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PI Visualization Tools Putting Your Data to Work Laurie Dieffenbach, Product Manager Regional Seminar PI Visualization Tools Putting Your Data to Work Laurie Dieffenbach, Product Manager Regional Seminar Series October 2008 © 2008 OSIsoft, Inc. | Company Confidential

The Server Windows Server 2003 SQL Server 2005 The Analytics Windows Server 2003 Visual The Server Windows Server 2003 SQL Server 2005 The Analytics Windows Server 2003 Visual Studio. NET The Visuals Smart Clients Client: Windows XP/Vista Microsoft Office 2003/2007 PI Archive PI Notifications Process. Book AF Context Database PI Analytics Data. Link Real-Time Interfaces Rt. Reports Active. View RLINK Rt. Alerts Batch. View Data Access Sigmafine MCN Health Monitor Thin Server: Windows Server 2003 Windows Share. Point Services – or – SAP Enterprise Portal 6 Clients Rt. Web. Parts Rt. PM Bus Pkg i. Views Rt. Reports Clients © 2008 OSIsoft, Inc. | Company Confidential 2

Why Visualization? l Compare factors l See obvious issues l See obvious results from Why Visualization? l Compare factors l See obvious issues l See obvious results from change © 2008 OSIsoft, Inc. | Company Confidential 3

© 2008 OSIsoft, Inc. | Company Confidential 4 © 2008 OSIsoft, Inc. | Company Confidential 4

© 2008 OSIsoft, Inc. | Company Confidential 5 © 2008 OSIsoft, Inc. | Company Confidential 5

Visualization Tools l First, what will AF look like? l Process. Book l Data. Visualization Tools l First, what will AF look like? l Process. Book l Data. Link l Rt. Web. Parts/i. Views l Data. Link for Excel Services l Rt. Reports l Manual Logger © 2008 OSIsoft, Inc. | Company Confidential 6

AF functionality l Many visualization tools currently support finding data using references to a AF functionality l Many visualization tools currently support finding data using references to a module, its properties, or its aliases l AF turns references to a module into references to an element and its attributes. © 2008 OSIsoft, Inc. | Company Confidential 7

AF versus Module Database AF © 2008 OSIsoft, Inc. | Company Confidential 8 AF versus Module Database AF © 2008 OSIsoft, Inc. | Company Confidential 8

Process. Book © 2008 OSIsoft, Inc. | Company Confidential Process. Book © 2008 OSIsoft, Inc. | Company Confidential

What people use it for l Situational awareness (e. g. , in the control What people use it for l Situational awareness (e. g. , in the control room) l Troubleshooting a present issue l Deep analysis of root cause or looking for efficiencies © 2008 OSIsoft, Inc. | Company Confidential 10

Customer Requests Addressed in PB 3. 1 l Easier Formatting l Quick Trend Zoom Customer Requests Addressed in PB 3. 1 l Easier Formatting l Quick Trend Zoom & Pan l Data Details l Annotations l Vertical Trends l Linear Regression Line l Tooltip Statistics l Drag and Drop © 2008 OSIsoft, Inc. | Company Confidential 11

Formatting Toolbar © 2008 OSIsoft, Inc. | Company Confidential 12 Formatting Toolbar © 2008 OSIsoft, Inc. | Company Confidential 12

Format Paintbrush © 2008 OSIsoft, Inc. | Company Confidential 13 Format Paintbrush © 2008 OSIsoft, Inc. | Company Confidential 13

Zoom In / Zoom Out 2 x © 2008 OSIsoft, Inc. | Company Confidential Zoom In / Zoom Out 2 x © 2008 OSIsoft, Inc. | Company Confidential 14

Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 15 Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 15

Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 16 Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 16

Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 17 Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 17

Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 18 Hide/Show Individual Traces © 2008 OSIsoft, Inc. | Company Confidential 18

Details Pane l Events l Annotations © 2008 OSIsoft, Inc. | Company Confidential 19 Details Pane l Events l Annotations © 2008 OSIsoft, Inc. | Company Confidential 19

Vertical Trends © 2008 OSIsoft, Inc. | Company Confidential 20 Vertical Trends © 2008 OSIsoft, Inc. | Company Confidential 20

Trend Regression Line Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Trend Regression Line Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 21

Statistics: Tool. Tips and Details Copyright © 2007 OSIsoft, Inc. All Rights Reserved © Statistics: Tool. Tips and Details Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 22

Data Favorites © 2008 OSIsoft, Inc. | Company Confidential 23 Data Favorites © 2008 OSIsoft, Inc. | Company Confidential 23

