copyright © 2007 osisoft, inc. all rights reserved the osisoft product development roadmap bryan...

Copyright © 2007 OSIsoft, Inc. All Rights Reserved

The OSIsoft Product Development Roadmap

Bryan Owen,

Cyber Security Manager


Agenda

• Life before the Roadmap

• New Organization

• Roadmap Principles

• The PRs in details


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


Examples (improvements needed)

• String tags

• Module Database

– Module-Relative ProcessBook displays

several years after MDB release

• Annotations

• Sub-second data


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


A Core Roadmap Principle

No platform feature is “released” until it is available to the user


This means…

• Many pieces must be in place:

– Database

– Visualization

– Analysis Infrastructure

– “SDK”


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 9

Product Development Roadmap process

BusinessMarket SIG

Technology

Drivers

Roadmap

Services(Features)

Aspects

Engineering Plan

Products - Sales – Customers – Partners -Techsupport – Field services


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.


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


Initiatives

• Smart Connectors

– Business gateways

– Asset connectors

• Managed PI

• Event Frames

• Localization

• New UI


• Platform• Drivers• Characteristics

– Aspects– Services

(Features)

• Initiatives• Timelines• Engineering

Plan

PI System “Platform” Aspects and Services

SEA (Simple, Enterprise, Available)

User and Security

Performance and Scalability

Manageability

Localization, Setup/Installation, Data Quality, Etc.

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Serv

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Use

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His

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Ana

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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…


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 …


PI Server Recent History (2001-2006)PI Server Recent History (2001-2006)• 2001 PI 3.3, ModuleDB, BatchDB, COM Connector, ACE 1.0

• 2002-2003 PI 3.3 SR1/SR2, ACE 1.1/2.0 (.Net)

• 2004 PI 3.4.363/364 (Million Point), ACE 1.2/2.1

• 2005 PI 3.4.370.52 (Online Backups, License Manager)

• 2006 ACE 2.1.7 (VS2005), PI 370.76 (Windows Patch)PI 3.4.370.88 (Unix/64-bit), PI 3.4.375 (HA/PR1)

* projection


High Availability• Definition

“Ability of a system to tolerate faults and continueto 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?


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 3rd party Fault Tolerant/HA

solutions


SIG requests for High Availability

What you asked us to provide:

1. Ability for Clients (ProcessBook) 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)


What you’ve got:1.Ability for Clients (ProcessBook) 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)

OSIsoft interprets SIG requests

any PI SDK based

or in real-time

+ static load distribution

(+ no changes to your displays!)

automatically


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


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 allPI Servers by new buffering services

• Client Access Layer– Transparent PI SDK connection management– Existing and new Clients benefit from HA


PI SDK in HA Environment

• Three connection modes:– Need Primary– Prefer Primary– Don’t Care

• OSIsoft clients applications in PR1 will declare mode of connection


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


High Availability PI: Architecture

Secondary

PI Server

Secondary

PI Server Primary

PI Server

Primary

PI Server

Configuration

Changes

Failover

Mechanisms

Secondary

PI Server(s)

Configuration

Changes

Clients: ProcessBook, DataLink, BatchView, RtWebParts,Custom Application…

System Management Tools AppServers: AF, RtBLS, RtReports, ACE

PI SDKDiscovery, Failover, Failback, Load Distribution Services

API BufferingServices

PI Interfaces

API BufferingServices

PI Interfaces

APIBuffering

PI Collective


ProcessBook – What Users Will See at FailoverProcessBook – What Users Will See at Failover


ProcessBook – After RecoveryProcessBook – After Recovery


ProcessBook –User Can Click “Revert” ButtonProcessBook –User Can Click “Revert” Button


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


PI Interfaces

Site B

SecondaryPI Server

SecondaryPI Server

PI Interfaces

PrimaryPI Server

PrimaryPI Server

PI Replication Future

PI Interfaces

Site A

SecondaryPI Server

SecondaryPI Server

PI Interfaces

PrimaryPI Server

PrimaryPI Server

PI Clients

Client Access Layer

PI Caching Server

Aggregated, Federated PI ServerAggregated, Federated PI Server

Enterprise Data Center

PI ServerNode

PI ServerNode PI Server

Node

PI ServerNode PI Server

Node

PI ServerNode

…PI ServerNode

PI ServerNode

Data Mining, Business Intelligence Services

Archive

Mirroring

PrimaryPI Server

PrimaryPI Server

Regional Center 2Regional Center 1

AggregatedPI Server

AggregatedPI Server

AggregatedPI Server

AggregatedPI Server



• PR 1 = High Availability

• PR 2 = Data Directory, Notifications, HA

– Delivery 1 – UC 2007

– Delivery 2 – Q1 2008

• PR 3 = Enterprise Data Access and

Analysis


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 SharePoint

Server (MOSS) and Office 2007


The Value of Data Management in PR 2Delivery 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)


