11 The OSIsoft Product Roadmap. 2 Agenda Why use a Development Roadmap? Platform Releases Details of the Roadmap –Real-time Event Detection and Definition

11

The OSIsoft Product RoadmapThe OSIsoft Product Roadmap

2

AgendaAgenda

Why use a Development Roadmap?

Platform Releases

Details of the Roadmap

– Real-time Event Detection and Definition

– Operations Data Management

– Highly Availability

– Wider Usability

Summary

3

New Directions for the Product RoadmapNew Directions for the Product Roadmap

New Sources of Input:

– Technical Steering Committee (TSC)

– Strategic Influence Groups (SIG’s)

New Technologies

– Service Oriented Architecture (SOA)

New Delivery Mechanisms

– The Platform Release

4

Product Development Roadmap ProcessProduct Development Roadmap Process

BusinessBusiness

MarketMarket SIGSIGTechnologyTechnology

TSCTSC

RoadmapRoadmap

Engineering Plan

Engineering Plan

AspectsAspects Services(Features)

Services(Features)

Products – Sales – Customers – PartnersProducts – Sales – Customers – Partners

DriversDrivers

5

PI System “Platform” Aspects and ServicesPI System “Platform” Aspects and Services

Platform

Drivers

Characteristics

– Aspects

– Services (Features)

Initiatives

Timelines

Engineering Plans

Data

Serv

ices

(Acce

ss, Conte

xt, D

irecto

ry)

Data

Serv

ices

(Acce

ss, Conte

xt, D

irecto

ry)

Analy

sis Serv

ices

Analy

sis Serv

ices

Use

r Serv

ices

Use

r Serv

ices

Histo

rian S

erv

ices

Histo

rian S

erv

ices

Notifi

catio

n S

erv

ices

Notifi

catio

n S

erv

ices

Event Fra

min

g S

erv

ices

Event Fra

min

g S

erv

ices

Sm

art C

onn

ecto

rsSm

art C

onn

ecto

rsSEA (Simple, Enterprise Aware, Highly Available)

User and Security

Performance and Scalability

Manageability

Localization, Setup/Installation, Data Quality, etc…

Serv

ices (F

eatu

res)

Asp

ects

6

What is a Platform?What is a Platform?

Operating Systems

– Windows, Linux

Frameworks

– .Net, JDK, NetWeaver

Relational Databases

– Oracle

– SQL Server

Portals

– Sharepoint, WebSphere

88

Overview of the PlatformOverview of the Platform

9

ServerGathers, Organizes, Distributes,and Stores Data from Many Sources

VisualsDeliver Information for Meaningful, Better Business Decisions

Structure /AssetData

Real-TimeData

CustomData

IT Data RelationalData

WebServices

ERP /Maintenance

PerformanceImprovement

OperationalVisibility

KnowledgeManagement

ProductQuality

LeanManufacturing

AssetManagement

SituationalAwareness

AnalyticsTurn Valuable Real-Time Data Into Actionable Information

The

The

The

Functional Groups of The PI SystemFunctional Groups of The PI System

10

Windows Server 2003SQL Server 2005

Real-Time Interfaces

AF Context Database

PI Archive

Data Access

The Server The Analytics The Visuals

MCN HealthMonitor

RLINK

Windows Server 2003Visual Studio.NET

Adv Comp Engine (ACE)

RtReports

PI Analytics

RtAlerts

Sigmafine

ProcessBook

DataLink

RtPortal iViews

ActiveView

RtReports Clients

BatchView

Server: Windows Server 2003Windows SharePoint Services – or –

SAP Enterprise Portal 6Thin Clients

RtWebParts

Smart ClientsClient: Windows XP/Vista

Microsoft Office 2003/2007

11

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

ServerThe

Custom Programming RLINK

AnalyticsThe

VisualsThe

Data AccessRtBaseline Services

for Thin ClientsOLEDB OPC / HDAODBC

MCN HealthMonitor& System Management Tools

Failover / Management Services

The Server within the PI SystemThe Server within the PI System

PI ArchiveData Storage, Management Services,

Audit Trail, Batch

Module DatabaseAnalysis Framework

12

Windows Server 2003

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

Advanced Computing Engine(ACE)

