OSIsoft Product Roadmap The Server Chris Coen Product

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OSIsoft’s Mission “We are rewarded when we deliver superior value. This means delivering a platform on which our customers can continuously improve their business performance. ” – Dr. J. Patrick Kennedy, CEO & Founder © 2008 OSIsoft, Inc. | Company Confidential 2

Functional Groups of The PI System Performance Operational Knowledge Product Lean Asset Situational Improvement Visibility Management Quality Manufacturing Management Awareness The Visuals The Analytics The Server Structure / Asset Data Deliver Information for Meaningful, Better Business Decisions Turn Valuable Real-Time Data Into Actionable Information Gathers, Organizes, Distributes, and Stores Data from Many Sources Real-Time Data Custom Data IT Data Relational Data Web Services ERP / Maintenance © 2008 OSIsoft, Inc. | Company Confidential 3

Aspects of The PI System Cross Functional Aspects of the PI System Interoperable Secure Extensible Reliable Available Scalable The Visuals The Analytics The Server Deliver Information for Meaningful, Better Business Decisions Turn Valuable Real-Time Data Into Actionable Information Gathers, Organizes, Distributes, and Stores Data from Many Sources © 2008 OSIsoft, Inc. | Company Confidential 4

System Architecture Business Systems Portal Servers Firewall Sensor Monitoring Systems PI Interface(s) (Buffered) Centralized Information PI Server Application Servers Client Apps SCADA LIMS Systems Smart Devices Manual Data PLC / Instrument Systems More Client Apps Maintenance Systems Plant level app servers Wireless Mobile Clients © 2008 OSIsoft, Inc. | Company Confidential 5

The PI Server Today The Server The Analytics The Visuals Data Access Rt. Baseline Services for Thin Clients OLEDB ODBC OPC / HDA Module Database PI Archive Failover / Management Services AF 2. 0 Data Storage, Management Services, Audit Trail, Batch MCN Health. Monitor Custom Programming Structure / Asset Data & System Management Tools RLINK Real-time Interfaces ERP / Maintenance RLINK SERVERS & GATEWAYS SAP / JD EDWARDS / PEOPLESOFT MAXIMO / INDUS / MIMOSA Real-Time Data Custom Data IT Data Relational Data Web Services DCS / PLC / SCADA / OPC HISTORIANS / INTERFACES COM CONNECTORS APIs / SDKs IT MONITOR OLEDB / ODBC ORACLE / SQL SOA / EXTERNAL DATA LEGACY APPS © 2008 OSIsoft, Inc. | Company Confidential 6

The Analytics within the PI System Today The Analytics The Server The Visuals Advanced Computing Engine (ACE) PI Notifications Rt. Reports Compliance & Standard Enterprise Services PI Analytics (Performance Equations, Totalizers, Alarm, RTSQC) © 2008 OSIsoft, Inc. | Company Confidential 7

PI Server Point Count PR 1 PI(UC 2003) PR 2+ (3. 5) x 64 3. 3 SR 2 x 64 3. 4. 370 x 64 3. 4. 364 x 86 (3. 4. 375) 21 20 19 18 17 16 15 14 13 12 200 11 500 10 000 9 8 7 6 5 4 3 2 1 © 2008 OSIsoft, Inc. | Company Confidential 8

Motivations: Why High Availability? l Network Failure l Administrative/User Failure l Upgrades and Migrations – Hardware – Operating System Software (Patches) – Applications Software © 2008 OSIsoft, Inc. | Company Confidential 13

The Business Case for HA l How much downtime can you afford? – 365 Days X 24 Hours = 8760 Hours/year – 99. 7% uptime = 26. 3 hours of downtime/year – 99. 9% uptime = 8. 7 hours of downtime/year © 2008 OSIsoft, Inc. | Company Confidential 14

PI HA Architecture System Management Tools Clients: Process. Book, Data. Link, Batch. View, Rt. Web. Parts, Custom Application… App. Servers: AF, Rt. BLS, Rt. Reports, ACE PI SDK Discovery, Failover, Failback, Load Distribution Services API Buffering PI Collective Secondary PI Server Configuration Changes API Buffering Services PI Interfaces Primary PI Server Failover Mechanisms Secondary Configuration Changes PI Server(s) API Buffering Services PI Interfaces © 2008 OSIsoft, Inc. | Company Confidential 15

