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THING CONNECTIVITY IN YOUR BUILDINGS AND DATA CENTERS
Glen MarquisProduct Manager – Energy & Utilities
January 30, 2017
2
1. Overview
2. Terminology
3. Information and Systems
4. The Challenges of Acquiring Data
5. Solutions
6. Refocus: Thing Connectivity
7. Case Studies
AGENDA
3
PROSPECTUS
Extending PTC’s reach
in Manufacturing with
industrial connectivity
solutions for the IoT
Established in
1995
Manufacturing Oil & Gas Building Automation Power IT & InfrastructureInd
ust
rie
s
Se
rve
d
Strong History of Growth and Expansion
Located in
Portland, Maine
20+ YEARS
of developing connectivity
software for the Industrial
Automation Industry
4
What do I mean by “Buildings and Data Centers?”
• Industrial• Office• Data centers
FIRST THINGS FIRST - TERMINOLOGY
http://www.ajc.com/news/business/lockheed-martin-plans-job-cuts-at-marietta-plant-e/nqg9M/
http://www.extremetech.com/wp-content/uploads/2012/10/google-datacenter-tech-02-640x426.jpg
http://media.creativebloq.futurecdn.net/sites/creativebloq.com/files/images/2013/01/dubai.jpg
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What do I mean by Things?
• HVAC• Energy generation and storage• Employee workstations• Servers• Data storage• Data backup• Power backup• Networking• Telecommunications• Lighting• Access control • Transportation systems• Water/wastewater• And much more
TERMINOLOGY
http://www.storagereview.com/images/StorageReview-Dell-Compellent-Hands-On-Testing.jpg
http://comforttechheatingcooling.com/wp-content/uploads/2014/10/commercial-hvac.jpghttps://www.hibargain.com/media/catalog/product/cache/1/small_image/
9df78eab33525d08d6e5fb8d27136e95/f/i/fingerprint-and-id-card-reader-
access-control-system.jpg
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Information
• Real-Time State: Operating state, temperature, serial number
• Process Control: Set points, alarm points
• Productivity: Machine work time
• Asset: Operating hours, maintenance/operating cycle, work instructions
• Environmental: Power consumed, ambient temperature, pressure, humidity, sound levels
Uses
• Device/system control and monitoring
• Management reporting
• Product quality
• Process evaluation
• Traceability/Genealogy
• Asset management
• Supply chain
• Cost accounting
TYPES OF INFORMATION AND USES
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• Many controllers
• Many data points in each controller
• Many applications consuming the information
• Real-time information access
• IT/OT gap
• Security
• Information proliferation throughout the enterprise
CHALLENGES OF ACQUIRING DATA
http://bettervps.net/data-center/
http://www.bbc.com/news/technology-35746647
8
IMPORTANCE OF ACQUIRING DATA IN BUILDINGS AND DATA CENTERS
• Accurate collection, monitoring of energy usage data− Multiple types of energy (not just electricity)− Communication with disparate hardware devices,
software applications− Scalable systems-of-systems management System (EMS)
• Responsibilities include:− Compliance with federal, state, local regulations− Occupant safety and comfort− Sustainability
• Connectivity (to all your Things)
• Data quantity, quality, and reliability
• System security
• Usability
• Changing technology
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INCREASING COMPLEXITY
Connectivity Data quantity,
quality, and
reliability
System security Usability Changing
technology
12
• The ISA 95 model is evolving from horizontal layers to a more dynamic hybrid model, with a connectivity layer acting as the clearing house of information access
NEW ISA 95 MODEL
CONNECTIVITY LAYER
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Why are we thinking about this, anyway? Where is the value?
• More information carefully modeled and analyzed leads to more understanding
• Increased visibility into systems, between systems, and the factors that influence systems enables them to be better understood and better managed
Better management of BA and DC systems:• Reduces energy usage • Increases employee productivity• Increases machine on-time• Reduces environmental impact• Meets other environmental and regulatory goals• Enables easier, faster, and more holistic issue diagnosis
THE GOAL
http://dupress.com/articles/internet-of-things-iot-retail-strategies/
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So, how do we begin to make this all happen?
1. Connect to your Things!It all starts with connectivity
2. Get all your data in one spot!You can derive far more insights if you can look at all of the
data together.
