enumerative data procedures for:

  • Binomial data which includes both one- and two-sample applications and regression models. The binomial regression performs maximum likelihood fitting of regression models where the data are proportions, following the binomial distribution, using logistic (logit) or probit models.
  • Poisson Regression for maximum likelihood fitting using a loglinear model.
  • Contingency tables, including one-way to n-way frequency and crosstabulation tables and multiple response tables.

For n-way tables, CWR does stratified analysis, computing statistics within and across strata. The following statistics can be requested:

  • Chi-square
  • Likelihood Ratio Chi-square
  • Mantel-Haenszel Chi-square
  • Phi Coefficient
  • Contingency Coefficient
  • Cramer's V

For 2 X 2 tables, the following are also computed:

  • Continuity Adjusted Chi-square
  • Fisher Exact Test (l-tail and 2-tail)
  • McNemar's Test (+ continuity adjusted)

For tests across strata, the Cochran-Mantel-Haenszel correlation statistic (df=l) may be computed for an n-way table. If all of the tables are 2 X 2, then summary estimates of the relative risk are also computed. The following measures of association and their asymptotic standard error can be requested:

  • Gamma Kendall’s Tau b
  • Stuart’s Tau c
  • Somers’ D
  • Pearson's Correlation
  • Lambda Asymmetric
  • Uncertainty Coefficient
  • Uncertainty Coefficient Symmetric

For 2 X 2 tables, relative risk estimates plus confidence intervals are computed. Also, loglinear models may be fitted via:

  • The Parameter Estimates procedure which uses a Newton-Raphson method to find parameter estimates and standard errors for such models.
  • The Fitted Values procedure which uses iterative proportional fitting and does not give parameter estimates. It is mainly used to determine whether interactions are significant, and to fit models assuming specified higher order interactions are absent.


Analysis Of Variance
CWR provides several parametric and nonparametric procedures for analysis of variance.

  • The one-way procedure includes the post-hoc tests: Fisher's LSD, Tukey's W, Newman-Keuls, Duncan's New Multiple Range and Scheffe's S.
  • N-way factorial designs with either balanced or unbalanced data, provided there are no empty cells.
  • Repeated measures such as split-plot and changeover designs with either balanced or unbalanced cell sizes; missing cells are not supported.
  • Analysis of Covariance for a oneway treatment design and one numerical covariable.
  • The General Linear Models procedure provides for the use of regression models with factors specified by matrices; each matrix containing one or more columns of covariables; also provides for both univariate and multivariate analysis.
  • Kruskal-Wallis one-way rank ANOVA.
  • Friedman ANOVA by ranks for randomized block designs, including Kendall’s coefficient of concordance.
  • Cochran’s Q test for matched frequencies.


Correlation Analysis
CWR provides both parametric and nonparametric procedures for computing correlation analysis. The Pearson product-moment and Spearman rank order correlation coefficients are calculated. Options for calculating t-tests and computing with case weights are also provided. Correlation matrices may be saved and used as input into other procedures.

Regression Analysis
CWR provides procedures for simple, multiple, stepwise, all possible subset, binomial, Poisson, Weibull, and nonlinear regression. It’s simple and multiple linear regression models use least squares or weighted least squares methods. Optional statistics and output for simple regression include:

  • Beta covariance and correlation matrices, variance inflation factor, partial correlations, and semi-partial correlations
  • Collinearity diagnostics
  • Influence statistics: residual, standard error of residual, Studentized residual, Studentized residual with current observation deleted, Cook’s D influence statistic, leverage, Durbin-Watson, sum of residuals, sum of squared residuals, press statistic, and the minimum and maximum residual
  • Predicted diagnostics: predicted value, standard error of the individual predicted value, standard error of the mean predicted value, 95% confidence intervals for individual and mean predicted value

CWR's stepwise multiple regression includes weighted least squares, using either the forward selection, backward elimination, stepwise, or maximum R2 method. Options include those for simple regression and also Mallows' Cp.

Graphical diagnostics for multiple regression include:

  • Partial residual plots for detecting nonlinearity.
  • Leverage plots for detecting observations which may be having inordinate influence on the regression fitting.
  • Residual analysis which displays either the fitted values or any one of the independent variables plotted against any one of: Cook’s D, leverage values, predicted values, or various versions of the residuals (standardized, studentized, studentized based on deletion, etc.).
  • Ridge trace analysis which shows how regression coefficients change in “ridge regression” as the value of the “ridge parameter” is increased.
  • Linear and Polynomial display the ordinary least squares line of Y with X, X2, X3, or X4 superimposed over a scatterplot of the data.

Binomial regression performs maximum likelihood fitting of regression models where the data are proportions, following the binomial distribution, using logistic (logit) or probit models. Poisson regression performs maximum likelihood fitting of regression models where the response is a Poisson variable, using a loglinear model.

Nonlinear regression fits models by least squares or weighted least squares using one of four methods: Gauss-Newton, modified Gauss-Newton, Marquardt, or DUD (doesn't use derivatives). Grid searches for initial estimates may be requested as well as specifying a loss function to be minimized.

CWR's all possible subsets regression is performed using one of four methods: maximizing R2, maximizing adjusted R2, minimizing mean square error, or minimizing Mallows’ Cp.

Multivariate Analysis
CWR provides a variety of multivariate analysis procedures:

  • Multivariate analysis of variance, including repeated measures and profile analysis.
  • Principal components analysis which provides standardized or unstandardized principal component scores.
  • Factor analysis which provides five methods of factor extraction: principal components, iterated principal components, image, alpha factor analysis, and principal factor analysis. A scree plot and Bartlett's sphericity test are also available. There are three methods of orthogonal rotation: varimax, equamax, and quartimax.
  • The promax oblique rotation is also available. Plots of all loadings and rotated loadings can be requested.
  • Factor scores can be calculated and saved.
  • Canonical correlation analysis and canonical redundancy analysis whose output consists of eigenvalues, canonical correlations, variance ratio, chi-square statistic, and standardized canonical coefficients. Options are provided for calculating among and between group correlations, canonical loadings, cross loadings, Stewart and Love redundancy analysis, orthogonal rotation of the loadings, and plots of the loadings.
  • Cluster analysis using either centroid linkage with euclidean, chi-square or phi-square distance measure or K Means clustering with initial cluster estimation.
  • Discriminant analysis can optionally save the Mahalanobis’ distances of each observation to each group mean, probabilities for the Mahalanobis’ distances, classifications, posterior probabilities, and the group means and within-groups covariance matrix.

Other types of discriminate analysis include:

  • Stepwise addition of the predictor variables can optionally save the classifications, posterior probabilities, and the group means, and within groups, covariance matrix.
  • Quadratic discriminant analysis, in which the data are assumed to come from a population that has a multivariate normal distribution but the equality of the covariance matrices of the groups is not assumed, can optionally save the classifications, posterior probabilities, and the group means.
  • K nearest neighbor discriminant analysis is non-parametric and makes no assumption about the underlying distribution of the data.


Time Series Analysis
CWR’s time series analysis procedures include:

  • Estimating the parameters of an ARIMA model (Box-Jenkins) and generating forecasts for seasonal and nonseasonal models.
  • Analyzing auto-regressive vector models. This is suitable for forecasting, where typically one of the coordinates of the time series is the variable of primary interest and the others are associated variables which might aid in the forecast.
  • Computing and plotting the autocorrelation function.
  • Computing and plotting seasonal or periodic averages to assist in identifying seasonal trends.
  • Computing and plotting the cross-correlation function.
  • Computing the lagged difference of a variable.
  • Performing a Difference-Sign test of randomness.
  • Computing and plotting the partial autocorrelation function (used to help identify the AR parameters for the ARIMA procedure).
  • Computing polynomial distributed lag regression, also known as an Almon lag. A regression is performed on the dependent variable and its lags, and optionally, other exogenous variables.
  • Performing a test of randomness based on the ranks of the data for detecting trends in data.
  • Performing one or more of: moving average, single or double exponential smoothing, Holt’s two parameter smoothing, Winter’s three parameter smoothing, and Classical Decomposition forecasting.
  • Performing a test of randomness based on the number of turning points in the data.


Reliability And Survival Analysis
These procedures are for the analysis of response-time data, also called survival analysis. They include:

  • Kaplan-Meier estimator of the survival curve from censored data.
  • Cox regression, which relates response times to explanatory variables in a way which does not require specification of the distribution of the response times.
  • Weibull analysis which offers a one sample procedure to fit a Weibull distribution to possibly censored response-time data, and a regression procedure for relating response times to explanatory variables (which could include treatments and thus be used for two-sample problems).

Even though the assumptions are different, the formulations of models for Weibull and Cox regression have strong similarities. Either can be considered as "proportional hazards" models. For the Weibull case, the hazard function is assumed to have a simple parametric form, and for Cox regression this form need not be specified. Weibull methods will often be more useful in reliability work and Cox regression in biostatitics.

Graphics

Frequency Charts
Pie Chart. Displays several values, each as a slice of a pie. Each slice may be labeled what percentage of the total pie it represents.

Bar/Line Charts. Display one or more sets of Y values in relation to a single X value. CWR allows a wide variety of attributes for individualBar/Line Items to be controlled. CWR supports 7 different styles of Bar/Line charts:

  • Bar Chart. Displays vertical or horizontal bars next to each other.
  • Area Chart. Plots one or more variables with the area between the X axis and the values filled in, creating a colored, shaded or pattern filled area.
  • Curve (spline) Chart. Plots a fitted curve through each value in the variable.
  • Line Chart. Plots one or more variables in a fashion similar to that of an Area Chart, but without the filled area beneath the plot.
  • LoWeSS (Locally Weighted Scatterplot Smoother) Chart. Plots values for a variable with a robust smoothed curve fitted to the values added.
  • Point Chart / Scatterplot. Plots the values of a variable as individual points on the chart.
  • Trend Chart (linear regression). Plots the values of a variable and overlies a "trend" line.
  • XY Chart. An XY chart typically plots one or more Y values against a single X value. CWR allows up to 6 unique X values to each be plotted against a corresponding unique Y value. There are three types of XY charts:
    • Point Chart / Scatterplot. Plots one or more XY pairs of variables on a single chart, showing each pair as an individual point in the plot.
    • Line Chart. Plots one or more XY pairs of variables on a single chart, with each plot shown as a connected line.
    • Curve (spline) Chart. Plots one or more XY pairs of variables on a single chart, with each plot shown as a smoothed spline curve running through the points in the plot.
  • Histogram. Plots a histogram for measurement variables.


Distribution Plots

  • Box Plot. Displays a box plot for each variable in the variable list. The procedure requires a real variable and can handle a grouping variable that is numeric or string.
  • Probability Plot. Display a normal probability plot for a single variable. The purpose of this plot is to show whether the data approximates a normal distribution, which can be an important assumption in many statistical analyses.
  • Q-Q Plot. Examines the distribution of one variable or compares the distributions of two variables. It may be used to generate any one of three types of plots:
    • Percentile plot
    • Percentile Comparison
    • Empirical Q-Q Plot


Relationship Plots

  • X-Y and Contour Plots:
    • XY Plot. Displays a single variable on the X axis and one or more variables on the Y axis. The default XY plot produced is a scatter plot. Each point in the graph is identified by a marker symbol. Where there are multiple Y variables, a different marker is used for each Y variable. An XY plot may also have the points connected; these are called curve plots.
    • XYZ Plot. Displays a scatter plot where a classification variable is used to determine groups for a single Y variable. Each of these groups will be plotted as a separate Y variable, up to a maximum of 12 groups.
    • Bubble Plot. Displays a single XY plot with the marker symbol size based on a response variable. The marker symbol is always a circle.
    • Sunflower Plot. Is useful when both the X and Y variables are categorical and the response variable contains counts or frequencies. The values of the response variable are represented by petals—a single point is represented by a dot.
    • Contour Plot. For each point (x, y) in equally-spaced grid of points in the X-Y plane, a representative value of z is computed by local smoothing (fitting a local quadratic regression). Then a contour plot is made representing the relation of these computed z-values to (x, y) points in the grid.
  • Scatterplot Matrix. Displays scatter plot matrices, that is, all variables in the list are plotted against each other. This makes it easy to track an interesting point or group of points from plot to plot. An optional smooth curve can be drawn through each scatterplot to help visualize the relationship between the two variables.
  • Function Contour Plot. Displays contour plots of a mathematically-defined relation Z = f(X,Y), as opposed to a contour plot for empirical data. The plot is drawn in a manner that represents three-dimensional relationships in two dimensions. Lines or areas in the plot represent levels of magnitude, Z, corresponding to a position (X,Y) on a plane.

Publish Quality Reports

Distribute and share shop-floor intelligence across the enterprise

To continuously improve manufacturing operations, management must gain visibility into plant-floor operations, measure quality performance, and quickly transform that knowledge into actionable intelligence. WinSPC and the Custom Web Reporter™ module address these critical issues by enabling teams to efficiently create and publish rich, graphical reports. From a basic shop-floor level process report to highly customized web-based enterprise reports, WinSPC offers out-of-the box and custom capabilities to support your need to quickly share manufacturing intelligence across the enterprise.

Benefits

WinSPC Custom Reports

  • Transform plant data into manufacturing intelligence
  • Comply with regulatory requirements
  • Achieve higher customer satisfaction
  • Communicate manufacturing quality metrics across the enterprise
  • Save hundreds of hours by scheduling automated analysis, report generation, and distribution of key manufacturing intelligence

Features

Quickly create and publish professional quality reports 
Use the visual report designer and a library of commonly used report templates to quickly create, publish and share professional quality reports.

  • Build hundreds of custom reports using a visual interface, without writing a single line of programming code
  • Publish to PDF and HTML and attach to email in a single click
  • Leverage a library of commonly used report templates
  • Configure your own library of commonly-run reports
  • Quickly produce capability reports, production summaries, certificates of analysis, data listings, continuous improvement reports and more
Create reports, store commonly used templates, retrieve up-to-the-moment intelligence, and automate your time-consuming reporting tasks 
Right-click to preview and print applicable reports for any particular part, variable, part folder, collection plan, or collection plan folder in WinSPC.
Easily generate and distribute reports 
Preview, print, or save your report in a variety of formats. Click the email tool to launch your default mail program with the newly created report as an attachment.
Use the graphical interface to point-click-build custom reports within WinSPC
Use WinSPC's integrated visual report builder to create custom reports to your precise requirements.
Save time by leveraging pre-built reports and templates
Build, customize, save, store and distribute a variety of quality reports out of the box, including:
 
  • Weekly measurement activity by user
  • Performance against specifications by part
  • Statistical summary by week
  • Yesterday's violation listings
  • Process alignment
  • Variable configuration detail
  • Process variability summary by part
  • Process cost detail
  • Configuration problems
  • Month over month process cost change
Build and save report books to automate routine reporting tasks
The WinSPC report builder allows users to create, edit and store report books, which saves hours of productivity by enabling on-demand reports for customers, management, shipments, suppliers, audits, tracking and more.

Custom Web Reporter Module Custom Web Reporter


WinSPC's CWR™ is an analytics, graphics, and reporting engine used to perform advanced statistical quality analysis and create dynamic, web-based reports. It is designed to quickly deliver customized reports for WinSPC customers that have unique, complex processes. CWR works seamlessly with WinSPC to transform shop-floor data into manufacturing intelligence and publish on-demand, web-based reports.
Point, click and create over 400 advanced reports
Use WinSPC's Custom Web Reporter to point-click-create over 400 advanced quality reports. Over 400 built-in chart styles and formats allow you to quickly create powerful, professional reports full of rich graphics.
Create dynamic reports with a table of contents and drill-down capabilities
Quickly generate a series of HTML reports with a table of contents. Readers can click on charts and graphs to drill-down and get more information and/or analyze complex relationships.
Automate report generation
Schedule CWR to generate routine reports at your desired time intervals, like daily, hourly, or monthly. Use WinSPC to standardize company-wide reporting procedures and/or create quality benchmarks.
Publish reports to the web
Publish reports to HTML on your company's intranet to share product and process information with management, customers, suppliers, or anyone that has access to a web browser.
Export reports to a variety of formats
Export data to a variety of formats, including:

  • Microsoft Excel (*.xls)
  • Lotus 1-2-3 (*.wk*)
  • dBase, FoxPro, Clipper (*.dbf)
  • QuattroPro (*.wq*, *.wb*)
  • SAS (*.sd2, *.xpt)
  • SPSS (*.sav, *.por)
  • Stata (*.dta)
  • Comma Separated Values (*.csv)
  • Tab Delimited (*.txt)
Create and customize your own reports
WinSPC's CWR module is a customizable reporting tool built on a powerful statistics and graphics engine. The programming interface provides complete control and enables companies with custom processes to:

  • Create custom process management analyses
  • Automate process management
  • Integrate with other applications
  • Access local data, data stored in a central database, or management systems
  • Customize reports using full scripting and programming capabilities
  • Create and store analytical routines
  • Build your own user interfaces such as data entry, dialogs, and menus

Read more about the WinSPC Custom Web Reporter...

Perform Statistical Analysis

Make better, faster decisions with integrated point-of-production analysis and advanced statistical analysis tools

To continually understand, interpret, and improve product and process quality, manufacturers require advanced statistical analysis tools and access to timely manufacturing data. WinSPC and Custom Web Reporter™ provide a rich set of SPC and SQA analysis tools to enable point-of-production and historical statistical analysis. Because WinSPC collects and stores all plant floor data, companies are able to retain data integrity and reproduce analysis at any time.

Benefits

  • Perform point-of-production and historical statistical analysis
  • Make fast, data-driven decisions
  • Quickly turn shop-floor manufacturing data into actionable intelligence
  • Support Six Sigma and the DMAIC process
  • Retain data integrity and reproduce advanced analysis at any time
  • Export data to a variety of industry standard tools

Features

Perform real-time SPC analysis on the shop-floor
WinSPC provides powerful in-line analysis capabilities, allowing engineers to quickly understand, interpret and improve processes on-the-fly. Engineers can view aggregate data from across all workstations, or slice and dice data in a variety of ways. Some of the charts available for in-line analysis include:

Control charts
  • X-bar & R
  • X-bar & S
  • X-MR
  • Median & R
  • P
  • Np
  • C
  • U
  • Q
SPC charts
  • Tabular Cusum
  • EWMA chart
  • EWMV
  • EWMS
  • EWRMS
  • Time Series
Short run charts
  • Z & W
  • Difference & MR
  • Z-bar & S
  • Difference-bar & R
Other charts
  • Run charts
  • Pareto charts
  • Frequency histograms
  • Process capability studies
  • Scatter diagrams
  • Box and Whisker charts
Get a complete profile of your data with a single click

  • View a full range of summary statistics from a single screen
  • Drill down for detailed views
  • Sort, group, and filter data to reveal issues and draw conclusions
  • Slice and dice data and perform "what-if" scenarios
  • Manipulate the options that affect your statistical calculations like subgroup size, data range, distribution type, and more
  • Review all the events (from the WinSPC event log) that are connected to an individual variable
  • Run reports
  • Analyze your processes with a Kurtosis vs. Skew graph to classify their behavior using the Pearson, Johnson, and Classical families of distributions

Expose hidden process issues
Harness the capability of WinSPC's data set builder to get a macroscopic view of your entire operation. Perform cross-product queries and filter and sort data by common constraints like machine number, date, user, station, and type of control test violated. In this way, you can answer your most pressing quality questions:

  • Are we watching the right processes?
  • What's not raising alarms, but should be?
  • What changes have gone unnoticed?
  • What requires my attention?
  • Is the process as efficient as it can be?
  • What improvements will yield the greatest value?


Watch a 4-minute overview of WinSPC's new Data Set feature
Copy/paste data from WinSPC into other applications
When viewing data in a chart, users can use the Windows copy/paste function to select the data represented in the chart and paste it into another application, such as Microsoft Excel, Minitab, and other analysis tools.
Build and store queries to automate routine data analysis
Set up and save standard statistical queries to graphically view your data in a variety of meaningful ways. For instance, a quality engineer can set up and save a query to view a weekly management summary of defects. This provides a productive, time- saving way for engineers to perform routine analyses across a variety of processes. Engineers can build and store queries for parts, processes, tags, subgroups, size, time, date, characteristics, and more.
Apply a distribution analyzer
The WinSPC distribution analyzer allows engineers to examine a data set to determine if it is statistically sound. WinSPC offers the Pearson, Johnson, and Classical distribution systems, allowing engineers to graphically displays data using a histogram, kurtosis vs. skew, and probability plot chart.
Perform unified data analysis across multiple WinSPC workstations
WinSPC allows you to perform unified SPC analysis across multiple workstations to gain a comprehensive view of your process. For instance, using WinSPC's analysis tool you can determine the overall capability of a process that is performed on multiple production lines. Alternatively, you can determine the process capability of each production line independently. This allows companies to create performance benchmarks and understand how independent factors, such as operators, influence product quality.

Custom Web Reporter Custom Web Reporter


WinSPC's CWR™ is an analytics, graphics, and reporting engine used to perform advanced statistical quality analysis and create dynamic, web-based reports. It is designed to quickly deliver customized reports for WinSPC customers that have unique, complex processes. CWR works seamlessly with WinSPC to transform shop floor data into manufacturing intelligence and publish on-demand, web-based reports.
Perform advanced statistical analysis
WinSPC's Custom Web Reporter offers a complete set of advanced statistical analysis tools and rich graphics to support manufacturers with complex, unique processes and/or custom Six Sigma, Continuous Improvement, and Lean Manufacturing requirements. It allows manufacturers to perform custom analyses and transform shop-floor data into manufacturing intelligence.
Customize analytical routines Customize analytical routines
Customize procedures and produce reports ideally suited to your needs. Using custom macros, users automate analytical operations like performing routine data analysis, creating shift reports, and publishing reports to the web.
Read and write data to/from a variety of formats Import and export data to/from a variety of sources and industry-standard analysis tools

  • Any ODBC 3.0 compliant database
  • ASCII or binary files
  • Microsoft Excel (*.xls) and Access (*.mdb)
  • Lotus 1-2-3 (*.wk*)
  • dBase, FoxPro, Clipper (*.dbf)
  • QuattroPro (*.wq*, *.wb*)
  • SAS (*.sd2, *.xpt)
  • Statistica (*.sta)
  • Jmp (*.jmp)
  • SPSS (*.sav, *.por)
  • Stata (*.dta)
  • Comma Separated Values (*.csv)
  • Tab Delimited (*.txt)
  • Paradox (*.db)
  • Systat (*.sys)
  • Matlab (*.mat)
  • Minitab (*.mtv)

Read more about the WinSPC Custom Web Reporter...

Monitor Processes in Real Time

Identify nonconformances in real time and prevent defects

To minimize the cost of quality, more and more companies are adopting preventative and predictive methods for manufacturing quality control. Real-time SPC software is a proven, fundamental tool used to detect, and ultimately prevent, process errors that lead to defects, scrap or waste. WinSPC's real-time SPC control charts graphically display real-time, actionable information to operators and managers. This empowers personnel to detect and correct out-of control situations, minimize variation, and continuously improve the manufacturing process. The result? Higher quality products and a more cost-effective, capable process.

