Jay Lakumb, Product Manager
Regional Seminar Series 2008
Detroit, MI
© 2008 OSIsoft, Inc. | Company Confidential

The Server
Windows Server 2003
SQL Server 2005
PI Archive
AF Context Database
Real-Time Interfaces
RLINK
Data Access
MCN Health Monitor
The Analytics
Windows Server 2003
Visual Studio.NET
PI Notifications
PI Analytics
RtReports
RtAlerts
Sigmafine
The Visuals
Smart Clients
Client: Windows XP/Vista
Microsoft Office 2003/2007
ProcessBook
DataLink
ActiveView
BatchView
Server: Windows Server 2003
Windows SharePoint Services – or –
Thin Clients SAP Enterprise Portal 6
RtWebParts
RtPortal iViews
RtReports Clients
© 2008 OSIsoft, Inc. | Company Confidential
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ProcessBook
© 2008 OSIsoft, Inc. | Company Confidential

Customer Requests Addressed in PB 3.1
 Easier Formatting
 Quick Trend Zoom & Pan
 Data Details
 Annotations
 Vertical Trends
 Linear Regression Line
 Tooltip Statistics
 Drag and Drop
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Formatting Toolbar
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Format Paintbrush
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Zoom In / Zoom Out 2x
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Hide/Show Individual Traces
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Hide/Show Individual Traces
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Hide/Show Individual Traces
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Hide/Show Individual Traces
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Details Pane
 Events
 Annotations
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Vertical Trends
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Trend Regression Line
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Statistics: ToolTips and Details
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Data Favorites
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Drag and Drop Configuration
 From Favorites list
 From Search results
 From other applications (e.g., Excel)
 Add to existing trends
 Create new symbols (Trend, XY plot, Bar, Value)
 Build mode only
 Data Favorites window
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PI Notifications
 ProcessBook display as content
 ProcessBook display linked as content
 Instant trend
 Pass time context to display
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Localization
 ProcessBook and
ActiveView
– English, French,
German, Spanish,
Simplified Chinese,
Japanese, Korean
– Russian and
Brazilian Portuguese coming
 BatchView
– Japanese
© 2008 OSIsoft, Inc. | Company Confidential
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ProcessBook Roadmap
 ProcessBook 3.1
– Windows security integration
– PI Notifications integration
– Trending enhancements
 ProcessBook 3.2 (PR2)
– More AF 2.0 integration
– Time handling improvements
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DataLink
© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft and Microsoft
 OSIsoft is a Gold Certified Partner
– Partnership for 15+ years
 Office 2007
– Invited to the Developer Advisory Council
– Member of the Technology Adoption Program
– Results in new DataLink for Excel Services product
 Office “14”
– Invited to the Developer Advisory Council
Copyright © 2007 OSIsoft, Inc. All Rights Reserved © 2008 OSIsoft, Inc. | Company Confidential
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OSIsoft Office Integration History
DataLink
Excel Services
1995 1997 2005 2007 2008
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Benefits of DataLink + Excel 2007
 Provides a new DataLink user experience
 Supports the current DataLink user experience
 Allows DataLink spreadsheets on the Web
 Increased limits for larger spreadsheets
– More data on a spreadsheet with 1M rows by 16K cols
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New DataLink UI in Excel 2007
 Ribbon makes it easier to find the right function
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New DataLink UI in Excel 2007
 Task pane makes it easier to modify a function and see the results
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DataLink Roadmap
 DataLink 3.1.6 (PR1)
– Support for Windows Vista
– Localized in several languages
 DataLink 4.0
– Support for Excel 2007
– Windows Security integration
– PI Notifications Search add-in
 DataLink 4.1 (PR2)
– AF 2.0 integration
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RtWebParts / iViews
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What are Web Parts?
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Setting Context
 RtTimeRange
 RtTreeView
 RtTable
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Displaying Data
 RtTrend
 RtGauge
 RtXYPlot
 RtMessenger
 RtValues
 RtTimeSeries
 RtTable
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Leveraging ProcessBook
 RtActiveView
– Supports PDIs
– Requires ActiveView
License & Installation
 RtGraphic
– SVG-Based
– Lightweight
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Example RtWebParts Page
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Example iViews Page
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The Data Behind the Dashboard
 Use native PI,
OLEDB/ODBC,
Web services
 Build specific
KPIs and calcs
RtWebParts or iViews
RtBaseline
Services
ERP System
Maintenance PI Server Relational Calculation SOA & Orchestration
© 2008 OSIsoft, Inc. | Company Confidential
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Gallery of RtWebParts / iViews
 Displaying Data
– RtTrend
– RtGauge
– RtXYPlot
– RtValues
– RtTimeSeries
– RtTable
– RtBatchTable
 Setting Context
– RtTimeRange
– RtTreeView
– RtMessenger
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RtBatchTable Web Part
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RtWebParts Roadmap
 RtWebParts 2.1
– RtBatchTable web part
– Printing individual web parts
 RtWebParts 3.0 (PR2)
– AF 2.0 integration
– PI Notifications integration
– More language packs
 RtWebParts 4.0
– Support for SharePoint “14”
– Microsoft Silverlight to replace SVG Viewer
© 2008 OSIsoft, Inc. | Company Confidential
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DataLink for Excel Services
© 2008 OSIsoft, Inc. | Company Confidential