PI HA Summary l Features – Synchronization of PI Server configuration – Transparent client failover, simple load balancing – Fanning of real-time data to multiple servers l Value – – High Availability to your PI System Peace of mind for Administrators Direct support for existing PI Clients Simple, scalable and flexible architecture © 2008 OSIsoft, Inc. | Company Confidential 16

Windows Integrated Security Windows Authentication Active Directory PI Server Identity Mapping PI Identities PI Secure Objects Authorization Security Principals Access Control Lists © 2008 OSIsoft, Inc. | Company Confidential 17

Next Generation of Asset Database l PI AF 2. 0 succeeds PI Module Database l OSIsoft is committed to moving customers and partners forward to AF 2. 0… l …While preserving value of existing applications © 2008 OSIsoft, Inc. | Company Confidential 28

Features Module Database AF 2. 0 Hierarchical Static values PI Points Versioning Event Pipes * Templates Formulae Units of Measure External Data Connectivity © 2008 OSIsoft, Inc. | Company Confidential 29

Pipeline Example Natural Gas Compressor l RPM s Tag l Fuel consumption rate l Exhaust temperature l Oxygen sensor ons lati l Flow in u alc C l Flow out OM l Pressure differential U l Last service date ery Qu l Service type QL l Mfr documentation S © 2008 OSIsoft, Inc. | Company Confidential 30

Pipeline Example l l Build compressor template Create attribute templates Set default values Create instances of template l Compressor 1 l Compressor 2 l Compressor. N l Adjust data streams © 2008 OSIsoft, Inc. | Company Confidential 31

Now you can… l Locate data without needing tag names l Build just one display and show each compressor l Include non-PI data in reports l Estimate next maintenance l Calculate fuel consumed l Calculate losses find leaks l Find which compressors have low pressure differentials. l And so on… © 2008 OSIsoft, Inc. | Company Confidential 33

PI AF 2. 0 – New Features l Performance and scalability – Millions of assets mapping multi-millions of PI points l Multiple PI Server Support l Object History (versioning) – Keeps track of configuration changes over time l Hierarchical Attributes and Categories l Advanced Attributes Types – Files, Arrays, Tables l Enumeration Sets l Object-Level Windows Integrated Security © 2008 OSIsoft, Inc. | Company Confidential 35

PI AF 2. 0 Benefits l Visibility – Information about data, assets and models is available to visualization suite of tools l Single Version of the Truth – Creates unified assets and relationships – Assets and models become basis for consistent visualization and analyses l Communication & Collaboration – People use the same asset and model reference for their visualization and analyses © 2008 OSIsoft, Inc. | Company Confidential 36

PI AF 2. 0 Benefits l Search and Find information – Expose a more intuitive, equipment centric view of our data so everybody in the corporation can quickly access the data relevant to their jobs l Knowledge Management – Synchronize and eliminate disparate assets, models and analysis to improve traceability and accountability © 2008 OSIsoft, Inc. | Company Confidential 37

AF Roadmap l AF 2. 0 is released l MDB to AF migration and connection – Allows AF to be system of record – Allows MDB calls to read AF Elements as they map to Modules – Allows ACE to work against AF Element contexts – Requires Windows Security PI Server l Platform Release 2 (PR 2) – “AF Unification” – Clients based on AF rather than MDB – ACE will read AF Element contexts natively – AF High Availability © 2008 OSIsoft, Inc. | Company Confidential 39

What is PI Notifications? l A scalable, highly available, notification and alarming infrastructure l Why infrastructure? – Extensible • Users can customize notification rules and scheduling – Integral part of the PI System • Real-time event delivery • PI System Client integration © 2008 OSIsoft, Inc. | Company Confidential 40

PI Notifications: The Value l Alerting “out of band” – anywhere, anytime l Escalation l Notification history (including acknowledgements and other actions) maintained forever l No programming required l Extensible delivery channels that can integrate with 3 rd party systems and applications © 2008 OSIsoft, Inc. | Company Confidential 41