Benefits

  • Minimize variation
  • Prevent defects
  • Reduce scrap, waste, rework
  • Improve manufacturing yield
  • Empower personnel with actionable intelligence
  • Promote Lean Manufacturing

Features

Two SPC Control Charts Visualize your process quality on the shop floor using real-time control charts
Using WinSPC's real-time control charts, shop floor operators and managers can monitor a process to ensure that it stays in control. WinSPC offers nearly every SPC control chart type to display your process information in the most intelligent and informative manner. This allows your team to respond immediately to process issues, prevent defects, minimize variation, and reduce waste.

Some of the real-time control charts available in WinSPC:
  • X-bar & R
  • X-bar & S
  • X-MR
  • Median ( R)-R
  • P
  • Np
  • C
  • U
  • Q
Some of the other real-time SPC charts available:
  • Tabular Cusum
  • EWMA chart
  • EWMV
  • EVMS
  • EWRMS
  • Time Series
Short run charts:
  • Z & W
  • Difference & MR
  • Z-bar & S
  • Difference-bar & R
Simple Quality Control Chart Interface Win shop-floor acceptance with WinSPC's simple operator interface
For many companies, the biggest hurdle to product and process improvement is motivating the workforce to accept change or learn a new technology. This is especially true if the technology requires shop-floor operators to learn computer software. To address this, WinSPC offers three data collection interfaces--all capable of being mastered in minutes regardless of an operator's level of computer expertise.

  • Standard: the standard data collection interface simply requires an operator to key in a value and press the Enter key.
  • Blueprint: the blueprint data collection mode shows a picture or drawing to guide the user through the data collection process.
  • Spreadsheet: the spreadsheet mode allows operators to enter multiple readings in any order.
Instantly launch electronic instructions, diagrams, pictures, or other documents
Empower your operators with one-click access to electronic work instructions or other relevant documents, enabling them to quickly and independently solve problems and react appropriately to process issues.

Train workers in 30 minutes or less
WinSPC's simple operator interface allows you to train shop-floor operators in about 30 minutes or less.

Click here to view WinSPC's operator instruction card [PDF]

Prompt operators to add notes, assignable causes, and corrective actions

Configure pop-up windows that require shop-floor operators to respond to user-defined alarms by adding notes, assignable causes and corrective actions. Optionally, store and record this information securely in WinSPC's system event log.

Define your own screen layout
WinSPC gives you the power to layout the data collection interface to meet your shop-floor needs. You can choose to display one or more types of SPC charts in the same window, display calculations, show/hide items and more.
Right-click to toggle views and display data in different charts
Interactively display and analyze your data in any WinSPC chart. Simply right-click on a chart and choose a different real-time SPC chart from the list.
Scroll to view data from the "beginning of time"
WinSPC charts include a scroll bar that enables users to immediately view all data collected for a part characteristic. Simply right click and choose "scroll bar" from the list to easily review all data collected for a characteristic.
Set fixed control limits or automatically recalculate control limits
WinSPC allows SPC professionals to set fixed control limits or have control limits recalculated every x subgroups collected. Administrators have the power to reset control limits at designated intervals, enable the system to intelligently recalculate limits, or "lock-down" control limits--giving SPC professionals the flexibility to meet a variety of SPC requirements.
Save time using built-in support for standard SPC rules--or create your own
WinSPC offers built-in support for Western Electric, Nelson, and Shewhart rules. Or, use a point-and-click interface to define your own rules for custom alarms.
Calculate, combine, manipulate, and respond to data as it is collected
Use WinSPC's equation builder to execute simple or complex calculations from raw data, such as translating readings from millimeters to inches, calculating fill weights and tare weights, or deriving and charting geometric volume from raw dimensional data. The advanced tagging and logic functions enable users to generate a number of automated, conditional responses from various inputs. For instance, you can define a specification limit for a part based upon its name or lot number.

Capture Quality Data

Transform shop-floor data into actionable intelligence

A key requirement of most continuous improvement, Six Sigma, and Lean Six Sigma programs is the ability to access timely manufacturing data. WinSPC's data collection features enable manufacturers to quickly and accurately capture and manage product and process data from nearly any shop-floor source, including: serial devices, text files, machines, gauges, databases, and other manufacturing systems. WinSPC's data collection features offer the fastest, easiest way for quality engineers to quickly gather manual input, connect to devices, and capture data from other manufacturing sources.

Benefits

  • Enable visibility into shop-floor processes
  • Understand and improve processes
  • Support continuous improvement and Lean Six Sigma programs
  • Increase responsiveness
  • Make data-driven decisions

Features

Manually enter data using one of WinSPC's three simple interfaces Capture data from nearly any device, machine or remote data source
WinSPC software is designed to capture and access data in real-time from a variety of devices, intelligent machines and data sources.

  • Devices: Capture data from RS232 serial and USB devices, such as micrometers, calipers, scales, tensile testers, hardness testers, keyboards and more. Data can also be captured from networked and wireless devices — either over an IP network (IoT) or via the Bluetooth SPP protocol.
  • Intelligent Machines: Capture data from complex manufacturing systems, including optical comparators, vision systems, PLC, CMM, etc. using OPC, ODBC, OLE, DDE or text files. WinSPC also supports bi-directional communication with manufacturing equipment via OLE programming and external manipulation using WinSPC's built-in API.
  • Data Sources: WinSPC easily integrates data from Microsoft Excel files, text files, ODBC-compliant databases, and manufacturing systems that support OPC, OLE, and DDE. This allows WinSPC to easily leverage ERP, MES, LIMS, APC, HMI, and SCADA manufacturing systems.

 Read more about connecting Coordinate Measuring Machines to SPC software

Manually enter data using one of WinSPC's three simple interfaces
In order to perform SPC, many companies need non-technical shop-floor personnel to enter data. This can cause training and "worker acceptance" issues in some corporate cultures. To combat this issue, and improve the acceptance rate of SPC software among shop floor personnel, WinSPC offers three simple manual data collection interfaces--all capable of being mastered in minutes (regardless of computer experience).

  • Standard: the standard data collection interface uses a "red" stop and "green" go paradigm to alert operators of in-control or out-of-control situations
  • Blueprint: the blueprint data collection mode shows a picture or drawing to guide the user through the data collection process.
  • Spreadsheet: the spreadsheet mode allows operators to quickly enter multiple and/or more complex readings in any order.
Customize your data collection interface
Use WinSPC's API to create your own operator interface. WinSPC supports over 500 OLE methods and properties, which enable programmers to customize its interface to meet a variety of needs. For instance, you can mirror the look and feel of an existing, or legacy, system, choose to hide functions that may confuse operators, or provide more complex visualizations.
Connect to most devices and data sources in three steps
WinSPC's simple device setup allows quality teams to capture data from nearly any source in three simple steps, and eliminates the need for most custom integrations. This not only reduces implementation time, but saves hours of productivity if your processes requires frequent production changes.
Intelligently capture data from complex manufacturing machines and devices Intelligently capture data from complex manufacturing machines and devices
Using OLE programming, WinSPC intelligently captures data from complex manufacturing devices, such as PLC and CMMs. For instance, if a reading falls outside of a specification, WinSPC can prompt the machine to send additional readings, increase the frequency of data, change a frequency, and/or capture additional characteristics. WinSPC offers over 500 methods and properties to support OLE Automation for advanced-level manufacturing automation.

 Read more about connecting Coordinate Measuring Machines to SPC software

Collect data faster Capture data faster
WinSPC can capture and process data at burst rates of 100 points per second. This feature sets WinSPC apart from other SPC and data collection systems, making it the preferred real-time SPC software for companies that automate data collection.
Continue to collect and store data in the event of a network communication failure Continue to capture and store data in the event of a network communication failure
If the network connection is not available, WinSPC continues to capture your data and will store it locally until the connection resumes. This eliminates unnecessary downtime in your production environment.
Capture tag values, specification limits, targets and raw data from other sources
WinSPC captures stand-alone and linked tag values, specification limits, targets, and more from any RS232 serial device, USB device, text file, DDE server, OLE automation server, OPC server, and ODBC data source. This saves time, reduces errors, and eliminates the need to re-enter configuration information.
Collect data at fixed time intervals Capture data at fixed time intervals
Configure WinSPC to prompt shop-floor operators to enter a reading at a specified time, prompt machines to send data, and alert management if a reading is missed. Simply use WinSPC's data collection console to easily define timing parameters for data collection.

WinSPC

Real-Time Statistical Process Control Software

WinSPC V9 delivers a new look with new capabilities

To compete in today's global economy, manufacturers must find new ways to cut costs while consistently delivering the highest quality product.

WinSPC provides a proven, effective way for manufacturers to:

  • Quickly Improve Quality
  • Reduce Variation
  • Monitor for Production or Process Changes
  • Increase Profitability

WinSPC runs in real-time, collecting data on the shop floor, to deliver actionable process information directly to shop floor operators or to quality engineers, supervisors, and management.

WinSPC is the real-time process control tool of choice for manufacturers requiring a best-in-class solution because WinSPC provides deeper real-time SPC capability than quality modules or other process control software products.

But don't just take our word for it; learn more about WinSPC:

 
 

Benefits

  • Increase manufacturing profitability:
    WinSPC allows you to improve your overall responsiveness and efficiency, resulting in a lower cost of quality.
  • Improve process performance and product quality:
    WinSPC gives you the power to prevent process errors that lead to defects, allowing you to consistently deliver the highest quality product.
  • Minimize variation, waste, scrap, and rework:
    WinSPC allows your team to identify and reduce unwanted variation, resulting in less waste, scrap and rework.
  • Minimize response time:
    WinSPC delivers immediate, actionable information to personnel, allowing them to act, correct, and minimize process variation in real time.
  • Improve customer satisfaction:
    WinSPC helps you to assure a consistent, high-quality product, minimize warranty repairs, and quickly deliver comprehensive reports to your customers about your process and the quality of your goods.
  • Meet regulatory requirements:
    WinSPC enables audit-ability across your processes, is FDA 21 CFR 11 compliant, and provides a simple cost-effective way to meet ISO, TS, FDA and USDA requirements.
  • Get going quickly without programming:
    WinSPC is designed for easy setup through the visual configuration of familiar objects in a tree-view, typically with no programming required. WinSPC is designed to be configured, managed, and upgraded by Quality professionals.

Core Capabilities

New in Version 9

  • WinSPC V9 has a completely new lookA contemporary new look at every level
    WinSPC V9 has a completely updated look and feel. Actions are standardized and behaviors simplified throughout. Users gain more control over their workspace with an interface that is new, yet still familiar. The result is a more productive and consistent experience regardless of the context.
  • Version 9 includes a dashboard visualization modeA new dashboard visualization mode
    A new integral Dashboard Mode delivers a complete framework for organizing diverse status information into a single view. Assemble dashboards of charts and widgets that reorder based on data collection activity or violations, then send alerts about production status.  Diverse stakeholders can now be integrated directly into the live information flow with a dashboard customized to their needs.
  • Expanded attribute analysis and charting toolsNew attribute analysis and reporting tools
    WinSPC V9 brings the power of the WinSPC analysis engine to attribute users. Build data filters, data sets and charts to enhance your views, reports and dashboards with attribute data integration.
  • A new archiving engine transforms this capabilityNew archiving engine and options
    A completely new server-side archiving engine permits sophisticated management schedules and schemes to automate your data retention plans. Archives can now target live Oracle and Microsoft databases that persist in the administrator tree for you to recreate customer reports or to revisit retired production projects using all the power of WinSPC.
  • Active Directory integrationMicrosoft Active Directory integration for WinSPC users
    WinSPC now permits integration of its user management subsystem with the local Microsoft Active Directory domain to achieve unified user control and the benefits of single-sign-on. Separate or mixed user management is now readily configurable by you.
  • Expanded database and Windows installation security supportUpdated installation simplifies database and Windows Security integration
    Version 9 includes full integration with Windows User Access Control and follows installation best practices for platforms like Windows 8.1 and Windows Server 2012 Remote Desktop Services. Likewise MS-SQL 2012 and Oracle 11g are fully tested and supported on Version 9.
  • Expanded file exchange and integrationExpanded file integration and data exchange handling
    WinSPC V9 has expanded its handling of files containing specifications or data to streamline interoperability with external systems. Explore new ways to bring in foreign data, visually map the contents of common files such as XLSX to internal destinations, or export status about production for processing by outside systems.
  • Visual tools for localization and end-user customizationNew visual tools for localization and end-user customization
    WinSPC V9 contains a new visual localization and language string editing tool. This greatly simplifies the process of customizing the user experience for the specific needs of your enterprise.  Whether you need to harmonize WinSPC with specific internal terminology or build custom languages for specific stations or users, this tool can simplify that task.

 

 Download a detailed description of What's New in WinSPC Version 9 (4.6MB 115-Page PDF)

 Download the current Version 9 release summary document ReadMe-902 (650KB 9-Page PDF)

WinSPC V9 Archiving

Created by BCL easyConverter SDK 3 (HTML Version)

 

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1-866-4WINSPC • winspc.com

© 2016 DataNet Quality Systems. All rights reserved. WinSPC is a registered trademark of DataNet Quality Systems.

Document Version: 9.0.2.A

Table of Contents

 

ABOUT THIS DOCUMENT .......................................................................................................................................

4

A CONTEMPORARY NEW LOOK..............................................................................................................................

5

NEW ARCHIVING CAPABILITY.................................................................................................................................

6

ENHANCED SECURITY CONFIGURATION UTILITY..................................................................................................

30

ACTIVE DIRECTORY INTEGRATION .......................................................................................................................

32

REPORT DESIGNER ENHANCEMENTS ...................................................................................................................

66

THE ATTRIBUTE ANALYZER ..................................................................................................................................

67

NEW OPTIONS FOR EXPORTING DATA .................................................................................................................

86

IMPROVED PROCEDURES FOR FORCING LOGOUTS ..............................................................................................

89

STREAMLINED LICENSE MANAGEMENT ...............................................................................................................

90

REENGINEERED DATABASE MIGRATION PROCEDURE ..........................................................................................

93

NEW USER PERMISSIONS FOR THE ADMINISTRATOR WINDOW ..........................................................................

96

EXPANDED CHART SCHEMES ...............................................................................................................................

97

NEW EASIER-TO-USE ADMINISTRATOR WINDOW..............................................................................................

100

COMPATIBILITY WITH WINDOWS 8.1 AND WINDOWS SERVER 2012 R2 ............................................................

102

MORE POWERFUL DATA SETS............................................................................................................................

103

NEW PASSWORD MANAGEMENT ......................................................................................................................

104

EXPANDED SUPPORT FOR EXCEL DEVICES..........................................................................................................

106

DASHBOARDS ....................................................................................................................................................

107

CHART DRILL-DOWN IN THE VARIABLE ANALYZER AND ATTRIBUTE ANALYZER .................................................

109

THE WINSPC TRANSLATE TOOL ..........................................................................................................................

110

3

ABOUT THIS DOCUMENT

This document introduces the new features included in WinSPC 9.

For instructions on upgrading to this release, see the WinSPC 9 Upgrade Instructions included with your WinSPC 9 materials. If you have been sent a login ID and password, you can download the upgrade instructions at http://www.winspc.com/downloads.

If you have any questions about any information in this document, feel free to contact WinSPC Support at (248) 447-0140 or support@winspc.com.

4

 

Look

A CONTEMPORARY NEW LOOK

One of the first things experienced users of WinSPC will notice about Version 9 is its modernized appearance. Though everything is pretty much where it has always been, the entire look-and-feel, including every button on every tool bar, has been updated.

5

 

Archiving

NEW ARCHIVING CAPABILITY

WinSPC 9 reengineers your ability to archive content and work with archives after-the-fact.

As part of this, an Archives branch has been added to the Administrator window.

From this branch, you can kick off an archive immediately or schedule a future archive. Once an archive has completed, you can generate reports based on it or view the data it contains in the Variable Analyzer and the new Attribute Analyzer. You can also right-click the archive, select Event Log and review archived events.

In order to use the new archiving capability, there must be an instance of the WinSPC application server that is active. For details on installing and configuring the WinSPC application server see Chapter 5: The WinSPC Application Server in the WinSPC 9 Installation and Configuration Guide.

The archive-related topics covered in this section are:

xConfiguring an Archive Database

xArchiving Content

xWorking With an Archive After It Has Been Run

xManaging Archives

xWorking With Legacy Archives

CONFIGURING AN ARCHIVE DATABASE

Just as a standard WinSPC database has to be configured prior to collecting WinSPC data, an archive WinSPC database has to be configured prior to archiving WinSPC data.

There is no difference between a standard WinSPC database and an archive WinSPC database, as far as configuration is concerned. Therefore, to configure an archive WinSPC database, follow the instructions in the

WinSPC 9 Installation and Configuration Guide, the same guide used to configure a standard WinSPC database. More specifically, if you want to archive data in a SQL Server format, complete Chapter 1: SQL Server of the

WinSPC 9 Installation and Configuration Guide and if you want to archive data in an Oracle format, complete

Chapter 2: Oracle.

ARCHIVING CONTENT

Once an archive database is configured, three types of content can be copied into it: variable data, attribute data, and events. Although you select the variables and attributes you want copied, you do not select events. Relevant events are automatically archived whenever variables or attributes are archived. To archive content:

6

New Archiving Capability

1.Log into WinSPC as a user with Manage Archives and Edit Archives permissions.

2.Confirm that the Archives branch in the Administrator window is visible.

This branch is situated between the Lists and Queries/Reports branches. (If it is not visible, an active instance of the WinSPC application server does not exist for the WinSPC database connected to the WinSPC client you are using. To remedy this, follow the instructions in Chapter 5: The WinSPC Application Server of the WinSPC

9 Installation and Configuration Guide.)

3.Click the New Archive tool bar button…

…or right-click the Archives branch and, from the shortcut menu, select New > Archive.

This creates a new archive in the right portion of the Administrator window.

4.Name the archive.

7

New Archiving Capability

5.Right-click the archive and click Properties.

8

New Archiving Capability

This displays the Archive Setup window with the Operation tab selected.

This tab has three sections: the From section on the left, the Copy section in the middle, and the To section on the right.

6.In the From section:

a.From the dropdown list just below the image of the filing cabinet, select the source that contains the content you want to archive.

The sources listed include: WinSPC Database which is the WinSPC database associated with the client you are logged into; and any existing archives from that database. Existing archives are listed because the ability to archive a portion of an existing archive and then work with that portion can be helpful.

Notice that, displayed just above this list, are the number of parts, variables, and attributes in the selected source.

9

New Archiving Capability

Also notice the Database Date Range indicator below this list—the black horizontal line. This line is a visual indication of the date range of the data in the source database.

Below the Database Date Range indicator are two month-and-year references. Here, the left month and year indicates the month and year in which the database’s first data point was collected and the right indicates the month and year in which the last data point was collected.

b.If you want content deleted from the source during the archiving process, detail what you want deleted. There are three types of content that can be deleted. The first is the variable and attribute data that you will select to be copied into the archive database later. For example, if you select the data collected for a variable named Decomposition, that data can be deleted from the source. The second is events specific to the data to be copied. Continuing the Decomposition example, events specific to the Decomposition variable, such as the initial creation of the variable, can be deleted. The third is global events, which are events not specific to any item in the Administrator tree (parts, collection plans, users, etc.). Shutting down WinSPC is an example of a global event. You can delete the first type of content without deleting the second or third type but you cannot delete the second or third type without deleting the first type. To detail content to be deleted from the source:

i. Check the Delete after copy check box.

This action informs WinSPC that whatever variables and attributes get selected to be archived (in step 7) are to have some or all of their data deleted. It also enables the two events-related check boxes and displays the Date Range Type list.

ii.Check the Delete events for selected objects check box if, in addition to the variable and attribute data that gets deleted, you want to delete events specific to that variable and attribute data.

iii.Check the Delete global events check box if, in addition to the variable and attribute data that gets deleted and any variable-specific and attribute-specific events that get deleted, you want to delete global events.

iv.Specify a date range for the content to be deleted. This date range does not need to match the date range that you will specify for the data to be copied; you can delete one range of data and copy another. To specify a date range for the content to be deleted:

A. From the Date Range Type list, select one of the following options:

oUnrestricted: This option deletes all data collected for the selected variables and attributes, all events specific to those variables and attributes (provided the Delete events for selected objects check box is checked), and all global events (provided the Delete global events check box is checked).

oToday: This option deletes data collected and events logged (if applicable) since 12:00:00 a.m. of the current day.

oYesterday: This option deletes data collected and events logged (if applicable) between 12:00:00 a.m. and 11:59:59 PM of the previous day.

10

New Archiving Capability

oThis Week: This option deletes data collected and events logged (if applicable) since 12:00:00 a.m. Sunday of the current week.

oLast Week: This option deletes data collected and events logged (if applicable) between 12:00:00 a.m. Sunday and 11:59:59 PM Saturday of the previous week.

oThis Month: This option deletes data collected and events logged (if applicable) since 12:00:00 a.m. on the first day of the current month.

oLast Month: This option deletes data collected and events logged (if applicable) between 12:00:00 a.m. on the first day of the previous month and 11:59:59 PM on the last day of the previous month.

oThis Year: This option deletes data collected and events logged (if applicable) since 12:00:00 a.m. January 1 of the current year.

oLast Year: This option deletes data collected and events logged (if applicable) between 12:00:00 a.m. on January 1 of the previous year and 11:59:59 PM on December 31 of the previous year.

oN Days Ending: This option deletes the data collected and events logged (if applicable) in a user- specified date range. The user specifies the number of days in the range and the range’s end date.

oN Weeks Ending: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of weeks in the range and the range’s end date.

oN Months Ending: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of months in the range and the range’s end date.

oOlder Than N Days: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of days prior to the current day for which data and events are not to be deleted. All earlier data and events will be deleted.

oOlder Than N Weeks: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of weeks prior to the current day for which data and events are not to be deleted. All earlier data and events will be deleted.

oOlder Than N Months: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of months prior to the current day for which data and events are not to be deleted. All earlier data and events will be deleted.

oExplicit: This option deletes the data collected and events logged (if applicable) in a user- specified date range. The user specifies the range’s start and end dates and times.

11

New Archiving Capability

B.If you selected any of the last seven options in the preceding step, specify the date range by completing the additional fields that are presented.

NOTE: When data is deleted, the last data point for each variable and attribute is intentionally not deleted. This maintains a history of the deletion in the source. Though not deleted, the last subgroup is still copied into the archive database.

7.In the Copy section:

a.Under Objects, check the check box of each variable and attribute you want copied to the archive database. To copy everything, check the Parts/Processes check box. Otherwise, drill down until the desired items are exposed and check the check boxes for those items. To drill down, click the triangle to the left of a check box.

A check mark in a check box to the left of a part or part folder—like that beside Equator Unit—means that all of the variables and attributes belonging to that part or part folder are selected.

A square in the check box for a part or part folder—like that for RD Guide Part—means that some but not all of the variables and attributes belonging to the part or part folder are selected.

A check mark in a check box to the left of a variable or attribute—like that beside Decomposition— means that variable or attribute is selected.

