OSIsoft Product Roadmap The Server Jay Lakumb Product

Functional Groups of 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 2

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 3

The PI Server Today The Server The Analytics The Visuals Data Access Rt. Baseline 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 Health. Monitor 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 © 2008 OSIsoft, Inc. | Company Confidential 4

The Analytics within the PI System Today The Analytics The Server The Visuals Advanced Computing Engine (ACE) PI Notifications Rt. Reports Compliance & Standard Enterprise Services PI Analytics (Performance Equations, Totalizers, Alarm, RTSQC) © 2008 OSIsoft, Inc. | Company Confidential 5

The Business Case for HA l 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 6

Motivations: Why High Availability? l Network Failure l Administrative/User Failure l Upgrades and Migrations – Hardware – Operating System Software (Patches) – Applications Software © 2008 OSIsoft, Inc. | Company Confidential 7

PI HA Architecture System Management Tools Clients: Process. Book, Data. Link, Batch. View, Rt. Web. Parts, Custom Application… App. Servers: AF, Rt. BLS, Rt. Reports, 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 8

PI HA Summary l Features – – – Synchronization of PI Server configuration Transparent client failover, simple load balancing Fanning of real-time data to multiple servers Direct support for existing PI Clients Simple, scalable and flexible architecture l Value – High Availability to your PI System – Peace of mind for Administrators © 2008 OSIsoft, Inc. | Company Confidential 9

Windows Integrated Security Windows Authentication Active Directory PI Server Identity Mapping PI Identities PI Secure Objects Authorization Security Principals Access Control Lists © 2008 OSIsoft, Inc. | Company Confidential 10

PI Server Roadmap l PI 3. 4. 370 – High Availability (PR 1) l

Shifting Platform Usage Time Series Centric Operations Connectivity Centric Time Series Context Data Access Analytics (Data Directory) Connectivity Analytics © 2008 OSIsoft, Inc. | Company Confidential 12

Physical Context T 1 T 2 PI Archive T 3 T 4 © 2008

Temporal Context T 1 T 2 PI Archive T 3 T 4 © 2008

PI Module Database – Asset Hierarchy Division Level District Level Asset Equipment Class Individual

PI Module Database – Attributes Alias Configuration Individual Equipment Aliases Property Configuration Properties ©

PI Module Database – Asset Relative Displays © 2008 OSIsoft, Inc. | Company Confidential

Next Generation of Asset Database l PI AF 2. 0 succeeds PI Module Database l OSIsoft is committed to moving customers and partners forward to AF 2. 0… l …While preserving value of existing applications © 2008 OSIsoft, Inc. | Company Confidential 19

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 20

Pipeline Example Natural Gas Compressor l RPM ags T l Fuel consumption rate l Exhaust temperature l Oxygen sensor s n o ti a l l Flow in lcu a C l Flow out M O l Pressure differential U l Last service date ry e u Q l Service type L Q l Mfr documentation S © 2008 OSIsoft, Inc. | Company Confidential 21

Pipeline Example l l Build compressor template Create attribute templates Set default values Create instances of template l Compressor 1 l Compressor 2 l Compressor. N l Adjust data streams © 2008 OSIsoft, Inc. | Company Confidential 22

Now you can… l Locate data without needing tag names l Build just one display and show each compressor l Include non-PI data in reports l Estimate next maintenance l Calculate fuel consumed l Calculate losses find leaks l Find which compressors have low pressure differentials. l And so on… © 2008 OSIsoft, Inc. | Company Confidential 23

Putting AF into practice Hierarchical l Start with a collection of assets l Associate data with the assets l New assets are based on templates l Assets can be connected Asset Attributes: Name plate information Trays l Assets can be grouped Related data references – By function – By location Connectivity Equipment Limits l Relationships are sourced from assets Asset Attributes: l Apply and run analyses Name plate information Related data references l Visualize results Operating limits Tower 1 © 2008 OSIsoft, Inc. | Company Confidential 24

PI AF 2. 0 Benefits l Visibility – Information about data, assets and models is available to visualization suite of tools l Single Version of the Truth – Creates unified assets and relationships – Assets and models become basis for consistent visualization and analyses l Communication & Collaboration – People use the same asset and model reference for their visualization and analyses © 2008 OSIsoft, Inc. | Company Confidential 25

PI AF 2. 0 Benefits l 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 l Knowledge Management – Synchronize and eliminate disparate assets, models and analysis to improve traceability and accountability © 2008 OSIsoft, Inc. | Company Confidential 26

MDB to AF Give me a Module MDB AF 2. 0 Give me an

AF Roadmap l AF 2. 0 is released l MDB to AF migration and connection – – AF is the system of record MDB calls can read AF Elements mapped to Modules Allows ACE to work against AF Element contexts Requires PI Server with Windows Security l Platform Release 2 (PR 2) – “AF Unification” – Clients based on AF rather than MDB – ACE will read AF Element contexts natively – AF High Availability © 2008 OSIsoft, Inc. | Company Confidential 28

