OSIsoft Product Roadmap
The Server
Chris Coen
Product Manager
© 2008 OSIsoft, Inc. | Company Confidential
Functional Groups of The PI System
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
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Value and Effort
Value Now, Value Over Time
Target
(time, value)
Effort
Batch Quality Monitoring
Asset Portfolio Optimization
Environmental Compliance
SQC
Six Sigma
OEE
Condition Based Maintenance
Energy Management
Time
Initial
Software
Investment
{
Incremental effort yields sustainable gains
© 2008 OSIsoft, Inc. | Company Confidential
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Value Now, Value Over Time
Value and Effort
New Value Targets will Appear
New
Target
Target
(time, value)
Effort
Time
Initial
Software
Investment
{
Reach the New Target Incrementally
© 2008 OSIsoft, Inc. | Company Confidential
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Intrinsic Values of the PI System
Your real-time data is:
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
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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
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System Architecture
Business
Systems
Portal
Servers
Firewall
Sensor
Monitoring
Systems
PI
Interface(s)
(Buffered)
Centralized
Information
PI
Server
Application
Servers
`
Client Apps
LIMS Systems
SCADA
Smart Devices
`
More Client Apps
Manual Data
PLC / Instrument
Systems
Maintenance Systems
Plant level app servers
Wireless
Mobile
Clients
© 2008 OSIsoft, Inc. | Company Confidential
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The Server
The Analytics
The Visuals
PI Archive
PI AF
Real-Time Interfaces
Data Access
MCN Health Monitor
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The Server
The Analytics
PI Archive
ACE
PI AF
PI Analytics
Real-Time Interfaces
RtReports
Data Access
PI Notifications
MCN Health Monitor
Sigmafine
The Visuals
© 2008 OSIsoft, Inc. | Company Confidential
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The Server
The Analytics
The Visuals
Smart Clients
PI Archive
ACE
PI ProcessBook
PI AF
PI Analytics
PI DataLink
Real-Time Interfaces
RtReports
PI Activeview
Data Access
PI Notifications
PI BatchView
MCN Health Monitor
Sigmafine
Thin Clients
RtWebParts
RtPortal iViews
RtReports Clients
© 2008 OSIsoft, Inc. | Company Confidential
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The Server
The Analytics
The Visuals
Smart Clients
PI Archive
ACE
PI ProcessBook
PI AF
PI Analytics
PI DataLink
Real-Time Interfaces
RtReports
PI Activeview
Data Access
PI Notifications
PI BatchView
MCN Health Monitor
Sigmafine
Thin Clients
RtWebParts
RtPortal iViews
RtReports Clients
© 2008 OSIsoft, Inc. | Company Confidential
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The PI Server Today
The
Server
The
Analytics
The
Visuals
Data Access
RtBaseline 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 HealthMonitor
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
Copyright © 2007 OSIsoft, Inc. All Rights Reserved
© 2008 OSIsoft, Inc. | Company Confidential
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The Analytics within the PI System Today
The
Analytics
The
Server
The
Visuals
Advanced Computing Engine (ACE)
PI Notifications
RtReports
Compliance & Standard
Enterprise Services
PI Analytics
(Performance Equations, Totalizers, Alarm, RTSQC)
© 2008 OSIsoft, Inc. | Company Confidential
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The
Analytics
The
Server
The
Visuals
Smart Clients
BatchView
SQC Client
AF Modeler Add-in
Thin Clients
RtWebParts
RtActiveView
RtGauge
RtGraphic
RtTable
RtTagSearch
RtTreeView
RtTrend
RtTable
RtXYPlot
DataLink
iViews
RtActiveView
RtGauge
RtGraphic
RtTable
RtTagSearch
RtTreeView
RtTrend
RtTable
RtXYPlot
RLINK iViews
ActiveView
Other Thin
Clients
ProcessBook
MS Excel Add-ins:
BatchView
AF
DataLink for Excel Services
RtReports Generator
RtReports Editor
Performance
Improvement
Operational
Visibility
Knowledge
Management
Product
Quality
Lean
Manufacturing
Asset
Management