AnalyticsThe

Visual Studio.NET

ServerThe

VisualsThe

SigmafineRtReports

Compliance & Standard

RtAlerts

Enterprise ServicesFacility Monitor

The Analytics within the PI SystemThe Analytics within the PI System

13

Thin ClientsRtActiveViewRtGaugeRtGraphicRtMessengerRtTimeRange

Microsoft Office SharePoint Portal Server 2003* Microsoft Office SharePoint Server 2007

Microsoft SQL Server

SERVER: Windows Server 2003,Windows SharePoint Services / SAP Enterprise Portal

RtWebParts

Smart Clients

BatchViewSQC ClientAlarmView

AF Modeler Add-in

ProcessBook

BatchView Excel Add-inAF Excel Add-in DataLink

ActiveViewProfileView Additional Clients

RtActiveViewRtGaugeRtGraphicRtTableRtTagSearch

iViews



KnowledgeManagement

ProductQuality

LeanManufacturing

AssetManagement


AnalyticsThe

ServerThe

RtTreeViewRtTrendRtTableRtXYPlot

RtTimeRangeRtTreeViewRtTrendRtKPIRLINK iViews

DataLink Server *RtReports EditorRtReports Generator

Other Thin Clients

Microsoft Windows XP or Windows Vista

CLIENT: Windows XP, Microsoft Office,Intel Pentium 4

VisualsThe

14

Thin ClientsSmart Clients

VisualizationRoot Cause AnalysisPlanningContent Authoring

SeamlessInteraction Between Smart Clients & Portal Environment

Structured PortalEnvironment AllowsUsers to Build DisplaysWithout IT Training

VisualsThe



KnowledgeManagement

ProductQuality

LeanManufacturing

AssetManagement


AnalyticsThe

ServerThe

1515

Platform ReleasesPlatform Releases

16

Platform ReleasesPlatform Releases

Consolidation of all products into a single release event

Targeting yearly releases

– Incremental improvements through more frequent minor releases

Predictable release schedule

– Customers need to trust our plans

– Customers have their own plans to make and meet

– Minimize the impact of independent patches

17

SolutionSolution

Cross group development teams

– Collaboration at design time

– Concerted development effort

Examples

– High Availability

– PIANO

– Foundation

18

Platform Release ThemesPlatform Release Themes

PR 1 = High Availability (released January 07)

PR 2 = Data Directory and Notifications + HA– Delivery 1 – Notifications and High Availability

– Delivery 2 – Initial Data Directory Support

PR 3 = Enterprise Data Access and Analysis

19

High Availability PIHigh Availability PI

Software Fault-Tolerant System

– Interface Failover, Buffering, PI Server Replication, SDK Services

Near-Independent, Physically Separated Servers

– No hardware/network restrictions, no limit on server nodes

General Benefits

– Availability, end-user sees one logical system

– Scalability, system load can be distributed

– Flexibility, accommodates your environment

For IT and Management

– Reduced Total Cost of Ownership (TCO)

– Allows Disaster Recovery Plans

20

The Value of High Availability in PR 1The Value of High Availability in PR 1

More uptime during server outages– Planned

– Unplanned

Automatic failover for data consumersAutomatically publish changes from

a primary to secondary servers– Multiple configurations possible

21

High Availability PI: ArchitectureHigh Availability PI: Architecture

Secondary PI Server

Secondary PI Server

Primary PI Server

Primary PI Server

Configuration

Changes

Failover

Mechanisms

Tertiary (n…)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

* PI Interface Startup without

PI Server Connection

22

The Value of Data Management in PR 2The Value of Data Management in PR 2

Delivery 1 (targeted for August 2007)