Once you check a check box, the Copy Date Range indicator is added to the From section on the left just above the Database Date Range indicator discussed in step 6a. It is also added to the To section on the right.

This indicator consists of two downward pointing green triangles joined by a thin green line. It is a visual representation of the date range to be copied for the selected variables and attributes. As you refine the date range, which you will have the option of doing shortly, this indicator updates. The absence of a Copy Date Range indicator means no data will be copied.

12

New Archiving Capability

In addition to the Copy Date Range indicator, a Delete Date Range indicator is added to the From section if the Delete after copy check box was checked in step 6b.

The Delete Date Range indicator appears below the Database Date Range indicator and consists of two upward pointing red triangles joined by a thin red line. Here, in the From section, it represents the date range that will be deleted from the source.

b.From the Data Range Type dropdown list, select a date range for the content to be copied and then, if other fields are displayed, supply the required detail for those fields. (For an explanation of each list option, see step 6b above.)

As mentioned earlier, the date range for the content to be copied from the source does not need to match the date range for the content to be deleted from the source.

Notice that, after specifying the date range, the Copy Date Range indicator in the From section updates.

The Copy Date Range indicator in the To section similarly updates.

13

New Archiving Capability

8.In the To section:

a.Establish communication with the archive database. To do this, click the Configure button…

…and in the wizard that appears:

i.On the Database Server Type prompt, select the type of database server used to create the archive database and click Next. It is not necessary that the type you select be the same as that for the source database; you can archive data from an Oracle source database into a Microsoft SQL Server archive database and vice versa.

14

New Archiving Capability

ii.If you selected Microsoft SQL Server, on the Microsoft SQL Server Settings prompt:

A.At Machine Name \ Instance Name, if the name of the SQL Server instance within which the archive database was configured is MSSQLSERVER, specify the name of the database server machine containing that instance (e.g., TESTSERVER). If the instance name is anything else, specify the name of the database server machine followed by the name of the instance, separating the two by a backslash (e.g., TESTSERVER\SQLEXPRESS).

B.At Database Name, enter the name given to the archive database.

C.Click Next and then go to step 8 a iv.

15

New Archiving Capability

iii.If you selected an Oracle type.

A.On the Oracle Connection Type prompt, select either the Simple or Advanced type of connection.

Select the Simple type if the network protocol in use is TCP/IP and nothing other than the following three pieces of information are required to connect to the database instance that contains the tablespace configured for the archive: the machine name of the server on which the archive tablespace is created; the fully qualified service name for the database instance (e.g.,

ORCL.MyDomain.com); and the port number used by the database instance. Otherwise, select

Advanced.

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New Archiving Capability

B.If you selected Simple in the preceding step, on the Simple Oracle Connection prompt:

a)At Host Name, enter the machine name of the server on which the archive tablespace is created.

b)At Service Name, enter the fully qualified service name for the database instance within which the archive tablespace is created (e.g., ORCL.MyDomain.com).

c)At Port Number, enter the port number used by the database instance.

d)Click Next.

e)Go to step 8 a iv.

17

New Archiving Capability

C.If you selected Advanced in step 8 a iii A, in the space provided, enter the information required for client stations to connect to the database instance. Then click Next and go to step 8 a iv.

iv.On the Database Server Log In prompt, enter the User Name and Password created to authenticate to the archive database and then click Next.

18

New Archiving Capability

v.On the Database Communications Test prompt, click Next.

vi. On the Configuration Complete prompt, click Close.

19

New Archiving Capability

Upon the completion of this wizard, the number of parts, variables, and attributes currently in the archive database is shown along with the Server Type, Host, and Database names for the archive database.

In addition, the Database Date Range indicator (the black line) is displayed below the Copy Date Range indicator if content exists in the archive database and, in this case, the Database Date Range indicator represents the range of data in the archive database.

vii.If content already exists in the archive database and you would like to delete some or all of that data: A. Check this section’s Delete after copy check box.

This adds the Delete Date Range indicator (explained in step 7a) to the display…

…along with the Date Range Type list.

B.From the Data Range Type dropdown list, select a date range for deletion and then, if other fields are displayed, supply the required detail for those fields. (For an explanation of each list option, see step 6b.)

20

New Archiving Capability

Notice that after specifying the date range, the Delete Date Range indicator above updates.

9.If you want to run the archive now, click the Schedule tab and on this tab:

a.Check the Run Once Right Now check box.

b.Check the Maintain cached copy check box if you intend to use this archive for extensive reporting and analysis work and you therefore want to keep a cached copy of the archive on your WinSPC application server. Depending on the amount of data in the archive, keeping a cached copy on the application server may significantly increase the speed at which WinSPC can work with that data.

c.Click OK.

10.If you want to schedule the archive to be run in the future, click the Schedule tab and on it:

a.Check the Enabled check box.

b.From the Select list, choose how frequently you want the archive to run from one of the following options: Daily, Weekly, Monthly, Quarterly, Semi-Annually, Annually.

21

New Archiving Capability

c.From whichever of the other 3 lists (i.e., on, on the, and at) become enabled, select the desired option. Notice that the next time the archive will be run is displayed in the Next scheduled run time text box.

d.Check the Maintain cached copy check box if you intend to use this archive for extensive reporting and analysis work and you therefore want to keep a cached copy of the archive on your WinSPC application server.

e.Click OK.

Once an archive is scheduled, it is not necessary for a WinSPC client to be running at the scheduled time for the archive to execute. All that is required is that the selected source and archive database be running along with the WinSPC application server.

If at any point you want to cancel a scheduled archive, uncheck the Enabled check box.

11.If you ever want to see the status of an archive, including whether or not it completed successfully, click the

Events tab and review the entries contained in it.

WORKING WITH AN ARCHIVE AFTER IT HAS BEEN RUN

Once an archive has been run, there are a variety of things you can do with it—all using the right-click menu, which

looks like this:

xTo rename an archive: right-click the archive; and select Rename.

xTo copy an archive: right-click the archive; select Copy; right-click the archive again or right-click any open whitespace around the archive; and select Paste.

xTo delete an archive: right-click the archive; and select Delete. (Deleting an archive doesn’t mean deleting the archive database or the data that has been copied into it. It simply means deleting the archive object from WinSPC.)

xTo load an archive into the Data Set Builder: right-click the archive; and click Query.

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New Archiving Capability

xTo view one of an archive’s variables in the Variable Analyzer or one of its attributes in the Attribute Analyzer: drill down in the archive by double-clicking it until the variable or attribute is exposed; right-click the variable or attribute; and select Query.

xTo view an archive’s content in a dashboard: right-click the archive; mouseover View As; and select a dashboard.

xTo preview or print an archive’s content in a report: right-click the archive; mouseover Preview or Print; and select a report template.

xTo view the events in an archive: right-click the archive; and select Event Log.

xTo save the contents in an archive in a CSV, Excel, or web page format: right-click the archive; select Save As; and select a file type from the Save as type list.

xTo send the contents of an archive to Custom Web Reporter: right-click the archive; and select Send to Custom Web Reporter.

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New Archiving Capability

MANAGING ARCHIVES

To help you manage your archives, an Archive Manager is included in WinSPC 9. To access it, right-click Archives in the Administrator tree and click Properties.

The Archive Manager consists of two tabs: the Schedule tab, which is the tab displayed when the Archive Manager opens, and the Archives tab.

24

New Archiving Capability

The Schedule tab is a monthly calendar. The current day is highlighted in yellow, weekends are shaded in light blue, and weekdays are shaded in grey.

The calendar shows the archives that have run or are scheduled to be run. To the left of an archive name is a colored circle. A yellow circle, as shown for the 19th day of the month in the above image, indicates the archive is currently running. If a currently running archive completes successfully, its circle will turn green. If a currently running archive fails, its circle will turn TBD. A green circle beside an archive scheduled for a future time indicates the archive is ready to be run.

Mousing over an archive that has already run displays the archive’s: Name, Actual start time, Actual completion time, Actual run time, and Status.

25

New Archiving Capability

Mousing over an archive that is yet to be run displays the archive’s: Name, Scheduled start time, Estimated

completion time, Estimated run time, and Status.

Double-clicking an archive launches the Archive Setup window. Any settings you modify in this window take effect

immediately and will be applied to all future instances of the archive.

26

WinSPC V9 Details

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Table of Contents

A CONTEMPORARY NEW LOOK

NEW ARCHIVING CAPABILITY

ENHANCED SECURITY CONFIGURATION UTILITY

ACTIVE DIRECTORY INTEGRATION

REPORT DESIGNER ENHANCEMENTS

THE ATTRIBUTE ANALYZER

NEW OPTIONS FOR EXPORTING DATA

IMPROVED PROCEDURES FOR FORCING LOGOUTS

STREAMLINED LICENSE MANAGEMENT

REENGINEERED DATABASE MIGRATION PROCEDURE

NEW USER PERMISSIONS FOR THE ADMINISTRATOR WINDOW

EXPANDED CHART SCHEMES

NEW EASIER-TO-USE ADMINISTRATOR WINDOW

COMPATIBILITY WITH WINDOWS 8.1 AND WINDOWS SERVER 2012 R2

MORE POWERFUL DATA SETS

NEW PASSWORD MANAGEMENT

EXPANDED SUPPORT FOR EXCEL DEVICES

DASHBOARDS

CHART DRILL-DOWN IN THE VARIABLE ANALYZER AND ATTRIBUTE ANALYZER

THE WINSPC TRANSLATE TOOL

A CONTEMPORARY NEW LOOK

One of the first things experienced users of WinSPC will notice about Version 9 is its modernized appearance. Though everything is pretty much where it has always been, the entire look-and-feel, including every button on every tool bar, has been updated.

NEW ARCHIVING CAPABILITY

WinSPC 9 reengineers your ability to archive content and work with archives after-the-fact.

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As part of this, an Archives branch has been added to the Administrator

window.

From this branch, you can kick off an archive immediately or schedule a future archive. Once an archive has completed, you can generate reports based on it or view the data it contains in the Variable Analyzer and the new Attribute Analyzer. You can also right-click the archive, select Event Log and review archived events.

In order to use the new archiving capability, there must be an instance of the WinSPC application server that is active. For details on installing and configuring the WinSPC application server see Chapter 5: The WinSPC Application Server in the WinSPC 9 Installation and Configuration Guide.

 

The archive-related topics covered in this section are:

Configuring an Archive Database

Archiving Content

Working With an Archive After It Has Been Run

Managing Archives

Working With Legacy Archives

 

CONFIGURING AN ARCHIVE DATABASE

Just as a standard WinSPC database has to be configured prior to collecting WinSPC data, an archive WinSPC database has to be configured prior to archiving WinSPC data.

There is no difference between a standard WinSPC database and an archive WinSPC database, as far as configuration is concerned. Therefore, to configure an archive WinSPC database, follow the instructions in the WinSPC 9 Installation and Configuration Guide, the same guide used to configure a standard WinSPC database. More specifically, if you want to archive data in a SQL Server format, complete Chapter 1: SQL Server of the WinSPC 9 Installation and Configuration Guide and if you want to archive data in an Oracle format, complete Chapter 2: Oracle.

 

ARCHIVING CONTENT

Once an archive database is configured, three types of content can be copied into it: variable data, attribute data, and events. Although you select the variables and attributes you want copied, you do not select events. Relevant events are automatically archived whenever variables or attributes are archived. To archive content:

 

 

1. Log into WinSPC as a user with Manage Archives and Edit Archives permissions.

2. Confirm that the Archives branch in the Administrator window is visible.

 

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This branch is situated between the Lists and Queries/Reports branches. (If it is not visible, an active instance of the WinSPC application server does not exist for the WinSPC database connected to the WinSPC client you are using. To remedy this, follow the instructions in Chapter 5: The WinSPC Application Server of the WinSPC 9 Installation and Configuration Guide.)

3. Click the New Archive tool bar button…

 

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…or right-click the Archives branch and, from the shortcut menu, select New > Archive.

 

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This creates a new archive in the right portion of the Administrator window.

 

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4. Name the archive.

 

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5. Right-click the archive and click Properties.

 

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This displays the Archive Setup window with the Operation tab selected.

 

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This tab has three sections: the From section on the left, the Copy section in the middle, and the To section on the right.

6. In the From section:

a. From the dropdown list just below the image of the filing cabinet, select the source that contains the content you want to archive.

 

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The sources listed include: WinSPC Database which is the WinSPC database associated with the client you are logged into; and any existing archives from that database. Existing archives are listed because the ability to archive a portion of an existing archive and then work with that portion can be helpful.

Notice that, displayed just above this list, are the number of parts, variables, and attributes in the selected source.

 

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Also notice the Database Date Range indicator below this list—the black horizontal line. This line is a visual indication of the date range of the data in the source database.

 

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Below the Database Date Range indicator are two month-and-year references. Here, the left month and year indicates the month and year in which the database’s first data point was collected and the right indicates the month and year in which the last data point was collected.

b. If you want content deleted from the source during the archiving process, detail what you want deleted. There are three types of content that can be deleted. The first is the variable and attribute data that you will select to be copied into the archive database later. For example, if you select the data collected for a variable named Decomposition, that data can be deleted from the source. The second is events specific to the data to be copied. Continuing the Decomposition example, events specific to the Decomposition variable, such as the initial creation of the variable, can be deleted. The third is global events, which are events not specific to any item in the Administrator tree (parts, collection plans, users, etc.). Shutting down WinSPC is an example of a global event. You can delete the first type of content without deleting the second or third type but you cannot delete the second or third type without deleting the first type. To detail content to be deleted from the source:

i. Check the Delete after copy check box.

 

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This action informs WinSPC that whatever variables and attributes get selected to be archived (in step

7) are to have some or all of their data deleted. It also enables the two events-related check boxes and displays the Date Range Type list.

ii. Check the Delete events for selected objects check box if, in addition to the variable and attribute data that gets deleted, you want to delete events specific to that variable and attribute data.

iii. Check the Delete global events check box if, in addition to the variable and attribute data that gets deleted and any variable-specific and attribute-specific events that get deleted, you want to delete global events.

iv. Specify a date range for the content to be deleted. This date range does not need to match the date range that you will specify for the data to be copied; you can delete one range of data and copy another. To specify a date range for the content to be deleted:

A. From the Date Range Type list, select one of the following options:

o Unrestricted: This option deletes all data collected for the selected variables and attributes, all events specific to those variables and attributes (provided the Delete events for selected objects check box is checked), and all global events (provided the Delete global events check box is checked).

o Today: This option deletes data collected and events logged (if applicable) since 12:00:00 a.m. of the current day.

o Yesterday: This option deletes data collected and events logged (if applicable) between 12:00:00

a.m. and 11:59:59 PM of the previous day.

 

 

o This Week: This option deletes data collected and events logged (if applicable) since 12:00:00

a.m. Sunday of the current week.

o Last Week: This option deletes data collected and events logged (if applicable) between 12:00:00

a.m. Sunday and 11:59:59 PM Saturday of the previous week.

o This Month: This option deletes data collected and events logged (if applicable) since 12:00:00

a.m. on the first day of the current month.

o Last Month: This option deletes data collected and events logged (if applicable) between 12:00:00 a.m. on the first day of the previous month and 11:59:59 PM on the last day of the previous month.

o This Year: This option deletes data collected and events logged (if applicable) since 12:00:00 a.m. January 1 of the current year.

o Last Year: This option deletes data collected and events logged (if applicable) between 12:00:00

a.m. on January 1 of the previous year and 11:59:59 PM on December 31 of the previous year.

o N Days Ending: This option deletes the data collected and events logged (if applicable) in a user- specified date range. The user specifies the number of days in the range and the range’s end date.

o N Weeks Ending: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of weeks in the range and the range’s end date.

o N Months Ending: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of months in the range and the range’s end date.

o Older Than N Days: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of days prior to the current day for which data and events are not to be deleted. All earlier data and events will be deleted.

o Older Than N Weeks: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of weeks prior to the current day for which data and events are not to be deleted. All earlier data and events will be deleted.

o Older Than N Months: This option deletes the data collected and events logged (if applicable) in a user-specified date range. The user specifies the number of months prior to the current day for which data and events are not to be deleted. All earlier data and events will be deleted.

o Explicit: This option deletes the data collected and events logged (if applicable) in a user- specified date range. The user specifies the range’s start and end dates and times.

 

 

B. If you selected any of the last seven options in the preceding step, specify the date range by completing the additional fields that are presented.

 

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NOTE: When data is deleted, the last data point for each variable and attribute is intentionally not deleted. This maintains a history of the deletion in the source. Though not deleted, the last subgroup is still copied into the archive database.

7. In the Copy section:

a. Under Objects, check the check box of each variable and attribute you want copied to the archive database. To copy everything, check the Parts/Processes check box. Otherwise, drill down until the desired items are exposed and check the check boxes for those items. To drill down, click the triangle to the left of a check box.

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A check mark in a check box to the left of a part or part folder—like that beside Equator Unit—means that all of the variables and attributes belonging to that part or part folder are selected.

A square in the check box for a part or part folder—like that for RD Guide Part—means that some but not all of the variables and attributes belonging to the part or part folder are selected.

A check mark in a check box to the left of a variable or attribute—like that beside Decomposition— means that variable or attribute is selected.

 

Once you check a check box, the Copy Date Range indicator is added to the From section on the left just above the Database Date Range indicator discussed in step 6a. It is also added to the To section on the right.

 

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This indicator consists of two downward pointing green triangles joined by a thin green line. It is a visual representation of the date range to be copied for the selected variables and attributes. As you refine the date range, which you will have the option of doing shortly, this indicator updates. The absence of a Copy Date Range indicator means no data will be copied.

 

 

In addition to the Copy Date Range indicator, a Delete Date Range indicator is added to the From section if the Delete after copy check box was checked in step 6b.

 

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The Delete Date Range indicator appears below the Database Date Range indicator and consists of two upward pointing red triangles joined by a thin red line. Here, in the From section, it represents the date range that will be deleted from the source.

b. From the Data Range Type dropdown list, select a date range for the content to be copied and then, if other fields are displayed, supply the required detail for those fields. (For an explanation of each list option, see step 6b above.)

 

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As mentioned earlier, the date range for the content to be copied from the source does not need to match the date range for the content to be deleted from the source.

Notice that, after specifying the date range, the Copy Date Range indicator in the From section updates.

 

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The Copy Date Range indicator in the To section similarly updates.

 

 

8. In the To section:

a. Establish communication with the archive database. To do this, click the Configure button…

 

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…and in the wizard that appears:

i. On the Database Server Type prompt, select the type of database server used to create the archive database and click Next. It is not necessary that the type you select be the same as that for the source database; you can archive data from an Oracle source database into a Microsoft SQL Server archive database and vice versa.

 

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ii. If you selected Microsoft SQL Server, on the Microsoft SQL Server Settings prompt:

 

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A. At Machine Name \ Instance Name, if the name of the SQL Server instance within which the archive database was configured is MSSQLSERVER, specify the name of the database server machine containing that instance (e.g., TESTSERVER). If the instance name is anything else, specify the name of the database server machine followed by the name of the instance, separating the two by a backslash (e.g., TESTSERVER\SQLEXPRESS).

B. At Database Name, enter the name given to the archive database.

C. Click Next and then go to step 8 a iv.

 

 

iii. If you selected an Oracle type.

A. On the Oracle Connection Type prompt, select either the Simple or Advanced type of connection.

 

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Select the Simple type if the network protocol in use is TCP/IP and nothing other than the following three pieces of information are required to connect to the database instance that contains the tablespace configured for the archive: the machine name of the server on which the archive tablespace is created; the fully qualified service name for the database instance (e.g., ORCL.MyDomain.com); and the port number used by the database instance. Otherwise, select Advanced.

 

 

B. If you selected Simple in the preceding step, on the Simple Oracle Connection prompt:

 

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a) At Host Name, enter the machine name of the server on which the archive tablespace is created.

b) At Service Name, enter the fully qualified service name for the database instance within which the archive tablespace is created (e.g., ORCL.MyDomain.com).

c) At Port Number, enter the port number used by the database instance.

d) Click Next.

e) Go to step 8 a iv.

 

 

C. If you selected Advanced in step 8 a iii A, in the space provided, enter the information required for client stations to connect to the database instance. Then click Next and go to step 8 a iv.

 

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iv. On the Database Server Log In prompt, enter the User Name and Password created to authenticate to the archive database and then click Next.

 

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v. On the Database Communications Test prompt, click Next.

 

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vi. On the Configuration Complete prompt, click Close.

 

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Upon the completion of this wizard, the number of parts, variables, and attributes currently in the archive database is shown along with the Server Type, Host, and Database names for the archive database.

 

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In addition, the Database Date Range indicator (the black line) is displayed below the Copy Date Range indicator if content exists in the archive database and, in this case, the Database Date Range indicator represents the range of data in the archive database.

 

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vii. If content already exists in the archive database and you would like to delete some or all of that data:

A. Check this section’s Delete after copy check box.

 

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This adds the Delete Date Range indicator (explained in step 7a) to the display…

 

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…along with the Date Range Type list.

 

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B. From the Data Range Type dropdown list, select a date range for deletion and then, if other fields are displayed, supply the required detail for those fields. (For an explanation of each list option, see step 6b.)

 

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Notice that after specifying the date range, the Delete Date Range indicator above updates.

 

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9. If you want to run the archive now, click the Schedule tab and on this tab:

 

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a. Check the Run Once Right Now check box.

b. Check the Maintain cached copy check box if you intend to use this archive for extensive reporting and analysis work and you therefore want to keep a cached copy of the archive on your WinSPC application server. Depending on the amount of data in the archive, keeping a cached copy on the application server may significantly increase the speed at which WinSPC can work with that data.

c. Click OK.

10. If you want to schedule the archive to be run in the future, click the Schedule tab and on it:

a. Check the Enabled check box.

b. From the Select list, choose how frequently you want the archive to run from one of the following options: Daily, Weekly, Monthly, Quarterly, Semi-Annually, Annually.

 

 

c. From whichever of the other 3 lists (i.e., on, on the, and at) become enabled, select the desired option. Notice that the next time the archive will be run is displayed in the Next scheduled run time text box.

d. Check the Maintain cached copy check box if you intend to use this archive for extensive reporting and analysis work and you therefore want to keep a cached copy of the archive on your WinSPC application server.

e. Click OK.

Once an archive is scheduled, it is not necessary for a WinSPC client to be running at the scheduled time for the archive to execute. All that is required is that the selected source and archive database be running along with the WinSPC application server.

If at any point you want to cancel a scheduled archive, uncheck the Enabled check box.

11. If you ever want to see the status of an archive, including whether or not it completed successfully, click the

Events tab and review the entries contained in it.

 

WORKING WITH AN ARCHIVE AFTER IT HAS BEEN RUN

Once an archive has been run, there are a variety of things you can do with it—all using the right-click menu, which looks like this:

 

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To rename an archive: right-click the archive; and select Rename.

To copy an archive: right-click the archive; select Copy; right-click the archive again or right-click any open whitespace around the archive; and select Paste.

To delete an archive: right-click the archive; and select Delete. (Deleting an archive doesn’t mean deleting the archive database or the data that has been copied into it. It simply means deleting the archive object from WinSPC.)