Workflow with Excel Services
DataLink
Publish
Spreadsheets
Office
SharePoint
Servers
Browser
View and
Interact
Export/Snapshot into Excel
Programmatic Access
DataLink
Custom applications
© 2008 OSIsoft, Inc. | Company Confidential
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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
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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
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DLES Roadmap
 DLES 3.1.6 (PR1)
– Support for DataLink functions
– Support for BatchView search
 DLES 4.0
– Support for PI Notifications search
 DLES 4.1 (PR2)
– AF 2.0 integration
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Manual Logger
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Manual Logger Overview
 With PI Manual Logger, you can easily, securely, and reliably record data on PCs and handheld devices. Once stored in PI, this data is available throughout the enterprise for review and analysis.
ML Mobile
ML Client
© 2008 OSIsoft, Inc. | Company Confidential
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Features of Manual Logger
 Multiplatform
 Multiuser
 Workflow
 Security
 Limits
 Conditional entry
 Scheduling
 Trending
 Barcode
© 2008 OSIsoft, Inc. | Company Confidential
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Manual Logger Roadmap
 Manual Logger 2.2
– Support for Windows Vista
– Support for Windows Mobile 6.0 devices
– Conditional Manual Data Entry
 Manual Logger 2.3+ (PR2)
– Windows security integration
– PI Notifications integration
– Replicated data with HA PI
– Support for SQL Server 2008
– Support for WM 6.1/7 devices
© 2008 OSIsoft, Inc. | Company Confidential
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RtReports
© 2008 OSIsoft, Inc. | Company Confidential

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
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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
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RtReports Roadmap
 RtReports 3.2 (PR2)
– AF 2.0 integration
– PI Notifications integration
– Support for larger reports
© 2008 OSIsoft, Inc. | Company Confidential
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Data Access
© 2008 OSIsoft, Inc. | Company Confidential