Situational
Awareness
© 2008 OSIsoft, Inc. | Company Confidential
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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
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PI Server
© 2008 OSIsoft, Inc. | Company Confidential
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Point Count
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In Other Words…
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Startup Time
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Archiving Rate
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Snapshot Rate
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Archive Query Rate
© 2008 OSIsoft, Inc. | Company Confidential
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Motivations: Why High Availability?
 Network Failure
 Administrative/User Failure
 Upgrades and Migrations
– Hardware
– Operating System Software (Patches)
– Applications Software
© 2008 OSIsoft, Inc. | Company Confidential
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The Business Case for HA
 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
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The Value of High Availability today
 More uptime during server outages
– Planned
– Unplanned
 Automatic failover for data consumers
 Automatically publish changes from
a primary to secondary servers
– Multiple configurations possible
© 2008 OSIsoft, Inc. | Company Confidential
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PI HA Architecture
System
Management
Tools
Clients: ProcessBook, DataLink, BatchView, RtWebParts,
Custom Application…
AppServers: AF, RtBLS, RtReports, 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
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PI HA Summary
 Features
– Synchronization of PI Server configuration
– Transparent client failover, simple load balancing
– Fanning of real-time data to multiple servers
 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
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PI Server Roadmap
 PI 3.4.375.80 – PR1 Service Pack 1 – Released
 PI Server with Windows Integrated Security
– Presented by Chuck Muraski later today
© 2008 OSIsoft, Inc. | Company Confidential
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T1
T2
PI Archive
T3
T4
© 2008 OSIsoft, Inc. | Company Confidential
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Physical Context
T1
T2
PI Archive
T3
T4
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Temporal Context
T1
T2
PI Archive
T3
T4
© 2008 OSIsoft, Inc. | Company Confidential
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PI Module Database – Asset Hierarchy
Division
Level
District
Level
Asset
Equipment Class
Individual
Equipment
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PI Module Database – Attributes
Alias
Configuration
Individual
Equipment
Aliases
Property
Configuration
Properties
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PI Module Database – Asset Relative Displays
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PI Module Database – Asset Relative Displays
© 2008 OSIsoft, Inc. | Company Confidential
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PI DataLink – Asset Relative Reports
© 2008 OSIsoft, Inc. | Company Confidential
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PI DataLink – Asset Relative Reports
© 2008 OSIsoft, Inc. | Company Confidential
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Next Generation of Asset Database
 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
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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
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Pipeline Example
Natural Gas Compressor
 RPM
 Fuel consumption rate
 Exhaust temperature
 Oxygen sensor
 Flow in
 Flow out
 Pressure differential
 Last service date
 Service type
 Mfr documentation
© 2008 OSIsoft, Inc. | Company Confidential
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Pipeline Example