THE SOLUTION
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Once Things are connected, your options are open:• Visualization – SCADA, human-machine interfaces• Machine learning• Big Data analysis
But, you don’t have options unless you have data, and you won’t have data without connecting your Things
• Sure, maybe you can collect CSV files, but that isn’t scalable
CONNECT TO YOUR THINGS
http://www.abb.com/cawp/seitp202/019226fce7826568c125791800269733.aspx
http://electrical-engineering-portal.com/download-center/datacenter
https://www.prlog.org/11634258-qa-graphics-is-trained-
vendor-for-johnson-controls-incs-metasys-graphics.html
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Get all your data in one spot!You can derive far more insights if you can look at all of the data together.
THE HOW
• Create a “data lake” out of
many individual ponds
• Ponds can be things or
systems
• Nature of data can be real-
time and historical
• Remember the goal: Make
deeper insights within and
between systems, and
potentially take meaningful
action quickly (controls)
• More about data:• Real-time data is in flight (not at rest)
• Historical data is data at rest (not in flight)
• Nature of collecting this data is different • Must obtain real-time in “real-time”, or as fast as it
is produced
• Historical data can be ingested at slower intervals
http://solutionsreview.com/data-integration/files/2015/03/The-Emergence-of-Data-Lake-Pros-and-Cons.png
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Bonus Result: Enable data exchange between systems
• Once Things are connected, moving data between Things is possible
• By sharing data, systems can make smarter, more holistic decisions
THE HOW
Eventually, Things may even
manage themselves to the
same extent that people can.
http://www.sasktel.com/wps/wcm/connect/bdd85162-ad22-46e6-b68b-943ae11e4430/m2moverviewpng.png?MOD=AJPERES&CACHEID=bdd85162-ad22-46e6-b68b-
943ae11e4430
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A lake in this context implies Thing connectivity, Thing management, data storage, visibility (modeling), and analysis.
CREATING A DATA LAKE
Lake
HVACAccess
Control
MES
ERP
PLCDCS
Sensors
SCADANetwork
Equipment
Power
Meters
TransportationOperator
Panels
Fire
ProtectionWater/
Wastewater
…
Big Data Storage System (object store, distributed file system, RDBS, etc.)
Things
Machine
Learning
Big Data
Analysis
Present
and
Interact
Thing
Management
Data
CollectionInformation
Modeling
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Goal: Connect all the Things and build your data lake
• Wouldn’t it be nice if every Thing had a secure, wireless, Internet-ready data interface built using open standards?
• Maybe some day, but today the reality is quite different
REFOCUS: THING CONNECTIVITY
https://d13yacurqjgara.cloudfront.net/users/24885/screenshots/1797791/no-internet-connection.png
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Challenge: Thing ConnectivityThere are lots and lots and lots of systems.
REFOCUS: THING CONNECTIVITY
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Problems: Ponds, ponds, pondsMix of physical mediums• Copper, fiber, optical, wireless (Ethernet, Zigbee,
and so forth)
Mix of languages• Standards like:
– BACnet– LonWorks− KNX− Modbus− SNMP− DNP3, IEC 61850, 60870− Others
• Vendors’ proprietary protocols• Application APIs
REFOCUS: THING CONNECTIVITY
Some areas and systems have no existing
sensors or data interfaces
Mix of data stores• Relational databases, file stores, object
stores, system logs
https://photographyjournal2013.files.wordpress.com/2013/05/farm-
pond1.jpg
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Challenge: Thing ConnectivityIn many cases, Things are already part of managed systems:
• HVAC
• Lighting Controls
• Access Controls
• Fire Suppression
Do you connect to an application server in the system or to the Thing directly?It depends.
Example 1: Model HVAC system via connectivity directly to HVAC system controller.Example 2: Model Access Control system via connectivity to database back-end.
CREATING A DATA LAKE
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No existing Things? Closed System with no existing data interfaces?
Maybe no problem.
It’s often easier and more cost-effective to augment with third-party physical gateways, protocol converters, and sensors than to replace your old Things with new, smarter Things.
