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OSIsoft Product Roadmap The Servers, Interfaces, Analytics Michelle Kuiee, OSIsoft © 2008 OSIsoft, Inc. | Company Confidential Intrinsic Values of the PI System Scalable (asset, site and enterprise) Available (independent of system faults) Reliable (believable, auditable) Extensible (open feature set) Secure (multiple security models) Interoperable (open to multiple systems) © 2008 OSIsoft, Inc. | Company Confidential 2 Point Count © 2008 OSIsoft, Inc. | Company Confidential 8 In Other Words… © 2008 OSIsoft, Inc. | Company Confidential 9 The Server Performance in the Past, Now and Tomorrow 4553q Startup Time Archiving Rate Snapshot Rate Archive Query Rate © Copyright 05/2008 OSI Software GmbH - Company Confidential © 2008 OSIsoft, Inc. | Company Confidential 10 PI High Availability © 2008 OSIsoft, Inc. | Company Confidential Motivations: Why High Availability? Network Failure Administrative/User Failure Upgrades and Migrations – Hardware – Operating System Software (Patches) – Applications Software Backups at corporate center © 2008 OSIsoft, Inc. | Company Confidential 12 PI Replication Architecture System Management Tools Thin Clients: RtPortal, RtWebParts, Rich Clients: ProcessBook, DataLink, Custom Application… PI-SDK Secondary PI Server PI Server Collective Data Buffering Services PI Interfaces Configuration Changes Primary Secondary PI Server PI Server(s) Identical Time-Series Data Buffering Failover Mechanism Services PI Interfaces © 2008 OSIsoft, Inc. | Company Confidential 13 Future High Availability © 2008 OSIsoft, Inc. | Company Confidential 14 AF 2.0 © 2008 OSIsoft, Inc. | Company Confidential 15 Shifting Platform Usage Time Series Centric Operations Connectivity Centric Time Series Time Series Context Context Data Access Data Access Analytics (Data Directory) Connectivity Analytics © 2008 OSIsoft, Inc. | Company Confidential 16 Shifting Platform Usage Operations Centric Time Series Context Data Access (Data Directory) Connectivity Analytics © 2008 OSIsoft, Inc. | Company Confidential 17 Module Database Asset Information Structure Division Level District Level Asset Equipment Class Individual Equipment © 2008 OSIsoft, Inc. | Company Confidential 18 Module Database Aliases and Properties Alias Configuration Modules Aliases Property Properties Configuration © 2008 OSIsoft, Inc. | Company Confidential 19 Migration from PI MDB PI AF 2.0 succeeds PI Module Database OSIsoft is committed to moving customers and partners forward to AF 2.0… …While preserving value of existing applications © 2008 OSIsoft, Inc. | Company Confidential 20 What is PI AF 2.0? Helping You To … PI AF 2.0 Is … A set of tools for organizing data around your processes, operations, facilities and organization. structure your data in a meaningful way to search and view it in the right context so problems can be solved faster. © 2008 OSIsoft, Inc. | Company Confidential 21 AF 2.0 Assists Users Search your data more intuitively Access more than PI data Define generic calculations Create display and report Templates Scale to the Enterprise © 2008 OSIsoft, Inc. | Company Confidential 22 PI AF 2.0 in the PI System Data structured and organized by asset Spans multiple PI Systems Incorporates non time series data PI AF 2.0 Asset-Equipment Centric access to the Data PI Server 2 Non Time Series Data Sources Vendor Specific Interfaces PI Server 1 Generic Interfaces Vendor Specific Interfaces Generic Interfaces Honeywell ABB Delta-V Rockwell OPC XML Modbus SNMP Honeywell ABB Delta-V Rockwell OPC XML Modbus SNMP Interface Interface Interface Interface Interface Interface Interface Interface Interface Interface Interface Interface Interface Interface Interface Interface … Time Series Data Sources Time Series Data Sources … SCM RDBMS MES Honeywell ABB Delta-V Rockwell … Other Honeywell ABB Delta-V Rockwell Other © 2008 OSIsoft, Inc. | Company Confidential 23 Putting AF into practice Hierarchical Start with a collection of