Microsoft in Manufacturing Operations Sam Youness WW Industry Technology Strategist Microsoft Corporation What are we going to cover? Microsoft and its partners in manufacturing operations Microsoft focus areas in manufacturing operations Manufacturing visibility pillars Collaboration Integration Business intelligence Security Virtualization Q&A Manufacturing Environment SP95 Levels Relative Network Response Requirement Overview Network Levels Min. to Hour Response Enterprise Network 4 Control System Network Zone 3 <5 Minute Data Update Time MES Network 0, 1, 2 Critical Controls Network Zone 1 -2 Second Data Update HMI Network Interlock Network I/O Network <1 Second Data Update I/O Network <.1 Second Data Update Enterprise Asset Management (EAM/SAM) Control Systems, DCS, & Automated Equipment Production Control/MES SCADA and HMI Shipping/Receiving Materials Handling Laboratory Information Management Quality Management Document Management Regulatory Affairs EH&S Typical Plant Operation Applications Manufacturing Solutions Customer Requirements System Integrators Independent Software Vendors Microsoft Solutions Offerings Six Sigma and RosettaNet Accelerators Microsoft Products and Technology .NET,Visual Studio,Windows, Office, SQL Server….. Manufacturing Partner Ecosystem Microsoft and our ISV’s – One Solution Vendor Solution Scorecards Dashboards Analytics Planning • OLAP analysis • Provide visibility into business operations and factors impacting the business • Allowing for more flexibility and timely decision making • Build reliable plans fast • Aligning plans to business operations and driving accountability Reporting Collaboration • Create and monitor KPIs • Visually present KPIs in a browser, SharePoint, or Office documents • Allow for annotation of KPIs for better collaboration • Management reports based on the analytics • Roll-up of data to different levels in easy to create and understand reports • Integration with SQL Server BI: Reporting Services Overviews Scorecards, dashboards, and KPIs: •Ability to view real-time, historical, and business data side by side. • Powerful visual dashboards delivered to each employee desktop • Dashboards combine KPIs, reports, analytics, among other things • Integration with SharePoint • Special webparts • Notifications and alerts Budgeting • Create models for the business allowing for building budgets and submitting such budgets using workflow Workflow • Integration with SharePoint • Allows organizations for deeper contribution to plans, budgets, and forecasts Forecasting • Provide insight into any trends that would help with decision making Administration • Centrally managed budgets, plans, forecasts • Allowing models with business rules • Integration with Excel for modeling and consistent forms • Role-based security Blending Operations: •Date validation, •Quality Assurance Manufacturing Visibility • Enhanced visibility into manufacturing operations. • Continuous process improvement • Enhanced planning • Asset efficiency increase Process Operations, Equipment Monitoring: •Monitor equipment usage and labor cost •Forecast maintenance events Quality: •Enhancement, • Monitoring, • Triggers and • Events Inventory: •Tracking, Forecasting, •Integration with Supply-Chain and clear view of material usage Support for Industry Specific KPIs: •Support for S-95 structures •Rapid deployment and flexibility Consolidation • Allowing users to analyze their data, monitor progress, and plan their business in the same application • Integration with SQL Server BI and with Office tools: Outlook, Excel, SharePoint Analytical Foundation: • Powerful data model feeding into the dashboards and portals • Secure • scalable • Reliable • Workflow support • Low TCO Collaboration Foundation: • Workflow support • Integration between intelligence and execution. Enterprise Applications Integrated With Plant Operations Customer Relationship Management (CRM) Control Systems, DCS and Automated Equipment Enterprise Asset Management (EAM/SAM) Shipping/Receiving Materials Handling Supply Chain Management (SCM) Business Intelligence and Enterprise Performance Management Enterprise Resource Planning (ERP) Production Control/MES Plant Operations Floor Plant Visibility Enterprise Manufacturing Visibility SCADA and HMI Quality Management Laboratory Information Management Product Lifecycle Management (PLM) Document Management Regulatory Affairs EH&S Missing Link: Plant Operations Impact on Results Inventory, Processes, Orders, Resources, Status, Downtime, Products, Lab Results, Exceptions Plant Operations Focus Areas Mapped to ISA-95 Functional Hierarchy Plant Floor Visibility Business Planning Level 4 Level 3 Quality and Logistics Manufacturing Manufacturing Operations and Control Execution ERP MES Maintenance Continuous Discrete Levels Batch Control Control Control Control 2,1,0 Manufacturing Control Systems Microsoft Plant Floor Visibility Pillars Security Infrastructure Plant Operations Integration Collaboration Enterprise Manufacturing Visibility Analytics Integration Enterprise Business Processes Aggregating data from various sources and interoperating between groups Analytics Converting aggregated data into information Collaboration Sharing the right information with the right people at the right time Plant Floor To Enterprise Integration Enterprise Systems Manufacturing Execution HIS MSMQ Systems SCM HR FIN SSB in SQL Server 2005 BizTalk Plans, Schedules HMI / SCADA / Cell Controllers Inventory, Labor, Maintenance, Quality SSIS in SQL Products, BOMs, Routings, Recipes, Server 2005 Procedures Alarms and Events History Production and Process Data Windows Communication Foundation Automation and Control Systems DCS/PLC/LIMS Tags Variables Data Points PerformancePoint/SharePoint/Other CRM Integration Standards Progress In Manufacturing Standards boost interoperability over time Multiple vendors build to standards 1994-Future OAGIS XML Bus. Obj Docs/Msgs 1996-Future SCOR Make Model and Metrics 2002 – Future WBF B2MML XML Schemas Manufacturing Integration Standards Timeline 1995-2001 OPC Device Connectivity 1997-Future ISA 95 Enterprise Control SI 1988-2003 ISA SP88 Batch Control 