To load an archive into the Data Set Builder: right-click the archive; and click Query.

 

 

To view one of an archive’s variables in the Variable Analyzer or one of its attributes in the Attribute Analyzer: drill down in the archive by double-clicking it until the variable or attribute is exposed; right-click the variable or attribute; and select Query.

 

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To view an archive’s content in a dashboard: right-click the archive; mouseover View As; and select a dashboard.

To preview or print an archive’s content in a report: right-click the archive; mouseover Preview or Print; and select a report template.

To view the events in an archive: right-click the archive; and select Event Log.

To save the contents in an archive in a CSV, Excel, or web page format: right-click the archive; select Save As; and select a file type from the Save as type list.

To send the contents of an archive to Custom Web Reporter: right-click the archive; and select Send to Custom Web Reporter.

 

 

MANAGING ARCHIVES

To help you manage your archives, an Archive Manager is included in WinSPC 9. To access it, right-click Archives in the Administrator tree and click Properties.

 

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The Archive Manager consists of two tabs: the Schedule tab, which is the tab displayed when the Archive Manager opens, and the Archives tab.

 

 

The Schedule tab is a monthly calendar. The current day is highlighted in yellow, weekends are shaded in light blue, and weekdays are shaded in grey.

 

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The calendar shows the archives that have run or are scheduled to be run. To the left of an archive name is a colored circle. A yellow circle, as shown for the 19th day of the month in the above image, indicates the archive is currently running. If a currently running archive completes successfully, its circle will turn green. If a currently running archive fails, its circle will turn TBD. A green circle beside an archive scheduled for a future time indicates the archive is ready to be run.

Mousing over an archive that has already run displays the archive’s: Name, Actual start time, Actual completion time, Actual run time, and Status.

 

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Mousing over an archive that is yet to be run displays the archive’s: Name, Scheduled start time, Estimated completion time, Estimated run time, and Status.

 

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Double-clicking an archive launches the Archive Setup window. Any settings you modify in this window take effect immediately and will be applied to all future instances of the archive.

 

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To see the archive activity that occurred or is scheduled to occur for a particular month, use the scroll buttons at the top of the Schedule tab. From left to right, the four scroll buttons are:

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Previous year:

Previous month:

Next month:

Next year:

The Archives tab of the Archive Manager is used to see a summary of archive activity.

 

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For each archive, it shows the Name, the Next Scheduled Start, and the Most Recent Status. By clicking on an

archive’s summary line, you can view the Archive Setup window and modify the setup of the archive if desired.

 

 

WORKING WITH LEGACY ARCHIVES

Archives created in earlier versions of WinSPC can be imported into WinSPC 9. To do this:

1. If the archive that you want to import was created in or prior to WinSPC Version 7.2.11, convert it into a format that can be imported. To do this, complete the procedure given in the WinSPC Help titled Archives Created in Versions of WinSPC Prior to 8.0, Working With. This procedure is found under Setting Up WinSPC

> Other Setup Tasks. It is not necessary to convert an archive if it was created in or after WinSPC Version 8.0.0.

2. Create a new archive.

3. Right-click the archive and select Properties.

4. In the Archive Setup window, configure a connection to the archive database you want to import the legacy archive into and click OK. To do this, follow the instructions given in step 8 above.

 

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(It is not necessary to specify any settings in the From or Copy sections of the Archive Setup window when importing archives.)

5. Right-click the archive and select Import From.

 

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6. In the Legacy Archive File Location that appears, navigate to and select the legacy archive file.

 

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7. Click Open.

8. Allow the import to complete.

 

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9. Click OK in the message that appears.

 

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Security

 

ENHANCED SECURITY CONFIGURATION UTILITY

The WinSPC Security Configuration utility, a utility that has been included with WinSPC for many years, has been redesigned. It now looks like this:

 

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The tab shown here, the Users & Groups tab, is the tab used to accomplish the traditional purpose of the utility, that purpose being to programmatically grant the required Windows permissions to WinSPC users and groups. It offers a simpler and more user-friendly interface.

 

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In addition to this traditional functionality, there is a new Permissions List tab.

Enhanced Security Configuration Utility

 

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This tab offers an alternative to the programmatic granting of permissions. It will be of interest primarily to IT department personnel who prefer to grant the required permissions using their own tools. It generates a list of the permission-related changes required for users and groups. IT personnel can then use that list to grant, in whatever way they want, the necessary access. The list can be copied and pasted into Notepad or some other application.

Since the granting of Windows permissions is a part of setting up new WinSPC clients, step-by-step use of the new WinSPC Security Configuration utility is documented in the WinSPC 9 Installation and Configuration Guide. The specific parts of this guide to reference are: Chapter 3: The First WinSPC Client; Chapter 4: Additional WinSPC Clients; and Appendix E: Security Utility Alternative. (The WinSPC 9 Installation and Configuration Guide is included with the materials that come with WinSPC 9.)

 

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Active Directory

 

ACTIVE DIRECTORY INTEGRATION

WinSPC 9 integrates with Active Directory, Microsoft’s technology for managing users. There are three primary benefits that come with this: it permits WinSPC users to log into WinSPC using their network user ID and password, eliminating the need to remember WinSPC-specific credentials; it enables WinSPC administrators to import rather than manually create new users; and it allows IT departments to manage WinSPC passwords in alignment with corporate policies without introducing the need for IT personnel to learn WinSPC.

To integrate Active Directory into a WinSPC 9 implementation and use it once it has been integrated, an active instance of the WinSPC application server must be attached to the WinSPC database (i.e., the WinSPC database that will be used by those users whose WinSPC ID and password are to be managed by Active Directory). For details on installing and configuring the WinSPC application server see Chapter 5: The WinSPC Application Server in the WinSPC 9 Installation and Configuration Guide.

WinSPC users who are managed by Active Directory are referred to as managed users. Managed users are indicated by a gold user icon.

 

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Users who are not managed by Active Directory are indicated by a blue user icon. All users from versions of WinSPC prior to WinSPC 9 are not managed and will remain so unless they are converted to a managed user by completing the below procedures.

 

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Wherever a managed user is required to submit a user ID and password in WinSPC—whether that is at the login window, or in a Prompt for Password trigger, or somewhere else—that user is to submit his or her Active Directory user ID and password.

It is important to understand that Active Directory does not control what WinSPC functionality a managed user has access to. Such access is controlled within WinSPC, just as it is for users who are not managed—through the User Setup and User Group Setup windows. Active Directory is solely used for the authentication of IDs and passwords.

The procedure for integrating Active Directory into a WinSPC 9 implementation consists of eight phases:

Phase I: Select an Active Directory Integration Strategy

Phase II: Setup WinSPC Users in Active Directory

Phase III: Setup Role-Specific WinSPC User Groups in Active Directory

Phase IV: Link WinSPC to Active Directory

Phase V: Import Users from Active Directory into WinSPC

Phase VI: Link Existing WinSPC Users to Active Directory Users

Phase VII: Configure WinSPC to Automatically Import New Users Who Are to be Managed

Phase VIII: Perform Ongoing Administration Related to Active Directory

 

 

PHASE I: SELECT AN ACTIVE DIRECTORY INTEGRATION STRATEGY

1. Select a strategy for integrating Active Directory from the following:

- Strategy A: Select this strategy if role-specific user groups in Active Directory will be used and your WinSPC 9 implementation already consists of multiple users.

- Strategy B: Select this strategy if role-specific user groups in Active Directory will not be used and your WinSPC 9 implementation already consists of multiple users.

- Strategy C: Select this strategy if role-specific user groups in Active Directory will be used and your WinSPC 9 implementation does not yet consist of users other than the Admin user.

- Strategy D: Select this strategy if role-specific user groups in Active Directory will not be used and your WinSPC 9 implementation does not yet consist of users other than the Admin user.

Role-specific user groups are user groups that have permission to a unique set of functionality. WinSPC users who collect data, for instance, are commonly co-located in a Data Collectors group that is able to use WinSPC’s Data Collection window but unable to use the Administrator window. Though such groups are not required technically, best practices call for their use in WinSPC. Therefore, in this procedure, the choice you have concerning role-specific user groups is whether or not to also use them in Active Directory.

The advantage of using role-specific groups in Active Directory is experienced by a WinSPC administrator when a new managed user needs to be setup. At such a time, all an administrator has to do is supply the name of the new user and that user’s role-specific group to the IT personnel who oversee Active Directory. These IT personnel then, on top of the other Active Directory setup work they are required to do, perform the additional step of assigning the new user to the specified role-specific group within Active Directory. Once that is done, WinSPC takes care of the remaining setup automatically.

The advantage of not using role-specific groups in Active Directory is experienced by the IT personnel who oversee Active Directory. During the initial integration of Active Directory into WinSPC, they are freed of the responsibility of creating and populating the role-specific groups and, once the initial integration is complete, whenever a new managed user needs to be setup, they do not have to perform the additional step of adding that user to a role-specific group. In integrations that do not use role-specific groups in Active Directory, the job of assigning a new user to a role-specific user group is done by a WinSPC administrator within WinSPC. (No disadvantage to WinSPC administrators with regard to the setup of role-specific groups within WinSPC results from electing not to use role-specific groups in Active Directory. This is because the setup of role-specific groups within WinSPC is work administrators need to do regardless of which of the four integration strategies is adopted.)

Your WinSPC 9 implementation will already consist of multiple users if: (a) you upgraded to WinSPC 9 from a version of WinSPC that had multiple users; or (b) you installed WinSPC 9 newly and then created one or more users. Your WinSPC 9 implementation will not yet consist of users other than the Admin user if: (a) you upgraded to WinSPC 9 from a version of WinSPC that consisted only of the Admin user and have not created additional users; (b) you installed WinSPC 9 newly and have not created additional users. (The Admin user is the super-administrator automatically created during the configuration of the first WinSPC client.)

2. Once you have selected a strategy, go to Phase II: Setup WinSPC Users in Active Directory.

 

 

PHASE II: SETUP WINSPC USERS IN ACTIVE DIRECTORY

(This phase applies to all strategies. It needs to be completed by someone who can create and populate user groups on the domain controller for the domain within which WinSPC is deployed.)

1. If a main user group for WinSPC users does not exist within Active Directory, create one. The recommended name for this group is WinSPC Users.

 

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In most cases, a main user group named WinSPC Users will have already been created within Active Directory. This is due to the fact that a step in the WinSPC Installation and Configuration Guide calls for this to be done during the initial configuration of WinSPC, though that guide does not use the term main.

This main user group is different from the role-specific groups discussed in Phase I: Select an Active Directory Integration Strategy and is required regardless of which integration strategy is being followed.

2. Make all users who are to be managed WinSPC users members of this main user group for WinSPC users.

 

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It is this main user group that facilitates the management of WinSPC users by Active Directory. If a user is not a member of this main user group, he or she cannot be a managed WinSPC user.

3. If you are following Strategy A or Strategy C, go to Phase III: Setup Role-Specific WinSPC User Groups in Active Directory. If you are following Strategy B or Strategy D, go to Phase IV: Link WinSPC to Active Directory.

 

 

PHASE III: SETUP ROLE-SPECIFIC WINSPC USER GROUPS IN ACTIVE DIRECTORY

(This phase applies to Strategy A and Strategy C. Like the preceding phase, it needs to be completed by someone who can create and populate user groups on the domain controller for the domain within which WinSPC is deployed.)

1. Create a role-specific user group in Active Directory for each distinct type of WinSPC user. For Strategy A, simply replicate in Active Directory the role-specific groups you are already using in WinSPC. For Strategy C, the three following groups at a minimum are recommended but, if you feel you’re WinSPC implementation will be better served with more, feel free to create addititonal groups: WinSPC Admins, WinSPC Data Collectors, and WinSPC Analysts.

 

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It is not necessary that the groups you create in this step be members of the main user group for WinSPC users discussed in Phase II: Setup WinSPC Users in Active Directory, though this is permitted.

2. Assign each user in the main user group for WinSPC users to also be a member of a role-specific group created in the previous step, whichever group best reflects what the user does or will do in WinSPC.

 

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To be clear, this step is calling for each WinSPC user to be a member of a role-specific group in addition to being a member of the main user group for WinSPC users.

 

 

Being a member of a role-specific group as well as the main user group is required for new WinSPC users to be automatically imported into a role-specific group within WinSPC.

Since Strategy C is solely concerned with new WinSPC users, this step is mandatory for Strategy C.

Since Strategy A is primarily concerned with existing WinSPC users, this step is not mandatory. However, at some point in most implementations, new managed users will need to be setup and, given that such users must be added to both the main user group for WinSPC users and a role-specific group, this step offers a way to maintain consistency in how users are organized and is therefore recommended.

3. Go to Phase IV: Link WinSPC to Active Directory.

 

PHASE IV: LINK WINSPC TO ACTIVE DIRECTORY

(This phase applies to all strategies.)

1. Log into WinSPC as the Admin user.

2. From the Tools menu, select System Settings.

3. In the Systems Settings window, click the Active Directory tab.

 

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If this tab is not visible, an active instance of the WinSPC application server is not attached to your WinSPC database. To remedy this, follow the instructions in Chapter 5: The WinSPC Application Server of the WinSPC 9 Installation and Configuration Guide.

 

 

4. On this Active Directory tab:

a. Check the Active Directory Integration check box.

 

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b. If the name that gets populated in the Domain field is not the name of the domain that contains the main user group for WinSPC users (discussed in step 1 of Phase II: Setup WinSPC Users in Active Directory), enter the name of the domain that contains that user group.

 

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c. At WinSPC Users Group, click Find.

 

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d. In the Active Directory Group Search window that appears, under Groups, scroll down until you see the main user group and then select that group and click OK

 

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…or, at Group Name Filter, enter beginning characters of the main user group until that group is visible and then select that group and click OK.

 

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(If you don’t see the group name but see the text Incomplete list, click that text. This will result in the remaining groups being added to the list. For the sake of speed, only the first 200 user groups, alphabetically, are initially listed. If you don’t see the group name and don’t see the text Incomplete list, check that the earlier steps concerning the setup of the group are in fact done as directed and that you have the correct group name.)

e. Confirm that, at WinSPC Users Group, the group now shown is the correct group.

 

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f. Under Login Screen:

 

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i. If you want the WinSPC login window (i.e., the WinSPC Access Center) displayed when WinSPC is launched, thereby requiring users to log themselves in, select Show login and then choose one of the following options:

o Leave user name blank: This option requires users to supply both a user name and a password, identical to what WinSPC users have, until WinSPC 9, been required to do.

o Prefill editable user name: This option requires users to supply both a user name and password but prefills the User Name field with the ID of the current Windows user. The prefilled ID is editable which means that an alternative ID can be entered.

o Prefill read-only user name: This option requires users to supply the password for the prefilled current Windows user and does not permit an alternative ID to be entered.

The current Windows user refers to the user logged into Windows on the computer being used to launch WinSPC at the time the launch is initiated.

ii. If you want the WinSPC login window bypassed when a user launches WinSPC, select Hide login. This will cause WinSPC to automatically authenticate the current Windows user (defined in di above) against the main Active Directory user group for WinSPC users. If the authentication succeeds, that current Windows user will be logged into WinSPC without the WinSPC Access Center being shown.

To temporarily override this behavior and force the WinSPC login window to be displayed so different login credentials can be supplied, hold down F8 while launching WinSPC.

 

 

5. (Optional) Click the System Settings window’s Password Control tab and, on this tab, at Maximum consecutive password failures allowed, select 10.

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Though not required, this step is recommended to minimize the times when a managed user is logged into his or her domain but locked out of WinSPC due to too many consecutive password failures. It is based on the assumption that the lockout threshold for domain accounts is considerably less than 10 invalid passwords.

Despite this preventative measure, it is still technically possible for a managed user to become locked out of either the domain or WinSPC as a result of too many failed login attempts into WinSPC. For this reason, it is important to carefully read the lockout message that gets displayed. This message indicates whether it is the domain account that has become locked or the WinSPC account and, with this information, the appropriate account can be unlocked.

6. Click the System Settings window’s OK button.

7. If you are following Strategy C or Strategy D, go to Phase V: Import Users from Active Directory into WinSPC. If you are following Strategy A or Strategy B, go to Phase VI: Link Existing WinSPC Users to Active Directory Users.

 

 

PHASE V: IMPORT USERS FROM ACTIVE DIRECTORY INTO WINSPC

(This phase applies to Strategy C and Strategy D.)

1. If you are following Strategy D, go to step 2. If you are following Strategy C, create role-specific user groups within WinSPC and link each group to its counterpart group in Active Directory. To do this:

a. Create the role-specific user groups.

 

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The number of groups you create and the names of those groups should be the same as the groups created in step 1 of Phase III: Setup Role-Specific WinSPC User Groups in Active Directory. See Setting Up Users in the WinSPC Help for the steps to create user groups if you are not familiar with how to do this. The nesting of user groups in WinSPC is permitted.

At some point, the standard user group setup procedures will need to be completed for newly created user groups. These procedures detail how to restrict what users can view and access within WinSPC and how to set user defaults. They do not need to be completed before completing this Active Directory integration procedure. See Setting Up Users in the WinSPC Help for these setup procedures.

b. For each group created in the preceding step:

i. Right-click the group and select Properties.

 

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ii. Select the Defaults tab in the User Group Setup window that appears.

 

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iii. Toward the bottom of this tab, check the Active Directory Integration check box.

 

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iv. At Users Group, click Find.

 

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v. In the Active Directory Group Search window that appears, select the group’s counterpart Active Directory role-specific group. For example, if you right-clicked the WinSPC Data Collectors group in WinSPC, select the WinSPC Data Collectors group in Active Directory or whatever the name of the Active Directory role-specific user group that WinSPC data collectors were assigned to is. Do not select the main Active Directory user group for WinSPC users in this step. One way to select the counterpart Active Directory group is to, under Groups, scroll down until you see the counterpart group and then select that group and click OK.

 

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Another way is to, at Group Name Filter, enter beginning characters of the counterpart group’s name

until it is visible under Groups and then select that group and click OK.

 

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(If you don’t see the counterpart group but see the text Incomplete list, click that text. This will result in the remaining groups being added to the list. For the sake of speed, only the first 200 user groups, alphabetically, are initially listed. If you don’t see the group name and don’t see the text Incomplete list, check that the earlier steps concerning the setup of the group are in fact done as directed and that you have the correct group name.)

vi. Confirm that, at Users Group, the group now shown is the correct group.

 

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vii. Click OK.

Although user group nesting is permitted in WinSPC, a child group does not inherit its parent’s Active Directory linkage. This step (i.e., step 1b), therefore, needs to be separately completed for every role- specific user group.

c. Allow 15 minutes for users to be imported from Active Directory.

By default, an automatic refresh of users occurs every 15 minutes. See the Change the Interval for Automatic Refreshes of Managed Users procedure from Phase VIII: Perform Ongoing Administration Related to Active Directory if you would like to increase or decrease this interval.

This ends Strategy C. Your Active Directory integration is now complete.

As the need arises, you can add new managed users and perform other administration related to managed users by using the procedures in Phase VIII: Perform Ongoing Administration Related to Active Directory.

For your reference, following is a list of the specific Active Directory updates that will be automatically pushed down to WinSPC as a result of completing Strategy C:

- Adding a new user (i.e., a user that doesn’t already exist in WinSPC) to the main user group for WinSPC users in Active Directory as well as to a role-specific group in Active Directory results in that user being added to the counterpart role-specific group in WinSPC as a managed user.

- Adding a new user to just the main user group for WinSPC users in Active Directory results in that user appearing in the Active Directory Users Not Yet Linked list under All Possible Users in the Active Directory Resolver window and consequently being available for a WinSPC administrator to link an unmanaged WinSPC user to.

- Renaming an existing managed user in Active Directory results in the renaming of that user in WinSPC.

- Removing a managed user from the main user group for WinSPC users in Active Directory (or taking an action that effectively accomplishes the same thing such as disabling a managed user’s account in Active Directory or deleting a managed user from Active Directory) results in that user being removed from WinSPC. (Note: In this case, the user’s data remains in the WinSPC database and if, in the future, the user is reinstated in Active Directory, he or she will be re-associated with his or her historical data.)

To avoid confusion, it should be pointed out that moving a managed user to a different role-specific user group in Active Directory, while permitted, does not result in that user being moved to the different group in WinSPC. Similarly, renaming an Active Directory user group does not result in the counterpart WinSPC user group being renamed.

2. If you are following Strategy D, prepare a user group to be used exclusively for importing users from Active Directory. To do this:

a. Create a new user group. This user group will serve as a counterpart to the main Active Directory user group for WinSPC users. Consequently, it will be referred to as the main WinSPC user group in subsequent steps. The recommended name for this group is WinSPC Users and the recommended location is in the root of the Users branch.

 

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b. Right-click this new main WinSPC user group and select Properties.

 

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c. On the Permissions tab of the User Group Setup window that is displayed, right-click Global and select Set all children revoked.

 

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d. On the same tab, right-click each of the remaining 4 items listed (Data Collection, Administration, Plant Monitor, Analysis I) and select Revoked.

 

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The reason for revoking permissions, as called for in this and the preceding step, is to ensure that users are not temporarily given inappropriate WinSPC permissions. The opportunity for a user to have inappropriate permissions exists because there could be a gap between the time that user is imported and the time an administrator completes step 2j below, a step that concerns moving users to their appropriate role-specific user groups.

e. Staying in the User Group Setup window, select the Defaults tab.

 

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f. Toward the bottom of this tab, check the Active Directory Integration check box.

 

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g. At Users Group, click Find.

 

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h. In the Active Directory Group Search window that appears, select the main Active Directory user group for WinSPC users. One way to do this is to, under Groups, scroll down until you see the counterpart group and then select that group and click OK.

 

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Another way is to, at Group Name Filter, enter beginning characters of the counterpart group’s name

until it is visible under Groups and then select that group and click OK.

 

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(If you don’t see the counterpart group but see the text Incomplete list, click that text. This will result in the remaining groups being added to the list. For the sake of speed, only the first 200 user groups, alphabetically, are initially listed. If you don’t see the group name and don’t see the text Incomplete list, check that the earlier steps concerning the setup of the group are in fact done as directed and that you have the correct group name.)

i. Confirm that, at Users Group, the group now shown is the main Active Directory user group for WinSPC users.

 

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j. Click OK.

 

 

k. Allow 15 minutes for users to be imported from Active Directory.

By default, an automatic refresh of users occurs every 15 minutes. See the Change the Interval for Automatic Refreshes of Managed Users procedure from Phase VIII: Perform Ongoing Administration Related to Active Directory if you would like to increase or decrease this interval.

l. Move each user from the main WinSPC user group to his or her appropriate role-specific user group and then read the below note.

This ends Strategy D. Your Active Directory integration is now complete.

As the need arises, you can add new managed users and perform other administration related to managed users by using the procedures in Phase VIII: Perform Ongoing Administration Related to Active Directory.

For your reference, following is a list of the specific Active Directory updates that will be automatically pushed down to WinSPC as a result of completing Strategy D:

- Adding a new user (i.e., a user that doesn’t already exist in WinSPC) to the main Active Directory user group for WinSPC users results in that new user being added as a managed user to the main WinSPC user group in WinSPC.