assets Associate data with the assets New assets are based on templates Assets can be connected Asset Attributes: Name plate information Assets can be grouped Trays – By function – By location Connectivity Equipment Related data references Limits Relationships are sourced from assets Asset Attributes: Apply and run analyses Name plate information Related data references Visualize results Tower 1 Operating limits © 2008 OSIsoft, Inc. | Company Confidential 24 Features: PI System Explorer View the structure of the database – Templates, Elements, Relationships, Tables, Notifications Create new content – All AF objects Configure items – assign data references Create structures – Hierarchies, models © 2008 OSIsoft, Inc. | Company Confidential 25 Features: ProcessBook Modeler Provides a visual representation of AF © 2008 OSIsoft, Inc. | Company Confidential 26 Features: Excel Add-in Manage configuration – Specify data references for attributes that will override the template definition Report information – Create report templates similar to using DataLink – Retrieve information regarding model connectivity and context © 2008 OSIsoft, Inc. | Company Confidential 27 Point Count © 2008 OSIsoft, Inc. | Company Confidential 28 How Do You Manage 21,000,000 Tags? © 2008 OSIsoft, Inc. | Company Confidential 29 Smart Connectors Next generation of OSIsoft Interfaces Establish and maintain relationship between PI System and Foreign System – Configuration – Sensor – Meta-data Goal of Smart Connectors: – “Zero” management – “Near-Zero” installation & configuration © 2008 OSIsoft, Inc. | Company Confidential 30 OSIsoft Interfaces (Next Generation) They’re like a http://echosphere.net/star_trek_insp/star_trek_insp.html © 2008 OSIsoft, Inc. | Company Confidential 31 OSIsoft Interface (Next Generation) AMI Vendor Head End System PI AMI Interface Plug-In Smart Interface Plug-In Smart Interface Plug-In OSIsoft Interface Conductor Container Remote Procedure Calls (RPC) to/from OSIsoft Enterprise Gateway AF Server RPC Manager External Relations Table PI Server Conductor Updater © 2008 OSIsoft, Inc. | Company Confidential 32 PI AMI Interface Plug-In Bi-directional Communication (WSDL/SOAP) – – – – – Interval Meter Reading On Demand Reads Remote Connect/Disconnect Demand Management / Load Limiting Meter Events, Alarms and Reports Asset hierarchy – Meter • Channel1 • Channel_n • Register1 • Register_n © 2008 OSIsoft, Inc. | Company Confidential 33 Something New – Interface Conductor It’s a PI Subsystem Responsibilities to Interface Plug-ins: – – – – Manages Configures Provides infrastructure Supports Facilitates Interface Connector: – Load and Unload – Initialize and Exit – Start and Stop © 2008 OSIsoft, Inc. | Company Confidential 34 How it works AMI Vendor Head End System PI AMI Interface Plug-In What am I talking to? How do I talk? Where do I store my asset information? Where do I store my time series data? Interface Conductor AF Server External Relations Table TheBecause ExternalinRelations Tablethe is the real world responsible Interface network isfor not always there. configuration and asset And the interface needs to be information. It has reponsibility able to do a disconnected to keep itself with PI startup, so“sync’d” no data is lost. AF. Why is this important? PI Archive Now we know how to communicate! © 2008 OSIsoft, Inc. | Company Confidential 35 Asset Management AMI Vendor Head End System PI AMI Interface Plug-In New Asset (meter) Information received Interface Conductor Send to External Relations Table External Relations Table Meta data sent to AF Acknowledge asset data was received and updated. AF Server PI Archive PI tag added/edit based on asset information. © 2008 OSIsoft, Inc. | Company Confidential 36 AF Templates © 2008 OSIsoft, Inc. | Company Confidential 37 AMI Meter Elements (inherited from templates) © 2008 OSIsoft, Inc. | Company Confidential 38 Secure RPC Management Each interface can register their own RPC’s ex. an AMI interface might