OnTakt: Settings: Difference between revisions

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Part of the [[OnTakt User Guide]].
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<onlyinclude>
The settings window allows administrators to change how OnTakt behaves.
The settings window allows administrators to change how OnTakt behaves.
</onlyinclude>
</onlyinclude>


==Defining shift times==
== Machine settings ==
Shift times are used to calculate daily goals for part production. If they are not set up correctly, daily goal lines will not be drawn or they will be drawn inaccurately. Shift times can also be overridden on a per-machine basis.
 
=== Defining shift times ===
See [[OnTakt: Shifts|Shifts]] to learn how to create shifts.
 
=== Color timing ===
Color timing can be configured by clicking the "Edit" button in the top right hand corner of the screen, and click on "Settings"


To set shift times:
[[File:Screenshot 2024-07-02 at 8.55.33 AM.png|center|thumb|1199x1199px]]
#Navigate to the Options page by clicking the link in the top navigation bar.
* '''Idle time limit:''' How long to fade out a machine's active color when idle. Set to 0 to fade out immediately. The default is 1200 seconds.
#Enter the start and stop times for the shop.
* '''Feed hold time limit:''' How long to fade in a machine's feed hold color. Set to 0 to fade in immediately. The default is 300 seconds.
#Click Save Changes.
Be sure the time zone (also available from the Options page) is set correctly '''before''' defining shift times. Once the time zone is set, click Save Changes before defining shift times.


==Cost savings estimation==
=== Advanced machine settings ===
How much is TMAC saving you?


Use the Calculator button to determine the values for these fields.
==== Part report limit ====
If a machine reports more than this number of parts at once, only one part will be created.


In the calculator window, enter how much each event listed would cost you, as well as how frequently it happens. Click "Save calculations" to save your work for later and automatically copy the calculated totals into the alarm value fields.
This prevents overloading the server in cases where program errors cause the machine to report the part count incorrectly.
[[File:Screenshot 2024-07-02 at 8.59.21 AM.png|center|thumb|1151x1151px]]


For frequency, 1 means it always happens, 0 means it never happens, 0.5 means it happens in half of cycles, etc.
==Cost savings estimation==
How much money is TMAC saving you?
[[File:Screenshot 2024-07-02 at 9.28.18 AM.png|center|thumb|1241x1241px]]
Use the Calculator button to determine the values for these fields.


These values will be shown in reports based on how frequently TMAC alarms occur.
* In the calculator window, enter how much each event listed would cost you, as well as how frequently it happens. Click "Save calculations" to save your work for later and automatically copy the calculated totals into the alarm value fields.
* For frequency, 1 means it always happens, 0 means it never happens, 0.5 means it happens in half of cycles, etc.
* These values will be shown in reports based on how frequently TMAC alarms occur.


==User management==
==User management==
To manage users: click on the user menu at the top right of OnTakt, open Options, and then switch to the Users tab on the left.


To change a user's password: click the Edit button next to that user and enter a new password.
*To manage users: click on current profile in the top right of the screen, click on "Global Settings", and navigate to the Users Tab. Click "Add" and set the username, password, active status, access level, kudos emoji,
 
*To change a user's password: click the Edit button next to that user and enter a new password.
To prevent a user from logging in without deleting their account: switch off the Active option in the user editor.
*To prevent a user from logging in without deleting their account: switch off the Active option in the user editor.
<html>
<div style="position: relative; padding-bottom: 64.86486486486486%; height: 0;"><iframe src="https://www.loom.com/embed/659c1c41f21c45a2a908eb0cd7651630?sid=86d93479-06c7-4bc3-9695-0123eb8c4710" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
</html>