- Renaming an existing managed user in Active Directory results in the renaming of that user in WinSPC.

- Removing a managed user from the main Active Directory user group for WinSPC users (or taking an action that effectively accomplishes the same thing such as disabling a managed user’s account in Active Directory or deleting a managed user from Active Directory) results in that user being removed from WinSPC. (Note: In this case, the user’s data remains in the WinSPC database and if, in the future, the user is reinstated in Active Directory, he or she will be re-associated with his or her historical data.)

 

PHASE VI: LINK EXISTING WINSPC USERS TO ACTIVE DIRECTORY USERS

(This phase applies to Strategy A and Strategy B.)

1. Log into WinSPC as the Admin user.

2. From the Tools menu, select System Settings.

 

 

3. Click the System Settings window’s Active Directory tab.

 

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4. On this tab, click the Resolve Unlinked Users button.

 

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This displays the Active Directory Resolver window.

 

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You use this window primarily to link unmanaged users who exist in WinSPC to users in the main Active Directory user group for WinSPC users and thereby convert those unmanaged users to managed users.

The window contains two primary divisions. The top portion, titled Obvious Links, isolates unlinked user IDs that exist in both WinSPC and the main Active Directory user group for WinSPC users. The bottom portion, titled All Possible Links, lists all unlinked IDs found in either location. The top portion is therefore a subset of the bottom portion.

 

 

5. Link the users under Obvious Links who you want to be managed users. To do this:

a. Click the Select All button.

 

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Notice this highlights all users in the WinSPC Users Not Yet Linked column as well as all users in the Active Directory Users Not Yet Linked column.

 

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b. Deselect any individual pair of IDs that you do not want linked. To do this, press and hold the Ctrl key and then click the ID in either column.

In most implementations, it isn’t necessary to deselect any IDs.

(To re-select a pair of IDs, simply Ctrl+Click again. If necessary, you can deselect all selected pairs by clicking the Deselect All button. When no pairs are selected, you can select a pair either by clicking it or using the Ctrl+Click technique. When one or more pairs are selected, you can select additional pairs using the Ctrl+Click technique.)

c. Click the Link Selected Users button that is now available.

 

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d. In the Information message that appears, click OK.

 

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Notice the selected users have now been removed from the Obvious Links portion of the window as well as the All Possible Links portion, indicating they are no longer unlinked.

 

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6. Under All Possible Links, for each user in the WinSPC Users Not Yet Linked list who you want to be a managed user, link him or her to a user in the Active Directory Not Yet Linked list. Except for any users who also appear under Obvious Links, the IDs under All Possible Links are unique, meaning no ID in the WinSPC Users Not Yet Linked column exactly matches an ID in the Active Directory Users Not Yet Linked column and vice versa. Some circumstances in which it probably makes sense to link unmatching IDs are:

- When a user’s ID was created differently in WinSPC than it was in Active Directory.

Example: the Active Directory ID created for an employee by an Active Directory administrator consists of that employee’s first initial and last name (ddell) but the WinSPC ID created for that employee by a WinSPC administrator consists of the employee’s full first and last names (Dave Dell).

- When a user’s Active Directory ID changed because of marriage or some other event but that change was never mirrored in WinSPC.

Example: a woman who had been using lpolk for both her Active Directory ID and her WinSPC ID got married and had her Active Directory ID changed to llawson but not her WinSPC ID.

 

 

- When the work of one WinSPC user is being taken over by another employee who is not yet set up as a WinSPC user.

Example: ppetkovich is retiring and her WinSPC duties are being assigned to ppape, a new employee for whom a WinSPC ID has not been created yet.

To link users under All Possible Links:

a. Select an ID in the WinSPC Users Not Yet Linked list.

 

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b. Select the ID in the Active Directory Users Not Yet Linked list that you want the ID you selected in the

WinSPC Users Not Yet Linked list linked to.

 

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c. Click the Link Selected Users button that becomes available.

 

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d. In the Confirm message that appears, if the name change is acceptable to you, click Yes.

 

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e. If you clicked Yes in the preceding step, click OK in the Information message that is displayed.

 

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Notice the IDs you linked are removed.

f. Repeat this step until all users in the bottom portion’s WinSPC Users Not Yet Linked column who you want to be managed users are linked.

 

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7. For any user that remains in the Active Directory Users Not Yet Linked list but not the WinSPC Users Not Yet Linked list who you don’t intend to be a managed user, have him or her removed from the main Active Directory user group for WinSPC users.

The reason this step is necessary is that the next phase of this Active Directory integration will result in such users being automatically imported into WinSPC as managed users.

8. Click the Active Directory Resolver window’s Close button.

9. Click OK in the System Settings window.

10. Go to Phase VII: Configure WinSPC to Automatically Import New Users Who Are to be Managed.

 

PHASE VII: CONFIGURE WINSPC TO AUTOMATICALLY IMPORT NEW USERS WHO ARE TO BE MANAGED

 

(This phase applies to Strategy A and Strategy B. If you are following Strategy C or Strategy D, you already configured WinSPC to automatically import new users who are to be managed.)

1. If you are following Strategy B, go to step 2. If you are following Strategy A, link each role-specific WinSPC user group to its counterpart role-specific Active Directory user group. (The creation and population of role-specific Active Directory groups is discussed in Phase III: Setup Role-Specific WinSPC User Groups in Active Directory.)

Completing this step enables select updates made in Active Directory to be automatically pushed down to WinSPC. Specifically:

- Adding a new user (i.e., a user that doesn’t already exist in WinSPC) to the main Active Directory user group for WinSPC users as well as to a role-specific group in Active Directory results in that user being added to the counterpart role-specific group in WinSPC as a managed user.

 

 

- Adding a new user to just the main Active Directory user group for WinSPC users results in that user appearing in the Active Directory Users Not Yet Linked list under All Possible Users in the Active Directory Resolver window and consequently being available for a WinSPC administrator to link an unmanaged WinSPC user to.

- Renaming an existing managed user in Active Directory results in the renaming of that user in WinSPC.

- Removing a managed user from the main Active Directory user group for WinSPC users (or taking an action that effectively accomplishes the same thing such as disabling a managed user’s account in Active Directory or deleting a managed user from Active Directory) results in that user being removed from WinSPC. (Note: In this case, the user’s data remains in the WinSPC database and if, in the future, the user is reinstated in Active Directory, he or she will be re-associated with his or her historical data.)

To avoid confusion, it should be pointed out that moving a managed user to a different role-specific user group in Active Directory, while permitted, does not result in that user being moved to the different group in WinSPC. Similarly, renaming an Active Directory user group does not result in the counterpart WinSPC user group being renamed.

To link a role-specific WinSPC user group to its counterpart role-specific Active Directory user group:

a. Right-click the group and select Properties.

 

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b. Select the Defaults tab in the User Group Setup window that appears.

 

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c. Toward the bottom of this tab, check the Active Directory Integration check box.

 

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d. At Users Group, click Find.

 

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e. In the Active Directory Group Search window that appears, select the group’s counterpart Active Directory role-specific group. For example, if you right-clicked the WinSPC Data Collectors group in WinSPC, select the WinSPC Data Collectors group in Active Directory or whatever the name of the Active Directory role-specific user group that WinSPC data collectors were assigned to is. Do not select the main Active Directory user group for WinSPC users in this step. One way to select the counterpart Active Directory group is to, under Groups, scroll down until you see the counterpart group and then select that group and click OK.

 

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Another way is to, at Group Name Filter, enter beginning characters of the counterpart group’s name

until it is visible under Groups and then select that group and click OK.

 

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(If you don’t see the counterpart group but see the text Incomplete list, click that text. This will result in the remaining groups being added to the list. For the sake of speed, only the first 200 user groups, alphabetically, are initially listed. If you don’t see the group name and don’t see the text Incomplete list, check that the earlier steps concerning the setup of the group are in fact done as directed and that you have the correct group name.)

f. Confirm that, at Users Group, the group now shown is the correct group.

 

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g. Click OK.

Although user group nesting is permitted in WinSPC, a child group does not inherit its parent’s Active Directory linkage. This step (i.e., step 1), therefore, needs to be separately completed for every role-specific user group.

This ends Strategy A. Your Active Directory integration is now complete. As the need arises, you can add new managed users and perform other administration related to managed users by using the procedures in Phase VIII: Perform Ongoing Administration Related to Active Directory.

2. If you are following Strategy B, prepare a user group to be used exclusively for importing users from Active Directory.

Completing this step enables certain updates made in Active Directory to be automatically reflected in WinSPC. Specifically:

- Adding a new user (i.e., a user that doesn’t already exist in WinSPC) to the main Active Directory user group for WinSPC users results in that new user being added as a managed user to the main WinSPC user group in WinSPC. (As an aside, each time this occurs, a WinSPC administrator will need to move the newly added user from the main WinSPC user group to the appropriate WinSPC role-specific group.)

- Renaming an existing managed user in Active Directory results in the renaming of that user in WinSPC.

- Removing a managed user from the main Active Directory user group for WinSPC users (or taking an action that effectively accomplishes the same thing such as disabling a managed user’s account in Active Directory or deleting a managed user from Active Directory) results in that user being removed from WinSPC. (Note: In this case, the user’s data remains in the WinSPC database and if, in the future, the user is reinstated in Active Directory, he or she will be re-associated with his or her historical data.)

To prepare the user group:

a. Create a new user group. This user group will serve as a counterpart to the main Active Directory user group for WinSPC users. Consequently, it will be referred to as the main WinSPC user group in subsequent steps. The recommended name for this group is WinSPC Users and the recommended location is in the root of the Users branch.

 

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b. Right-click this new main WinSPC user group and select Properties.

 

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c. On the Permissions tab of the User Group Setup window that is displayed, right-click Global and select Set all children revoked.

 

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d. On the same tab, right-click each of the remaining 4 items listed (Data Collection, Administration, Plant Monitor, Analysis I) and select Revoked.

 

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The reason for revoking permissions, as called for in this and the preceding step, is to ensure that users are not temporarily given inappropriate WinSPC permissions. The opportunity for a user to have inappropriate permissions exists because there could be a gap between the time that user is imported and the time an administrator moves that user to his or her appropriate role-specific user group.

e. Staying in the User Group Setup window, select the Defaults tab.

 

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f. Toward the bottom of this tab, check the Active Directory Integration check box.

 

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g. At Users Group, click Find.

 

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h. In the Active Directory Group Search window that appears, select the main Active Directory user group for WinSPC users. One way to do this is to, under Groups, scroll down until you see the counterpart group and then select that group and click OK.

 

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Another way is to, at Group Name Filter, enter beginning characters of the counterpart group’s name

until it is visible under Groups and then select that group and click OK.

 

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(If you don’t see the counterpart group but see the text Incomplete list, click that text. This will result in the remaining groups being added to the list. For the sake of speed, only the first 200 user groups, alphabetically, are initially listed. If you don’t see the group name and don’t see the text Incomplete list, check that the earlier steps concerning the setup of the group are in fact done as directed and that you have the correct group name.)

i. Confirm that, at Users Group, the group now shown is the main Active Directory user group for WinSPC users.

 

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j. Click OK.

This ends Strategy B. Your Active Directory integration is now complete. As the need arises, you can add new managed users and perform other administration related to managed users by using the procedures in Phase VIII: Perform Ongoing Administration Related to Active Directory.

 

PHASE VIII: PERFORM ONGOING ADMINISTRATION RELATED TO ACTIVE DIRECTORY

(This phase applies to all strategies.)

As time passes after the initial integration of Active Directory into your WinSPC implementation, you’ll likely need

to make some changes to your setup. This section details how to:

Create a New Managed User

Revoke a Managed User’s Access to WinSPC

Convert a Managed User to an Unmanaged User

Convert an Unmanaged User to a Managed User

Delete a Managed User from WinSPC

Move a Managed User to a Different User Group

Rename a Managed User

Setup a Role-Specific WinSPC User Group in Active Directory so a Role-Specific User Group in WinSPC can be Linked to it

Link a Role-Specific User Group in WinSPC to a Role-Specific WinSPC User Group in Active Directory

Unlink a Role-Specific User Group in WinSPC User Group from Active Directory

Rename a WinSPC User Group in Active Directory or WinSPC

Change the Interval for Automatic Refreshes of Managed Users

Force a Refresh of Managed Users

 

Create a New Managed User

1. Create the user in Active Directory if he or she doesn’t already exist.

2. Assign the user to the main Active Directory user group for WinSPC users.

3. If your implementation employs role-specific WinSPC user groups in Active Directory, assign the user to the appropriate role-specific group.

4. Allow the user refresh interval to pass. (By default, this interval is 15 minutes. It can be changed using the Change the Interval for Automatic Refreshes of Managed Users procedure below.)

5. If your implementation does not employ role-specific WinSPC user groups in Active Directory, move the user to the appropriate role-specific group within WinSPC. (If your implementation employs role-specific groups in Active Directory, the user will automatically be imported into the appropriate group in WinSPC.)

An alternative way to create a new managed user is to copy an existing managed user and then complete the Convert an Unmanaged User to a Managed User procedure. Completing this procedure is necessary because a copy of a managed user is created as an unmanaged user.

 

 

Revoke a Managed User’s Access to WinSPC

1. In Active Directory, remove the user from the main user group for WinSPC users.

2. Allow the refresh users interval to pass. (By default, this interval is 15 minutes. It can be changed using the Change the Interval for Automatic Refreshes of Managed Users procedure below.)

Completing these two steps removes the user from WinSPC but does not delete any data associated with that user from the WinSPC database. If, in the future, the revoked user ID is reinstated, the data previously associated with it will be re-associated with it.

An alternative to the above two steps is to, in Active Directory, right-click the user whose access you want to revoke and select Disable Account. Managed users whose account is disabled will be unable to log into WinSPC.

 

Convert a Managed User to an Unmanaged User

1. In WinSPC, double-click the managed user.

a. On the General tab of the User Setup window that is displayed:

b. Uncheck Linked to Active Directory.

c. At New Password, enter a password.

d. At Confirm New Password, enter the same password.

e. Click OK.

2. (Optional) In Active Directory, remove the user from the main user group for WinSPC users and any role- specific WinSPC group he or she was assigned to.

This step is not required for a user to be unmanaged. You may wish to complete it to preclude the user’s name

from appearing in the Active Directory Resolver window in the future.

 

Convert an Unmanaged User to a Managed User

1. In Active Directory:

a. Create the user if he or she isn’t yet created.

b. Add the user to the main user group for WinSPC users.

c. (Optional) If your Active Directory integration employs role-specific WinSPC user groups in Active Directory, assign the user to a role-specific group.

Though not technically required in order for an unmanaged user to be converted to a managed user, this step is recommended simply to keep the organization of role-specific users unified between Active Directory and WinSPC.

2. In WinSPC:

a. Right-click the user and select Managed from the shortcut menu that appears.

b. In the Active Directory Linker that appears, select the appropriate Active Directory user ID and click OK. (If WinSPC finds an ID in the main Active Directory user group for WinSPC users that identically matches the user you are converting, it selects that ID automatically.)

c. Click OK.

d. If a Confirm message indicating the ID of the WinSPC user you are converting will change appears and you are certain you selected the correct ID in step 2b, click Yes.

e. In the Information message that is displayed, click OK.

 

 

Delete a Managed User from WinSPC

1. Complete the Convert a Managed User to an Unmanaged User procedure.

2. Right-click the user and select Delete.

3. In the Confirm message that appears, click Yes.

4. In Active Directory, remove the user from the main user group for WinSPC users and any role-specific group to which he or she was assigned.

Neglecting to remove the user from the main Active Directory user group for WinSPC users could result in that user being re-imported into WinSPC once the next automatic refresh of users completes.

 

Move a Managed User to a Different User Group

1. In WinSPC, drag the user to the different group.

2. (Optional) If your Active Directory integration employs role-specific WinSPC user groups in Active Directory, reassign the user to the role-specific WinSPC user group in Active Directory that is linked to the different group.

This step is optional because the support for Active Directory in WinSPC does not extend to synchronizing WinSPC user groups with Active Directory user groups on an ongoing basis and a mismatch between the two has no effect on functionality. Some may want to manually synchronize user groups just to eliminate possible future confusion surrounding which users are to be in which groups.

 

Rename a Managed User

Since first and last names are not part of what Active Directory manages for WinSPC, when we speak of renaming a managed user we are really speaking of changing the login ID of a managed user.

1. In Active Directory, change the login ID as desired.

2. Allow the refresh users interval to pass. (By default, this interval is 15 minutes. It can be changed using the Change the Interval for Automatic Refreshes of Managed Users procedure below.)

 

Setup a Role-Specific WinSPC User Group in Active Directory so a Role-Specific User Group in WinSPC can be Linked to it

1. Create the role-specific WinSPC user group in Active Directory.

2. Assign users to this group.

3. Ensure those users are also assigned to the main Active Directory user group for WinSPC users.

4. Remove those users from any other role-specific WinSPC group in Active Directory that they are members of.

 

Link a Role-Specific User Group in WinSPC to a Role-Specific WinSPC User Group in Active Directory

1. Right-click the role-specific user group in WinSPC and select Properties.

2. In the User Group Setup window that appears, select the Defaults tab.

3. Toward the bottom of this tab, check the Active Directory Integration check box if it isn’t already enabled.

4. At Users Group, click Find.

5. In the Active Directory Group Search window that appears, select the group’s counterpart Active Directory

role-specific group and click OK.

6. Confirm that, at Users Group, the group now shown is the correct group.

 

 

7. Click OK.

8. Allow the user refresh interval to pass. (By default, this interval is 15 minutes. It can be changed using the Change the Interval for Automatic Refreshes of Managed Users procedure below.)

9. If necessary, resolve any unlinked users. (See Phase VI: Link Existing WinSPC Users to Active Directory Users.)

 

Unlink a Role-Specific User Group in WinSPC User Group from Active Directory

1. Right-click the WinSPC user group and select Properties.

2. In the User Group Setup window that appears, select the Defaults tab.

3. Toward the bottom of this tab, uncheck the Active Directory Integration check box.

4. Click OK.

Completing this procedure has no impact on managed users who are members of the group in WinSPC being unlinked. It merely prevents new users who in the future get added to the main Active Directory user group for WinSPC users and the role-specific WinSPC group in Active Directory that the role-specific user group in WinSPC was previously linked to from being automatically imported into the now unlinked role-specific user group in WinSPC and instead, lists such users in the Active Directory Resolver window’s Active Directory Users Not Yet Linked list under All Possible Users. (See Phase VI: Link Existing WinSPC Users to Active Directory Users for more information on this list.)

 

Rename a WinSPC User Group in WinSPC or Active Directory

1. Simply rename the group as you would any user group.

Renaming a user group, whether in Active Directory or WinSPC, has no effect on the management of users in that group.

If the renaming occurs in Active Directory, the new name will be reflected in the User Group list found on the Defaults tab of the User Group Setup window the next time that window is displayed for the affected user group.

Changing a group name in Active Directory does not result in that name change being automatically applied to the counterpart group in WinSPC. The reverse is also true. If you want a name change to be reflected in both in Active Directory and WinSPC, you’ll need to manually change the name in both places.

 

Change the Interval for Automatic Refreshes of Managed Users

By default, managed users in WinSPC are refreshed every 15 minutes. This interval can be changed by editing the ActiveDirSynchIntervalMinutes setting in the configuration file for the WinSPC application server. The configuration file itself contains a description of this setting.

1. On the machine hosting the WinSPC application server, open the WinSPCsvr.ini file. (The default location for this file is C:\Program Data\DQS\WinSPC Server.

2. Within this file, under Settings, enter the following on a blank line:

ActiveDirSynchIntervalMinutes=

3. To the right of the equals sign, without inserting an intervening space, enter a number (e.g., 5). This number represents the number of minutes for the refresh interval.

4. Ensure no semicolon (;) appears at the beginning of the line. Your entry should look like this:

ActiveDirSynchIntervalMinutes=5

5. Save and close the file.

 

 

Force a Refresh of Managed Users

1. Log into WinSPC as the Admin user.

2. From the Tools menu, select System Settings.

3. Click the System Settings window’s Active Directory tab.

4. On this tab, click the Refresh Users Now button.

5. In the Information message that is displayed, click OK.

REPORT DESIGNER ENHANCEMENTS

The WinSPC 9 version of the Report Designer has undergone both expansion and simplification. The expansion primarily concerns the ability to report on attribute and collection plan data.

As part of the ability to report on attribute data, there are six new data views related to attributes: Attribute_, AttributeCalcByUser_, AttributeCalcByStation_, AttributeSubgroup_, AttributeTag_, and AttributeViolation_. There is also a new AttributeChart component.

 

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This component is found on the tool bar’s Reports tab and, as its name implies, enables you to include charts of attribute data in your reports. This component supports the following attribute chart types: C, Histogram (Counts), N-bar P, N-bar Q, N-bar U, NP, NQ, P, Pareto (Cost / Count), Pareto (Cost), Pareto (Count / Cost), Pareto (Count), Pareto on Assignable Causes, Pareto on Corrective Actions, Pareto on Notes, Pie Chart (Causes), Pie Chart (Cost / Count), Pie Chart (Cost), Pie Chart (Count / Cost), Pie Chart (Count), Pie Chart (Notes), Q, Skew vs. Index of Dispersion, and U.

As part of the ability to report on collection plan data, there are three new data views related to collection plans:

CollectionPlan_, CollectionPlanVarStep_, and CollectionPlanAttrStep_.

In addition to this new support for attribute and collection plan data, the report wizards have been upgraded. These wizards, accessible from the Tools menu, are now named Single Data View and Dual Data View.

 

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They provide the fastest way to create reports that access one or two data views.

The simplification that the Report Designer has undergone mostly involves the elimination of two seldom used tool bars and the replacement of the somewhat complex global pages concept with a more intuitive shared pages concept.

Finally, there is a new comprehensive self-study guide that you can use to become proficient in designing reports. The name of this guide is the WinSPC 9 Report Designer Guide and a PDF version of it accessed from the Documentation folder in the Help menu of WinSPC 9.

THE ATTRIBUTE ANALYZER

The Attribute Analyzer is a tool for analyzing an attribute. Once data is collected for an attribute, a great deal of information related to that attribute can be extracted: capability parameters, performance parameters, distribution information, and pareto information to name some. The Attribute Analyzer, with only two mouseclicks, extracts this information and organizes it in one location, enabling analysts to thoroughly understand what is going on with an attribute. In addition, the Attribute Analyzer enables users to experiment with an attribute’s calculation settings—such as the Control Limit Spread—and possibly further illuminate the underlying process.