register a OnDemand read RPC. AMI Vendor Head End System PI AMI Interface Plug-In PI AMI 2 Interface Plug-In Interface Conductor PI Server RPC Handler The RPC Handler registers it with the PI server Applications can make secure RPC calls. For example the PI Enterprise Gateway make these calls to provision AMI meters. Client application © 2008 OSIsoft, Inc. | Company Confidential 40 Enterprise Gateway – Service Enabling PI WSDL OSIsoft Enterprise Gateway Smart Connector Package AMI@SAP AF Server Asset Management Module Web Service Web Service Requests from other systems. Request Manager Module Web Service . . . . Schedule Manager PI Archive Communication Manager Response to Web Services Requests Module Web Service © 2008 OSIsoft, Inc. | Company Confidential 41 Smart Connector Server Web Service Front End Service Request Tracking – Identity – Source – Time Stamp Service Scheduling Distributed Architecture Possible Scalable Both Vertically and Horizontally PI System RtBaseline Services – Service based data access layer – Disparate data sources © 2008 OSIsoft, Inc. | Company Confidential 42 Enterprise Service Interaction Possibilities Initiated by Business System with confirmation Task Scheduled At Some Frequency Bundled request multiple transactions of the same type in single request with single reply of individual replies Multiple Transactions of different types to complete business logic no confirmation Scheduled Request with confirmation. Results for request are sent and confirmation returned Asynchronous Synchronous Unconfirmed Confirmed Single Bulk © 2008 OSIsoft, Inc. | Company Confidential 43 Smart Connector Server System PI AMI Interface Plug-In OSIsoft Interface Conductor Enterprise Gateway RPC Module Web Service Request RPC Manager Interface Plug-In External Relations Manager Schedule Manager SAP Module Web Service OSIsoft . . . . WSDL Table Container Updater Interface Plug-In Communication Manager Module Web Service PI Server AF Server ERP or other system Head End ESB (SAP XI) AMI Vendor Smart Connector Package © 2008 OSIsoft, Inc. | Company Confidential 44 The Server Windows Server 2003 SQL Server 2005 The Analytics The Visuals Windows Server 2003 Visual Studio.NET PI Archive PI Alarm AF Context Database RtAlerts Real-Time Interfaces Performance Eq. RLINK PI Totalizer Data Access PI ACE MCN HealthMonitor Real Time SQC RtReports Sigmafine Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 45 The Server Windows Server 2003 SQL Server 2005 The Analytics The Visuals Windows Server 2003 Visual Studio.NET PI Archive PI Notifications AF Context Database Real-Time Interfaces RLINK PI Analytics Data Access MCN HealthMonitor RtReports Sigmafine Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 46 PI Notifications A new alerting paradigm from OSIsoft – – – – – Historized alerting Highly available scheduling Escalation Extensible delivery Integration with OSI client tools © 2008 OSIsoft, Inc. | Company Confidential 47 PI Notification Business Logic Analysis Time Rule Rule Target Configuration Content Delivery Notification Emission Trigger Contacts Acknowledgement Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 48 PI Notifications Architecture Message Visualization The Server The Analytics ` Smart Client PI System Explorer ProcessBook Thin Client AF Acknowledgement Pages AF 2.0 PI Archive Thin Client Integration PI Notifications Highly Available Historized Alerting Extensible Delivery Versatile Data Sourcing ` Internet Explorer Email Webservice © 2008 OSIsoft, Inc. | Company Confidential 49 PI System Explorer Add-In © 2008 OSIsoft, Inc. | Company Confidential 50 Notification Configuration Triggers – Condition Types – State Groups Content Subscriptions – Email Contacts – Web Service – Custom © 2008 OSIsoft, Inc. | Company Confidential 51 PB Add-in for PI Notifications Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 52 PI Notifications Desktop Alert DesktopAlert.exe Preferences My PI Options © 2008 OSIsoft, Inc. | Company