Build compressor template
Create attribute templates
Set default values
Create instances of template
 Compressor1
 Compressor2
 CompressorN
 Adjust data streams
© 2008 OSIsoft, Inc. | Company Confidential
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Template Example
 Connect compressors
© 2008 OSIsoft, Inc. | Company Confidential
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Now you can…
 Locate data without needing
tag names
 Build just one display and
show each compressor
 Include non-PI data in reports
 Estimate next maintenance
 Calculate fuel consumed
 Calculate losses find leaks
 Find which compressors have
low pressure differentials.
 And so on…
© 2008 OSIsoft, Inc. | Company Confidential
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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
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AF Features
 Assets can be:
–
–
–
–
–
Categorized
Connected
Versioned
Hierarchical and Linked
From an existing Asset Model – “Smart Connectors”
 Attributes can be:
–
–
–
–
PI Points
From Relational Databases
Calculated
Inherited from a Template
 XML Compatible (import and export)
© 2008 OSIsoft, Inc. | Company Confidential
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PI AF 2.0 – New Features
 Performance and scalability
– Millions of assets mapping multi-millions of PI points
 Multiple PI Server Support
 Object History (versioning)
– Keeps track of configuration changes over time
 Hierarchical Attributes and Categories
 Advanced Attributes Types
– Files, Arrays, Tables
 Enumeration Sets
 Object-Level Windows Integrated Security
© 2008 OSIsoft, Inc. | Company Confidential
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PI AF 2.0 Benefits
 Visibility
– Information about data, assets and models is available
to visualization suite of tools
 Single Version of the Truth
– Creates unified assets and relationships
– Assets and models become basis for consistent
visualization and analyses
 Communication & Collaboration
– People use the same asset and model reference for
their visualization and analyses
© 2008 OSIsoft, Inc. | Company Confidential
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PI AF 2.0 Benefits
 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
 Knowledge Management
– Synchronize and eliminate disparate assets, models
and analysis to improve traceability and accountability
© 2008 OSIsoft, Inc. | Company Confidential
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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
Honeywell
ABB
Interface Interface
Delta-V
Interface
…
Rockwell
Interface
PI Server 1
Generic Interfaces
OPC
Interface
XML
Interface
Modbus
Interface
SNMP
Interface
Vendor Specific Interfaces
Honeywell
ABB
Interface Interface
Delta-V
Interface
Time Series Data Sources
Rockwell
Interface
Generic Interfaces
OPC
Interface
RDBMS
MES
Honeywell
ABB
Delta-V
Rockwell
Modbus
Interface
SNMP
Interface
Time Series Data Sources
…
SCM
XML
Interface
…
Other
Honeywell
ABB
Delta-V
Rockwell
Other
© 2008 OSIsoft, Inc. | Company Confidential
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PI AF 2.0 Architecture
AF clients
AF clients
AF Server
AF Server
AF Database
Scenario 1
Scenario 2
© 2008 OSIsoft, Inc. | Company Confidential
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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
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Features: ProcessBook Modeler
 Provides a visual representation of AF
© 2008 OSIsoft, Inc. | Company Confidential
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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
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Features: AF SDK
 Comprehensive Managed Code Class Library
– .Net based
– Access to AF Database
 Common UI Components
– Rich library of controls
 Extensive User Guide and Programmer Reference
– Tutorial Guiding Developer Through AF Programming
Experience
© 2008 OSIsoft, Inc. | Company Confidential
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PI AF 2.0 Advantages
 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
 Create relationships between collections or
organizations (e.g., assets)
 Allows you to bring in relational and complex data
into the same context as your real-time data
© 2008 OSIsoft, Inc. | Company Confidential
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PI AF 2.0 Advantages
 Custom domain knowledge can be re-used in new
analyses because it’s in one central place (not in
an Excel spreadsheet)
 Replaces programming with configuration
 Protects your investments in your displays,
reports, and business logic
© 2008 OSIsoft, Inc. | Company Confidential
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MDB to AF
Give me a
Module
MDB
AF 2.0
Give me an
Element
© 2008 OSIsoft, Inc. | Company Confidential
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AF Roadmap
 AF 2.0 is released
 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
 Platform Release 2 (PR2) – “AF Unification”
– Clients based on AF rather than MDB
– ACE will read AF Element contexts natively
– AF High Availability
© 2008 OSIsoft, Inc. | Company Confidential
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PI Notifications (Bridge) & PI Analytics (PR 3)
 RtAlerts -> PI Notifications
 ACE, Analysis Rules -> Best practices for PI
Analytics
– Single metadata and structure basis
– Uses any data referenced in The PI System
 Smart Connectors
 DataLink for Excel Services
 PI Security
 PI Batch
 PI Reporting
© 2008 OSIsoft, Inc. | Company Confidential
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What is PI Notifications?
 A scalable, highly available, notification and
alarming infrastructure
 Why infrastructure?
– Extensible
• Users can customize notification rules and
scheduling
– Integral part of the PI System
• Real-time event delivery
• PI System Client integration
– Consistent with Enterprise Message of PI
© 2008 OSIsoft, Inc. | Company Confidential
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PI Notifications: The Value
 Alerting “out of band” – anywhere, anytime
 Escalation
 Notification history (including acknowledgements
and other actions) maintained forever
 No programming required
 Extensible delivery channels that can integrate
with 3rd party systems and applications
© 2008 OSIsoft, Inc. | Company Confidential
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PI Notifications Topology
The Visuals
The Server
PI Notifications
AF 2.0
`
● Configuration
Smart Client
 PI System Explorer