• Protocol gateways can help access closed or complex networks:– LON/KNX gateways, Zigbee-to-Ethernet, MBus to Modbus converters
• Sensors with data interfaces are inexpensive and widely available:– Temp/Humidity/Dewpoint sensor with simple ASCII protocol over TCP; maybe even
RESTful web services using HTTP and an object model like JSON– Cost-effective (~$5 to $500) and easy integration (quick ROI)
REFOCUS: THING CONNECTIVITY
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Strategy
1. Determine interfaces of existing Things
2. Bridge physical mediums and proprietary/fieldbus protocols with inexpensive gateway devices
3. Add new sensors as needed
4. Establish Thing connectivity using a device connectivity platform (like KEPServerEX®)
5. Connect your connectivity platform to your lake (and connect Things to the lake directly when possible/if advantageous)
REFOCUS: THE HOW
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Connectivity PlatformThree sections of application:
• Interfaces: Data server/data integration layer
• Server Core: Internals (Thing linking, collection scheduling, logging, logic and math)
• Drivers: Thing connectivity layer
REFOCUS: THE HOW
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With a single, standardized platform, you can connect to lots of Things:
• HVAC controls, lighting controls, sensors, servers, storage, fire suppression, and so forth
• Fieldbus/control network protocol gateways
• Sensors, meters, probes
Two results toward your goals:
• Provides data to almost any system, including your data lake
• Automatically exchanges data between connected Things
REFOCUS: THE HOW
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KEPServerEX to Your Data Lake
• For example, use ThingWorx® to develop your lake
This allows for:
• Visibility, reporting, scripting, modeling, and analysis
• On premise and/or in the Cloud
KEPServerEX ThingWorx Agent
• Secure binary protocol using Web Sockets (security provided by TLS)
• Designed for use over the Internet, but works great for local networks too
CREATING YOUR DATA LAKE
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EXAMPLE INTEGRATION
Secure IoT data
interfaces
Data abstraction,
normalization
Let’s step
through a
simple
integration.
Thing (HVAC Roof Unit)Generates real-time and
historical data
BACnet/IPDevice’s network
language
Thing Connectivity
Platform
IoT Solution Development
PlatformModeling, analytics and storage
(data lake)
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EXAMPLE INTEGRATION – AUGMENTED REALITY
Generating the digital twin: Object modeling(Yes, this is actually a generator, not the roof top unit; consider it an example digital twin)
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AUGMENTED REALITY
Workforce Enablement Intelligent Asset Management
Utility Infrastructure Management
Workforce Enablement
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ARCHITECTURE EXAMPLE
Fieldbus Gateways
(LON, KNX,
Mbus)
Sensors, electrical, switches, power meters, etc.
Modbus, BACnet
HMI, SCADA,
Historian, MES (On-Prem or Remote)
Servers, storage,
network hardware, UPS
SNMP ODBC ICMP
Power meters, HVAC, access controls,
fire suppression, lighting controls
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About
OrganizationABB Process Automation is home to Decathlon® for Data Centers, which provides users the visibility, decision support, and centralized controls needed to effectively automate and manage data center infrastructure.
IndustryData Center Infrastructure Management (DCIM)
SolutionsKEPServerEX®
• Building Automation Suite
• SNMP Suite
• User-Configurable (U-CON) Driver
• Custom Interface Driver
ABB Decathlon for Data Centers
Learn MoreLeading Data Center Infrastructure Management Platform Integrates KEPServerEX® to Expand Connectivity
ABB PROCESS AUTOMATION
Challenge
Wanting to create a DCIM solution that would break down legacy silos between facilities and IT, ABB needed to develop a platform capable of supporting a wide range of protocols typically encountered in data center environments. It required:• A comprehensive, intuitive solution that
would serve as an intelligent data aggregator
• The ability connect all of the equipment and systems within the data center
Results
KEPServerEX provided ABB all the connectivity tools they required:• Creating a single data set, which
reduces the opportunity for calculation errors
• Providing controls to automate workflow and physical infrastructure processes
• Enabling customers to continuously optimize their data centers for the highest level of performance
• Enabling informed decision making and increased cost savings through greater visibility across the data center
“KEPServerEX is a key component of our product strategy because it helps us accelerate our ability to interface with a multitude of ever-expanding infrastructure systems and their applications.”
Eric Olson, Data Center Project Specialist for Decathlon, ABB
Technology Partner
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About
OrganizationArizona State University (ASU) is the largest public university in the United States. Beginning in 2004, and in partnership with Arizona Public Service (APS), the university launched the Energy Information System (EIS) and the interactive Campus Metabolism website, which offers a unique view inside the university's commitment to campus-wide energy management and sustainability initiatives.
