Oasis Integration Guide

A guide to integration with the Oasis ERP software by Merge Solutions, using Well Seeker Pro and the Innova Web Portal.

1.0 - Introduction

The Oasis integration within the Innova software allows the user to pull cost and inventory data from Oasis. This information can then be utilized in the daily reporting features, where daily costs and tool hours are recorded, and once complete, this data can be transferred back to Oasis.

The purpose of this document is to introduce the user to the Oasis integration in the Web Portal and Well Seeker Pro, and detail some of the steps required to correctly setup and use these features.

This document assumes that Well Seeker Pro has already been installed (Installation Guide), and that the user is familiar with the daily reporting features (Daily Reporting).

2.0 - License

To use the Oasis integration within Well Seeker, the user requires the relevant license. The license features can be checked in Well Seeker by selecting Help – License Info, which will open the below License Details dialog.

If the Oasis Integration check box is empty, then the user will not be able to access these features and should contact sales@innova-drilling.com to organise a new license. Note, that as the Oasis integration is part of the daily reporting module, the user will also require this license to be turned on as well.

3.0 – Database Tree - Actual Well

The daily reporting module within the Innova database is where most of the Oasis integration data can be found. As a result, the user will need to ensure they have a database structure in place that includes at least one actual well, as this is the level in the database tree that the daily reporting is associated. Note, that this will NOT work in a plan, only in an actual well.

4.0 – Workflow Options

When using the Oasis integration within the Innova software there are two suggested workflow options detailed below.

Server workflow: The job is setup in Oasis, office personnel are then able to pull and synchronize Oasis data into the Web Portal, before the field user pulls down all the data via the Remote Data Fetch tool into a local Well Seeker Pro database. Data is automatically pushed back to Oasis.

The benefits of this workflow are:

Oasis login credentials are only input once in the Web Portal and are not required to be distributed to field personnel
Office personnel can ensure the correct data is pulled into the Web Portal
Data is pushed back to Oasis at a pre-defined time increment, requiring no additional steps from the field user for this to work

Local PC workflow: The job is setup in Oasis, the field user pulls down the well data from the Innova server, via the Remote Data Fetch tool, into a local Well Seeker Pro database and then has to synchronize the job number, cost code and tool data with Oasis. Data is manually pushed back to Oasis by the field user

The benefits of this workflow are:

This is the original workflow that many users are familiar with.

The negatives of this workflow are:

The Oasis credentials need to be distributed to all field personnel to input into each individual install of Well Seeker Pro
The field user is required to manually push the cost and tool data back to Oasis, for this data to then be available within Oasis

5.0 – Server Workflow

The following section will take the user through the server work flow, step by step.

Oasis credentials are input in the Web Portal only once
The job number in Oasis is synchronized with the desired well in the server database via the Wells List page in the Web Portal
The Cost Codes are pulled from Oasis via the Web Portal
The Tools are pulled from Oasis via the Web Portal
DD uses the Remote Data Fetch feature in Well Seeker Pro to pull the well data from the server database to their local PC
Turn on the Real Time Data Exchange to push data from local PC back to the Innova Server
When operations begin, complete the daily cost table for each daily report every day
Create the first BHA in the drill string editor and insert the relevant tools from the inventory. Repeat the process for each subsequent BHA as required throughout the job
When appropriate, reference the BHA’s in the daily activity table in the daily reports and ensure the performance report is updated for each BHA at the end of every run
The Well Seeker cost and tool hour data is automatically pulled to the Oasis server at a predefined time interval. This interval can’t be adjusted by the user.

5.1 – Web Portal Oasis Credentials

To allow communication between the Web Portal and Oasis, the user needs to have the following Oasis login credentials, which are provided by Merge Solutions NOT Innova:

URL
Username
Password

To add these details to the Web Portal, the user should select the burger menu at the top left of the screen, then Database Admin Tools > Third Party Apps. Note that this option is only visible and editable for users with the admin permission enabled.

At the bottom of the page select OASIS from the Application cell dropdown list and enter the Oasis username and password. A new row with this data will be created at the top of the page. The organization cell will be populated automatically based on the organization the users login credentials are associated with. The user will need to enter the relevant URL at this point.

These credentials only need to be added once for the entire organization.