Confidential 53 PI Server Core Today Archive Files Event Queue Snapshot Table Point Database Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 59 PI Server Core with Partitioning Slow, Lab Data Future Data High-Speed Data Dedicated Snapshot, Queue, and Archives Point Database Partitions Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 60 The Server The Analytics The Visuals Smart Clients Thin Clients Visualization Structured Portal Environment Allows Root Cause Analysis Users to Build Displays Without IT Training Planning Content Authoring Seamless Interaction Between Smart Clients & Portal Environment Performance Improvement Operational Visibility Knowledge Management Product Quality Lean Manufacturing Asset Management Situational Awareness © 2008 OSIsoft, Inc. | Company Confidential 61 PI ProcessBook 3.1 © 2008 OSIsoft, Inc. | Company Confidential 62 ProcessBook 3.1 SIG Requests for ProcessBook – Linear regression line – Tooltip statistics – Easier display building and formatting – Vertical trend – Details Window \ Annotations Others – PI Notifications Add In – Formatting Paintbrush © 2008 OSIsoft, Inc. | Company Confidential 63 From the Past to the Present © 2008 OSIsoft, Inc. | Company Confidential 64 From the Past to the Present © 2008 OSIsoft, Inc. | Company Confidential 65 Easy Toolbar Formatting This is a new feature Will be released in Processbook 3.1 Other trend features: – Easy formatting from tool bar – Two new trend types – Copy palette from one trend to another © 2008 OSIsoft, Inc. | Company Confidential 66 ProcessBook 3.1 Linear Regression Line and Tooltip Statistics © 2008 OSIsoft, Inc. | Company Confidential 67 ProcessBook 3.1 Details Window Support for Annotations fosters collaboration Exact Data can be seen from the Details Window Export of data to Windows Clipboard or file Point configuration information directly accessible from Details Window © 2008 OSIsoft, Inc. | Company Confidential 68 ProcessBook 3.1 Annotation Entry © 2008 OSIsoft, Inc. | Company Confidential 69 ProcessBook 3.1 Details Window © 2008 OSIsoft, Inc. | Company Confidential 70 PI Notifications ProcessBook display as content ProcessBook display linked as content Instant trend Pass time context to display © 2008 OSIsoft, Inc. | Company Confidential 71 DataLink for Excel 2007 © 2008 OSIsoft, Inc. | Company Confidential 72 Benefits of DataLink + Excel 2007 Provides a new DataLink user experience Supports the current DataLink user experience Allows DataLink spreadsheets on the Web Includes new data formatting features Increased limits for larger spreadsheets – More data on a spreadsheet with 1M rows by 16K cols Improved performance – Faster, multithreaded Excel calculation engine © 2008 OSIsoft, Inc. | Company Confidential 73 New DataLink UI in Excel 2007 Ribbon makes it easier to find the right function © 2008 OSIsoft, Inc. | Company Confidential 74 New DataLink UI in Excel 2007 Task pane makes it easier to modify a function © 2008 OSIsoft, Inc. | Company Confidential 75 Current DataLink in Excel 2007 DataLink 3.x is available from the Add-Ins tab © 2008 OSIsoft, Inc. | Company Confidential 76 Formatting Features in Excel 2007 Reports and tables are visually pleasing and provide instant feedback to find relevant data © 2008 OSIsoft, Inc. | Company Confidential 77 DataLink – Platform Release 1 Support for Windows Vista Localized in several languages – – – – – – French German Japanese Korean (Planned for Q4 2007) Simplified Chinese Spanish © 2008 OSIsoft, Inc. | Company Confidential 78 DataLink for Excel Services © 2008 OSIsoft, Inc. | Company Confidential 79 Workflow with Excel Services Browser DataLink Publish Spreadsheets Office SharePoint Servers View and Interact Export/Snapshot into Excel Programmatic Access DataLink Custom applications © 2008 OSIsoft, Inc. | Company Confidential 80 Value of DLES + Excel Services Shows “one version of the truth” – Simplify collaboration around spreadsheets Provides enterprise content management – Make