===Access levels===
===Access levels===
The following table shows the permissions associated with each profile.
{| class="wikitable"
{| class="wikitable"
!
!
!Administrator
!'''Administrator'''
!Planner
!'''Planner'''
!Shop Team
!'''Shop Team'''
!Auditor
!'''Auditor'''
|-
|-
! colspan="5" |Alerts <small>(Certain alert actions may not be available to all users)</small>
! colspan="5" |'''Alerts <small>(Certain alert-dependent actions may not be available to all users)</small>'''
|-
|-
!View alerts
!View alerts
Line 48: Line 62:
!Perform system check
!Perform system check
|✓
|✓
|✓
| ✓
|✓
|✓
|✓
|✓
Line 54: Line 68:
!Dismiss alerts
!Dismiss alerts
|✓
|✓
|✓
| ✓
|✓
|✓
|
|
Line 64: Line 78:
|
|
|-
|-
! colspan="5" |Machines
! colspan="5" |'''Machines'''
|-
|-
!View/chart machines
!View/chart machines
|✓
|✓
|✓
|✓
|✓
|✓
|✓
|-
!Modify basic machine options
|✓
|✓
|✓
|
|
|-
|-
!Modify basic machine options
!Submit machine state updates
|✓
|✓
|✓
|✓
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|
|
|-
|-
! colspan="5" |Programs
! colspan="5" | '''Programs'''
|-
|-
!View/chart programs and processes
!View/chart programs and processes
Line 97: Line 117:
|✓
|✓
|✓
|✓
|-
!Perform process changeovers
|✓
|✓
|✓
|
|-
|-
!Edit/delete programs and processes
!Edit/delete programs and processes
Line 104: Line 130:
|
|
|-
|-
! colspan="5" |Tools
! colspan="5" |'''Tools'''
|-
|-
!View tools
!View tools
Line 142: Line 168:
|
|
|-
|-
!Add tools to tool assemblies
!Add tools to tool assemblies  
|✓
|✓
|✓
|✓
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|
|
|-
|-
! colspan="5" |Parts
! colspan="5" |'''Parts'''
|-
|-
!View/chart parts
!View/chart parts  
|✓
|✓
|✓
|✓
Line 172: Line 198:
|✓
|✓
|✓
|✓
|
|-
!Edit or delete parts in bulk
|✓
|✓
|
|
|
|-
|-
Line 177: Line 209:
|✓
|✓
|✓
|✓
|✓
| ✓
|
|
|-
|-
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|
|
|-
|-
! colspan="5" |Quality
! colspan="5" |'''Quality'''
|-
|-
!View/chart AutoComp data
!View/chart AutoComp data  
|✓
|✓
|✓
|✓
|✓
| ✓
|-
! colspan="5" |'''Reports'''
|-
!Generate reports
| ✓
|✓
|✓
|✓
|✓
|✓
|-
|-
! colspan="5" |Reports
! colspan="5" |'''Options'''
|-
|-
!Generate reports
! Modify options
|✓
|✓  
|✓
|✓
|✓
|✓
|
|
|-
|-
!Download CSV data exports
!Change passwords
|✓
|✓
|
|
|
|
|
|
|-
! colspan="5" |Options
|-
|-
!Modify options
!View plugin logs
|✓
|✓
| ✓
|✓
|✓
|
|
|
|-
|-
!Change passwords
!Install and uninstall plugins
|✓
|✓
|
|
Line 223: Line 261:
|}
|}


==Time zone==
==Time zone ==
A production day as displayed on charts will be defined in this time zone. It is also used for server-side time-based events such as notifications and reports. Except where otherwise specified, times are displayed in the browser's local time zone regardless of this setting.
 
Changing the time zone affects the server's time-based actions, such as sending midnight notifications. Times displayed in the web interface will always be shown in the time zone of the client device (computer, phone, etc.).
Changing the time zone affects the server's time-based actions, such as sending midnight notifications. Times displayed in the web interface will always be shown in the time zone of the client device (computer, phone, etc.).


Times are stored in the database using [[wikipedia:Coordinated_Universal_Time|UTC]], so changing the time zone will not change any other database entries, such as part or event times.
Times are stored in the database using [[wikipedia:Coordinated_Universal_Time|UTC]], so changing the time zone will not change any other database entries, such as part or event times.


This also means that you may need to adjust the shift times. If your shift is currently 9:00am–6:00pm and the time zone is set to central time, changing the time zone to Eastern time will change the shift to 10:00am–6:00pm.
Steps to select time zone:
 
#Click on the profile name in the top right hand corner of the screen, select "global settings"
#Go to the "System Options" tab, chose the desired time zone
 
[[File:Ontakt Settings - Time Zone.mov|800px|frameless|center]]
 


==Notification setup==
==Notification setup==
See [[Notification setup]] for help connecting to external services.
<html>
<div style="position: relative; padding-bottom: 64.86486486486486%; height: 0;"><iframe src="https://www.loom.com/embed/be8b6c2b32674375a5389c8573cc7efc?sid=35293628-0dc8-4559-82bf-edd8015f6202" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
</html>
==Trash==
The trashed objects list is part of the [[OnTakt: Audit Log|Audit Log]].


===Slack Setup===
==Database==
This must be done by a workspace administrator.
Downloaded files are PostgreSQL dumps that can be loaded using [https://www.postgresql.org/docs/current/app-pgrestore.html pg_restore].
#Go to https://api.slack.com/apps
#If prompted, sign in to the correct workspace
#Click the Create New App button at the top right
#Enter an app name ("OnTakt" works just fine) and choose the correct workspace, then click Create App
#Under "Add features and functionality", click Incoming Webhooks
#Turn on the switch at the top right to activate incoming webhooks
#For each channel you want OnTakt to post to:
##Click the Add New Webhook to Workspace button at the bottom
##In the page that opens, choose the channel you want to post to and click Allow
##Copy the Webhook URL from the list (make sure it's for the right channel)
##Paste this URL into the Slack Webhook URL field in the OnTakt machine settings page
To add or remove webhooks in the future:
#Go to https://api.slack.com/apps
#Click the name of the OnTakt app from the list
#Click Incoming Webhooks under Features in the left sidebar
If you would like the app to add an icon to the bot that posts messages:
#Go to https://api.slack.com/apps
#Click the name of the OnTakt app from the list
#Scroll down to Display Information
#You can choose any icon, but here is the OnTakt logo
#Click '''+ Add App Icon''' under "App icon & preview" and choose the file