The primary procedures associated with the Attribute Analyzer are:

Accessing the Attribute Analyzer

Using the Attribute Analyzer’s Tool Bar

Using the Attribute Analyzer's Calculation Settings Panel

Using the Attribute Analyzer's Summary Tab

Using the Attribute Analyzer's Chart Tab

Using the Attribute Analyzer's Pareto Analysis Tab

Using the Attribute Analyzer's Data Grid Tab

Using the Attribute Analyzer's Distribution Analysis Tab

Using the Attribute Analyzer's Goodness of Fit Tab

Using the Attribute Analyzer's Events Tab

 

 

ACCESSING THE ATTRIBUTE ANALYZER

There are two ways to access the Attribute Analyzer. The first is to:

1. Right-click an attribute and select Query.

 

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The second is to:

1. Double-click a data set that contains an attribute.

 

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2. In the Data Set Builder that appears, double-click an attribute listed on the Summary Grid tab.

 

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USING THE ATTRIBUTE ANALYZERS TOOL BAR

There are ten buttons on the Attribute Analyzer’s tool bar.

 

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From left to right, these are:

Export to file: See the section titled New Options for Exporting Data below for details on this button.

Copy to clipboard: Use this button to copy the attribute’s data to your computer’s clipboard so it then can be pasted into Excel, Notepad, or some other such application. When the data is pasted, column headings are included, making the data easy to understand.

Export to Custom Web Reporter: Use this button to export the attribute data to Custom Web Reporter.

View as: Use this button to view the attribute data in a dashboard.

Preview: Use this button to preview the attribute data in a report. Clicking it displays a menu of all the report template folders in the Report Templates branch of the Administrator tree. Mouseover the folders in this branch until the report template you’d like to use is exposed and then click that template.

Refresh now: Use this button to refresh the Attribute Analyzer with changes to the attribute data since the attribute was loaded. (Changes can include new data points, edited data points, or deleted data points.)

 

 

Periodic refresh: Use this button to change the frequency that the attribute’s data is automatically refreshed. The default frequency is 10 seconds. Clicking this button displays a small Select Time Interval window.

 

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Within this window, in the Time Interval field, the first pair of digits are hours, the second pair are minutes, and the last pair are seconds. To change the interval, select a pair of digits, click the up or down arrows until the desired interval is specified, and click OK.

Data filter is inactive / active: Use this button to toggle data filters on and off. By default, data filters are off and Data filter is inactive is displayed when you mouseover this button. Clicking it in this state causes the Data Filtering Options window to be displayed.

 

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You can filter the data that is analyzed examined using any of the tabs in this window: Date Range, Tags, Users and Stations, Control Tests, Sorting / Annotation. For more information, see the Filtering The Data In A Data Set topic in the WinSPC Help.

 

 

Subgroup Range: Use this button to narrow the range of subgroups examined by the Attribute Analyzer. Clicking it displays a Select Subgroup Range window.

 

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Clicking it a second time returns the range to all the subgroups collected for the attribute.

Drill Down: Use this button to step back up through recent drill-downs. For more information on drill-downs, see Chart Drill-Down in the Variable Analyzer and Attribute Analyzer later in this document.

Help: Use this button to access the WinSPC Help system. Clicking it displays the Introduction to the Attribute Analyzer topic.

 

USING THE ATTRIBUTE ANALYZERS CALCULATION SETTINGS PANEL

The Calculation Settings Panel is located at the top of the Attribute Analyzer, just below the tool bar.

 

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You can use this panel to experiment with calculation settings and see how different settings affect the analysis of the attribute. From that, you may get deeper insight into a process. You can specify the following options:

Use All Data: Use this option to employ all of the attribute’s data when calculating control limits.

Last N Subgroups: Use this option to limit the data employed when calculating control limits and statistics to only the last user-specified number of subgroups.

Calculated every k subgroups: Use this option to specify the interval at which calculated control limits and statistics are to be recalculated.

Control Limit Spread: Use this option to set the number of Sigma used in calculations.

Distribution Family: Unlike the Variable Analyzer, in which there are two distribution families that can be selected, the Attribute Analyzer only employs the Classical family. Consequently, this option is not customizable.

Distribution Type: Use this option to select a distribution type for the Classical distribution family. There are seven different types from which you can choose. The type you select changes the analysis on the Summary tab as well as the analysis on the Chart tab (both of which are discussed below).

In addition to these settings, the Calculation Settings Panel has a Pin icon in its lower right corner. This icon enables you to pin or unpin the panel. Pin here means lock open. By default, the Attribute Analyzer opens in the pinned state. When unpinned, the panel collapses when the mouse moves off of it and expands when the mouse moves back onto it.

 

 

USING THE ATTRIBUTE ANALYZER'S SUMMARY TAB

The Summary tab is displayed by default whenever the Attribute Analyzer is launched. This tab contains general information, distribution information (which is pulled from the Distribution Analysis tab), capability parameters, and performance parameters. A histogram is also displayed.

By right-clicking the histogram, you access a menu that enables you to perform three histogram-specific actions. The options on the right-click menu are:

Show: This option contains a submenu that includes two items—Control Limits and Distribution. Checking or unchecking Control Limits shows or hides the attribute’s control limits on the histogram. Checking or unchecking Distribution shows or hides the attribute’s distribution curve.

Copy: This option copies the histogram so it can be pasted into another application.

Scheme: This option contains the standard chart schemes that ship with WinSPC plus an option to temporarily customize schemes. The Attribute Analyzer always opens with whatever scheme is set as the Screen Display default for the user logged into WinSPC. (The Screen Display setting is found on the Defaults tab of the User Setup window.) To temporarily switch to a different chart scheme, simply select the desired scheme. Selections made in this manner are not saved when the Attribute Analyzer is closed. To temporarily customize the currently selected scheme, select Customize. This displays the Chart Scheme Customization window. Customize the settings in this window as you wish and then click OK to apply them. Customizations made in this manner are not saved when the Attribute Analyzer is closed. (For instructions on permanently saving chart scheme customizations or to create a new scheme, see Chart Schemes, Setting Up in the WinSPC Help.)

The histogram on this tab is enabled with drill-down capability. This capability is discussed in Chart Drill- Down in the Variable Analyzer and Attribute Analyzer later in this document.

 

USING THE ATTRIBUTE ANALYZER'S CHART TAB

The Chart tab of the Attribute Analyzer displays the data collected for an attribute in chart form. The chart type shown is whatever is set as the Default Chart Type on the Settings tab of the Attribute Setup window.

The chart is sensitive to the changes made in the Calculation Settings Panel and, like the histogram on the Summary tab, it is enabled with the drill-down capability discussed later in Chart Drill- Down in the Variable Analyzer and Attribute Analyzer.

Clicking a data point in the chart brings up the Data Point Viewer. Mousing over a data point brings up summary information about the data point.

Right-clicking the chart displays a menu that enables you to interact with the chart. The options on this menu are:

Chart Type: This option lists the different types of charts appropriate for attribute data. To switch to a different type, simply select it.

Sort Order: This option displays a submenu that contains alternative ways to sort the chart data. You can sort by: Subgroup Number; Date/Time; Station Name; User Name; and Tag Value. By default, Subgroup Number is selected. The Date/Time option has its own submenu which allows you to specify whether you want to sort by Month, Week, Day, or Hour. Similarly, Tag Value has its own submenu which allows you to select the tag to sort by. Sorting by anything other than Subgroup Number results in alternating light and dark vertical bands being used on the chart to visually distinguish one grouping of data points from the next. Once a chart has been sorted, clicking one of its vertical bands isolates that band—meaning the other bands are removed from view. To restore the other bands to view, deactivate the new Drill Down tool bar button by clicking it.

Show: This option contains a submenu that includes three items—Histograms, Control Limits, and Historical Control Limits. Selecting any of these items toggles that item on or off. Historical control limits are indicated with a dashed line and represent the control limits that were in place when the data point was collected. (If you enable historical control limits but do not see them on the chart, you can conclude that there is no difference between the historical limits and the current limits. Toggling Control Limits off, in this case, will result in the historical values being visible.)

 

 

Copy: This option copies the attribute chart so it can be pasted into another application.

Scroll Bar: This option toggles a horizontal scroll bar on and off. The scroll bar, when on, appears at the bottom of the chart.

Scheme: This option is identical to the Scheme option in the Summary tab’s right-click menu discussed above.

Right-clicking and dragging on the chart selects a group of data points and displays a menu that enables you to: zoom in on those data points in a variety of ways; exclude and unexclude those data points collectively; and add assignable causes, corrective actions, or notes to those data points collectively. The options on this menu are:

Zoom In: Select this option to zoom in on just the selected data points.

Zoom In (X-axis only): Select this option to zoom in on the selected data points in such a way that only the horizontal distance between data points increases; in other words, in such a way that the vertical distance between data points remains unaffected.

Zoom Out: Select this option to zoom back out to the full set of data points after zooming in using one of the two preceding options. (Alternatively, you can reverse the effect of the two preceding options simply by left- clicking and dragging over any number of data points.)

Filter to Selection: Select this option to narrow the number of data points displayed and analyzed to only those selected. To remove the filter, click the Subgroup Range button in the Calculation Settings Panel tool bar.

Exclude: Select this option to exclude the selected data points. An excluded data point is marked by a red diamond X. When excluded data points are shown or hidden on the chart, associated markers (i.e., Notes, Edit, and Historical markers) are also shown or hidden. In addition, when excluded data points are displayed, a dashed secondary data line appears. This line indicates where the primary data line would be if the point were not excluded.

Unexclude: Select this option to again include any data points in the selection that were previously excluded.

Add Assignable Cause: Select this option to supply the same assignable cause for each data point in the selection.

Add Corrective Action: Select this option to supply the same corrective action for each data point in the selection.

Add Note: Select this option to supply the note for each data point in the selection.

 

USING THE ATTRIBUTE ANALYZER'S PARETO ANALYSIS TAB

The Pareto Analysis tab gives you two ways to visualize attribute specifics: through Pareto charts and through pie charts. (Pareto charts, for anyone unfamiliar with them, are an established SPC tool.) Both Pareto and pie charts are enabled with drill-down capability. For details on this, see Chart Drill-Down.

By right-clicking whichever chart is displayed on this tab, you can display a menu that allows you to interact with the chart. The right-click menu options are:

Chart Type: Mouseover this option to view the two forms of chart types: Pareto Charts and Pie Charts. Mouseover one of these forms to view its chart types. Click on a chart type to select it.

For each chart type, there are visual elements that users can enable at their discretion. These elements are discussed both in the below chart type’s descriptions and in the discussion of the right-click menu’s Show option which follows the discussion of this Chart Type option.

The available Pareto Charts are:

- Count:

o For attributes that count defects independent of location, each bar on the Count chart represents a unique defect type. The height of a bar indicates the bar’s count—the number of times that bar’s defect type occurred. Mousing over a bar displays two values: Count and Percent of Total. Count is the bar’s count as just defined. Percent of Total is the count as a percentage of all the defects counted for the attribute.

 

 

Enabling the Line element for this attribute type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative defect count up to and including its corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count and Percent of Total is that cumulative count as a percentage of all the defects counted for the attribute.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

o For attributes that count defects by location, the appearance and behavior of the Count chart varies depending on whether or not Locations is enabled. (As discussed below, Locations is an option in the Show submenu.)

If Locations is not enabled, the chart looks and functions exactly as described above for attributes that count defects independent of location. This includes how the optional elements (Line, Bar Count, and Bar Percent) look and function.

If Locations is enabled, there are two types of bars on the chart: a summary type and a detail type. Summary bars are outlined with dashes and do not have a fill color that is distinct from the chart’s background color. Detail bars are smaller and are filled with a distinct color.

Each summary bar represents a unique defect type and contains one or more detail bars. The height of a summary bar indicates its count—the total number of times its defect type occurred. Mousing over a summary bar displays two values: Count and Percent of Total. Count is the summary bar’s count as just defined. Percent of Total is that count as a percentage of all the defects counted for the attribute.

Each detail bar within a summary bar represents a unique location for the summary bar’s defect type. The height of a detail bar indicates the number of times the summary bar’s defect type occurred in the detail bar’s location. Mousing over a detail bar displays the location name.

Enabling the Line element for this attribute type adds a solid circle above each detail bar and connects the circles with a line. Each circle represents the cumulative defect count up to and including its corresponding detail bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count and Percent of Total is that cumulative count as a percentage of all the defects counted for the attribute.

Enabling the Bar Count element adds a summary bar’s Count value directly above that summary bar.

Enabling the Bar Percent element adds a summary bar’s Percent of Total value above that summary bar.

o For attributes that count defective units, the Count chart consists of only one bar and that bar indicates the total number of defective units. Mousing over that bar displays two values: Count and Percent of Total. Count is the total number of defective units. Percent of Total is always 100%.

Enabling the Line element for this chart has no effect.

Enabling the Bar Count element adds the bar’s Count value directly above the bar. Enabling the Bar Percent element adds the bar’s Percent of Total value above the bar.

- Cost: This chart, like the other cost-related charts below, is only meaningful when weights have been specified for an attribute’s defect types. Specifying weights is done on the Defect Types tab of the Attribute Setup window. In this context, weight is a factor, not a measurement of how heavy something is. The Defect Types tab is not available for attributes that count defective units, just attributes that count defects.

o For attributes that count defects independent of location, each bar on this Cost chart represents a unique defect type. The height of a bar indicates the bar’s cost—the cost of the defects of that bar’s

 

 

defect type. Mousing over a bar displays two values: Cost and Percent of Total. Cost is the bar’s cost as just defined. Percent of Total is the cost as a percentage of all the defect costs for the attribute.

Enabling the Line element for this attribute type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative defect cost up to and including its corresponding bar. Mousing over a circle displays additional Cost and Percent of Total values. Here, Cost is the cumulative cost and Percent of Total is that cumulative cost as a percentage of the total cost of defects.

Enabling the Bar Count element adds a bar’s Cost value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

o For attributes that count defects by location, the appearance and behavior of the Cost chart varies depending on whether or not Locations is enabled. (As discussed below, Locations is an option in the Show submenu.)

If Locations is not enabled, the chart looks and functions exactly as described above for attributes that count defects independent of location. This includes how the optional elements (Line, Bar Count, and Bar Percent) look and function.

If Locations is enabled, there are two types of bars on the chart: a summary type and a detail type. Summary bars are outlined with dashes and do not have a fill color that is distinct from the chart’s background color. Detail bars are smaller and are filled with a distinct color.

Each summary bar represents a unique defect type and contains one or more detail bars. The height of a summary bar indicates its cost—the total costs for all defects of that bar’s type, regardless of defect location. Mousing over a summary bar displays two values: Cost and Percent of Total. Cost is the summary bar’s cost as just defined. Percent of Total is that cost as a percentage of all defect costs for the attribute.

Each detail bar within a summary bar represents a unique location for the summary bar’s defect type. The height of a detail bar indicates the cost of the summary bar’s defect type in the detail bar’s location. Mousing over a detail bar displays the location name.

Enabling the Line element for this attribute type adds a solid circle above each detail bar and connects the circles with a line. Each circle represents the cumulative cost of the summary bar’s defect type up to and including the circle’s corresponding detail bar. Mousing over a circle displays additional Cost and Percent of Total values. Here, Cost is the cumulative cost for the defect type and Percent of Total is that cumulative count as a percentage of all defect costs for the attribute.

Enabling the Bar Count element adds a summary bar’s Cost value directly above that summary bar.

Enabling the Bar Percent element adds a summary bar’s Percent of Total value above that summary bar.

- Count/Cost: This type divides the chart area of the Pareto Analysis tab into two and displays the Count type in the top half and the Cost type in the bottom half. (See the Count chart writeup above for specifics on the top half and the Cost chart writeup for specifics on the bottom half.)

- Cost/Count: This type divides the chart area of the Pareto Analysis tab into two and displays the Cost type in the top half and the Count type in the bottom half. (See the Count chart writeup above for specifics on the bottom half and the Cost chart writeup for specifics on the top half.)

- Assignable Causes: To view this chart type, mouseover Annotations. Each bar represents a unique assignable cause. The height of a bar indicates the number of times that bar’s assignable cause occurred. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of times that bar’s assignable cause occurred. Percent of Total is that number as a percentage of all the assignable causes counted for the attribute.

 

 

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of assignable causes up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of assignable causes and Percent of Total is that cumulative count as a percentage of all assignable causes.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Corrective Actions: To view this chart type, mouseover Annotations. Each bar represents a unique corrective action. The height of a bar indicates the number of times that bar’s corrective action occurred. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of times that bar’s corrective action occurred. Percent of Total is that number as a percentage of all the corrective actions counted for the attribute.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of corrective actions up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of corrective actions and Percent of Total is that cumulative count as a percentage of all corrective actions.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Notes: To view this chart type, mouseover Annotations. Each bar represents a unique note. The height of a bar indicates the number of times that bar’s note occurred. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of times that bar’s note occurred. Percent of Total is that number as a percentage of all the notes counted for the attribute.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of notes up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of notes and Percent of Total is that cumulative count as a percentage of all notes.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Months: To view this chart type, mouseover Date/Time. Each bar represents a unique month. The height of a bar indicates the number of defects or defective units counted in that month. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of defects or defective units counted in that month. Percent of Total is that number as a percentage of all defects or defective units.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of defects or defective units up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of defects or defective units and Percent of Total is that cumulative count as a percentage of all not defects or defective units.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Weeks: To view this chart type, mouseover Date/Time. Each bar represents a unique week. The height of a bar indicates the number of defects or defective units counted in that week. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of defects or defective units counted in that week. Percent of Total is that number as a percentage of all defects or defective units.

 

 

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of defects or defective units up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of defects or defective units and Percent of Total is that cumulative count as a percentage of all not defects or defective units.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Days: To view this chart type, mouseover Date/Time. Each bar represents a unique day. The height of a bar indicates the number of defects or defective units counted in that day. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of defects or defective units counted in that day. Percent of Total is that number as a percentage of all defects or defective units.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of defects or defective units up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of defects or defective units and Percent of Total is that cumulative count as a percentage of all not defects or defective units.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Hours: To view this chart type, mouseover Date/Time. Each bar represents a unique hour. The height of a bar indicates the number of defects or defective units counted in that hour. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of defects or defective units counted in that hour. Percent of Total is that number as a percentage of all defects or defective units.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of defects or defective units up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of defects or defective units and Percent of Total is that cumulative count as a percentage of all not defects or defective units.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Users: Each bar represents a unique user. The height of a bar indicates the number of defects or defective units counted by that user. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of defects or defective units collected by the user. Percent of Total is that number as a percentage of defects or defective units collected by all users.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of defects or defective units up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of defects or defective units and Percent of Total is that cumulative count as a percentage of all not defects or defective units.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Stations: Each bar represents a unique station. The height of a bar indicates the number of defects or defective units counted at that station. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of defects or defective units collected at the station. Percent of Total is that number as a percentage of defects or defective units collected at all stations.

 

 

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of defects or defective units up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of defects or defective units and Percent of Total is that cumulative count as a percentage of all not defects or defective units.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Tag Values: Mouseover this chart type to see a list of tags. Then select a tag to see a Pareto chart of that tag’s values. Each bar represents a unique tag value. The height of a bar indicates the number of data points collected with that bar’s tag value. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of times the tag value was collected. Percent of Total is that number as a percentage of all tag values.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of tag values up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of tag values and Percent of Total is that cumulative count as a percentage of all tag values.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

- Violations: Each bar represents a unique violation. The height of a bar indicates the number of times that bar’s violation occurred. Mousing over a bar displays two values: Count and Percent of Total. Count is the number of times the violation was collected. Percent of Total is that number as a percentage of all violations.

Enabling the Line element for this chart type adds a solid circle above each bar and connects the circles with a line. Each circle represents the cumulative count of violations up to and including the circle’s corresponding bar. Mousing over a circle displays additional Count and Percent of Total values. Here, Count is the cumulative count of violations and Percent of Total is that cumulative count as a percentage of all violations.

Enabling the Bar Count element adds a bar’s Count value directly above that bar. Enabling the Bar Percent element adds a bar’s Percent of Total value above that bar.

The available Pie Charts are:

- Count:

o For attributes that count defects, regardless of whether or not they take locations into account, each slice represents a unique defect type. The size of a slice indicates the number of times that slice’s defect type occurred. Enabling the Value element for such an attribute adds the number of times the slice’s defect type occurred adjacent to the slice. Enabling the Percent element adds the number as a percentage of all the defects counted for the attribute adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the name of the defect type represented by a slice.

o For attributes that count defective units, there is only one slice and that slice indicates the total number of defective units. Enabling the Value element for such an attribute adds the number of defective units below the pie chart. Enabling the Percent element adds 100% below the pie chart. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that consists solely of Defective Units.

- Cost: This chart, like the other cost-related pie charts below, is only meaningful when weights have been

specified for an attribute’s defect types. Specifying weights is done on the Defect Types tab of the

 

 

Attribute Setup window. In this context, weight is a factor, not a measurement of how heavy something is. The Defect Types tab is not available for attributes that count defective units, just attributes that count defects. For attributes that count defects, each slice on this chart represents a unique defect type. The size of a slice indicates the cost of the defects of that slice’s defect type. Enabling the Value element for this chart, adds a slice’s cost adjacent to the slice. Enabling the Percent element adds the cost as a percentage of the pie’s cost adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the name of the defect type represented by a slice.

- Count/Cost: This type divides the chart area of the Pareto Analysis tab into two and displays a Count pie chart on the left and a Cost pie chart on the right. (See the Count chart writeup above for specifics on the left half and the Cost chart writeup for specifics on the right half.)

- Cost/Count: This type divides the chart area of the Pareto Analysis tab into two and displays a Cost pie chart on the left and a Count pie chart on the right. (See the Cost chart writeup above for specifics on the left half and the Count chart writeup for specifics on the right half.)

- Assignable Causes: To view this chart type, mouseover Annotations. Each slice represents a unique assignable cause. The size of a slice indicates the number of times that slice’s assignable cause occurred. Enabling the Value element adds the number of times a slice’s assignable cause occurred adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s assignable causes adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the assignable cause represented by a slice.

- Corrective Actions: To view this chart type, mouseover Annotations. Each slice represents a unique corrective action. The size of a slice indicates the number of times that slice’s corrective action occurred. Enabling the Value element adds the number of times a slice’s corrective action occurred adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s corrective actions adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the corrective action represented by a slice.

- Notes: To view this chart type, mouseover Annotations. Each slice represents a unique note. The size of a slice indicates the number of times that slice’s note occurred. Enabling the Value element adds the number of times a slice’s note occurred adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s notes adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the note represented by a slice.

- Months: To view this chart type, mouseover Date/Time. Each slice represents a unique month. The size of a slice indicates the number of defects or defective units counted in that month. Enabling the Value element adds the number of defects or defective units adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s defects or defective units adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the month represented by a slice.

- Weeks: To view this chart type, mouseover Date/Time. Each slice represents a unique week. The size of a slice indicates the number of defects or defective units counted in that week. Enabling the Value element adds the number of defects or defective units adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s defects or defective units adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the week represented by a slice.

- Days: To view this chart type, mouseover Date/Time. Each slice represents a unique day. The size of a slice indicates the number of defects or defective units counted in that day. Enabling the Value element adds the number of defects or defective units adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s defects or defective units adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the day represented by a slice.

 

 

- Hours: To view this chart type, mouseover Date/Time. Each slice represents a unique hour. The size of a slice indicates the number of defects or defective units counted in that hour. Enabling the Value element adds the number of defects or defective units adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s defects or defective units adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the hour represented by a slice.

