The OSIsoft Product Development Roadmap Bryan Owen Cyber

Agenda • Life before the Roadmap • New Organization • Roadmap Principles • The

Challenges • OSIsoft is platform focused – Useful to many industries – Avoid vertical, stovepipe applications • But development teams were focused on individual products – Focus on their own responsibilities Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Examples (improvements needed) • String tags • Module Database – Module-Relative Process. Book displays several years after MDB release • Annotations • Sub-second data Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Product Development Roadmap • Describe development orientations over a 5 years period • Objectives – Communication • What will we deliver? – Predictability • When will we deliver it? – Value • Make sure to deliver the "right" product Copyright © 2007 OSIsoft, Inc. All Rights Reserved

A Core Roadmap Principle No platform feature is “released” until it is available to

This means… • Many pieces must be in place: – Database – Visualization –

OSIsoft: new directions • New Sources of Input: – Technical Steering Committee (internal) – Strategic Influence Groups (external) • New Technologies • New Delivery Mechanisms – The Platform Releases Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Product Development Roadmap process Copyright © 2007 OSIsoft, Inc. All Rights Reserved 9

The central theme: SEA • Simple – Eliminate redundancies, simplify choices and focus on usability. Everywhere. • Enterprise Aware – Ready to keep customers in business. – Meet enterprise needs and expand our presence. • Available (highly) – Whenever, wherever, and however customers need it. – We are available if – and only if – a user can use our system. Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Product Roadmap principles • Feature and Service Oriented – Not product or server oriented – Reduced feature duplication – Unexposed features are not a feature • Focus on the Enterprise – Fit in place • Leverage existing infrastructure – Easy to manage • Deployment • Maintenance Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Initiatives • Smart Connectors – Business gateways – Asset connectors • Managed PI •

PI System “Platform” Aspects and Services • Platform • Drivers • Characteristics – Aspects – Services (Features) • Initiatives • Timelines • Engineering Plan Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Delivery on the Promise • Platform Releases – Align product releases around a theme – Ensure that “features reach the user” – Testing will be done across products in the PR – Commitment to a release schedule • Platform Release 1 is released… Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Platform Release Themes • PR 1 = High Availability (HA) • PR 2 = Data Directory and Notifications – Delivery 1 – Notifications and High Availability – Delivery 2 – Initial Data Directory Support • PR 3 = Enterprise Data Access and Analysis • And beyond … Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PI Server Recent History (2001 -2006) • • • 2001 2002 -2003 2004 2005 2006 PI 3. 3, Module. DB, Batch. DB, COM Connector, ACE 1. 0 PI 3. 3 SR 1/SR 2, ACE 1. 1/2. 0 (. Net) PI 3. 4. 363/364 (Million Point), ACE 1. 2/2. 1 PI 3. 4. 370. 52 (Online Backups, License Manager) ACE 2. 1. 7 (VS 2005), PI 370. 76 (Windows Patch) PI 3. 4. 370. 88 (Unix/64 -bit), PI 3. 4. 375 (HA/PR 1) * projection Copyright © 2007 OSIsoft, Inc. All Rights Reserved

High Availability • Definition “Ability of a system to tolerate faults and continue to provide service according to its specifications” Dr. Kalinsky “Design Patterns for HA” • For mission-critical applications, this means: – Data availability – No unplanned downtime – Acceptable performance under load • The PI System has High Availability features today – Already a robust platform, but single points of failure – Can you really afford any downtime? Copyright © 2007 OSIsoft, Inc. All Rights Reserved

HA Features before PR 1 • Distributed Data Collection, Storage & Computation • PI to PI Interface + PI Auto Point Sync • Support for Online PI Server Backup • Support for Microsoft Cluster Technology • Integration with 3 rd party Fault Tolerant/HA solutions Copyright © 2007 OSIsoft, Inc. All Rights Reserved