The PI Notification Process 1. PI Notification Service collects inputs and evaluates the Trigger condition(s). 2. Subscriptions are evaluated for the correct Contact(s). 3. Content is added to the Notification. 4. Subscriptions are filled via delivery channels. 5. Subscribers can acknowledge the Notification. l History recorded l Content and Subscriptions are optional © 2008 OSIsoft, Inc. | Company Confidential 44

Notifications Roadmap l PI Notifications 1. 0 is released l PI Notifications enhancements planned – Scale up performance – My. PI Enhancements • Searching • Grouping – Snooze Notification Rule – Internationalization © 2008 OSIsoft, Inc. | Company Confidential 48

Batch and Event Analysis Every process has some kind of repeatable event l Batch process l l Continuous process l l 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 l l What is my Overall Equipment Effectiveness? What are my top 10 causes of downtime? © 2008 OSIsoft, Inc. | Company Confidential 54

Value and Effort Value Now, Value Over Time Target (time, value) Batch Quality Monitoring Asset Portfolio Optimization Environmental Compliance SQC Six Sigma OEE Condition Based Maintenance Energy Management Effort { Va wit lue h. P I Initial Software Investment Time Incremental effort yields sustainable gains © 2008 OSIsoft, Inc. | Company Confidential 58

Value Now, Value Over Time Value and Effort New Value Targets will Appear New Target (time, value) Effort { Va wit lue h. P I Initial Software Investment Time Reach the New Target Incrementally © 2008 OSIsoft, Inc. | Company Confidential 59

Intrinsic Values of the PI System Your real-time data is: l Scalable (asset, site and enterprise) l Available (independent of system faults) l Reliable (believable, auditable) l Extensible (open feature set) l Secure (multiple security models) l Interoperable (open to multiple systems) © 2008 OSIsoft, Inc. | Company Confidential 61

The Value of High Availability today l More uptime during server outages – Planned – Unplanned l Automatic failover for data consumers l Automatically publish changes from a primary to secondary servers – Multiple configurations possible © 2008 OSIsoft, Inc. | Company Confidential 62

Shifting Platform Usage Time Series Centric Operations Connectivity Centric Time Series Context Data Access Analytics (Data Directory) Connectivity Analytics © 2008 OSIsoft, Inc. | Company Confidential 63

The C. I. A. Security Model for PI l It’s really about Quality! Availability l Core Infrastructure – High Availability – Integrity Monitoring – Modern Platform Confidentiality Integrity l Security lifecycle is builtin and serviceable. © 2008 OSIsoft, Inc. | Company Confidential 65

PI Feature Map for C. I. A. l High Availability – PR 1 Collectives and Interface Failover (HA) – m. PI Software Update Service l Integrity – Audit Trail and Logging – Quality of Service Monitoring (ITM & NOC) l Confidentiality – Integrated Authentication and Authorization – Object Oriented Security Policy – Best Practices (Co. E) © 2008 OSIsoft, Inc. | Company Confidential 66

Is the PI System Data Encrypted? l PI data is transmitted in the clear with binary encoding for performance – Secondary characteristic is “security by obscurity” – Transmits on exception, not deterministic polling [eg. Modbus] – Normally acceptable for data privacy inside a trust boundary l PI is compatible with encryption policy deployment – Rt. Web. PartsRt. ReportsDLES (via MS Sharepoint) [TLS/SSL] – Thick Clients (via Terminal Services) [RSA/RC 4] – Any PINET TCP/IP connection [VPN/IPSEC] l PI is not usually the driver for encryption policy – Align with privacy for MS Office user files – Often required across public infrastructure and wireless media – Performance is an issue in legacy environments © 2008 OSIsoft, Inc. | Company Confidential 67

Recent Security Changes in PI l DBSecurity Roles l PI Trust Attributes – Host name – Application name l PI Module – Permission Inheritance l Interfaces – New Buffer Subsystem – Disconnected Startup © 2008 OSIsoft, Inc. | Company Confidential 68

Data. Link for Excel Services (DLES) l PI Data. Link on the Web l Only requirement is a Web Browser – No Data. Link or Excel installation on client l Move existing spreadsheets to the Share. Point portal l Deploy Data. Link functions at the Enterprise level: – Install Share. Point 2007 on the server machine – Install Data. Link functions on the server machine © 2008 OSIsoft, Inc. | Company Confidential 69