AF
ProcessBook
Thin Client
 Acknowledgement Pages
Features
Data Sources
·
·
·
·
PI Server
SQL Server
Web Services
etc.
PI Archive
● Notification History

Distributed Scheduling
Architecture

Extensible Delivery

Notification History

Escalation
Management

Thin Client Integration
`
Internet
Explorer
Pager or
PDA Phone
© 2008 OSIsoft, Inc. | Company Confidential
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PI Notifications
Business Logic
Analysis
Rule
Time
Rule
Target
Configuration
Content
Delivery
Notification Emission
Trigger
Contacts
Acknowledgement
© 2008 OSIsoft, Inc. | Company Confidential
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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.
© 2008 OSIsoft, Inc. | Company Confidential
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Notifications
 Once a Trigger condition is satisfied, a historical
record is created for that condition.
 Only the Trigger is required to create a PI
Notification - Content and Subscriptions are
optional.
© 2008 OSIsoft, Inc. | Company Confidential
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PI System Explorer Integration
© 2008 OSIsoft, Inc. | Company Confidential
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PI ProcessBook Integration
© 2008 OSIsoft, Inc. | Company Confidential
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PI DataLink Integration
© 2008 OSIsoft, Inc. | Company Confidential
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Notifications Roadmap
 PI Notifications 1.0 is released
 PI Notifications enhancements planned
– Scale up performance
– MyPI Enhancements
• Searching
• Grouping
– Snooze Notification Rule
– Internationalization
© 2008 OSIsoft, Inc. | Company Confidential
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PI ACE – Consistent Performance Metrics
 Scalable application
development
environment
 One, consistent
calculation can be
used for all similar
processes or
equipment
 Integrates access to
data and functionality
from other systems
© 2008 OSIsoft, Inc. | Company Confidential
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Continuous Data
© 2008 OSIsoft, Inc. | Company Confidential
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Batch
© 2008 OSIsoft, Inc. | Company Confidential
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Day or Shift
© 2008 OSIsoft, Inc. | Company Confidential
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Event
© 2008 OSIsoft, Inc. | Company Confidential
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What is an Event Frame?
2008Aug06-ABC123
 Start time
 End time
 Name
 Associated
data
–
–
–
–
Equipment
Tags
Comments
Event
Frames
© 2008 OSIsoft, Inc. | Company Confidential
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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
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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
Batch Database
S88
PI Batch Generator
Interface
© 2008 OSIsoft, Inc. | Company Confidential
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PI Batch Architecture
Analytics
PI Archive
Visualization
Smart Clients
ProcessBook
Excel/Datalink
`
Trust
PI Server
Module Database
Batch Database
`
Analytics Server
RtReports
RtBaseline Services
Internet
Explorer
Thin Clients
RtWebParts
RtReports
© 2008 OSIsoft, Inc. | Company Confidential
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Batch and Event Frames Roadmap
 PI Batch suite is released product
 Event Frames work in progress
© 2008 OSIsoft, Inc. | Company Confidential
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Thank You
Questions?
© 2008 OSIsoft, Inc. | Company Confidential
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