SIG requests for High Availability What you asked us to provide: 1. Ability for Clients (Process. Book) to select among Replicated Servers 2. Changes to Configuration Data (points, modules) regularly synchronized between Replicated Servers 3. Near-Identical Time-series Data distributed from PI Interfaces (within compression specs) Copyright © 2007 OSIsoft, Inc. All Rights Reserved

OSIsoft interprets SIG requests What you’ve got: tically utoma a 1. Ability for Clients (Process. Book) to select among Replicated Servers any PI SDK based + static load distribution 2. Changes to Configuration Data (points, modules) regularly synchronized between Replicated Servers or in real-time 3. Near-Identical Time-series Data distributed from PI Interfaces (within compression specs) (+ no changes to your displays!) Copyright © 2007 OSIsoft, Inc. All Rights Reserved

The value of HA in PR 1 • More uptime during server outages – Planned – Unplanned • Automatic failover for data consumers • Automatically publish changes from a primary to secondary servers – Multiple configurations possible Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PI Replication Architecture • PI Server – Collection of identical PI Servers exposed as one (Collective) – One Primary Server accepts configuration changes (e. g. points, modules) and produces a change log – Secondary Servers automatically synchronize with the Primary change log • Interface Nodes – Identical time-series data distributed to all PI Servers by new buffering services • Client Access Layer – Transparent PI SDK connection management – Existing and new Clients benefit from HA Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PI SDK in HA Environment • Three connection modes: – Need Primary – Prefer Primary – Don’t Care • OSIsoft clients applications in PR 1 will declare mode of connection Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PI API in HA Environment • PI API is not aware of the Collective – Includes PI Interfaces • PI API and Interfaces are being enhanced to support disconnected startup Copyright © 2007 OSIsoft, Inc. All Rights Reserved

High Availability PI: 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 Copyright © 2007 OSIsoft, Inc. All Rights Reserved Primary PI Server Failover Mechanisms Configuration Changes API Buffering Services PI Interfaces Secondary PI Server(s)

Process. Book – What Users Will See at Failover Copyright © 2007 OSIsoft, Inc.

Process. Book – After Recovery Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Process. Book – User Can Click “Revert” Button Copyright © 2007 OSIsoft, Inc. All

PI Replication Benefits • Seamless connection and failover to replicated servers from any PI SDK client • No change to your displays, spreadsheets, and portal pages • System scalability, load distribution • Support for systems of all sizes • No specialized hardware requirement • Geographic availability, e. g. disaster recovery • Administration comparable to a single PI Server Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PI Replication Future Data Mining, Business Intelligence Services Enterprise Data Center PI Server Node … Aggregated, Federated PI Server PI Clients Regional Center 2 Regional Center 1 Site A Primary PI Server PI Caching Server Aggregated PI Server Archive Mirroring Client Access Layer Site B Secondary PI Server Primary PI Server PIPI Interfaces Copyright © 2007 OSIsoft, Inc. All Rights Reserved Primary PI Server Secondary PI Server PIPI Interfaces

Platform Release Themes • PR 1 = High Availability • PR 2 = Data Directory, Notifications, HA – Delivery 1 – UC 2007 – Delivery 2 – Q 1 2008 • PR 3 = Enterprise Data Access and Analysis Copyright © 2007 OSIsoft, Inc. All Rights Reserved

The Value of Data Management in PR 2 • Delivery 1 – Notifications (supported by AF 2. 0) – Enhancement to security model – More features added to High Availability – User manual for Data Quality management – Support for Microsoft Office Share. Point Server (MOSS) and Office 2007 Copyright © 2007 OSIsoft, Inc. All Rights Reserved

The Value of Data Management in PR 2 Delivery 2 – Data Directory exposed (AF 2. x) • Structured Data, • Concepts and Applications – Asset Centric User Interaction • Displays, Reports – Further support for Notifications • Delivery Channels, Visualization – Support for future data – Integration for our NOC (use case) Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PR 2: AF 2. 0 & Notifications • AF 2. 0 – Evolution of AF 1. x – Enterprise asset model – “Data directory” • PI Data • Other data • Notifications – First rollout of the PIANO project Copyright © 2007 OSIsoft, Inc. All Rights Reserved