===Microsoft Teams Setup===
For example, to convert a backup named <code>ontakt_db.dump</code> to a plain text SQL file named <code>ontakt_db.sql</code>, run <code>pg_restore -f ontakt_db.sql ontakt_db.dump</code>.
This must be done by a team administrator.
#Go to https://teams.microsoft.com/l/app/203a1e2c-26cc-47ca-83ae-be98f960b6b2
#Click the "Add to a team" button
#Search for the channel you want to send notifications to
#Click the "Set up a connector" button
#When the configuration page opens, enter any name, such as "OnTakt"
#You can choose any icon, but here is the OnTakt logo
#Click the "Create" button
#After the page reloads, scroll to the bottom and copy the URL it provides
#Click "Done"
#Paste this URL into the machine's Microsoft Teams Webhook URL field in OnTakt


== Trash ==
[[File:Ontakt Settings - Database.mov|1920x1080px|thumb]]
The trashed objects list is part of the [[OnTakt: Audit Log|Audit Log]].
[[Category:OnTakt]]
[[Category:OnTakt User Guide]]
[[Category:OnTakt User Guide]]
{{DEFAULTSORT:Settings}}
{{DEFAULTSORT:Settings}}

Revision as of 18:24, 2 July 2024

Part of the OnTakt User Guide.


The settings window allows administrators to change how OnTakt behaves.


Machine settings

Defining shift times

See Shifts to learn how to create shifts.

Color timing

Color timing can be configured by clicking the "Edit" button in the top right hand corner of the screen, and click on "Settings"

Screenshot 2024-07-02 at 8.55.33 AM.png
  • Idle time limit: How long to fade out a machine's active color when idle. Set to 0 to fade out immediately. The default is 1200 seconds.
  • Feed hold time limit: How long to fade in a machine's feed hold color. Set to 0 to fade in immediately. The default is 300 seconds.

Advanced machine settings

Part report limit

If a machine reports more than this number of parts at once, only one part will be created.

This prevents overloading the server in cases where program errors cause the machine to report the part count incorrectly.

Screenshot 2024-07-02 at 8.59.21 AM.png

Cost savings estimation

How much money is TMAC saving you?

Screenshot 2024-07-02 at 9.28.18 AM.png

Use the Calculator button to determine the values for these fields.

  • In the calculator window, enter how much each event listed would cost you, as well as how frequently it happens. Click "Save calculations" to save your work for later and automatically copy the calculated totals into the alarm value fields.
  • For frequency, 1 means it always happens, 0 means it never happens, 0.5 means it happens in half of cycles, etc.
  • These values will be shown in reports based on how frequently TMAC alarms occur.

User management

  • To manage users: click on current profile in the top right of the screen, click on "Global Settings", and navigate to the Users Tab. Click "Add" and set the username, password, active status, access level, kudos emoji,
  • To change a user's password: click the Edit button next to that user and enter a new password.
  • To prevent a user from logging in without deleting their account: switch off the Active option in the user editor.

Access levels

The following table shows the permissions associated with each profile.

Administrator Planner Shop Team Auditor
Alerts (Certain alert-dependent actions may not be available to all users)
View alerts
Perform system check
Dismiss alerts
Clear all alerts
Machines
View/chart machines
Modify basic machine options
Submit machine state updates
Create machines
Modify machine system options
Programs
View/chart programs and processes
Perform process changeovers
Edit/delete programs and processes
Tools
View tools
View tool assignments
Replace tools
Create tools
Edit tools
Delete tools
Add tools to tool assemblies
Assign tool assemblies to processes
Parts
View/chart parts
Edit parts
Delete parts
Edit or delete parts in bulk
Edit events
Delete events
Quality
View/chart AutoComp data
Reports
Generate reports
Options
Modify options
Change passwords
View plugin logs
Install and uninstall plugins

Time zone

A production day as displayed on charts will be defined in this time zone. It is also used for server-side time-based events such as notifications and reports. Except where otherwise specified, times are displayed in the browser's local time zone regardless of this setting.

Changing the time zone affects the server's time-based actions, such as sending midnight notifications. Times displayed in the web interface will always be shown in the time zone of the client device (computer, phone, etc.).

Times are stored in the database using UTC, so changing the time zone will not change any other database entries, such as part or event times.

Steps to select time zone:

  1. Click on the profile name in the top right hand corner of the screen, select "global settings"
  2. Go to the "System Options" tab, chose the desired time zone


Notification setup

See Notification setup for help connecting to external services.

Trash

The trashed objects list is part of the Audit Log.

Database

Downloaded files are PostgreSQL dumps that can be loaded using pg_restore.

For example, to convert a backup named ontakt_db.dump to a plain text SQL file named ontakt_db.sql, run pg_restore -f ontakt_db.sql ontakt_db.dump.