Drag and Drop Configuration l From Favorites list l From Search results l From Drag and Drop Configuration l From Favorites list l From Search results l From other applications (e. g. , Excel) l Add to existing trends l Create new symbols (Trend, XY plot, Bar, Value) l Build mode only l Data Favorites window © 2008 OSIsoft, Inc. | Company Confidential 24

PI Notifications l Process. Book display as content l Process. Book display linked as PI Notifications l Process. Book display as content l Process. Book display linked as content l Instant trend l Pass time context to display © 2008 OSIsoft, Inc. | Company Confidential 25

Localization l Process. Book and Active. View – English, French, German, Spanish, Simplified Chinese, Localization l Process. Book and Active. View – English, French, German, Spanish, Simplified Chinese, Japanese, Korean – Russian and Brazilian Portuguese coming l Batch. View – Japanese © 2008 OSIsoft, Inc. | Company Confidential 26

Process. Book Roadmap l Process. Book 3. 1 – Windows security integration – PI Process. Book Roadmap l Process. Book 3. 1 – Windows security integration – PI Notifications integration – Trending enhancements l Process. Book 3. 2 (PR 2) – More AF 2. 0 integration – Time handling improvements l Visualization Tools © 2008 OSIsoft, Inc. | Company Confidential 27

Data. Link © 2008 OSIsoft, Inc. | Company Confidential Data. Link © 2008 OSIsoft, Inc. | Company Confidential

What people use it for l Deeper analysis using calculations (e. g. , PI What people use it for l Deeper analysis using calculations (e. g. , PI or Excel formulas) l Integrating data from different sources for analysis and comparison (e. g. , calculations across data sources) l Number-based reporting © 2008 OSIsoft, Inc. | Company Confidential 29

OSIsoft and Microsoft l OSIsoft is a Gold Certified Partner – Partnership for 15+ OSIsoft and Microsoft l OSIsoft is a Gold Certified Partner – Partnership for 15+ years l Office 2007 – Invited to the Developer Advisory Council – Member of the Technology Adoption Program – Results in new Data. Link for Excel Services product l Office “ 14” – Invited to the Developer Advisory Council Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential 30

Benefits of Data. Link + Excel 2007 l Provides a new Data. Link user Benefits of Data. Link + Excel 2007 l Provides a new Data. Link user experience l Supports the current Data. Link user experience l Allows Data. Link spreadsheets on the Web l Increased limits for larger spreadsheets – More data on a spreadsheet with 1 M rows by 16 K cols © 2008 OSIsoft, Inc. | Company Confidential 31

New Data. Link UI in Excel 2007 l Ribbon makes it easier to find New Data. Link UI in Excel 2007 l Ribbon makes it easier to find the right function © 2008 OSIsoft, Inc. | Company Confidential 32

New Data. Link UI in Excel 2007 l Task pane makes it easier to New Data. Link UI in Excel 2007 l Task pane makes it easier to modify a function and see the results © 2008 OSIsoft, Inc. | Company Confidential 33

Data. Link Roadmap l Data. Link 3. 1. 6 (PR 1) – Support for Data. Link Roadmap l Data. Link 3. 1. 6 (PR 1) – Support for Windows Vista – Localized in several languages l Data. Link 4. 0 – Support for Excel 2007 – Windows Security integration – PI Notifications Search add-in l Data. Link 4. 1 (PR 2) – AF 2. 0 integration l Visualization Tools © 2008 OSIsoft, Inc. | Company Confidential 34

Rt. Web. Parts / i. Views © 2008 OSIsoft, Inc. | Company Confidential Rt. Web. Parts / i. Views © 2008 OSIsoft, Inc. | Company Confidential

What people use it for l Provide access for more casual users l Elevate What people use it for l Provide access for more casual users l Elevate visibility across the enterprise (e. g. , management versus operations) l Provide visibility to vendors, suppliers, customers l Share knowledge throughout the corporation © 2008 OSIsoft, Inc. | Company Confidential 36

What are Web Parts or i. Views? © 2008 OSIsoft, Inc. | Company Confidential What are Web Parts or i. Views? © 2008 OSIsoft, Inc. | Company Confidential 37

Types of Rt. Web. Parts l Set Context l Display Data l Leverage Process. Types of Rt. Web. Parts l Set Context l Display Data l Leverage Process. Book © 2008 OSIsoft, Inc. | Company Confidential 38

