SIMCA14.01用户指南.pdf

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User Guide to SIMCA®-online By MKS Data Analytics Solutions Version 14

 1992-2016 MKS Instruments AB, all rights reserved Information in this document is subject to change without notice and does not represent a commitment on part of MKS Instruments AB. The software, which includes information contained in any databases, described in this document is furnished under license agreement or nondisclosure agreement and may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software except as specifically allowed in the license or nondisclosure agreement. No part of this user guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose, without the express written permission of MKS Instruments AB. MKS Instruments AB patents and trademarks: OPTIMIZATION OF DATA PROCESSING PARAMETERS, US-8725469 SEQUENTIAL MODELING, US-7523384 MONITORING MULTIVARIATE PROCESSES, US-5949678 TOP-DOWN CLUSTERING/PLS-TREE®, US-8244498 DESIGN SPACE, US-8086327 MPMC, US-9069345 B2 VALUE FROM DATA®, OPLS®, O2PLS®, OPLS-DA®, O2PLS-DA®, PLS-TREE®, S-PLOT®, SIMCA®, MODDE®. Third party software SIMCA-online is bundled with ExamDiff (www.prestosoft.com/edp_examdiff.asp), a freeware tool for visual file comparison. For even more features, check out ExamDiff Pro (www.prestosoft.com/edp_examdiffpro.asp). ID #2063 User guide edition date: May 4, 2016 MKS Instruments AB Stortorget 21 SE-211 34 Malmö Sweden Phone: +46 (0)40 664 2580 Email: DAS_info@mksinst.com

Welcome Welcome to SIMCA-online 14. This is your guide to SIMCA-online and its capabilities. It explains how to use the SIMCA-online Client and Server and how to configure your system. This user guide does not include multivariate data analysis or how to use Umetrics Suite offline software SIMCA. For such information, see the book Multi- and Megavariate Data Analysis and the SIMCA user guide. Content The user guide is parted into 11 chapters and two appendices. 1. Installation and configuration - Installation and configuration instructions for the SIMCA-online Client and Server. 2. Multivariate modeling for SIMCA-online - Introduction to SIMCA- online and multivariate modeling and monitoring. 3. Using SIMCA-online - Overview of the steps involved in using SIMCA-online. 4. File - Description of all commands available on the File tab in the Client. 5. Quick Access Toolbar - Description of feature leaving favorite commands quickly accessible. 6. Home - Description of the most commonly used commands. 7. Administration - Description of the commands that are primarily used by the SIMCA-online administrator. 8. View - Description of the commands available on the View tab. 9. Tools - Description of plot and list tools. 10. Project administration - Instructions for the administrator on how to load SIMCA projects and configure them for SIMCA-online. 11. Customizing plots - Description of features to customize plots. 12. Appendix A: General information - Information about error codes, endpoints, interfaces, and tab and menu reference syntax. 13. Appendix B: Control Advisor - Description of the background of the Control Advisor and imputation methods.

Table of Contents 01 - Installation and configuration 02 - Multivariate modeling for SIMCA-online 1 Introduction.................................................................................................................... 1 Installation ..................................................................................................................... 1 Installed programs ............................................................................................................... 1 Configuration of the Server ........................................................................................... 2 Background ......................................................................................................................... 2 Configuring the SIMCA-online Server ............................................................................... 2 Opening the SIMCA-online Server options dialog.............................................................. 2 Paths and directories ........................................................................................................... 2 Parameters to initiate communication with SimApi ............................................................ 3 Miscellaneous settings ........................................................................................................ 4 Import Previous SIMCA-online Server Data ...................................................................... 6 DBMaker database simulation tool ..................................................................................... 6 11 Introduction.................................................................................................................. 11 Process data analysis .................................................................................................... 12 Batch evolution modeling in SIMCA .......................................................................... 12 Reorganization of the 3D table before import ................................................................... 13 Modeling batch evolution .................................................................................................. 15 Batches with several phases .............................................................................................. 15 Result variables ................................................................................................................. 16 Calculating limits to build control charts .......................................................................... 16 Batch level modeling in SIMCA .................................................................................. 17 Why batch level modeling ................................................................................................. 17 Modeling batch level ......................................................................................................... 17 Hierarchical batch models ................................................................................................. 18 Imputation modeling in SIMCA .................................................................................. 18 Background to imputation models for regular projects ..................................................... 18 Creating a batch imputation model in SIMCA .................................................................. 19 Background to imputation models for regular projects ..................................................... 20 Creating an imputation model in SIMCA for a regular project ......................................... 21 Imputation model limitations ............................................................................................ 22 The SIMCA approach .................................................................................................. 22 Process data analysis ......................................................................................................... 22 Batch evolution analysis .................................................................................................... 22 Batch level analysis ........................................................................................................... 23 Imputation model for regular projects ............................................................................... 24 Imputation model for batch projects .................................................................................. 24 25 Introduction.................................................................................................................. 25 03 - Using SIMCA-online v