- Users: Each slice represents a unique user. The size of a slice indicates the number of defects or defective units counted by that user. Enabling the Value element adds the number of defects or defective units adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s defects or defective units adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the name of the user represented by a slice.

- Stations: Each slice represents a unique station. The size of a slice indicates the number of defects or defective units counted at that station. Enabling the Value element adds the number of defects or defective units adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the pie’s defects or defective units adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the name of the station represented by a slice.

- Tag Values: Mouseover this chart type to see a list of tags. Then select a tag to see a Pareto chart of that tag’s values. Each slice represents a unique tag value. Enabling the Value element adds the number of times a tag value was collected adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the tag values adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the name of the tag value represented by a slice.

- Violations: Each slice represents a unique violation. The size of a slice indicates the number of times that slice’s violation occurred. Enabling the Value element adds the number of times a violation occurred adjacent to the slice. Enabling the Percent element adds that number as a percentage of all of the violations adjacent to the slice. Enabling the Legend element adds a legend on the right of the Pareto Analysis tab that gives the name of the violation represented by a slice.

Show: This option contains a submenu that includes different items depending on the chart that is visible. If the chart is a Pareto chart, the submenu contains three items—Line, Bar Count, and Bar Percent. If the Pareto chart is the Count chart, the Cost chart, the Count/Cost chart, or the Cost/Count chart and the attribute being charted is one that counts defects by locations, the submenu contains a fourth item: Locations. If the chart is a pie chart, the submenu contains the following three items (regardless of whether the attribute being charted counts defects by locations or not): Value, Percent, and Legend. Selecting an item toggles that item on or off. Definitions for the different items are:

o Line refers to the curved line that rises from the first bar on the chart and indicates either a cumulative count or cumulative cost. Mousing over any data point on this line displays the count or cost for that data point’s corresponding bar and the percentage of the total represented by that count or cost.

o Bar Count refers to the number above each bar that states the quantity counted or cost calculated for that bar.

o Bar Percent refers to the percentage above each bar, which indicates the percentage of the total count or cost accounted for by that bar. (Regardless of whether Bar Count and Bar Percent are toggled on or off, these two values for a bar can be viewed by mousing over that bar.)

o Locations refers to the bars that represent the locations in which a defect was observed.

o Value refers to the number adjacent to a pie slice.

o Percent refers to the parenthetical percentage adjacent to a pie slice.

o Legend refers to the legend that details what the different pie slices represent. When on, it is positioned on the right of the Pareto Analysis tab.

Copy: This option copies the Pareto or pie chart so it can be pasted into another application.

Scroll Bar: This option is only available for Pareto charts. It toggles a horizontal scroll bar on and off. The scroll bar, when on, appears at the bottom of the chart.

Scheme: This option is identical to the Scheme option in the Summary tab’s right-click menu discussed above.

 

 

USING THE ATTRIBUTE ANALYZER'S DATA GRID TAB

The Data Grid tab displays attribute data in a grid. At the top of the tab are two options for presenting the data: Counts and Subgrouped. The grid takes on different forms depending on which of these options is selected and whether the attribute counts defective units, counts defects with locations, or counts defects without locations.

For attributes that count defective units, selecting Counts displays the data as follows:

 

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Here, the value in the Count column indicates the number of defective units per subgroup or lot. Accompanying this number is other subgroup information.

For attributes that count defective units, selecting Subgrouped displays the data as follows:

 

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The value in the Count column indicates the number of defective units per subgroup or lot, as it does for attributes that count defective units when Counts is selected. The difference is that there is no accompanying subgroup information.

For attributes that count defects with locations, selecting Counts displays the data as follows:

 

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In this display, each defect is listed multiple times, once for each location and the value in the Count column indicates the defect count for a location.

For attributes that count defects with locations, selecting Subgrouped displays the data as follows:

 

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In this display, each defect is listed once per subgroup. Otherwise, the information is the same as for attributes that count defects with locations when Counts is selected.

For attributes that count defects without locations, selecting Counts displays the data as follows:

 

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Here, each defect is listed once per subgroup and the value in the Count column indicates the defect count for a subgroup.

 

 

For attributes that count defects without locations, selecting Subgrouped displays the data as follows:

 

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Here, the information is the same as for attributes that count defects without locations when Counts is selected, except there are fewer columns.

As a reminder, by using the Export to File or Copy to Clipboard buttons on the Attribute Analyzer’s Tool Bar, you can export or copy comprehensive information about an attribute, including but not limited to everything you see on this Data Grid tab.

 

USING THE ATTRIBUTE ANALYZER'S DISTRIBUTION ANALYSIS TAB

The Attribute Analyzer tab compares an attribute’s data distribution to industry-standard, theoretical distributions and presents the results in a graph. The information in this tab is sensitive to values entered in the Calculation Settings panel.

The graph’s vertical axis is Skew and its horizontal axis is Index of Dispersion.

An attribute’s distribution is indicated by a crosshairs symbol.

 

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The industry-standard distributions can be points, lines, or areas. Points are represented by colored ovals. Areas are colored regions. Lines are also colored.

A legend on the right of the tab indicates the distribution that a point, line, or region represents. If the crosshairs falls on a point, the attribute’s distribution is the distribution indicated for that color of point in the legend. If the crosshairs falls on a line, the attribute’s distribution is the distribution indicated for that color of line in the legend. If the crosshairs falls in an area, the attribute’s distribution is the distribution for that color of area in the legend. The name in the legend for the crosshairs symbol is Query Result.

 

 

USING THE ATTRIBUTE ANALYZER'S GOODNESS OF FIT TAB

The Goodness of Fit tab compares an attribute's data distribution with industry-standard, theoretical distributions and presents the results in a numerical table. The information in this tab is sensitive to values entered in the Calculation Settings panel.

The Goodness of Fit tab consists of four columns of statistical information:

Distribution Type - lists industry-standard distribution types, ordered by how well they fit the attribute's distribution. The top entry in this column is duplicated beside Distribution Name on the Summary tab.

Fit Tightness - classifies how tightly a distribution in the Distribution Type column fits the attribute's distribution. The four categories of fit tightness are: excellent, good, fair, and poor.

Parameters - lists the number of parameters (2, 3, or 4) used in WinSPC's comparison of the attribute's distribution to each industry-standard distribution type. All other factors being equal, if more than one distribution type in the Distribution Type column has the same value in the Fit Tightness column, the lower the number in this # Parameters column, the higher the distribution type will be ranked. The number 2 indicates the m and s parameters were used. The number 3 indicates m, s, and either skew or kurtosis parameters were used. The number 4 indicates the m, s, skew, and kurtosis parameters were used. The number of parameters for a distribution type is represented on the Distribution Analysis tab as follows: two parameters are represented as a point, three as a line, and four as a region.

Fit Distance - further clarifies the fit of a standard distribution type to the attribute's actual data. The lower the value, the tighter the fit. A zero in this column indicates an exact fit.

 

USING THE ATTRIBUTE ANALYZER'S EVENTS TAB

The Events tab of the Attribute Analyzer lists events from WinSPC's event log that are specific to the attribute. For detailed information on the event log, see Event Log, Using in WinSPC’s Help.

If you want to sort the events by a particular column, User for example, click the column heading. The sort order is indicated by the direction of the triangle that appears on the column heading, a down-pointing triangle indicating the events are listed in descending order and an up-pointing triangle indicating the events are listed in ascending order. The first time you click a column heading, events are sorted in ascending order. The next time you click, events are sorted in descending order.

 

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Exporting

 

NEW OPTIONS FOR EXPORTING DATA

WinSPC 9 gives you new options for exporting data. Attribute data can now be exported using both the Data Set Builder and the new Attribute Analyzer. The formats in which data—both variable and attribute—can be exported have been expanded to include XLSX. And finally, when exporting in a CSV format, you can choose whether you want variable and attribute data included in the export, just variable data, or just attribute data.

To export data from within the Variable Analyzer, the Attribute Analyzer, or the Data Set Builder:

1. Apply filters to the data as desired.

2. Click the Export to file tool bar button.

 

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3. In the Save as window that is displayed:

 

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a. At the top, select the folder to which you want the export saved.

b. At File name, enter a name for the export file.

 

 

c. At Save as type, select a file type for the export file from the following options:

- Comma Separated Value (*.csv): This option formats the export file with both variable and attribute columns. If you select it from within the Data Set Builder and both variable and attribute data remain in the data set after all the desired filters are applied, all remaining variable and attribute data will be exported into the file. The variable data appears first in the file. If only variable data remains after the filters are applied, the attribute columns will be blank and vice-versa. Similarly, if you choose this option from within the Variable Analyzer, the attribute columns will be blank and, if you choose it from within the Attribute Analyzer, the variable columns will be blank. In order the column names in the export file are: Characteristic Type, Part Id, Characteristic Id, Path, Part Name, Characteristic Name, Subgroup #, Sample #, Defect Type, Location, Date/Time, User Name, Station Name, Value, Count, URL, USL, Target, LSL, LRL, Specification Type, Precision, Units, Subgroup Size, Subrange Size, Lot Size, Base Chart Type, Assignable Cause, Corrective Action, Note, # Tags, Lot Number.

- Comma Separated Value – Variables Only (*.csv): This option is only available in the Variable Analyzer and the Data Set Builder. It is not available in the Attribute Analyzer. This option formats the export file with variable columns only. If you select it from within the Data Set Builder and both variable and attribute data remain in the data set after all the desired filters are applied, only the remaining variable data will be exported. In order the column names in the export file are: Part Id, Variable Id, Path, Part Name, Variable Name, Subgroup #, Sample #, Date/Time, User Name, Station Name, Value, URL, USL, Target, LSL, LRL, Specification Type, Precision, Units, Subgroup Size, Subrange Size, Base Chart Type, Assignable Cause, Corrective Action, Note, # Tags, Lot Number.

- Comma Separated Value – Attributes Only (*.csv): This option is only available in the Attribute Analyzer and the Data Set Builder. It is not available in the Variable Analyzer. This option formats the export file with attribute columns only. If you select it from within the Data Set Builder and both variable and attribute data remain in the data set after all the desired filters are applied, only the remaining attribute data will be exported. The same file format is used for the different types of attributes: those that count defective units, those that count defects and employ locations, and those that count defects but do not employ locations. In order the column names in the export file are: Part Id, Attribute Id, Path, Part Name, Attribute Name, Subgroup #, Defect Type, Location, Date/Time, User Name, Station Name, Count, Lot Size, Base Chart Type, Assignable Cause, Corrective Action, Note, # Tags, Lot Number.

- Microsoft Office Excel 97-2003 Workbook (.*xls): This option creates the export file so it is compatible with versions of Excel from Excel 97 to Excel 2003. At least two worksheets are created in the export file: a Summary worksheet which presents a composite view of the variables and attributes for which data is exported; and a separate detailed worksheet for each variable or attribute. If the data being exported does not include variable data, then only attribute fields are columns are included in the file and vice-versa. The variable column names that can appear on the Summary worksheet are: Variable, Path, Part Name, Characteristic Name, Subgroup #, Sample #, Defect Type, Location, Detail Sheet, # Readings, # Subgroups, # Above USL, # Below LSL, Mu, Sigma, Cp, Cpk, Average, S, Ppk. The attribute column names that can appear are: Attribute, Detail Sheet, # Subgroups, Mu, Sigma. The variable column names that appear on a detailed worksheet for a variable are: Path, Part Name, Variable Name, Specification Type, Base Chart Type, Units, Part Id, Variable Id, # Readings, # Subgroups, # Above USL, # Below LSL, # Above URL, # Below LRL, Subgroup Size, Subrange Size, Precision, Mu, Sigma, Cp, Cpu, Cpl, Cpk, Cm, Cpm, Cpkm, CR, Average, S, Pp, Ppu, Ppl, Ppk, Pm, Ppm, Ppkm, PR, Skew, Kurtosis, Best fit (Classical), Chi-Sq Value (Classical), p Value (Classical), Best fit (Pearson), Chi-Sq Value (Pearson), p Value (Pearson), Subgroup #, Sample #, Date/Time, User Name, Station Name, Value, URL, USL, Target, LSL, LRL, Assignable Cause Corrective Action, Note, Lot Number, Violations. . The attribute column names that appear on a detailed worksheet for an attribute that counts defects and employs locations are: Path, Part Name, Attribute Name, Base Chart Type, Part Id, Attribute Id, # Subgroups, Mu, Sigma, Subgroup #, Defect Type, Location, Date/Time, User Name, Station Name, Count, Lot Size, Assignable Cause, Corrective Action, Note, Lot Number, Violations. The attribute column names that appear on a

 

 

detailed worksheet for an attribute that counts defects but doesn’t employ locations are the same as when locations are employed minus the Location column. The attribute column names that appear on a detailed worksheet for an attribute that counts defective units are the same as when locations are employed minus the Defect Type and Location columns.

- Microsoft Office Excel Workbook (*.xlsx): This option creates the export file so it is compatible with versions of Excel newer than Excel 2003. Otherwise, it is identical to the preceding option.

- Web Page (*.htm; *.html): This option formats the exported data for a web page. Each variable and attribute is displayed in its own table. The columns for variables are: Subgroup Number, Sample Number, Date/Time, User Name, Station Name, Value, URL, USL, Target, LSL, LRL, Assignable Cause Corrective Action, Note, Lot Number, Violations. The columns for attributes that count defects and employ locations are: Subgroup Number, Defect Type, Location, Date/Time, User Name, Station Name, Count, Lot Size, Assignable Cause, Corrective Action, Note, Lot Number, Violations. The columns that appear for an attribute that counts defects but doesn’t employ locations are the same minus the Location column. The attribute column names for an attribute that counts defective units are the same as minus the Defect Type and Location columns.

d. Click Save.

 

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Forcing Logouts

 

IMPROVED PROCEDURES FOR FORCING LOGOUTS

As WinSPC administrators know, circumstances sometimes require that users logged into WinSPC be forced out. These circumstances are primarily limited to WinSPC upgrades, database migrations, and the managing of user licenses.

In earlier WinSPC versions, there was a Force User Logout option in the Tools menu of the Administrator window. When migrating databases or managing user licenses, administrators were required to leave the window they were working in, select this option, use the Force User Logout window to logout users, and then return to the window they were initially using.

In this new release, the Force User Logout option has been removed from the Tools menu and the forced logout capability has been integrated into both the migration wizard and the License Manager—just as it had earlier been integrated in the upgrade wizard.

Now, when migrating databases, administrators will be automatically prompted if users need to be logged out, presented with a window to force those logouts, and taken to the next step in the migration process once those logouts are completed. Because this is one of several enhancements to the migration process, more details on it are presented in the section below titled Reengineered Database Migration Procedure.

For all situations other than upgrades and migrations, administrators can directly access the forced logout capability by clicking the new Logout button in the lower left corner of the License Manager. As with migrations, this is one of many license management improvements in WinSPC 9. For more information, see the below Streamlined License Management section.

 

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License Management

 

STREAMLINED LICENSE MANAGEMENT

Managing licenses encompasses three tasks: activating newly purchased licenses; forcing the logout of a currently logged-in user; and releasing a license that has become locked, usually due to an improper shutdown of WinSPC. The procedures for each of these tasks has been streamlined in WinSPC 9.

 

ACTIVATING NEWLY PURCHASED LICENSES

Newly purchased licenses includes the block of licenses purchased for the initial deployment of WinSPC and any additional licenses purchased at any time afterward. To activate them:

1. Login to WinSPC as an administrator who has been granted the License Activation permission.

2. From the Tools menu, click License Manager.

3. In the lower right corner of the License Manager that appears, click the Activate button.

4. In the License Activation window, copy the Validation Key.

5. Without closing the License Activation window, launch a browser and go to www.winspc.com/support/license- winspc.

6. On this WinSPC Licensing web page:

a. At Name, enter your name.

b. At Company ID, enter your company ID. (This ID is included in the confirmation email you received from DataNet after your license purchase was processed.)

c. At Validation Key, paste the validation key from step 4.

d. Click the Submit Form button. This causes a Product Unlock key to be generated.

e. Copy the Product Unlock key.

7. Return to the still-open License Activation window and:

a. At Upgrade Key, paste the Product Unlock key (from 6e).

b. At Serial Number, enter the last 4 digits of your Company ID.

c. Click Upgrade.

d. In the Information message indicating success of the license update, click OK.

e. Click the License Activation window’s Close button.

8. Click the Close button in the License Manager.

9. Close the browser you opened in step 5.

 

 

FORCING THE LOGOUT OF A CURRENTLY LOGGED-IN USER

There are three circumstances that necessitate the forced logout of a user from WinSPC. Upgrades and database migrations are two of these and the procedures specific to those operations incorporate steps to force logouts. The third circumstance and the one for which the below procedure is provided is a catch-all. It includes all situations other than upgrades and migrations when a user needs to be forced out. It could be, for example, that a night-shift user forgets to logout of WinSPC before going home and that the day shift requires the full set of licenses. With the following procedure, the night-shift user can be logged out.

(As you will see in this procedure, the forced logout functionality has been integrated into the License Manager. Doing this made the Force User Logout option on the Tools menu of the Administrator window obsolete and this option has, consequently, been removed.)

1. Login to WinSPC as an administrator who has been granted the Force User Logout permission. In the event you get a message indicating that all WinSPC licenses are in use:

a. Click the messages OK button.

b. Click the OK button in the Warning that appears.

c. Click the License Manager button that appears in the lower left of the WinSPC Access Center.

d. Go to step 3.

2. From the Tools menu, click License Manager.

3. In the License Manager that appears, under Item, select the user who needs to be logged out, provided his or her status indicator is green.

The status indicator is the circle just to the left of the user ID in the Item column. This circle can be one of four colors—green, yellow, red, grey—each representing a different status. Forced logouts are only permitted on users with a green status. Green indicates that the user’s connection to the WinSPC database is healthy. The meanings of the other statuses are given later in this procedure and in the below Releasing a Locked License procedure.

If you want to simultaneously logout two or more users, multi-select the users by employing the standard

Ctrl+click or Shift+click technique.

4. Click the Logout button in the lower left corner.

Doing this immediately turns the user’s status indicator yellow. Yellow indicates that a forced logout is in progress. If the logout is successful, the user will be removed from the License Manager. If the logout is unsuccessful, the status indicator will turn red and, in this case, you’ll need to complete the Releasing a Locked License procedure below.

As a courtesy, clicking the Logout button also displays a WinSPC Logout message on the station the user is logged into. This message informs the user that he or she will be logged out in 10 seconds.

 

 

RELEASING A LOCKED LICENSE

A WinSPC license becomes locked when a station’s connection to the WinSPC database is improperly terminated. Improper terminations can result from power outages, network failures, shutting down a client station without logging out of WinSPC, shutting down the database server machine without first logging out users, and other such actions. To release a locked license:

1. Login to WinSPC as an administrator who has been granted the Force User Logout permission. In the event you get a message indicating that all WinSPC licenses are in use:

a. Click the messages OK button.

b. Click the OK button in the Warning that appears.

c. Click the License Manager button that appears in the lower left of the WinSPC Access Center.

d. Go to step 3.

2. From the Tools menu, click License Manager.

3. In the License Manager that appears, under Item, select the user whose license is locked.

A locked license is indicated by a grey or red status indicator. When the License Manager detects an improper termination of a user’s database connection before a forced logout of that user is attempted, it changes the status indicator to grey. When the License Manager detects an improper termination after a forced logout is attempted, it changes the status indicator to red. A red status is rare because it means that in the brief interval between systematic health checks of database connections, both the database connection was improperly terminated and a forced logout was attempted.

If you want to simultaneously free two or more locked licenses, multi-select the associated users by employing the standard Ctrl+click or Shift+click technique.

4. Click the Release button in the lower left corner.

Doing this removes the user from the License Manager, at which point that user can login again or another user can login.

 

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Database Migration

 

REENGINEERED DATABASE MIGRATION PROCEDURE

The procedure to migrate your database from Oracle to Microsoft SQL Server or vice-versa or from one server machine to another has been reengineered. The primary change is a new Migration Wizard and, as mentioned in the Improved Procedure for Forcing Logouts section above, the integration of a Force Logout button directly into this wizard. The new migration procedure is detailed in this section.

(As before, you do not need to complete this procedure if you are simply upgrading from one version of a database to a newer version of the same database—for example, from SQL Server 2005 to SQL Server 2008—or if you are upgrading from one version of WinSPC to a newer version of WinSPC.)

1. Because no WinSPC user can be accessing the WinSPC database during a migration, coordinate with your user base on the least obtrusive time to conduct the migration.

2. Create a backup of the WinSPC database you want to migrate.

3. Create a shell Microsoft SQL Server or Oracle database to migrate your database to. A shell database, as used here, is a new database within which WinSPC-specific tables have not been created. To create a shell SQL Server database, complete Chapter 1: Microsoft SQL Server of the WinSPC 9 Installation and Configuration Guide. To create a shell Oracle database, complete Chapter 2: Oracle.

4. Login to WinSPC on any client station as an administrator who has been granted the Migrate permission.

5. Ensure no archive is currently running. Migrations cannot be done while archiving is occurring.

6. From the Administrator window’s Tools menu, click Migrate. This launches the WinSPC Migration Wizard.

7. In the wizard’s Authorization panel, enter the password for the Admin user.

8. If a Waiting for exclusive database access prompt appears, sever all client connections to the WinSPC database using the substeps below. Otherwise, go to step 9.

a. Scan the Type column of the Waiting for exclusive database access prompt for OLE/DDE or GUI & OLE/DDE. These are two of the three types of connections that can be made to a WinSPC database, the third being GUI.

b. For each OLE/DDE or GUI & OLE/DDE connection found:

i. Locate the name of the client machine listed to its left in the Item column.

ii. Go to that client machine.

iii. Shut down the OLE/DDE app that is accessing the WinSPC database.

iv. If WinSPC is running on that machine—which will be the case for GUI & OLE/DDE connections—shut WinSPC down.

c. If any OLE/DDE or GUI & OLE/DDE connections were found, once step b is complete, return to the WinSPC client being used for the migration and confirm that all OLE/DDE and GUI & OLE/DDE connections that were listed in the Waiting for exclusive database access prompt have been removed from the list.

d. From the Waiting for exclusive database access prompt, sever any listed GUI connections. To do this:

 

 

i. Click the Logout All Stations button.

ii. In the Confirm prompt that appears, click Yes. As each connection is severed, it is removed from the

Waiting for exclusive database access prompt.

iii. When the last of the connections is removed, click the Next button.

9. If a WinSPC Application Server panel appears, wait for the tasks listed on it to be automatically cleared and then click the Next button when it becomes available.

10. In the Database Server Type panel, select the type used to create the shell database in step 3.

11. If, in the previous step, you selected a version of SQL Server, go to step 12. If you selected Oracle, go to step 13.