PR2: 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


“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


PR2 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


The Data Directory in PR 2 Delivery 1 & 2

PI ArchiveData Directory:

Asset Model

supported by AF 2.0

Structural Data Sources Time Series Data Sources

…

Honeywell ABB Delta-V Rockwell

…

SCM RDBMS MES

Honeywell

Interface

ABB

Interface

Delta-V

Interface

Rockwell

Interface

Structural

Information

Time-Series

Information


Functional Breakdown of Foundation

• Process Objects– These are the “data” equivalent of

the ProcessBook symbol library• Reactors

• Crystallizers

• Valves

• Mixers

• etc.

– You create these as “templates” and then can use them in:• Displays

• Calculations


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


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 assetRequest forAsset EfficiencyElement Model

RDB

Reactor 1

Reactor1.Efficiency

PI

Efficiency Formula Data Reference

=Production/Plan

Production PI Point

Plan select value from prod_plan where…


Creating Assets

Crystallization Boiler

Cracker Distillation


Build Relationships - Models

Cracker

Distillation

Plant 1

Boiler

Connectivity

Hierarchy

Role-based

Models


Analyses – in PR3 …

= 90% = 65%

= 94%= 74% Mass BalanceComposition tracking

Collection based analysis

Equipment based analysis

Connectivity based analysis

EfficiencyKPI

UptimeAlarming


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


What do we mean by applications?Alarm ManagementAnalyzer PerformanceAutomated Generation ControlAutomated ReportsBalanced ScorecardsBaseline Best PracticesBatch Quality MonitorCertificate Of AnalysisCompliance DocumentationCondition Based Maintenance (CBM)Continuous Emissions Monitor (CEM)Control Loop MonitorCorporate Data WarehouseCustomer Load ManagementData ReconciliationDown-hole Systems In O&G ProductionDowntime MonitoringE-CommerceEnergy Management SystemEnvironmental Compliance MonitorGeneral Ops Docn And Equipment SpecsHazardous Waste TrackingHierarchical Process Data ViewsHydrogen Manufacturing And DistributionIncident InvestigationsInventory ManagementIT / Systems MonitoringKey Performance Indicators (Kpi)Lab Quality Data IntegrationLNG Terminal Operating Assistance LNG Terminal Operations ReportsMaintenance History Or StatusMaintenance Lockout ProceduresManual Data Recording

Manufacturing Intelligence DataMaterial BalanceMaterial Usage TrackingMulti-Plant Equipment Performance MonitorO&G Production Remote MonitoringO&G Production Well TestingOperating Envelope DataOperations Data WarehouseOperations DesktopOperator HandoverOperator TrainingPaper Machine Felt MonitoringPaper Machine Grade ManagementPaper Machine Lost Opportunity ModulePaper Machine Performance MonitorPipeline Equipment Remote MonitorPipeline Leak Detection SupportPipeline Operations Planning Pipeline Pigging Schedule For Paraffin RemovalPipeline Solar Turbine Efficiency Remote MonitorPlant Performance OverviewsPower Delivery Capability For Gas TurbinesPower Generation Fleet Outage ManagementPower Generation Supplier SchedulingPower Turbine Trip MonitorProcess MonitoringProcess Performance AnalysisProduct Compliance ReportingProduct Development TrialsProduct PricingProduct Separation In Multi-Product Pipelines

Production Data Integration To ERPProduction Plan Versus Target DataProduction Plan Versus Actual DataPulp And Paper Mill Steam Energy MonitorPulp Mill TrackingQuality Monitoring/AnalysisReliability Centered Maintenance SupportReservoir Control And Production OperationsRoot-Cause AnalysisShared Inventory Management ServiceShift Production MonitorSix SigmaSPC/SQC Production Quality ControlSteam Turbine Performance AnalysisSubstation Load MonitoringSubstation Transformer Asset ManagementSupply Chain ManagementT&D Network System Load ForecastsT&D Network System Load PlanningT&D Substation Equipment MonitoringTanker Fleet Current/Past LocationsTotal Effective Equipment Productivity Transmission Line Capacity PlanningTransmission Network DiagramsTransmission Network Frequency MonitorTroubleshooting Equipment StartupsUtilities ManagementVirtual On-Line Analyzer In RefiningWaste Treatment MonitorWeather Data Import


