PackOS Deployment Process - Checklist

Task	Description	Status & add info	Client	Ilabo	Objective	Files & information	KB article link
Task	Description	Status & add info	C - consulted (provides information) R - responsible (performs actions)	R - responsible (performs actions) I - informed (informed by the client)	Objective	Files & information	KB article link
Stage 1	Pre-implementation tasks
1	Determining the number of lines (or sets of machines constituting a production unit for one production/process order), the number of machines in a line, the way of working with data collection		R	I	Determining the number of required licenses and license costs
	Data/signals collected automatically
	2. Data entered into PackOS manually (order progress, downtimes, process parameters)
2	Expected scope of implementation:		R	I
	Performance, downtime and OEE live monitoring [yes/no]
	2. Process parameters monitoring (pressure, temperature, etc.) [yes/no
	3. Energy monitoring:						Energy monitoring
	a. consumed [yes/no]
	b. temporary consumption for anomaly detection [yes/no]
	4. Downtimes video monitoring [yes/no]
	5. Predictive functions (estimation of the condition of machine elements, failure prediction, anomaly detection) [yes/no]
	6. People performance management [yes/no]
3	Determining the method of supplying the system with source data for automatic supply:		R	I	Valuation of the costs of connecting machines
	Whether the drivers provide data in the OPC format and are available over a specific IP [yes/no/not applicable] (we require the client to adjust the drivers to the OPC standard)
	2. Is there an OPC Server in the organization collecting signals from machines [yes/no]
	3. Is there an industrial computer/pc on which OPCServer and/or LogiXGate can be installed [yes/no/not applicable]
	4. Expected delivery of an external controller by ILABO to which the CLIENT will connect sensors (eg. photocells) (LogiX DataCollectorBox)
	a. version for mounting in an existing cabinet - on a DIN rail
	b. full cabinet with power supply and fuses
	*in special cases, we can adapt to the existing method of issuing data by drivers other than the OPC standard
4	Determining the method of entering orders and the SKU (Material Master) file - see points 8 and 9						SKU IMPORT
Stage 2	Implementation
1	Providing information about the line topology (topology diagram including machines to be mapped in PackOS) and units for machine counters.		C	R	Configure areas, lines, and machines in PackOS. Indication of machines acting as Base (availability, performance, quantity, set production units for area & plant		Flow article
2	Analysis and preparation of the network to collect data from machines and make them available to PackOS (unblocking ports if necessary)		R	C	Readiness of the infrastructure in the factory
3	Determining the access path to the OPC Server and making the computer available for LogixGate installation (and optionally OPCServer)		C	R	Installation of LogiXGate for data collection on the factory side, OPCServer configuration if not configured by the client
4	If the LogiX DataCollectorBox delivery option has been selected, installation of the delivered LogiX DataCollectorBox by the customer		R	C	LogiX DataCollector Box installation
5	Providing a list of tags/variables in OPC with a description of the meaning (or source data from drivers if ILABO configures OPCServer)		C	R	Configuration of counters and process parameters		Working with signals
6	Defining downtimes list & assigment to the specific OEE loss class		C	R	Configuration of downtimes list		Adding new Problem
7	Defining rules for downtimes		C	R	Configuration of downtime rules in PackOS		Defining rules for downtimes
8	Determining how to enter the production order plan:	stage 1 - p. 4 needs to be answered first	C	R	Preparation of import rules in FlexibleImporter if p.1a is selected
	Via Excel file
	a. providing sample files
	b. using ready-made PackOS templates						Order Template
	2. By integration with the PackOS API
	3. Manually
9	Determination of the MaterialMaster file - SKU lists along with: line assignment nominal line speeds packing structures (unit conversion) flow (topology) specific to a given SKU [assigned materials - BOM] Providing data to PackOS:	stage 1 - p. 4 needs to be answered first	C	R	Preparation of import rules in FlexibleImporter if p.1a is selected		SKU Import Template
	Via Excel file
	a. providing sample files
	b. using ready-made PackOS templates
	2. Manually
10	Defining shifts pattern (list of shifts, shifts calendar)		C	R	Defining shifts in PackOS		Shifts
11	Defining automation rules: automatic start of orders from the plan, management of changeovers, defining time classification outside shifts & orders		C	R	Defining automation rules in PackOS
12	System admins list		C	R	Define system administrator accounts
13	Users list & permissions		R	I	Defining system user accounts		User Import Template And Description
14	Training of key people and starting to use the system.		C	R

Excel link