2005-Future ISA, WBF OAGIS Unify models Ten Years of Microsoft BI … and beyond PM Corporate Decisions BI Personal and Team Insights DW BSM Excel ‘9’ Sound Data OLAP 1998 SSRS PPS V1 PPS V2 Excel ‘14’ MOSS BI Self-Service Embedded BI Excel ‘12’ Enterprise OLAP EDW MDM 2008 Wave 14 What Analysts are Saying… Driving Analytics To Increase Manufacturing Intelligence CRM FIN HMI / SCADA / Cell Controllers Automation and Control Systems DCS / PLC / LIMS SQL Server 2005\8 Reporting Services Plans, Schedules SQL Server 2005\8 Analysis Services Manufacturing Execution Systems HR PerformancePoint BSM 2005 SQL Server 2005\8 Integration Services Operational Tactical Strategic Enterprise Systems SCM Inventory, Labor, Maintenance, Quality Products, BOMs, Routings, Recipes, Procedures Alarms and Events History Production and Process Data Tags Variables Data Points Excel & Excel Add-in SQL/AS Collaboration In Manufacturing CRM Enterprise Systems SCM HR FIN Enterprise Content Management Manufacturing Execution Systems SharePoint Portal Inventory, Labor, Plans, Schedules Automation and Workflow HMI / SCADA / Cell Controllers Maintenance, Quality Products, BOMs, Routings, Recipes, Procedures Alarms and Events History InfoPath Production and Process Data Automation and Control Systems DCS / PLC / LIMS Tags Variables Data Points The Architecture Collect Store and Integrate Validate Visualize and Analyze Smart client or portals Data Collection from various sources · · · · Site 1 Analysis Server Reporting Server Adhoc Reporting Drill-down PLC/DCS Site 2 Site 3 Site 4 Rich User Experience Launch from portal Workstation Hand helds Share and Collaborate Enterprise Application Interface (EAI) Orchestration, Workflow, Integration, Transformation, Rules Engine, BPEL Web Services Extension Oracle DB (Operations data) Historians/ Realtime Data Existing LOB and Legacy Apps Plant Manager Portal SQL Server 2005 (Doc Archive, Meta-data, Cubes) Professional Journals Electronic Collaboration Framework (ECF) Infrastructure Office Suite Integration integrates with SPS/ WSS and document management system Office Business Applications Connecting Office Clients to Business Data Office Business Applications Unified Communication & Collaboration Business Intelligence Content Management 2007 Office system clients Open XML File Formats & Extensible Fluent Interface Office SharePoint Server 2007 LOB Apps, Data Warehouses, Trading Pargnetrs, etc. SAP Siebel Oracle DB Office Communications Server 2007 • Search • Workflow • Business Data Catalog • Website & Security Framework • Excel Services Exchange Server 2007 Microsoft Office System Manufacturing Operations Security New Trends! GAO Report in 2004: “Critical Infrastructure Protection – Challenges and Efforts to Secure Control Systems” Control systems are adopting standardized technologies with known vulnerabilities Control systems are connected to other networks Insecure connections exacerbate vulnerabilities Information about infrastructures and control Systems is publicly available Challenges When Implementing Security Why the *&(^%$ do I need security? Security Components Technology Comprehensive Security Product Portfolio Whale Communications Intelligent Application Gateway • SSL-based access • Deep application protection • Endpoint security management Services Edge Server Applications Information Protection Client and Server OS Identity Management Systems Management Active Directory Federation Services (ADFS) Guidance Developer Tools A comprehensive line of business security products that helps you gain greater protection through deep integration and simplified management Client and Server OS Server Applications Edge Best Practices Isolation of systems that require updates either individually or by isolating the entire plant network Use of firewalls and Perimeter Networks to isolate the plant floor networks Encourage employees to follow established security policies and procedures through continued education and collaborative efforts with corporate IT departments Isolate systems running legacy operating systems from the rest of the plant network. Use tools such as the Microsoft System Center Operations Manager 2007 to make it easier to monitor security logs from multiple systems Scan and lock down the workstations and servers, disabling nonessential features and services System Isolation No direct connection of PCN and SCADA networks to the Internet: Prevent unsolicited traffic from the Internet Prevent DoS attacks on the PCN… Outgoing traffic could congest the PCN; also, embedded object could compromise it (Java applets, ActivX, etc.) Proprietary corporate data could be intercepted Restrict access from enterprise network to control network Authorized access to shared enterprise/control servers (such as historian databases, maintenance databases) Secure methods for authorized remote support of control systems Secure connectivity for wireless devices if used Well-defined rules for permitted traffic on a network (ACLs, VLANs) Traffic monitoring – attempting to enter and already on the PCN Secure connectivity for firewall management traffic Application Virtualization What is MS Application Virtualization? An engine that turns applications into centrally managed virtual services that are delivered on-demand. Why Virtualize Applications? Continual rollout of new applications, updates, patches... Application conflicts Centralized management and reporting efficiencies Need for improved security and reporting Disaster recovery, business continuity pressures Operating System migration Image management issues Roaming users / free seating Terminal Services / Citrix consolidation Application licensing tracking and management Demand for faster provisioning (self provisioning) * Gartner, Forrester, Economist Application Virtualization Applications are virtualized per instance: Files (incl System Files) Registry Fonts .ini COM/DCOM objects Services Name Spaces Semafores, Mutexes Applications do not get installed or alter the operating system Yet tasks process locally on the host computer. © 2008 Microsoft Corporation. All rights reserved. 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