PIANO – PR2

• 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


Notification – Simplified Flow

Trigger

Contents

Contacts

Delivery Channel

Email IM WebserviceRSS

+


Trigger


Content


Subscription

• Individual Contact– Active Directory or Custom– Delivery Channel (Plugin)

• Email• Phone• IM• Webservice• …

• Escalation– Individual– Group– Escalation


Example – Email Notification


Example – Acknowledgements


History


Security

• Public versus private

• Modification

• Acknowledgment

• Subscription


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



• 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


PR3: Enterprise Release

• Foundation driven products– Data Directory HA– Smart Connectors

• BaseLineServices 3– Data Access– OPC UA

• PIANO Analysis Rules• Archive sets• Event Frames


Time SeriesTime

Series

ContextContext

ConnectivityConnectivity

AnalyticsAnalytics

Data Access

Data Access

Time Series Centric

Shifting Platform Usage

Operations Centric

ConnectivityConnectivity

Context(Data Directory)

Context(Data Directory)

Time SeriesTime

SeriesData

AccessData

Access

AnalyticsAnalytics


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.


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


PIANO Goals

• After PR2:

– No more new custom notification logic in

products

– No more new scheduling logic in products

• After PR3:

– No more new custom analysis code in

products


What is an Event Frame?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 Batches Discrete Manufacturing Transfers Alarm and Event Interfaces Events/Incidents/Excursions/Accidents – PIANO

Analysis Demand/Generation forecast analysis for power Equipment start up and shutdowns


Event Frame Initiative ScopeEvent 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


Summary

Platform Releases

• Focus on features and services

• Less focus on products

• Deliver value

• SEA Principles


Data AccessRtBaseline Services

for Thin Clients OLEDB ODBC OPC / HDA

Module DatabaseAnalysis Framework

Custom Programming

PI Archive

RLINK

Data Storage, Management Services, Audit Trail, Batch

Real-time Interfaces

IT DataIT MONITOR

Custom DataAPIs / SDKs

Relational Data OLEDB / ODBC ORACLE / SQL

Web ServicesSOA / EXTERNAL DATA

LEGACY APPS

Real-Time DataDCS / PLC / SCADA / OPC

HISTORIANS / INTERFACESCOM CONNECTORS

ERP / MaintenanceRLINK SERVERS & GATEWAYSSAP / JD EDWARDS / PEOPLESOFTMAXIMO / INDUS / MIMOSA

Structure / Asset Data

ServersThe

AnalyticsThe

VisualsThe

MCN HealthMonitor& System Management Tools

Failover / Management Services

PR1


Data AccessRtBaseline Services

for Thin Clients OLEDB ODBC OPC / HDA

PI ArchiveData Storage, Audit Trail, Batch (Module Database)

IT DataIT MONITOR




LEGACY APPS

Smart Connectors






ServersThe

Asset Connectors Business Gateways

AnalyticsThe

VisualsThe



PI AF 2.0

PR2


Data Access

Web Services OLEDB ODBC OPC / HDA

PI ArchiveDatastorage

IT DataIT MONITOR




LEGACY APPS

Smart Connectors







ServersThe


Asset Connectors Business Gateways

AnalyticsThe

VisualsThe

Event Frames &

BatchDirectory Services

Au

dit

PI AF 2.0

PR3


Windows Server 2003

PI Analytics(Performance Equations, Totalizers, Alarm, RTSQC)

Advanced Computing Engine(ACE)

AnalyticsThe

Visual Studio.NET

ServerThe

VisualsThe

SigmafineRtReportsCompliance & Standard

RtAlerts

Enterprise ServicesFacility Monitor

PR1


Windows Server 2003

PI Notifications(based on PIANO work)

PI Analytics(new PE, Alarm, and RTSQC engine based on PIANO work)

Sigmafine

Advanced Computing Engine(ACE)

AnalyticsThe

Visual Studio.NET

ServerThe

VisualsThe

RtReportsCompliance & Standard

Scheduler

Enterprise ServicesFacility Monitor

PR2


Windows Server 2003

AnalyticsThe

Visual Studio.NET

ServerThe

VisualsThe

PI Notifications(based on PIANO work)

Sigmafine

RtReportsCompliance & Standard

Scheduler

Enterprise ServicesFacility Monitor and more…

Advanced Analytics(Using Visual Studio.NET)

Configurable Analytics(PE, Alarm, Totalizer, and RTSQC engine)

PI Analytics

PR3


What can you do?

• Stay Informed– Attend the User Conference – Read the Technical Support newsletter

• Give us your feedback– SIG– Call or write us

[email protected]

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