DLES – The Value l Shows “one version of the truth” – Simplify collaboration around spreadsheets l Provides enterprise content management – Make spreadsheets accessible and manageable – Allow dynamic spreadsheets, but keep them secure – Not able to directly edit cells on spreadsheet l Enables business intelligence in real-time – Improve business insight into PI data on demand – Display graphical, interactive pages using context © 2008 OSIsoft, Inc. | Company Confidential 70

DLES – Architecture Web Front End Excel Web Access Application Server Data. Link for Excel Services Excel Calculation Services Share. Point Content Database PI Server Data. Link Spreadsheets © 2008 OSIsoft, Inc. | Company Confidential 71

Rt. Reports Editions l Standard Edition – Intended for customers that need web-based, real-time reporting who are not constrained by regulatory requirements l Compliance Edition – Complies with government regulations to meet electronic signatures – Suitable for customers constrained by FDA or EPA © 2008 OSIsoft, Inc. | Company Confidential 73

Rt. Reports Benefits l Improve employee efficiency – Reports built and regenerated without programming – Library of processing rules and formatting rules allow for rapid report generation l Enhance knowledge management and collaboration – Reports available on-demand, via the Web l Reduce variability in reporting – Information workers retrieve information from the same source – Generate tamper-proof reports l Improve manufacturing agility – Accelerate product release – Automate environmental reports © 2008 OSIsoft, Inc. | Company Confidential 74

Rt. Reports l Standardized enterprise reporting – Templates for repeatable reports and data retrieval – Import/Export utilities for moving report templates between locations – Configuration – no programming l Manage change through versioning – Versioned Report templates – Review and Release workflow for report templates • Comment print, verify report sections, and approve final report l Tracks report output – No need to store output • Regenerated on demand • Print to paper, PDF, Share. Point DL – Who printed, how many, when last printed? © 2008 OSIsoft, Inc. | Company Confidential 75

Rt. Reports Differentiators l Comprehensive reporting tool – Specify the format, content and management of reports l Integrates internal and external data sources – Relational and web services data l Report Template Versioning l Flexible context meta-data l Compliance Edition Workflow © 2008 OSIsoft, Inc. | Company Confidential 76

MCN Health Monitor l Management Console enables proactive network monitoring and informed decision-making – – – Capacity Planning Critical Application Performance Monitoring Root Cause Analysis • Applications • Hardware • Devices l Immediate and tangible benefits – – – Increases profitability • Identifies manufacturing system operational bottlenecks • Reduces system downtime and maintenance costs Improves IT system management Leverages the PI System core technology and maximizes system ROI © 2008 OSIsoft, Inc. | Company Confidential 78

Putting AF into practice Hierarchical l Start with a collection of assets l Associate data with the assets l New assets are based on templates l Assets can be connected Asset Attributes: Name plate information Trays l Assets can be grouped Related data references – By function – By location Connectivity Equipment Limits l Relationships are sourced from assets Asset Attributes: l Apply and run analyses Name plate information Related data references l Visualize results Operating limits Tower 1 © 2008 OSIsoft, Inc. | Company Confidential 79

PI and the Smart Grid l Press Release May 5, 2008 “OSIsoft … announces the addition of two products for their Advanced Metering Infrastructure (AMI) and Smart Grid initiatives: “PI Smart Connectors” and “PI Business Gateways”. OSIsoft has developed “Smart Connectors” that will interface metering systems (AMI) to the PI System in order to unify, validate, rationalize, store and synchronize the metering data at the speeds necessary to support next generation grid management applications. ” © 2008 OSIsoft, Inc. | Company Confidential 80

Benefits for The Smart Grid l Integration of meter information – End-to-end view of a utility – Generation to the meter – Event-oriented environment l Easy integration – Geographic Information Systems, – Power Modeling Applications and – Outage Management Systems. © 2008 OSIsoft, Inc. | Company Confidential 81