spreadsheets accessible and manageable Enables business intelligence in real-time – Improve business insight into PI data on demand © 2008 OSIsoft, Inc. | Company Confidential 81 DLES is DataLink on the Web Only requirement is a Web browser – No DataLink needed on Client PC – Excel 2007 is not required anywhere Enter parameters and recalculate PI data – Allow dynamic spreadsheets, but keep them secure Create dashboards with RtWebParts – Display graphical, interactive pages using context – DLES is available with an active RtWebParts license © 2008 OSIsoft, Inc. | Company Confidential 82 DLES – Architecture Web Front End Excel Web Excel Web Access Access Application Server DataLink for Excel Calculation Excel Services Services SharePoint Content Database PI Server DataLink Spreadsheets © 2008 OSIsoft, Inc. | Company Confidential 83 Batch and Event Analysis © 2008 OSIsoft, Inc. | Company Confidential 84 Batch and Event Analysis Every process has some kind of repeatable event Batch process Continuous process Am I making it the same way as yesterday? How do I make the best product? How can I reduce cycle times? What causes downtime? Can I improve my startup or grade change times? How can I track and study environmental excursions? Discrete process What is my Overall Equipment Effectiveness? What are my top 10 causes of downtime? © 2008 OSIsoft, Inc. | Company Confidential 85 PI Batch Architecture PI EVT Interface PI Archive Batches and Modules PI BaGen Batches PI Point Events Batch Exec. Systems Rockwell RSBatch Emerson DeltaV Intellution iBatch Honeywell Total Plant Batch PI Server Module Database PI Batch Generator Interface Batch Database S88 © 2008 OSIsoft, Inc. | Company Confidential 86 PI Batch Architecture Analytics PI Archive Visualization Smart Clients ProcessBook Excel/Datalink ` Trust PI Server Module Database ` Batch Database Analytics Server Internet Explorer Thin Clients RtReports RtWebParts RtBaseline Services RtReports © 2008 OSIsoft, Inc. | Company Confidential 87 RT Reports © 2008 OSIsoft, Inc. | Company Confidential 88 RtReports Editions Standard Edition – Intended for customers that need web-based, real-time reporting who are not constrained by regulatory requirements Compliance Edition – Complies with government regulations to meet electronic signatures – Suitable for customers constrained by FDA or EPA © 2008 OSIsoft, Inc. | Company Confidential 89 RtReports Standardized enterprise reporting – Templates for repeatable reports and data retrieval – Import/Export utilities for moving report templates between locations – Configuration – no programming Manage change through versioning – Versioned Report templates – Review and Release workflow for report templates • Comment print, verify report sections, and approve final report Tracks report output – No need to store output • Regenerated on demand • Print to paper, PDF, SharePoint DL – Who printed, how many, when last printed? © 2008 OSIsoft, Inc. | Company Confidential 90 RtWebParts © 2008 OSIsoft, Inc. | Company Confidential 91 What are Web Parts? © 2008 OSIsoft, Inc. | Company Confidential 92 RtWeb Parts © 2008 OSIsoft, Inc. | Company Confidential 93 Types of RtWebParts Set Context Display Data Leverage ProcessBook © 2008 OSIsoft, Inc. | Company Confidential 94 © 2008 OSIsoft, Inc. | Company Confidential 95 Visual KPI 3.0 Architecture Data Sources Any Mobile or Desktop Client ` Visual KPI Excel Editor Any Historian Meta Data Equations Any RDB Existing Data External KPIs Any LOB App Link to financials Planned values SAP, MRO, etc. Configuration only, no runtime association or storage Publish Scorecards via Web Services XML over HTTP Web Services Real-time Data Excel 2003 or Excel 2007 with VSTO Web Services Visual KPI Server Composite KPI Engine All meta data in SQL 2005 Windows Server 2003 ASP 2.0 Web Site Web Services Config © 2008 OSIsoft, Inc. | Company Confidential 96 Questions? OSIsoft Product Roadmap The Server & Clients © 2008 OSIsoft, Inc. | Company Confidential 97