IndustryEnergy Management
SolutionsKEPServerEX®
• Modbus Serial Driver
• Modbus TCP/IP Ethernet Driver
Control Microsystems’ SCADAPack
Learn More"Campus Metabolism" at Arizona State University Offers Unique View into Sustainable Practices
ARIZONA STATE UNIVERSITY
Challenge
Campus Metabolism draws on data from the EIS, a secure Internet-based application that includes a graphical representation of real-time and historical data. EIS needed to: • Monitor and report energy usage in more
than 100 campus buildings with thousands of I/O points
• Provide the necessary information for staff to allocate utility usage to the various campus building
• Easily scale to include additional data points when needed
Results
KEPServerEX provides a platform for capturing PLC data from the field via Modbus communication drivers and OPC technology. This enables the EIS to:• Continue adding data points from the
SCADA infrastructure• Generate and redirect savings into new
ways of funding energy renewables with quick ROIs
• Enable CM to educate and inform faculty, students, staff, and the public of ASU's commitment to its sustainability initiatives
“Kepware has been invaluable to us for the ability to keep moving forward in adding additional points from our SCADA infrastructure since we pull everything from the field through our SCADA network via Modbus TCP.”
Robert Vandling, Technology Support Analyst Coordinator, ASU
End User
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About
Organization
Wanda Plaza is the forerunner in China’s
commercial real estate market. As the core
product of DWCP, it continues to focus on
expanding the market in first-tier cities,
strategically expand its distribution layout in
second and third tier cities.
IndustryBuilding Automation
SolutionsKEPServerEX®
• Building Automation Suite• OPC Connectivity Suite
WANDA PLAZA
Challenge
Wanda Plaza now has 168 sites and 60+ sites under constructions across China. Data collections from HVAC, Lighting, Security and other devices in each site and the data integration to their corporate control room are the biggest challenges, especially from different System Integrators.
Results
• Robust and Scalable performance with
KEPServerEX’s abundant Drivers
• Standardize the data collection
approach from different SIs across
regions
• Enable the data centralization in
corporate control room, leveraging the
secure OPC UA protocol
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About
OrganizationRoyceMedia Technologies Pte Ltd was established in 1997 and since then continuous to be one of the leading IT solutions and service providers focused on helping and empowering customers in their various IT needs. From day to day support to project implementation on Network Infrastructure, Security, Firewall and E-commerce solutions.
IndustryMobile Application for FMS
SolutionsKEPServerEX®
Device Connectivity • Modbus• BACNET/IP• OPC UAClient Connectivity• Roycemedia Mobile FMS
ROYCE MEDIA
Challenge
Traditionally, Royce media develops custom applications for their customers. In one of their new growth area, the company branched into IIoT and started with their own development of connectivity option using various third party toolkits. This proved to be unwieldly and challenging to manage in the long run without proper domain expertise.
Results
Implementing the IoT Gateway for KEPServerEX enabled Roycemedia to:• Scale up rapidly with an off the shelve
solution• Connect to devices unfamiliar to the team
with the easy to use GUI• Better support their customers when
communication error occurs• Improve development speed by shifting
resources towards the application development instead
• Enable secured connectivity with OPC UA tunnel
• Dropship deployment of their IoT gateways
System Integrator
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About
Organization
Auchan Group has a presence in 15
countries and regions, ranks the 11th largest
food retailer in the world.
In 1997, Auchan entered Chinese market,
by the end of 2016, Auchan China
operated 60+ hypermarkets in more than 30
Chinese cities.
IndustryBuilding Automation
SolutionsKEPServerEX®
• Modbus Suite• U-CON Driver• IoT Gateway Plug-in
AUCHAN CHINA
Challenge
There are many kinds of devices needed to be connected, like the power meters, sensors, cameras, etc. As well as to monitor and optimize the operations of different markets across regions.
Results
• KEPServerEX provides Modbus TCP/IP
and RTU Drivers, both Master and Slave
mode to connect kinds of Modbus
capable devices
• U-CON Driver is developed to
communicate with non-standard
devices
• MQTT Agent from IoT Gateway Plug-in is
used to aggregate data into the central
platform for data analysis
• Subscription feature in MQTT Agent is
used to control devices in some
occasions
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THANK YOU Glen Marquis
Product Manager – Power, Energy & Utilities
gmarquis@ptc.com
O: 207-775-1660 x279
M: 207-233-5387
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