– Notifications

– High Availability enhancements

Delivery 2 (targeted for the First Quarter 2008)

– Data Directory introduced

• Concepts and Applications

• Structured Data

– Asset Centric User Interaction

• Calculations

• Displays

• Reports

23

Shifting Platform UsageShifting Platform Usage

Time SeriesTime

Series

ContextContext

ConnectivityConnectivity

AnalyticsAnalytics

Data Access

Data Access

Time Series Centric

Operations Centric


Context(Data Directory)


Time SeriesTime

SeriesData

AccessData

Access

AnalyticsAnalytics

24

Shifting Platform UsageShifting Platform Usage

Operations Centric




Time SeriesTime

SeriesData

AccessData

Access

AnalyticsAnalytics

25

PIANO in PR 2 Delivery 1 & 2PIANO in PR 2 Delivery 1 & 2

Analysis

AnalysisRule

TimeRule

Target Configuration

Notification

Trigger Contacts Content Delivery

Acknowledgement

26

Context in Operations Data ManagementContext in Operations Data Management

The Data Directory is a set of services relating your raw data to logical structures, derived events and contexts.

Transforming

Operations Data

Into

Organizational

Capability

Core Data ServicesCore Data Services

Data AccessData Access

Data DirectoryData Directory

Context & Event Frames

Metadata & AssetData

TimeSeriesData

27

The Data Directory in PR 2 Delivery 1 & 2The Data Directory in PR 2 Delivery 1 & 2

PI ArchiveData Directory

AF 2.0 Asset Database

Structural Data Sources Time Series Data Sources

…

Invensys Honeywell Emerson Rockwell

…

SCM RDBMS MES

Invensys

Interface

Honeywell

Interface

Delta-V

Interface

Rockwell

Interface

StructuralInformation

Time-SeriesInformation

* The Internal Name is “Foundation”

28


IT DataIT MONITOR




LEGACY APPS





Custom Programming RLINK

Data AccessRtBaseline Services

for Thin ClientsOLEDB OPC / HDAODBC



The Server within the PI System todayThe Server within the PI System today

PI ArchiveData Storage, Management Services,

Audit Trail, Batch

Module DatabaseAnalysis Framework

ServerThe

AnalyticsThe

VisualsThe

29

IT DataIT MONITOR




LEGACY APPS

Smart Connectors






Asset Connectors Business Gateways

Data Access

PI AF 2.0

RtBaseline Services for Thin Clients

OLEDB OPC / HDAODBC



The Server within the PI System at PR 2The Server within the PI System at PR 2

PI ArchiveData Storage,

Audit Trail, Batch (Module DB)

ServerThe

AnalyticsThe

VisualsThe

30

IT DataIT MONITOR




LEGACY APPS

Smart Connectors






ServerThe

Asset Connectors Business Gateways

AnalyticsThe

VisualsThe

Data Access

PI AF 2.0

Web Services OLEDB OPC / HDAODBC

Directory Services



The Server within the PI System at PR 3The Server within the PI System at PR 3

Event Frames & Batch

PI ArchiveA

ud

it

31

Service Oriented Architecture (SOA)Service Oriented Architecture (SOA)

Service orientation is nothing new

– It is, however, unique to your business

– Provides high value to customers

– Services are “business level” by nature and necessity

The architecture protects your service investment

– Supports reuse both with the aggregate steps and the electronic document

– Encapsulates changes in platform, process, and growth

32

SummarySummary

OSIsoft’s Roadmap:

– Real-time Event Detection and Definition

– Operations Data Management

– Highly Availability

– Wider Usability

Platform Release 2

– Delivery 1 – Third Quarter 2007

• Notifications and Enhanced High Availability

– Delivery 2 – First Quarter 2008

• Enhanced Contextual Information

• First Integrated Data Directory

Documents

11 The OSIsoft Product Roadmap. 2 Agenda Why use a Development Roadmap? Platform Releases Details of the Roadmap –Real-time Event Detection and Definition