5.2 – Web Portal Synchronize Job Data

To allow Oasis and Innova to transfer data between their databases they require a common Job Number for each well. These job numbers must be identical in both programs otherwise none of the transfer functionality will work. The Job Number for each well is entered directly on the Wells List page in the Portal. This can be entered either manually or it can be pulled (synchronised) directly from the Oasis server. The advantage of pulling the job number from Oasis is that the values in both systems will be identical with no potential for data entry errors.

In order to synchronize a well’s Job Number and Rig details between Oasis and Well Seeker Pro, navigate to the Web Portal Wells List page, right click on the well of interest and select Get Oasis job info.

The Oasis Job Data dialog lists all the available jobs in Oasis. The user can use the search bar at the top or can select any of the column headers to sort or filter the data to find the relevant well. Once the relevant well has been found, the user should select the checkbox on the left. Once this has been selected a new option becomes available at the bottom of the dialog called UPDATE JOB INFO. Selecting this will update the Job# and Rig cells in the Wells List page of the Portal.

Note, if the incorrect job number is synchronized at this stage, any data transfer between Oasis and Innova will be for the incorrect job.

5.3 – Web Portal Create a Daily Report

Select the well from the Wells List page and then select the Daily Reports option from the menu on the left of the screen. For the integration to function correctly, there must be at least 1 daily report available in this section. This report does NOT need to contain any data.

Select the pencil menu from the bottom right of the screen and select the Add New Report option. Select the relevant date and select submit.

The new report will be created in the table, and the user can then move onto the next step.

Note: If there are no daily reports in this table, when the user tries to import cost and tool data, they will receive the below error message. If this happens, follow the above steps to add a daily report and try to import the data again.

5.4 – Web Portal Import Oasis Quote Costs

Select the relevant well from the Wells List and then select the Costs page. Select the Cost Codes tab from the far right of the page.

Within the Cost Codes tab, right click to open the context menu and select Get Oasis cost codes.

The Oasis Costs dialog will open. Select the desired Quote and then the desired cost items from that quote. All items can be selected using the top left check box. When selection is complete select IMPORT COST CODES. Note, the user can sort the quotes in this dialog using the columns or the search bar.

5.5 – Web Portal Import Oasis Tools

Select the relevant well from the Wells List and then select the Inventory page. Select the pencil icon and then Get Oasis Tools.

Select the tools you want to import and select IMPORT TOOLS.

The job number, cost code and tool data have now been synchronized between the Oasis server and the Innova server database. This data is now ready to be pulled down to a local user for use at the rig site.

5.6 – Remote Data Fetch Well Data

The remote data fetch is a tool used by the field user to pull a copy of a specific well and it’s offset data from the Innova server database to their local PC. Pull down the required well on to the local PC. For more details on the Remote Data Fetch function see the following link.

5.7 – Real Time Data Exchange

The Real Time Data Exchange is a tool that is used to update the Innova server database with the latest well data from the local PC. It is essential with this workflow to ensure that the Real Time Data Exchange is pushing data back to the Innova server database throughout the duration of the well, as the data that will be pulled back to Oasis is not pulled from the local PC, but is pulled from the Innova server database. To run the Real Time Data Exchange, open the Daily Report dialog for the relevant well and select Tools > RT Data Exchange, or select the toolbar icon. This will automatically start the Real Time Data Exchange for the selected well.

5.8 – Daily Cost

The daily cost dialog is accessed from within Well Seeker Pro’s daily reporting interface by selecting View – Daily Costs.

Each daily report has its own separate daily cost table associated with it, allowing the user to easily keep track of daily and well total costs. Costs are selected by clicking on the description cell and choosing the appropriate option from the drop-down menu. The available options in the drop-down menu are taken directly from the cost codes table which was populated with the Oasis data.

Once a cost is chosen, the user can then enter the quantity and the total will update. Throughout the job, there will be daily cost data associated with each daily report and this will be pulled back to Oasis.

5.9 – Drill String Editor

With the tools now entered in the inventory, the user can add any of these to a BHA. This is an important step in the process as BHAs have run sheets associated with them and are selected in the daily activity section of the daily reports, which is how the associated job run data (hours, depths, dates, drilling parameters etc) is linked to each BHA and by default their individual components.

The drill string editor is accessed by right clicking at Actual Well level and selecting Reporting – Drill String Editor.

Components can be added to the drill string from the inventory by selecting the relevant component type from the dropdown menu and then right clicking on that row and selecting Insert from Inventory. The user can then choose the appropriate tool and select Insert. Note that the tools displayed in the insert from inventory table will only be of the type selected in the drill string editor.