Setting Context l Rt. Time. Range l Rt. Tree. View l Rt. Table © Setting Context l Rt. Time. Range l Rt. Tree. View l Rt. Table © 2008 OSIsoft, Inc. | Company Confidential 39

Displaying Data l Rt. Trend l Rt. Gauge l Rt. XYPlot l Rt. Messenger Displaying Data l Rt. Trend l Rt. Gauge l Rt. XYPlot l Rt. Messenger l Rt. Values l Rt. Time. Series l Rt. Table © 2008 OSIsoft, Inc. | Company Confidential 40

Leveraging Process. Book l Rt. Active. View – Supports PDIs – Requires Active. View Leveraging Process. Book l Rt. Active. View – Supports PDIs – Requires Active. View License & Installation l Rt. Graphic – SVG-Based – Lightweight © 2008 OSIsoft, Inc. | Company Confidential 41

Example Rt. Web. Parts Page © 2008 OSIsoft, Inc. | Company Confidential 42 Example Rt. Web. Parts Page © 2008 OSIsoft, Inc. | Company Confidential 42

Example i. Views Page © 2008 OSIsoft, Inc. | Company Confidential 43 Example i. Views Page © 2008 OSIsoft, Inc. | Company Confidential 43

The Data Behind the Dashboard l Use native PI, OLEDB/ODBC, Web services l Build The Data Behind the Dashboard l Use native PI, OLEDB/ODBC, Web services l Build specific KPIs and calcs Rt. Web. Parts or i. Views Rt. Baseline Services ERP System Maintenance PI Server Relational Calculation SOA & Orchestration © 2008 OSIsoft, Inc. | Company Confidential 44

Rt. Batch. Table Web Part © 2008 OSIsoft, Inc. | Company Confidential 45 Rt. Batch. Table Web Part © 2008 OSIsoft, Inc. | Company Confidential 45

Rt. Web. Parts Roadmap l Rt. Web. Parts 2. 2 – Rt. Batch. Table Rt. Web. Parts Roadmap l Rt. Web. Parts 2. 2 – Rt. Batch. Table web part – Printing individual web parts l Rt. Web. Parts 3. 0 (PR 2) – AF 2. 0 integration – PI Notifications integration – More language packs l Rt. Web. Parts 4. 0 – Support for Share. Point “ 14” – Microsoft Silverlight to replace SVG Viewer l Visualization Tools © 2008 OSIsoft, Inc. | Company Confidential 46

Data. Link for Excel Services © 2008 OSIsoft, Inc. | Company Confidential Data. Link for Excel Services © 2008 OSIsoft, Inc. | Company Confidential

What people use it for l Centralize the organizational expertise currently represented by spreadsheets What people use it for l Centralize the organizational expertise currently represented by spreadsheets on people’s hard drives l Integrate existing reports into portal applications l Elevate visibility across the enterprise © 2008 OSIsoft, Inc. | Company Confidential 48

Workflow with Excel Services Browser Data. Link Publish Spreadsheets Office Share. Point Servers View Workflow with Excel Services Browser Data. Link Publish Spreadsheets Office Share. Point Servers View and Interact Export/Snapshot into Excel Programmatic Access Data. Link Custom applications © 2008 OSIsoft, Inc. | Company Confidential 49

Value of DLES + Excel Services l Shows “one version of the truth” – Value of DLES + Excel Services l Shows “one version of the truth” – Simplify collaboration around spreadsheets l Provides enterprise content management – Make spreadsheets accessible and manageable l Enables business intelligence in real-time – Improve business insight into PI data on demand © 2008 OSIsoft, Inc. | Company Confidential 50

DLES is Data. Link on the Web l Only requirement is a Web browser DLES is Data. Link on the Web l Only requirement is a Web browser – No Data. Link needed on Client PC – Excel 2007 is not required anywhere l Enter parameters and recalculate PI data – Allow dynamic spreadsheets, but keep them secure l Create dashboards with Rt. Web. Parts – Display graphical, interactive pages using context – DLES is available with an active Rt. Web. Parts license © 2008 OSIsoft, Inc. | Company Confidential 51

DLES Roadmap l DLES 3. 1. 6 (PR 1) – Support for Data. Link DLES Roadmap l DLES 3. 1. 6 (PR 1) – Support for Data. Link functions – Support for Batch. View search l DLES 4. 0 – Support for PI Notifications search l DLES 4. 1 (PR 2) – AF 2. 0 integration l Visualization Tools © 2008 OSIsoft, Inc. | Company Confidential 52