What is PI Notifications? l A scalable, highly available, notification and alarming infrastructure l Why infrastructure? – Integral part of the PI System • Real-time event delivery • PI System Client integration – Extensible • Users can customize notification rules and scheduling © 2008 OSIsoft, Inc. | Company Confidential 29

PI Notifications Features l Alerting “out of band” – anywhere, anytime l Escalation l Notification history (including acknowledgements and other actions) maintained forever l No programming required l Extensible delivery channels that can integrate with 3 rd party systems and applications © 2008 OSIsoft, Inc. | Company Confidential 30

PI Notifications Topology © 2008 OSIsoft, Inc. | Company Confidential 31

PI Notifications Business Logic Analysis Rule Time Rule Target Configuration Content Delivery Notification Emission

PI Process. Book Integration © 2008 OSIsoft, Inc. | Company Confidential 33

PI Data. Link Integration © 2008 OSIsoft, Inc. | Company Confidential 34

Notifications Roadmap l PI Notifications 1. 0 is released l PI Notifications enhancements planned – Scale up performance – My. PI Enhancements • Searching • Grouping – Snooze Notification Rule – Internationalization © 2008 OSIsoft, Inc. | Company Confidential 35

Continuous Data © 2008 OSIsoft, Inc. | Company Confidential 36

Batch © 2008 OSIsoft, Inc. | Company Confidential 37

Day or Shift © 2008 OSIsoft, Inc. | Company Confidential 38

Event © 2008 OSIsoft, Inc. | Company Confidential 39

What is an Event Frame? 2008 Aug 06 -ABC 123 l Start time l

Batch and Event Analysis Every process has some kind of repeatable event l Batch process l l Continuous process l l 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 l l What is my Overall Equipment Effectiveness? What are my top 10 causes of downtime? © 2008 OSIsoft, Inc. | Company Confidential 41

PI OLEDB l PI OLEDB provider allows applications to access PI data through SQL queries l Many popular apps, have “built in” support for OLE DB standard Client Application PI Server PI SDK SQL Engin e OLE DB/ COM PI OLEDB Provider SQL Server Oracle, ADO. NET, Excel, JDBC/OLEDB, … OLE DB Consumer © 2008 OSIsoft, Inc. | Company Confidential 42

Use Cases for PI OLEDB and PI ODBC l Develop with ADO. NET and Web Services l Visualize with Process. Book and Rt. Web. Parts l Connect with SQL Server and Oracle l Analyze with SQL Server Analysis Services l Replicate with SQL Server Integration Services l Publish with SQL Server Reporting Services l Integrate with Share. Point BDC and Biz. Talk l Collaborate with Excel Services on the Web © 2008 OSIsoft, Inc. | Company Confidential 43

PI OLEDB Roadmap l PI OLEDB 3. 2 (PR 1) – Support for HA

OSIsoft’s Current OPC Products l OPC DA/HDA Server l OPC Interface – Data Access (DA) client – 33% of interfaces shipped today are OPC – 25% of all active interface nodes are running OPC l OPC HDA Interface – Historical DA (HDA) client l OPC A&E Interface – Alarms & Events client l XML Interface – XML DA client l Testing and configuration tools © 2008 OSIsoft, Inc. | Company Confidential 45

OSIsoft’s Involvement in OPC l Corporate Member of OPC Foundation since 1996 l Helped develop OPC HDA Specification l Active participant of major OPC Foundation events (Interop workshops, Dev. Con’s, etc. ) l Intimately involved in developing UA specifications and code deliverables – – UA Working group Early Adopters Program Technical Advisory Council Collaboration © 2008 OSIsoft, Inc. | Company Confidential 46

Mapping OSIsoft Technology to UA OSIsoft technology PI System Security OPC UA technology UA Security AF 2. 0 Information Model PI Snapshot Data Access PI Archive Historical Data Access PI Notifications & Event Frames Alarms & Conditions High Availability Redundancy & Robustness © 2008 OSIsoft, Inc. | Company Confidential 47

PI Developer Studio l Includes programmatic interfaces to PI System: PI OLEDB, PI ODBC, PI SDK, AF and AN SDK, OPC DA/HDA/UA Server l Development license for programmatic interfaces l Runtime licensing TBD l Programming examples and documentation l PI Virtual Campus – community collaboration site – Forums – Blogs © 2008 OSIsoft, Inc. | Company Confidential 48

PI OBA l OBA = Office Business Application l Dynamic OBA = PI data in OBAs l Examples: – Business Intelligence applications using Microsoft Performance. Point Server and PI OLEDB to show KPIs – Manual Entry applications using Microsoft Info. Path and PI OLEDB for data input over the web – Unified Communications applications using Microsoft Office Communicator and Rt. Web. Parts l PI OBA provides the tools (called accelerators) to help users create their own Dynamic OBAs © 2008 OSIsoft, Inc. | Company Confidential 49