“Foundation” • AF 2. 0 is… – A flexible enterprise asset model – Relationships between the assets: • Hierarchical • Flow network • Not just one type of relationships – Access to: • Relational and web service data • PI data Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PR 2 names… Why three names for this meta data layer? • Data Directory – The concept (asset centric, heterogeneous data) • Foundation – Code name for development • AF 2. 0 – The actual product to support the concept Copyright © 2007 OSIsoft, Inc. All Rights Reserved

The Data Directory in PR 2 Delivery 1 & 2 Data Directory: PI Archive Asset Model supported by AF 2. 0 Time-Series Structural Information Honeywell ABB Delta-V Rockwell Interface … … SCM RDBMS MES Structural Data Sources Copyright © 2007 OSIsoft, Inc. All Rights Reserved Honeywell ABB Delta-V Time Series Data Sources Rockwell

Functional Breakdown of Foundation • Process Objects – These are the “data” equivalent of the Process. Book symbol library • • • Reactors Crystallizers Valves Mixers etc. – You create these as “templates” and then can use them in: • Displays • Calculations Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Process objects. Other features: • Objects are created from templates – Templates can inherit from templates • Valves – 2 -State Valve – 3 -State Valve • Attributes can be hierarchical – Temperature • Hi Limit • Lo Limit • Attributes can create PI-tags automatically • Objects track history – Useful where process connectivity changes – Useful for doing analysis on old data Copyright © 2007 OSIsoft, Inc. All Rights Reserved

AF Data References • Map Element Attributes to external data sources • Reading an Attribute Value accesses other Data References as needed • Element Attributes are part of an asset template and apply to each instance of an asset Element Model Formula Data Reference =Production/Plan Production PI Point Plan Reactor 1 Efficiency select value from prod_plan where… Reactor 1. Efficiency Copyright © 2007 OSIsoft, Inc. All Rights Reserved Request for Asset Efficiency PI RDB

Creating Assets Cracker Crystallization Copyright © 2007 OSIsoft, Inc. All Rights Reserved Distillation Boiler

Build Relationships - Models Plant 1 Hierarchy Distillation Boiler Cracker Role-based Connectivity Models Copyright

Analyses – in PR 3 … Collection based analysis Uptime Alarming Connectivity based analysis Equipment based analysis h = 90% h = 74% h = 65% h = 94% Efficiency KPI Copyright © 2007 OSIsoft, Inc. All Rights Reserved Mass Balance Composition tracking

Value of Foundation • Speed the development of displays and applications – Why Applications? • Every year, customers present their valuable applications built on PI • We want to provide tools that make this easier for them – Why Displays? • This is how you use our technology to derive value • We want to provide tools accessible for all levels of users Copyright © 2007 OSIsoft, Inc. All Rights Reserved