Rt. Reports © 2008 OSIsoft, Inc. | Company Confidential Rt. Reports © 2008 OSIsoft, Inc. | Company Confidential

What people use it for l Standardize reporting using templates l Easily generate a What people use it for l Standardize reporting using templates l Easily generate a report by pointing to data of interest l Point-and-shoot reporting for those who just need to see it l Read-only environment l Support for compliance situations © 2008 OSIsoft, Inc. | Company Confidential 54

Rt. Reports l Standardized enterprise reporting – Templates for repeatable reports and data retrieval 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 55

Rt. Reports Editions l Standard Edition – Intended for customers that need web-based, real-time 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 56

Rt. Reports Roadmap l Rt. Reports 3. 2 (PR 2) – AF 2. 0 Rt. Reports Roadmap l Rt. Reports 3. 2 (PR 2) – AF 2. 0 integration – PI Notifications integration – Support for larger reports l Visualization Tools © 2008 OSIsoft, Inc. | Company Confidential 57

Manual Logger © 2008 OSIsoft, Inc. | Company Confidential Manual Logger © 2008 OSIsoft, Inc. | Company Confidential

What people use it for l Manually collect data when automated collection is not What people use it for l Manually collect data when automated collection is not an option – Older equipment – Instrumentation too expensive – Automation needs to be justified l Collect non-continuous data – Lab results – Discrete values that do not change often (e. g. , inventory) l Infrequent data collection (monthly, quarterly, etc. ) © 2008 OSIsoft, Inc. | Company Confidential 59

Manual Logger Overview l With PI Manual Logger, you can easily, securely, and reliably Manual Logger Overview l With PI Manual Logger, you can easily, securely, and reliably record data on PCs and handheld devices. l Once stored in PI, this data is available throughout the enterprise for review and analysis. ML Client ML Mobile © 2008 OSIsoft, Inc. | Company Confidential 60

Features of Manual Logger l l l l l Multiplatform – enter data from Features of Manual Logger l l l l l Multiplatform – enter data from PC, laptop, tablet, or mobile Multiuser – all data stored in a central SQL Server Workflow – review/edit/approve data before sending to PI Security – associate digital signature with values, audit trail, separate permissions for data entry and administration Limits – check for out-of-bounds values and prompt the user Conditional entry – on-the-fly calculation to determine if a tag or group of tags is due for data collection Scheduling – flexible hourly, daily, weekly, monthly, yearly schedule for data collection, e. g. first Mon at 8: 00 am Trending – ad hoc trend of tag archive values & annotations Barcode – use scanner to identify tags and enter data Networked – data transfer initiated from mobile device or PC © 2008 OSIsoft, Inc. | Company Confidential 61

Manual Logger Mobile Tour List © 2008 OSIsoft, Inc. | Company Confidential 62 Manual Logger Mobile Tour List © 2008 OSIsoft, Inc. | Company Confidential 62

Log Entry and Data Entry © 2008 OSIsoft, Inc. | Company Confidential 63 Log Entry and Data Entry © 2008 OSIsoft, Inc. | Company Confidential 63

Comment Entry and Tag List © 2008 OSIsoft, Inc. | Company Confidential 64 Comment Entry and Tag List © 2008 OSIsoft, Inc. | Company Confidential 64

Trending © 2008 OSIsoft, Inc. | Company Confidential 65 Trending © 2008 OSIsoft, Inc. | Company Confidential 65

Manual Logger Roadmap l Manual Logger 2. 2 – Support for Windows Vista – Manual Logger Roadmap l Manual Logger 2. 2 – Support for Windows Vista – Support for Windows Mobile 6. 0 devices – Conditional Manual Data Entry l Manual Logger 2. 2+ (PR 2) – – Windows security integration PI Notifications integration Replicated data with HA PI Support for WM 6. 1/7 devices l Visualization Tools © 2008 OSIsoft, Inc. | Company Confidential 66

Now what? l When you get back…. – – – – Compare production variables Now what? l When you get back…. – – – – Compare production variables Find an obvious issue Show the right people (with a picture!) Propose a solution Set up and monitor a trial Show obvious results from change Rinse and repeat © 2008 OSIsoft, Inc. | Company Confidential 67

Questions? l Laurie Dieffenbach, Product Manager – LDieffenbach@osisoft. com – Product. Managers@osisoft. com l Questions? l Laurie Dieffenbach, Product Manager – LDieffenbach@osisoft. com – Product. Managers@osisoft. com l Thank You! © 2008 OSIsoft, Inc. | Company Confidential 68