PI OLEDB
 PI OLEDB provider allows applications (OLE DB consumers) to access PI data through SQL queries
 Many popular apps, have “built in” support for OLE
DB standard
PI Server
PI SDK
SQL
Engine
OLE DB/
COM
Client
Application
SQL Server
Oracle, ADO.NET, Excel,
JDBC/OLEDB,…
PI OLEDB Provider OLE DB Consumer
© 2008 OSIsoft, Inc. | Company Confidential
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Use Cases for PI OLEDB and PI ODBC
 Develop with ADO.NET and Web Services
 Visualize with ProcessBook and RtWebParts
 Connect with SQL Server and Oracle
 Analyze with SQL Server Analysis Services
 Replicate with SQL Server Integration Services
 Publish with SQL Server Reporting Services
 Integrate with SharePoint BDC and BizTalk
 Collaborate with Excel Services on the Web
© 2008 OSIsoft, Inc. | Company Confidential
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PI Data Access Server
Consumer /
Client xxxxxxx
Consumer /
Client
OLE DB
Consumer /
Client
JDBC
Consumer /
Client
C++
Library
 PI System OLEDB Provider,
PI System JDBC Provider
 PI DAS will operate as a distributed query engine for several data access standards
PI Servers
Network
PI DAS
Network
AF
Server
Third party data source
© 2008 OSIsoft, Inc. | Company Confidential
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PI OLEDB Roadmap
 PI OLEDB 3.2 (PR1)
– Support for HA PI
– Performance improvements
 PI OLEDB 4.0 (PR2)
– AF 2.0 integration
 PI JDBC 1.0 (PR2)
© 2008 OSIsoft, Inc. | Company Confidential
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OSIsoft’s Current OPC Products
 OPC Interface – Data Access (DA) client
– 33% of interfaces shipped today are OPC
– 25% of all active interface nodes are running OPC
 OPC HDA Interface – Historical DA (HDA) client
 OPC A&E Interface – Alarms & Events client
 XML Interface – XML DA client
 OPC DA Server
 OPC HDA Server
 Testing and configuration tools
© 2008 OSIsoft, Inc. | Company Confidential
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OSIsoft’s Involvement in OPC
 Corporate Member of OPC Foundation since 1996
 Helped develop OPC HDA Specification
 Active participant of major OPC Foundation events
(IOP workshops, DevCon’s, etc.)
 Intimately involved in developing UA specifications and code deliverables
– UA Working group
– Early Adopters Program
– Technical Advisory Council
– Collaboration
© 2008 OSIsoft, Inc. | Company Confidential
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OSIsoft technology
PI System Security
OPC UA technology
UA Security
AF 2.0
PI Snapshot
PI Archive
PI Notifications &
Event Frames
High Availability
Information Model
Data Access
Historical Data Access
Alarms & Conditions
Redundancy
& Robustness
© 2008 OSIsoft, Inc. | Company Confidential
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PI Virtual Campus
 Includes programmatic interfaces to PI System:
PI OLEDB, PI ODBC, PI SDK, AF and AN SDK,
OPC DA/HDA/UA Server
 Development license for programmatic interfaces
 Runtime licensing TBD
 Programming examples and documentation
 Community collaboration site
– Webinars
– Forums
– Blogs
© 2008 OSIsoft, Inc. | Company Confidential
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PI OBA
 OBA = Office Business Application
 Dynamic OBA = PI data in OBAs
 Examples:
– Business Intelligence applications using Microsoft
PerformancePoint Server and PI OLEDB to show KPIs
– Manual Entry applications using Microsoft InfoPath and
PI OLEDB for data input over the web
– Unified Communications applications using Microsoft
Office Communicator and RtWebParts
 PI OBA provides the tools (called accelerators) to help users create their own Dynamic OBAs
© 2008 OSIsoft, Inc. | Company Confidential
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Next Generation User Experience
 Research about users of the PI System
 Unifying technology in the PI System Tools
 Developed through Interaction Design
Operations
Corporate Investigator
Engineering Maintenance
Enabler
© 2008 OSIsoft, Inc. | Company Confidential
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Enabling Agile Product Lifecycles
 NGUX findings will influence many products
– ProcessBook, DataLink, RtWebParts, AF
 Need to enable product feature agility
– Use modular, portable components
– Can be repackaged in many ways
 All features should be pervasive
– Traditional Thick Client – high performance
– Web Client - many operating systems
– Smart Client - thick client with web access
– Mobile Client – anticipate future platforms
© 2008 OSIsoft, Inc. | Company Confidential
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 Jay Lakumb, Product Manager
– jlakumb@osisoft.com
– productmanagers@osisoft.com
 Thank You!
© 2008 OSIsoft, Inc. | Company Confidential
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