SIMCA-online User Guide Preparation ........................................................................................................................ 25 Preparation by the administrator .................................................................................. 26 Server icons ....................................................................................................................... 27 SIMCA-online physical overview ............................................................................... 27 SIMCA-online environment ........................................................................................ 28 Demo tool .......................................................................................................................... 29 Monitoring the model .................................................................................................. 30 To do by the user ............................................................................................................... 30 Plots for monitoring the new continuous data ................................................................... 30 Plots for monitoring the evolution of new batches ............................................................ 31 Plots for predicting results or classifying new batches ...................................................... 33 SIMCA-online alarms .................................................................................................. 33 Alarm types ....................................................................................................................... 34 Univariate alarms .............................................................................................................. 34 Multivariate alarms ........................................................................................................... 34 Resetting alarms ................................................................................................................ 34 Alarm elevation for multivariate alarms ............................................................................ 34 SIMCA compatibility .................................................................................................. 35 Terminology ................................................................................................................ 35 Client window .............................................................................................................. 36 Log in/Log out ............................................................................................................. 38 Open the Log in dialog ...................................................................................................... 38 Switch servers or Log out .................................................................................................. 38 Configuring network settings ............................................................................................ 39 Communication with the external system .................................................................... 40 Connection to external database ........................................................................................ 40 SIMCA-online Server handles communication ................................................................. 40 SIMCA-online database stores all data ............................................................................. 40 Electronic signature ..................................................................................................... 40 Command line parameters ........................................................................................... 41 43 Introduction.................................................................................................................. 43 Info............................................................................................................................... 43 Server Information ............................................................................................................ 44 Configuration Information ................................................................................................ 44 Project Information ........................................................................................................... 44 Open ............................................................................................................................. 45 Recent items ...................................................................................................................... 45 Browse items ..................................................................................................................... 45 Share ............................................................................................................................ 46 Workspace ......................................................................................................................... 46 Active plot ......................................................................................................................... 46 Print, Print preview, Print setup ................................................................................... 46 Extract .......................................................................................................................... 47 Extract Data - Select Tags ................................................................................................. 47 Extract Data - Select Extraction Method and Time Range ................................................ 48 Close ............................................................................................................................ 49 Help ............................................................................................................................. 49 Introduction ....................................................................................................................... 49 View help .......................................................................................................................... 49 04 - File vi

Table Of Contents 05 - Quick Access Toolbar MKS Data Analytics Solutions on the Web ...................................................................... 50 About SIMCA-online ........................................................................................................ 50 Webshop and download of SimApi ................................................................................... 50 Options ......................................................................................................................... 50 SIMCA-online Options General tab .................................................................................. 51 Plot options ....................................................................................................................... 53 61 Introduction.................................................................................................................. 61 Customizing Quick Access Toolbar ............................................................................ 61 Removing buttons from Quick Access Toolbar ................................................................ 62 Adding buttons to Quick Access Toolbar .......................................................................... 62 Moving the Quick Access Toolbar .................................................................................... 62 Minimizing the ribbon ................................................................................................. 62 Copy and save plot ....................................................................................................... 62 65 Introduction.................................................................................................................. 65 Unit overview .............................................................................................................. 66 Description ........................................................................................................................ 66 Properties .......................................................................................................................... 66 Batch ............................................................................................................................ 67 Batch evolution plots ......................................................................................................... 67 Batch level plots ................................................................................................................ 71 Properties group ................................................................................................................ 76 Regular ......................................................................................................................... 83 Scores ................................................................................................................................ 83 Hotelling's T2Range .......................................................................................................... 83 DModX ............................................................................................................................. 84 Worm plot ......................................................................................................................... 84 Y Predicted ........................................................................................................................ 85 Custom plots ..................................................................................................................... 85 Control Advisor plots ........................................................................................................ 86 Empty instead of plot ........................................................................................................ 86 Properties group ................................................................................................................ 86 91 Workspaces .................................................................................................................. 91 Save workspace ................................................................................................................. 92 Delete workspace .............................................................................................................. 92 Open workspace ................................................................................................................ 93 Update SIMCA project ................................................................................................ 93 Update SIMCA project versus Open SIMCA project .................................................. 93 Permissions required ......................................................................................................... 93 Project administration .................................................................................................. 94 User administration ...................................................................................................... 94 Users page ......................................................................................................................... 94 Groups page ...................................................................................................................... 97 Roles page ......................................................................................................................... 97 Active Directory authentication ........................................................................................ 98 Tag out limits ............................................................................................................. 100 06 - Home 07 - Administration vii

SIMCA-online User Guide 08 - View 09 - Tools Managing the out limits................................................................................................... 101 Shortcut menu ................................................................................................................. 101 Server audit trail ........................................................................................................ 101 Configuration audit trail ............................................................................................. 105 Organize .......................................................................................................................... 108 Server log file ............................................................................................................ 108 Client log ................................................................................................................... 109 111 Introduction................................................................................................................ 111 Open ........................................................................................................................... 111 Data list ........................................................................................................................... 111 Open in SIMCA .............................................................................................................. 112 Report .............................................................................................................................. 112 Show .......................................................................................................................... 118 Plot Details ...................................................................................................................... 118 Production overview ....................................................................................................... 118 Window group ........................................................................................................... 121 123 Introduction................................................................................................................ 123 Layout group .............................................................................................................. 123 Add plot element ............................................................................................................. 123 Templates ........................................................................................................................ 124 Create list ................................................................................................................... 125 Drill down .................................................................................................................. 126 Contribution plots for batch projects ............................................................................... 126 Contribution plots for regular projects ............................................................................ 132 Adding notes .............................................................................................................. 135 Editing notes .............................................................................................................. 136 Deleting notes ............................................................................................................ 136 Select - Marking tool ................................................................................................. 137 Deselecting/unmarking points ......................................................................................... 137 Displaying properties of the item .................................................................................... 137 Creating contribution plots .............................................................................................. 137 Zoom .......................................................................................................................... 137 Zooming out .................................................................................................................... 138 Sort............................................................................................................................. 138 139 Introduction................................................................................................................ 139 Organize ..................................................................................................................... 140 Access rights .............................................................................................................. 140 Add configuration for batch project ........................................................................... 141 Project specific files created ............................................................................................ 141 Files created for batch projects ........................................................................................ 141 Configuration wizard pages ............................................................................................ 141 Import configuration for the batch project ...................................................................... 142 Batch node ...................................................................................................................... 143 Batch evolution ............................................................................................................... 144 Batch level ...................................................................................................................... 160 10 - Project administration viii

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