12. For any edition Microsoft SQL Server:

a. On the Microsoft SQL Server Settings prompt:

i. At Machine Name \ Instance Name, if the name of the SQL Server instance within which the shell database from step 3 was created is MSSQLSERVER, specify the name of the database server machine on which the instance is running (e.g., TESTSERVER). If the instance name is anything else, specify the name of the database server machine followed by the name of the instance, separating the two by a backslash (e.g., TESTSERVER\SQLEXPRESS).

ii. At Database Name, enter the shell database name from step 3.

iii. Click Next.

iv. Go to step 14.

13. For Oracle Database 11g:

a. On the Oracle Connection Type prompt, select either the Simple or Advanced type of connection and click Next. Select the Simple type if the network protocol in use is TCP/IP and nothing other than the following three pieces of information are required to connect to the Oracle instance containing the shell database from step 3: the machine name of the server on which the Oracle instance is created; the fully qualified service name for the instance (e.g., ORCL.MyDomain.com); and the port number used by the instance. Otherwise, select Advanced.

b. If you selected Advanced in the preceding step, go to step c. If you selected Simple, on the Simple Oracle Connection prompt:

i. At Host Name, enter the machine name of the server on which the shell database from step 3 is created.

ii. At Service Name, enter the fully qualified service name for the Oracle instance containing the shell (e.g., ORCL.MyDomain.com).

iii. At Port Number, enter the port number used by the Oracle instance.

iv. Click Next.

v. Go to step 14.

c. If you selected Advanced in step 10a, in the text area provided, enter the information required for client stations to connect to the shell database from step 3. Then click Next and go to step 14. Since the variety of configurations that Oracle supports precludes specifying in this document what this connection information might be, consult your Oracle DBA if you do not know it.

14. On the Database Server Log In prompt, enter the User Name and Password created for the shell database from step 3 and click Next.

15. On the Database Communications Test prompt, click Next.

 

 

16. On the Database Migration prompt, click Next.

17. Allow the progress bar that is displayed to complete. As part of its work, the Migration Wizard:

- Enters a value in the old database so that future use of that database is prevented.

- Tests the connection to the new database.

- Creates the WinSPC tables and fields in the new database.

- Copies all appropriate data from the old database to the new database.

- Updates the WinSPC.ini file in the shared WinSPC folder (sometimes called the Remote folder) with the new database information.

18. On the Migration Complete prompt, click Close.

Upon the completion of this procedure, when a user logs into WinSPC, the database connection established will be to the new database.

NEW USER PERMISSIONS FOR THE ADMINISTRATOR WINDOW

A new structure has been created for user permissions related to the Administrator window in WinSPC 9. Permissions are controlled in the same place they have been for some time: the Permissions tab of the User Setup

or User Group Setup window. (To display the User Setup window, double-click the user you want to setup or right-

click the user and select Properties. To display the User Group Setup window, right-click the user group and select

Properties.)

An easy way to get an understanding of the new permissions structure is to look over the new folders that have been introduced into the Administration branch of the Permissions tree. There are seven such folders:

System Tasks: This folder contains permissions related to some of the items in the Administrator window’s

Tools menu that impact WinSPC at a basic system level; permissions to add languages, for instance.

Object Management: This folder contains permissions for managing the main objects used in WinSPC. These objects include those things found in the Administrator tree: parts, part folders, devices, lists, data sets, etc. The term manage here encompasses only creating, moving, and copying. To illustrate, if a user has the Manage Collection Plans and Folders permission, he or she can create a collection plan, move a collection plan, and copy a collection plan but cannot automatically delete or edit the settings of a collection plan.

Object Deletion: This folder contains permissions for deleting the main objects used in WinSPC.

Object Editing: This folder contains permissions for editing the main objects used in WinSPC. Having a permission within this folder enables a user to both access the corresponding object’s Properties or Setup window and modify settings within that window. For example, the Edit Collection Plans and Folders permission enables a user to right-click a collection plan, select Properties, and modify settings in the Collection Plan Setup window that appears.

Link Creation: This folder contains permissions for creating both control test template links and list links.

Link Deletion: This folder contains permissions for deleting control test template links and list links.

Link Editing: This folder contains permissions for editing control test template links and list links.

In addition to the permissions in these seven folders, there are a handful of stand-alone permissions, meaning permissions not grouped into folders. These are permissions that were available in earlier versions of WinSPC but did not fit neatly into one of the above folders.

EXPANDED CHART SCHEMES

Color schemes have been significantly enhanced in version 9, so much so that they’re no longer called color schemes. They’re now known as chart schemes. Within a single chart scheme you can now customize traits for: line charts, Pareto charts, histograms, distribution analyses, probability plots, and Cost Inspector analyses. This means that, for example, within the same scheme, you can specify one set of title characteristics for line charts and another set for histograms or color the horizontal grid lines on Pareto charts one color and the same lines on probability plots a different color. This expanded functionality gives users considerably more choices when customizing the display of charts.

Once set up, a chart scheme can be applied to charts in the Variable Analyzer, the Attribute Analyzer, the Data Set Builder, the Report Designer, and Dashboards.

The main procedures related to chart schemes are:

Setting Up a Chart Scheme

Deleting a Chart Scheme

Applying a Chart Scheme

Specifying the Default Chart Scheme for a User or User Group

 

 

SETTING UP A CHART SCHEME

1. From the Administrator window’s Tools menu, select Chart Schemes. This displays the Chart Scheme Setup window. (This Chart Schemes menu item replaces what, in previous WinSPC releases, was the Chart Color Schemes item. Similarly, this Chart Scheme Setup window replaces what was the Color Scheme Setup window.)

 

image

 

The left side of this Chart Scheme Setup window is where scheme settings are specified. It contains a different tab for each type of chart that WinSPC supports. Each of these tabs contains a set of subtabs and, in turn, these subtabs contain settings. In the image above, the tab selected is the Line Charts tab and this tab contains six subtabs: General, Axes, Chart, Histogram, Readings, and Bands.

The right side of the Chart Scheme Setup window is a representation of the left side’s settings. With each

setting change, this representation updates.

When you open this window by selecting Chart Schemes from the Tools menu, it opens with the WinSPC Default scheme selected.

2. Create a chart scheme. Chart schemes can be created from scratch or by copying an existing scheme. Copying an existing scheme may be preferable if many of the settings you want the new scheme to have are already configured in an existing scheme. To create a chart scheme from scratch, click the Create scheme button (i.e., the green plus sign) near the top of the window and name the new scheme. To create a chart scheme by copying an existing scheme, select a scheme from the Chart Scheme list, click the Copy scheme button, and name the scheme.

 

 

Incidentally, the standard chart schemes that come with WinSPC cannot be modified. You can, though, copy them and modify the copy.

3. Select a chart type tab for which you want to specify settings.

4. Using that tab’s subtabs, specify settings.

5. When you are satisfied with the settings, click the Chart Scheme Setup window’s OK button.

 

DELETING A CHART SCHEME

1. In the Chart Scheme Setup window, from the Chart scheme list at the top, select the scheme you want to delete.

2. Click the Delete scheme button (i.e., the red minus sign).

3. In the Warning message that appears, click Yes.

 

APPLYING A CHART SCHEME

1. Right-click any chart in WinSPC that chart schemes can be applied to and, from the menu that appears, mouseover Scheme and then select the desired scheme.

 

SPECIFYING THE DEFAULT CHART SCHEME FOR A USER OR USER GROUP

1. Right-click the user or user group and select Properties.

2. In the User Setup or User Group Setup window that is displayed, select the Defaults tab.

3. Under Default Chart Schemes:

a. If you want the user or user group to inherit the Screen Display default scheme from its parent user group, at Screen Display, check the Inherited check box. Otherwise, select a scheme from the Screen Display list.

b. If you want the user or user group to inherit the Printed Reports default scheme from its parent user group, at Printed Reports, check the Inherited check box. Otherwise, select a scheme from the Printed Reports list.

4. Click OK.

 

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Administrator Window

 

NEW EASIER-TO-USE ADMINISTRATOR WINDOW

Working in WinSPC 9’s Administrator window is easier due to two new features: the ability to resize icons; and enhanced cut/copy/paste functionality.

 

RESIZING ICONS

You can specify whether you want icons in the right pane of the Administrator window to be small, medium, or large. (There are two panes in the Administrator window. The left pane contains the Administrator tree. The right pane contains the items that belong to whatever is selected in the left pane.)

By default, the right pane’s icons are medium. To specify a different size, you use the new Change Icon Size tool bar button.

 

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This button is the second-to-last button on the tool bar. Clicking it drops down a short menu.

 

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Click a size in this menu to set the right pane’s icons to that size.

 

CUTTING, COPYING, AND PASTING

With WinSPC 9, you are now able to cut-and-paste or copy-and-paste almost any Administrator window item. The advantage of this is it enables you to leverage earlier work. Once a variable is setup, for instance, you can copy it and, when you paste it, all of the settings you configured for it are retained.

There are multiple ways that you can cut, copy, and paste an item. One is to use the new tool bar buttons provided for these purposes.

 

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Another is to use the item’s right-click menu.

New Easier-to-Use Administrator Window

 

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And still another is to use the Ctrl+X, Ctrl+C, and Ctrl+V key combinations. Multiple items can be simultaneously cut, copied, or pasted by multi-selecting them using the established Window’s Ctrl+Click and Shift+Click technique. When a folder is selected in the left pane, all of that folder’s items in the right pane can be selected by clicking in the right pane and using Ctrl+A or by right-clicking in the right pane and clicking Select All from the shortcut menu that appears.

Some key rules to cutting, copying, and pasting are:

You can cut or copy from both the left and right panes in the Administrator window.

You can only paste an item into a folder when that folder is selected in the left pane.

Variables, attributes, tags, blueprints, short-run processes, archives, and user defined control tests cannot be cut; they can only be copied and pasted.

A copied archive can only be pasted into the root of the Archives branch.

A copied user-defined sample level control test can only be pasted into the Control Tests > Sample Level Tests

> User Defined folder.

A copied user-defined subgroup level control test can only be pasted into the Control Tests > Subgroup Level Tests > User Defined folder.

A greyed-out Cut or Copy tool bar button or right-click menu option indicates that the selected item cannot be cut or copied.

 

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Windows Compatibility

 

COMPATIBILITY WITH WINDOWS 8.1 AND WINDOWS SERVER 2012 R2

WinSPC 9 has been tested and certified in DataNet Quality Systems’ lab for use with Windows 8.1 and Windows Server 2012 R2. How to install and configure WinSPC on these platforms is detailed in the WinSPC 9 Installation and Configuration Guide.

MORE POWERFUL DATA SETS

WinSPC 9 extends the capability of data sets.

In addition to parts and variables, data sets can now consist of attributes and collection plans. You can mix-and- match these items too. You don’t have to include just one of item in a data set. You can, if you want, include parts, variables, attributes, and collection plans in the same data set—giving you the ability to analyze in a whole new way.

To add collection plans or attributes to a data set, you use the new Collection Plan and Attribute buttons in the

Data Set Builder.

 

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Just as double-clicking a variable in the Data Set Builder will load that variable into the Variable Analyzer, double- clicking an attribute in the Data Set Builder loads that attribute into the Attribute Analyzer. (For an introduction to the Attribute Analyzer—new in WinSPC 9—see The Attribute Analyzer section of this document above.)

Also, as discussed in the New Options for Exporting Data section earlier in this document, WinSPC 9 gives you new options for exporting data from the Data Set Builder.

Once you’ve got your data set built, you can view it as a dashboard using the Dashboard tool bar button in the

Data Set Builder.

 

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And, last but not least, you are not limited to creating a data set using your main WinSPC database. You can use data that has been archived. To do this, you simply click the first link in the Data Set Builder, the one that begins In the main database, find all… and then, in the Data Set Type window that appears…

 

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…click the In This Database list at the top and choose the archive you want to use.

NEW PASSWORD MANAGEMENT

In WinSPC 9, system-wide password policies are managed on the new Password Control tab of the System Settings

window within the Administrator window.

 

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The options on this tab are the same as the password-related options on the Audit/Security tab in the System Settings window of earlier WinSPC releases.

New Password Management

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The management of individual password options remains with the General tab of the User Setup window.

 

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Some of the key rules concerning passwords are:

All passwords, no matter where they are required, are subject to the policies defined on the System Settings

window’s Password Control tab.

The Admin user can change anyone’s password, including his own.

Administrators can be given permission to change the passwords of other users that descend from him or her.

Depending on the policies defined on the System Settings tab, it may be necessary to check the User must change password at next login check box when changing the password of another user. Doing this flags the new password as temporary and, since temporary passwords do not count toward a user’s history or change limits, the user will not be prevented from logging in the first time following the password change. (Note: If the password being changed is for an OLE app, the User must change password at next login should be left unchecked.)

 

WinSPC Server

 

WinSPC Server

 

 

WinSPC Server

EXPANDED SUPPORT FOR EXCEL DEVICES

In WinSPC 9, Excel devices support two new file formats: XLXS and CSV. You don’t need to do anything different when configuring an Excel device in order to capture data from an Excel file of these formats; you simply point the device to the file as you always did.

 

WinSPC Server

 

WinSPC Server

 

 

WinSPC Server

DASHBOARDS

Dashboards give you a dynamically ordered view of all the data you want to monitor. They can supplement other WinSPC views or act as hands-free status stations—which can mean big board displays—that reorder based on data collection events, violations, or time-based triggers. Stakeholders or systems that need outputs and alerts based on activity beyond the scope of simple SPC charts will find dashboards to be their ideal tool.

There are both standard and user-defined dashboards. A standard dashboard is one that comes with WinSPC. A user-defined dashboard is one that a user creates. Once a user-defined dashboard is created, the process for using it is the same as the process for using a standard dashboard. (The process for creating a user-defined dashboard is included in the WinSPC Help.)

You can use a dashboard to view any item in the Administrator window that contains data. These items are: the Parts/Processes branch, part folders, parts, attributes, variables, the Collection Plans branch, collection plan folders, collection plans, and data sets. The procedure to view the data contained by one of these items is:

1. Right-click the item.

2. From the right-click menu that appears, mouseover View As.

 

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3. As needed, expose the dashboard you want to use by mousing over dashboard folders.

4. Click the dashboard.

Dashboards

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You can also use a dashboard to view data currently displayed in any of the following windows: the Variable Analyzer, Attribute Analyzer, or Data Set Builder. To do this:

1. Click the window’s View As tool bar button.

 

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2. From the dropdown menu that appears, expose the dashboard you want to use by mousing over dashboard folders and then click the dashboard.

 

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Chart Drill- Down

 

Chart Drill- Down

 

 

Chart Drill- Down

 

 

WinSPC Server

 

WinSPC Server

 

 

WinSPC Server

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CHART DRILL-DOWN IN THE VARIABLE ANALYZER AND ATTRIBUTE ANALYZER

Chart drill-down refers to the ability to left-click on a chart area and get an isolated view of that area’s data. For

example, left-clicking a wedge of a pie chart zooms in exclusively on that wedge’s data.

The drill-down capability is available for charts in the Variable Analyzer and the Attribute Analyzer; specifically the

Summary tab, Chart tab, and Pareto Analysis tab in these analyzers.

The different chart areas that can be clicked on are: pie chart wedges; Pareto chart bars; Histogram bins; and any

band resulting from sorting a chart’s data.

After drilling down on a chart area, the isolated data can itself be sorted using the right-click menu’s Sort Order option and then any one of the bands resulting from the sort can be drilled-down on to get an even more focused view.

As you drill-down, each level is tracked. You can use this tool bar button…

 

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…to step back up to a higher level.

 

The WinSPC Translate Tool

The WinSPC Translate Tool

The WinSPC Translate Tool

 

 

WinSPC Server

 

WinSPC Server

 

 

WinSPC Server

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THE WINSPC TRANSLATE TOOL

One of the new tools created to support WinSPC V9 is the WinSPC Translate Tool. The primary purpose of this tool is to facilitate the translation of WinSPC from English into another language and, thereby, make WinSPC even easier to learn and use in various parts of the world. A secondary purpose is to give English-speaking customers the ability to replace WinSPC terminology with terminology that is more familiar in their organization—to create a custom language, in a sense.

This section consists of three subsections:

Understand the WinSPC Translate Tool: Use this subsection to learn the parts of the WinSPC Translate Tool

and how those parts work.

Get the Files Required to Create or Update a WinSPC Translation: Use this subsection to get all the files you’ll

need for a translation.

Create or Update a WinSPC Translation: Use this subsection as a guide for creating a new translation of WinSPC or updating a previously created translation. This subsection assumes an understanding of terms and concepts detailed in the Understand the WinSPC Translate Tool subsection.

 

 

UNDERSTAND THE WINSPC TRANSLATE TOOL

When the WinSPC Translate Tool is first launched, it appears as follows:

 

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It contains two tabs: the Forms tab (shown above)…

 

 

…and the Strings tab (shown below).

 

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There are two tabs because there are two types of text that can be translated: form text and string text. Form text refers to text that appears directly on a form. Form, in this case, is synonymous with window. Being a windows application, WinSPC has a number of forms or windows with which users interact. The Data Collection window, for instance, is used to collect data. In this window, the text New Value might appear, as might a Clear button. Both of these are examples of form text because, when they appear, they do so directly on the form. The Forms tab is used to translate form text. String text, in contrast, encompasses all text that does not appear directly on a form such as a list that is accessed by multiple forms. The Strings tab is used to translate string text.

In the WinSPC Translate Tool’s top left corner are two menus: File and Display.

File: This menu has two options. Its Save option is used to save your translation work and its Exit option is used to close the tool. Clicking the Exit button when changes have been made but not saved displays a prompt inviting you to save the changes. (Clicking the red X in the upper right of the tool functions identically to clicking the Exit option.)

Display: This menu also has two options. These options change depending on whether the Forms tab or the

Strings tab is selected.

- If the Forms tab is selected, the two options are Show Translations and Show All English. When Show Translations is selected, text that has been translated is shown in its translated form and text that has not been translated, but is translatable, is italicized. (The word translatable, in this case, means is permitted to be translated within the tool. There are some words and phrases that, for technical reasons, are

 

 

prevented from being translated.) When Show All English is selected, all text is previewed in English and formatted in the way it appears when WinSPC is run in English.

- If the Strings tab is selected, the two options are All Strings and Only Strings Needing Translation. When All Strings is selected, all the strings in the selected String Category are displayed. When Only Strings Needing Translation is selected, only those strings for which no translated text has been provided are displayed.

The Forms tab has six components:

Forms List: In the top left, a list of all forms in WinSPC that have translatable text. Selecting a form from this list causes that form to be displayed in the Preview pane. The names of the forms in this list are not the names seen in WinSPC by users. Rather, they are the programming names.

Item List: On the left, a list of all the translatable items on whatever form is selected in the Forms list. Selecting an item in this list causes that item to be surrounded by a lime green border in the Preview pane. The height and width of that border demark the limits of the space available for translated text. Selected a translatable item in the Preview pane causes the lime green border to surround that item and selects that item in this list.

English Text Area: On the left, the area where the English text for the selected item in the Item list appears.

Translated Text Area: On the left, the area where the translated text for the selected item in the Item list appears. It is blank if no translation for the item has been supplied. As translated text is entered in this area, the Preview pane is updated.

Preview Pane: To the right of the preceding four components, the area where a form is previewed. See the description of the Display menu below for details on how that menu’s options affect this pane.

Count Summary Area: A narrow band at the bottom of the tab that summarizes the total number of translatable forms, the number of those forms that are currently translated, the total number of translatable items in whatever form from the Forms list is selected, and the number of those items that have been translated.

The Strings tab has four components:

String Category List: In the top left, a list of categories within which strings that have something in common are organized. Selecting a category from this list causes the strings in that category to be listed in both the English Text and Translated Text areas.

English Text Area: Just under the String Category list, a listing of all the strings within the category selected in the String Category list. This area has two columns: String # and Text Value. The numbers in the String # are ID numbers assigned the strings. Each unique string has a unique number. The content in the Text Value column is the English text of the strings. Selecting a string number in this list causes the same string number to be selected in the Translated Text area.

Translated Text Area: Just under the English Text area, a duplicate list of the string numbers in the English Text. The content of the Text Value column is the translated text of the strings. Selecting a string number in this list causes the same string number to be selected in the English Text area.

Count Summary Area: A narrow band at the bottom of the tab that summarizes the total number of translatable strings for the selected String Category and the number of those strings that have been translated.

 

 

GET THE FILES REQUIRED TO CREATE OR UPDATE A WINSPC TRANSLATION

1. Create a folder on your computer for the translation files. From this point on, this folder is referred to as the translation folder. If you are updating a translation, as opposed to creating a new one, and you already have a translation folder for that translation, you may delete its contents and reuse it.

2. Click this link to download the core WinSPC Translate Tool files: WinSPC Translate.zip.

3. Right-click the downloaded WinSPC Translate.zip file and extract its files to your translation folder.

4. If desired, delete the WinSPC Translate.zip you downloaded.

5. Contact WinSPC Support at support@winspc.com or (248) 447-0140 and request the supplemental files you’ll

need for the translation be emailed to you.

6. When the email is received, save the supplemental files attached to it to your translation folder.

 

CREATE OR UPDATE A WINSPC TRANSLATION

1. If the translation you are creating or updating is for a Far East language (Japanese, Chinese Simplified, etc.), ensure the computer you’re going to use has had the Windows support for Far East languages installed. Otherwise, the WinSPC Translate Tool will be unable to properly display the Far East language’s characters.

2. Launch the WinSPC Translate Tool. To do this, from within your translation folder, double-click the application file named TranslateTool or TranslateTool.exe.

3. Translate the form text. Doing this involves correcting any previously translated form text that is incorrectly translated and translating any untranslated form text. A suggested sequence of steps is:

a. Ensure the Forms tab is selected.

b. Ensure the Display menu’s Show Translations option is selected.

c. From the Forms list, ensure the first form is selected.

d. From the Item list, ensure the first item is selected.

e. Look over the text in the English Text area.

f. Look over the item in the Preview pane.

g. In the Translated Text area, if a translation already exists for the item, correct it as needed. If a translation does not already exist, enter one.

h. If there are other items in the Item list, for each item, select it and repeat steps e and f.

i. Once all form text on the first form is translated, for each remaining form in the Forms list, select it and repeat steps d-g.

4. Translate the string text. Doing this involves correcting any previously translated string text that is incorrectly translated and translating any untranslated string text. A suggested sequence of steps is:

a. Select the Strings tab.

b. Ensure the Display menu’s All Strings option is selected.

c. From the String Category list, ensure the first category is selected.

d. In the English Text area, ensure the first string is selected.

e. For the corresponding string in the Translated Text area, if a translation already exists, correct it as needed. If a translation does not already exist, enter one.

f. For each remaining string in the string category, select it in the English Text area and repeat step e.

 

 

g. For each remaining string category, select it from the String Category list and repeat steps d-f.

5. Translate the Setting Up a Language in WinSPC document. This document is included in the zipped files you downloaded in step 1 of the Get the Files Required to Create or Update a WinSPC Translation section above. In some cases, an earlier version of this document will have already been translated. If so, that translated document will have been emailed along with the other supplemental files and the name of that document will be something like Setting Up A Language In WinSPC_LanguageName (e.g., Setting Up A Language In WinSPC_French.)

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