What do we mean by applications? Alarm Management Analyzer Performance Automated Generation Control Automated Reports Balanced Scorecards Baseline Best Practices Batch Quality Monitor Certificate Of Analysis Compliance Documentation Condition Based Maintenance (CBM) Continuous Emissions Monitor (CEM) Control Loop Monitor Corporate Data Warehouse Customer Load Management Data Reconciliation Down-hole Systems In O&G Production Downtime Monitoring E-Commerce Energy Management System Environmental Compliance Monitor General Ops Docn And Equipment Specs Hazardous Waste Tracking Hierarchical Process Data Views Hydrogen Manufacturing And Distribution Incident Investigations Inventory Management IT / Systems Monitoring Key Performance Indicators (Kpi) Lab Quality Data Integration LNG Terminal Operating Assistance LNG Terminal Operations Reports Maintenance History Or Status Maintenance Lockout Procedures Manual Data Recording Manufacturing Intelligence Data Material Balance Material Usage Tracking Multi-Plant Equipment Performance Monitor O&G Production Remote Monitoring O&G Production Well Testing Operating Envelope Data Operations Data Warehouse Operations Desktop Operator Handover Operator Training Paper Machine Felt Monitoring Paper Machine Grade Management Paper Machine Lost Opportunity Module Paper Machine Performance Monitor Pipeline Equipment Remote Monitor Pipeline Leak Detection Support Pipeline Operations Planning Pipeline Pigging Schedule For Paraffin Removal Pipeline Solar Turbine Efficiency Remote Monitor Plant Performance Overviews Power Delivery Capability For Gas Turbines Power Generation Fleet Outage Management Power Generation Supplier Scheduling Power Turbine Trip Monitor Process Monitoring Process Performance Analysis Product Compliance Reporting Product Development Trials Product Pricing Product Separation In Multi-Product Pipelines Copyright © 2007 OSIsoft, Inc. All Rights Reserved Production Data Integration To ERP Production Plan Versus Target Data Production Plan Versus Actual Data Pulp And Paper Mill Steam Energy Monitor Pulp Mill Tracking Quality Monitoring/Analysis Reliability Centered Maintenance Support Reservoir Control And Production Operations Root-Cause Analysis Shared Inventory Management Service Shift Production Monitor Six Sigma SPC/SQC Production Quality Control Steam Turbine Performance Analysis Substation Load Monitoring Substation Transformer Asset Management Supply Chain Management T&D Network System Load Forecasts T&D Network System Load Planning T&D Substation Equipment Monitoring Tanker Fleet Current/Past Locations Total Effective Equipment Productivity Transmission Line Capacity Planning Transmission Network Diagrams Transmission Network Frequency Monitor Troubleshooting Equipment Startups Utilities Management Virtual On-Line Analyzer In Refining Waste Treatment Monitor Weather Data Import

PIANO – PR 2 • Part of and built on Foundation • Service spanning products • Delivery 1 – Notifications with basic Analyses and equations – Escalations • Delivery 2 – More visualization and delivery channels Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Notification – Simplified Flow Trigger Contacts + Contents Delivery Channel Email IM Copyright ©

Trigger Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Content Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Subscription • Individual Contact – Active Directory or Custom – Delivery Channel (Plugin) • • • Email Phone IM Webservice … • Escalation – Individual – Group – Escalation Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Example – Email Notification Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Example – Acknowledgements Copyright © 2007 OSIsoft, Inc. All Rights Reserved

History Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Security • • Public versus private Modification Acknowledgment Subscription Copyright © 2007 OSIsoft, Inc.

Notification – Summary • Triggering events from both PI and non-PI data • Delivering events to any end point • Historizing all the actions • Reusable Components – Notification View – Notification Configurator Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Platform Release Themes • PR 1 = High Availability (HA) • PR 2 = Data Directory and Notifications – Delivery 1 – Notifications and High Availability – Delivery 2 – Initial Data Directory Support • PR 3 = Enterprise Data Access and Analysis Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PR 3: Enterprise Release • Foundation driven products – Data Directory HA – Smart Connectors • Base. Line. Services 3 – Data Access – OPC UA • PIANO Analysis Rules • Archive sets • Event Frames Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Shifting Platform Usage Time Series Centric Time Series Data Access Connectivity Context Operations Centric Analytics Time Series Context Data Access (Data Directory) Connectivity Copyright © 2007 OSIsoft, Inc. All Rights Reserved Analytics

Enterprise Goals • • • Allow users to browse or search objects across their enterprise model. For users that always work within a specified area, search and browse objects that are associated with the specified area, and not expose the entire enterprise model. Because of scalability and availability concerns, there must be a way to support multiple physical servers that store the logical objects. Provide browsing and searching user interface components that enable users of our client applications to find the logical object (and thus the desired data). Provide the ability to easily “join” an existing Foundation server into an enterprise model. Provide the ability in the enterprise model to browse and search PI Servers and PI tags. The AF-SDK should be able to connect to multiple enterprise models systems. Some logical objects will need to be isolated to an area, so that a change to the logical object will affect, at most, the users that view that area. Provide a way to determine the dependencies within the enterprise model. Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Enterprise Benefits • Data Directory User Benefits (TSC) – – – – Unified search and use of datasets enterprise wide Fast, responsive queries Shared Data Directory between other trusted domains Data Directory ease of configuration and maintenance Reusable data definitions Private and public workspaces for users Pass context between applications Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PIANO Goals • After PR 2: – No more new custom notification logic in products – No more new scheduling logic in products • After PR 3: – No more new custom analysis code in products Copyright © 2007 OSIsoft, Inc. All Rights Reserved