For example, in the below the component in the drill string is a sub, therefore the user will only be given the option to insert tools from the inventory that are referenced as subs, so care should be taken to ensure that each component in the inventory has the component type correctly referenced.

Once the BHA has been completed and all the necessary tools inserted from the inventory, the BHA can then be selected where appropriate in the daily reports. By doing this, as the section is drilled, all the associated data will be linked to the BHA. At the end of the run, this data can then be pulled into the performance report.

5.10 – Performance Report

The performance report can be accessed via the drill string editor dialog, by selecting Performance Report – Edit Data.

When data is pushed back to Oasis for any given BHA, the performance report is where the data comes from, so it is important that this is updated correctly. Once a BHA has been laid down, and the user is happy the daily report and slide sheet have been completed correctly, they should go to the performance report and select Tools – Get Data from DDR. This will update the performance report with the relevant data which will be pulled to Oasis.

5.11 – Data Transferred to Oasis Automatically

To transfer the cost and tool hour information from Well Seeker Pro to Oasis requires no user actions on the Well Seeker Pro side. This data is pulled from the Innova server database via the Innova API to the Oasis database at a predefined time interval.

It is however important to keep the Well Seeker server updated as much as possible to ensure that any time Oasis updates, it is pulling the most up to date information. As mentioned earlier in the document, this is achieved by setting up and utilizing the Real Time Data Exchange where possible.

6.0 – Local PC Workflow

The following section will take the user through the local PC workflow, step by step.

Oasis credentials are input in to Well Seeker Pro on each local PC
The job number in Oasis is synchronized with the desired well in the database via Well Seeker
Import the cost details from Oasis into the Cost Codes table in Well Seeker
Import the relevant tools from Oasis into the Well Seeker Inventory
When operations begin, complete the daily cost table for each daily report every day
Create the first BHA in the drill string editor and insert the relevant tools from the inventory. Repeat the process for each subsequent BHA as required throughout the job
When appropriate, reference the BHA’s in the daily activity table in the daily reports and ensure the performance report is updated for each BHA at the end of every run
At the end of the job:
1. Export the cost data back to Oasis
2. Export the tool data for all BHA’s back to Oasis

6.1 – Well Seeker Pro Oasis Credentials

To allow communication between Well Seeker Pro and Oasis, the user needs to have the following Oasis login credentials, which are provided by Merge Solutions NOT Innova:

URL
Username
Password

To add these details, into Well Seeker Pro, the user should selecting File – SQL Server Databases – Oasis Credentials, which opens the Oasis Credentials dialog.

Once entered the user should select apply and close. The user will only need to enter these details once per PC, and they will then be saved within Well Seeker.

6.2 – Well Seeker Synchronize Job Data

To allow Oasis and Innova to transfer data between their databases they require a common Job Number for each well. These job numbers must be identical in both programs otherwise none of the transfer functionality will work. The Job Number for each well can be entered directly in the Well Data and Personnel dialog in Well Seeker. This can be entered either manually or it can be pulled directly from the Oasis server. The advantage of pulling the job number from Oasis is that the values in both systems will be identical with no potential for data entry errors.

To synchronize the job number between Oasis and Well Seeker for a specific well, the user must right click at the Actual Well level and select Reporting > Daily Reporting > Well Data > Well Data and Personnel > Get from Oasis.

In the Oasis Jobs dialog select the relevant job checkbox and select OK. Selecting this will update the Job# and Rig cells in the Well Data and Personnel dialog.

In the Well Data and Personnel dialog, select Apply, and select Save in the Daily Report dialog.

Note, if the user fails to enter a job number at this stage, the Oasis Jobs dialog will open for the user to select the relevant job every time they pull costs codes, or tools and push costs, or tool hours data.

6.3 – Oasis Quotes

This section will detail how to pull in cost details from Oasis quotes, how to use this data within Well Seeker and how to push this data back to Oasis.

6.3.1 – Cost Codes

The cost details from Oasis quotes are pulled into Well Seeker via the cost codes dialog. This dialog is accessed by right clicking at the Actual Well level and selecting Reporting > Daily Reporting > Tools > Cost codes. Note that the Cost Codes can also be accessed at Well Level in the database tree. If accessed at Well Level, the “Import from Oasis” option will not be available. To access this feature, the Cost Codes MUST be accessed via the Daily Reporting dialog.