Benefits for The Smart Grid l Standard capabilities allow users to – – Determine circuit profiles and feeder efficiencies Optimize load Evaluate grid and asset health Within an actionable environment l Positioning for more advanced integration involving the interplay of – Market dynamics – Distributed energy resources – Smart homes © 2008 OSIsoft, Inc. | Company Confidential 82

Benefits of the PI Infrastructure l PI High Availability (HA) – Fault tolerant Mission Critical environment – Split architecture security – Interface failover, buffering, data replication and a service interface l PI AF – a template framework that supports – Simultaneous models • network connectivity, • correlative, or • process (CBM) – Meta-data store © 2008 OSIsoft, Inc. | Company Confidential 83

Benefits of the PI Infrastructure l Infrastructure stays in place while the systems it collects data from, or the systems it presents data to, evolve – Secure, Robust, Information rich l Industry standard web and desktop environments – Analytics – Notifications – Alarms © 2008 OSIsoft, Inc. | Company Confidential 84

PI Analytics – Today Clients (Process. Book, Data. Link, Rt. Web. Parts, etc. ) AF 2. 0 Module Database PI Server … SCM RDBMS PI Server … MES Non Time-Series Sources Honeywell ABB Delta-V Rockwell Time Series Data Sources © 2008 OSIsoft, Inc. | Company Confidential 85

The Analytics – Bridge Release Clients (Process. Book, Data. Link, Rt. Web. Parts, etc. ) PIANO: Post-Processing (PI Notifications) Foundation: Data Directory (PI AF 2. 0) “Smart Connectors” PI Server … SCM RDBMS PI Server … MES Non Time-Series Sources Honeywell ABB Delta-V Rockwell Time Series Data Sources © 2008 OSIsoft, Inc. | Company Confidential 86

PI Analytics - Future Clients (Process. Book, Data. Link, Rt. Web. Parts, etc. ) PIANO: Post-Processing (PI Analytics, PI Scheduler & PI Notifications) Foundation: Data Directory (PI AF 2. 0) “Smart Connectors” PI Server … SCM RDBMS PI Server … MES Non Time-Series Sources Honeywell ABB Delta-V Rockwell Time Series Data Sources © 2008 OSIsoft, Inc. | Company Confidential 87

Highlights of Smart Connectors l Family of Products – Interfaces (today and beyond) – Asset Connectors (Bridge Release and beyond) – Business Gateways (~PR 3) l Asset Connectors – Use Windows Communication Foundation – Re-use lessons from 25+ years of interface dev. © 2008 OSIsoft, Inc. | Company Confidential 88

Smart Connectors l Establish and maintain relationship between PI System and Foreign System – Configuration – Sensor – Meta-data l Goal of Smart Connectors: – “Zero” management – “Near-Zero” installation & configuration © 2008 OSIsoft, Inc. | Company Confidential 89

The Server The Analytics PI Archive ACE PI AF PI Analytics Real-Time Interfaces Rt. Reports Data Access PI Notifications MCN Health Monitor The Visuals Sigmafine © 2008 OSIsoft, Inc. | Company Confidential 91

The Server The Analytics The Visuals Smart Clients PI Archive ACE PI Process. Book PI AF PI Analytics PI Data. Link Real-Time Interfaces Rt. Reports PI Activeview Data Access PI Notifications PI Batch. View MCN Health Monitor Sigmafine Thin Clients Rt. Web. Parts Rt. Portal i. Views Rt. Reports Clients © 2008 OSIsoft, Inc. | Company Confidential 92

PI ACE – Consistent Performance Metrics l Scalable application development environment l One, consistent calculation can be used for all similar processes or equipment l Integrates access to data and functionality from other systems © 2008 OSIsoft, Inc. | Company Confidential 94

The Analytics The Server The Visuals Smart Clients Thin Clients Rt. Web. Parts Rt. Active. View Rt. Gauge Rt. Graphic Rt. Table Rt. Tag. Search Rt. Tree. View Rt. Trend Rt. Table Rt. XYPlot Data. Link i. Views Rt. Active. View Rt. Gauge Rt. Graphic Rt. Table Rt. Tag. Search Rt. Tree. View Rt. Trend Rt. Table Rt. XYPlot RLINK i. Views Active. View Batch. View SQC Client AF Modeler Add-in Other Thin Clients Process. Book MS Excel Add-ins: Batch. View AF Performance Improvement Operational Visibility Knowledge Management Product Quality Lean Manufacturing Data. Link for Excel Services Rt. Reports Generator Rt. Reports Editor Asset Management Situational Awareness © 2008 OSIsoft, Inc. | Company Confidential 95