What is an Event Frame? An Event Frame is a time series data type that may be defined by two times instead of one and is optionally accompanied by supporting data q Batches q Discrete Manufacturing q Transfers q Alarm and Event Interfaces q Events/Incidents/Excursions/Accidents – PIANO Analysis q Demand/Generation forecast analysis for power q Equipment start up and shutdowns Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Event Frame Initiative Scope • Customers monitor their processes for anomalies and then conduct analyses to find root causes • Most, if not all analyses revolve around a named event with start time and end time • Some of these events will never need to be stored – but the analysis techniques are the same Copyright © 2007 OSIsoft, Inc. All Rights Reserved

Summary Platform Releases • Focus on features and services • Less focus on products

PR 1 The Servers The Analytics The Visuals Data Access Rt. Baseline Services for Thin Clients OLEDB Module Database Analysis Framework ODBC PI Archive Data Storage, Management Services, Audit Trail, Batch Custom Programming OPC / HDA Failover / Management Services MCN Health. Monitor & System Management Tools RLINK Real-time Interfaces Structure / Asset Data 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 Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PR 2 The Servers The Analytics The Visuals Data Access Data Directory Rt. Baseline Services for Thin Clients OLEDB ODBC PI Archive Data Storage, Audit Trail, Batch (Module Database) PI AF 2. 0 Smart Connectors Asset Connectors Structure / Asset Data Real-time Interfaces OPC / HDA Failover / Management Services MCN Health. Monitor & System Management Tools Business Gateways 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 Copyright © 2007 OSIsoft, Inc. All Rights Reserved

PR 3 The Servers The Analytics The Visuals Data Access OLEDB Event Frames & Batch ODBC PI Archive PI AF 2. 0 Smart Connectors Structure / Asset Data MCN Health. Monitor & System Management Tools Datastorage Asset Connectors OPC / HDA Failover / Management Services Directory Services Audit Data Directory Web Services Real-time Interfaces Business Gateways 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 Copyright © 2007 OSIsoft, Inc. All Rights Reserved

The Analytics The Server Windows Server 2003 The Visuals Visual Studio. NET Advanced Computing Engine (ACE) Rt. Alerts Rt. Reports Enterprise Services Compliance & Standard Facility Monitor PI Analytics (Performance Equations, Totalizers, Alarm, RTSQC) PR 1 Copyright © 2007 OSIsoft, Inc. All Rights Reserved Sigmafine

The Analytics The Server Windows Server 2003 The Visuals Visual Studio. NET Advanced Computing Engine (ACE) PI Notifications (based on PIANO work) Enterprise Services Scheduler Rt. Reports Compliance & Standard Facility Monitor Sigmafine PI Analytics (new PE, Alarm, and RTSQC engine based on PIANO work) PR 2 Copyright © 2007 OSIsoft, Inc. All Rights Reserved

The Analytics The Server The Visuals Windows Server 2003 Visual Studio. NET PI Analytics Configurable Analytics Advanced Analytics (PE, Alarm, Totalizer, and RTSQC engine) (Using Visual Studio. NET) PI Notifications Rt. Reports (based on PIANO work) Compliance & Standard Enterprise Services Facility Monitor and more… PR 3 Copyright © 2007 OSIsoft, Inc. All Rights Reserved Scheduler Sigmafine

What can you do? • Stay Informed – Attend the User Conference – Read the Technical Support newsletter • Give us your feedback – SIG – Call or write us productmanagers@osisoft. com Copyright © 2007 OSIsoft, Inc. All Rights Reserved