The cost codes entered here are available to select from a dropdown menu in the daily cost dialog within the daily reporting. These cost codes can be imported directly from Oasis by selecting the Import from Oasis button.

This will open the Oasis bids dialog, where all bids associated with the selected job will be listed. Note, if the Oasis credentials have been input incorrectly, then the user will get an error message and the Oasis jobs dialog will not open. The user will need to make the relevant adjustments to the entered credentials before they retry.

The user can then select the check box for the required bid and select ok. This will populate the table with all the costs associated with the selected bid in Oasis.

6.3.2 – Daily Cost

The daily cost dialog is accessed from within the daily reporting interface by selecting View – Daily Costs.

Once a cost is chosen, the user can then enter the quantity and the total will update. At the end of a job, there will be daily cost data associated with each daily report and this can then be pushed back to Oasis.

6.3.3 – Exporting Costs from Well Seeker to Oasis

At any point in the job, the cost data can be exported to Oasis from within the daily reporting interface by selecting File – Export cost data to Oasis.

If successful, the below message will appear on the screen.

6.4 – Oasis Tools

This section will detail how to pull in tool details from Oasis, how to include these tools in BHA’s within Well Seeker and how to push job run data associated with each tool back to Oasis.

6.4.1 – Inventory

Tools from Oasis are pulled into Well Seeker via the Inventory dialog. This dialog is accessed by right clicking at Actual Well level and selecting Reporting – Tool Inventory.

The inventory is where all tools on location for any given job are detailed. The inventory can be filled in manually, or tools can be imported directly from Oasis by selecting File – Import from Oasis. It is important to note that for the Oasis integration to work correctly, tools MUST be imported and NOT manually entered.

Additional data is associated with the imported tools that is not visible in the inventory table but is required when pushing data back to Oasis. If this is missing because the tools have been manually entered, then the data will not push back to Oasis.

Once Import from Oasis has been selected, what happens next depends on what has been entered into the job number cell in the Well Data and Personnel dialog.

If the user has correctly synced the job number and it matches a job number on the Oasis server then the Select Tools dialog will open, where all the tools in Oasis associated with the selected job will be listed (below left). If a job number has been entered but has not been correctly synced, then a warning message will be displayed saying the job number could not be found. Finally, if no job number has been entered at all, The Oasis Jobs dialog (below right) will open. The user will then need to select their job before they can access the select tools dialog.

From the Select Tools dialog, the user can select some or all of the available tools by selecting the appropriate receive tool check box. Once the tools have been selected the user must then enter their name in the received by cell and then select receive selected. Note, the tools will NOT pull into Well Seeker unless a name has been entered in the received by box.

6.4.2 – Drill String Editor

The drill string editor is accessed by right clicking at Actual Well level and selecting Reporting – Drill String Editor.

6.4.3 – Performance Report

The performance report can be accessed via the drill string editor dialog, by selecting Performance Report – Edit Data.

6.4.4 – Pushing Tool data back to Oasis

Once a BHA is out of hole and has been laid down, the user can push the data associated with this back to Oasis. This is done from the drill string editor by selecting Import / Export – Export current BHA to Oasis. It is also possible to push all BHA’s back at one time by selecting Export all BHA’s to Oasis.

Note: The data can be pushed back to Oasis either from the local field database, or from the server database. When pushing from the server database it is important to make sure this is up to date with the latest data from the field, which is most often achieved by using the Real Time Data Exchange.

Once the data has been successfully sent, the below message will appear on the screen.

7.0 – Additional Functions

7.1 – Transferring Tools Between Wells

Within Well Seeker, it is possible to transfer tools from one well to another via the inventory dialog, by selecting Transfer Tools. The user can then select the job to transfer the tools to, what tools they wish to transfer and the transfer date.

If the user has Oasis Credentials entered, then the below dialog will appear, asking if the user wishes to transfer the tools in Oasis. If no Oasis credentials have been entered, then this dialog will not appear and the tools will only be transferred within Well Seeker.

Selecting Yes, allows the user to select the current job the tools are associated with in Oasis and then the well they wish the tools to be transferred to. Once complete, the tools will then be transferred within both Well Seeker and Oasis.

An alternative to the above would be to transfer the tools directly in Oasis and then import them into the Well Seeker inventory for the new well.

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