The Server The Analytics The Visuals Smart Clients Thin Clients Structured Portal Environment Allows Users to Build Displays Without IT Training Visualization Root Cause Analysis 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 96

PI AF 2. 0 in the PI System l Data structured and organized by asset l Spans multiple PI Systems l Incorporates non time series data Non Time Series Data Sources … SCM RDBMS MES Honeywell ABB Delta-V Rockwell … Other Honeywell ABB Delta-V Rockwell Other © 2008 OSIsoft, Inc. | Company Confidential 98

AF 2. 0 Assists Users l Search your data more intuitively l Access more than PI data l Define generic calculations l Create display and report Templates l Scale to the Enterprise © 2008 OSIsoft, Inc. | Company Confidential 99

AF Features l Assets can be: – – – Categorized Connected Versioned Hierarchical and Linked From an existing Asset Model – “Smart Connectors” l Attributes can be: – – PI Points From Relational Databases Calculated Inherited from a Template l XML Compatible (import and export) © 2008 OSIsoft, Inc. | Company Confidential 100

Features: PI System Explorer l View the structure of the database – Templates, Elements, Relationships, Tables, Notifications l Create new content – All AF objects l Configure items – assign data references l Create structures – Hierarchies, models © 2008 OSIsoft, Inc. | Company Confidential 101

Features: Excel Add-in l Manage configuration – Specify data references for attributes that will override the template definition l Report information – Create report templates similar to using Data. Link – Retrieve information regarding model connectivity and context © 2008 OSIsoft, Inc. | Company Confidential 103

Features: AF SDK l Comprehensive Managed Code Class Library –. Net based – Access to AF Database l Common UI Components – Rich library of controls l Extensive User Guide and Programmer Reference – Tutorial Guiding Developer Through AF Programming Experience © 2008 OSIsoft, Inc. | Company Confidential 104

PI AF 2. 0 Advantages l Allows organization of all of your data -millions of points - in a meaningful way – According to an equipment model – According to the way you would use it in calculations l Create relationships between collections or organizations (e. g. , assets) l Allows you to bring in relational and complex data into the same context as your real-time data © 2008 OSIsoft, Inc. | Company Confidential 105

PI AF 2. 0 Advantages l Custom domain knowledge can be re-used in new analyses because it’s in one central place (not in an Excel spreadsheet) l Replaces programming with configuration l Protects your investments in your displays, reports, and business logic © 2008 OSIsoft, Inc. | Company Confidential 106

PI Notifications (Bridge) & PI Analytics (PR 3) l Rt. Alerts -> PI Notifications l ACE, Analysis Rules -> Best practices for PI Analytics – Single metadata and structure basis – Uses any data referenced in The PI System l Smart Connectors l Data. Link for Excel Services l PI Security l PI Batch l PI Reporting © 2008 OSIsoft, Inc. | Company Confidential 107

Notifications l Once a Trigger condition is satisfied, a historical record is created for that condition. l Only the Trigger is required to create a PI Notification - Content and Subscriptions are optional. © 2008 OSIsoft, Inc. | Company Confidential 108

PI Batch Architecture PI EVT Interface PI Archive Batches and Modules PI Ba. Gen Batches PI Point Events Batch Exec. Systems Rockwell RSBatch Emerson Delta. V Intellution i. Batch Honeywell Total Plant Batch PI Server Module Database Batch Database S 88 PI Batch Generator Interface © 2008 OSIsoft, Inc. | Company Confidential 109

PI Batch Architecture Analytics PI Archive Visualization Smart Clients Process. Book Excel/Datalink Trust PI Server Module Database Batch Database Internet Explorer Analytics Server Rt. Reports Rt. Baseline Services Thin Clients Rt. Web. Parts Rt. Reports © 2008 OSIsoft, Inc. | Company Confidential 110