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Sustain.Ability.
2012 Honeywell Users Group EMEA
1
Stefan Willenbrecht , Honeywell
Control Performance Management
in Large Scale Environments
2
2
What is Control Performance Monitor (CPM)?
• CPM is an application to monitor and manage the
performance of regulatory assets
– PID, APC
– Instruments, Analyzers
• DCS and APC vendor-independent
• Runs in the background automatically on periodic basis
• Calculates metrics (KPIs) from historical process data
per asset that allow for a performance rating
3
3
CPM Reporting Features
• Web portal based visualization of control asset
performance
o Drill down plant hierarchy
o Sort, filter and prioritize control assets
o Trend and track their control performance
• Automated notification of impending control
issues
o Customizable workflow integration
o Automated email notification
o Disposition escalation mechanism
VIS
UA
LIZ
E
IDE
NT
IFY
4
4
Business Value
1.5%
0.8%
1.4%
0.5%
Ref: Brisk et al (2004) Scale
Complexity & Cost
1
1500
15
~10.000 $
~100.000 $
5
5
Value of Reduced Variability
• Can increase product quality and throughput
• Optimal operation point can reduce energy consumption and
maintenance cost
thro
ughput
time
Current Performance
Optimal Performance
Process Constraint
$
Identify Variability
Reduce Variability
Move Target
Monitor & Sustain
6
6
Turn Data Into Knowledge
PV, SP, OP, MODE
Controller is oscillating
Off-spec performance
83.20
83.25
83.30
83.35
83.40
83.45
83.50
83.55
83.60
83.65
83.70
83.75
0 250 500 750 1000 1250 1500 1750 2000
Raw Data Graph for DataSource1
Value
Sample Number
SP PV
7
7
Typical CPM Project
• Typical Scale Example
– 1-3 Plants
– 1-3 DCS
– 500-1500 Loops
– 5-25 Users
• Typical Infrastructure
– 1 CPM server
• Includes data collector
• OPC DA Interface to DCS OPC Server
• Typical Implementation Time
– 2-4 weeks
Interfaces
DCS
Control Performance
Monitor
OPC Desktop
Historian
CPM Server
DCS OPC DA Server
8
8
A Case Study - Enterprise Wide Deployment
Scope
• Integration of Alarm Management and Loop Management
• Combination of continuous and batch process operations
• Need to publish KPI at the enterprise level
• Inclusion of overall system health monitoring
9
9
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (n)
Control Performance Monitor
Operational Insight
IP.21 PI
DCS
PIMS PIMS PIMS
DCS DCS
PHD
ESX host (1)
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
ESX host (n)
CPM Enterprise
Control Performance
Monitor
Operational Insight
2KPI SYNCHRONIZATION
OPC HDA
Firewall
... ...
... ...
OPC DA 1MTK TRANSFER
Custimization needed using
PI SDK / API
Custimization needed using
synchronization service
Domain Controller
Active Directory
LDAP
Enterprise Wide Deployment (1)
• Large Scale Site
– ~150 Plants
– ~200 DCS
– ~55 000 Loops
– 500+ Users
• Selected Infrastructure
– 20 CPM Servers
– 20 virtual data collection servers
• OPC DA Interface to PIMS
– 2 redundant Enterprise Servers
• Project Schedule
– 18 Month
IP.21 PI
DCS
PIMS PIMS PIMS
DCS DCS
PHD
OPC DA 1MTK TRANSFER
OPC DACustimization needed using
PI SDK / API
10
10
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (n)
Control Performance Monitor
Operational Insight
IP.21 PI
DCS
PIMS PIMS PIMS
DCS DCS
PHD
ESX host (1)
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
ESX host (n)
CPM Enterprise
Control Performance
Monitor
Operational Insight
2KPI SYNCHRONIZATION
OPC HDA
Firewall
... ...
... ...
OPC DA 1MTK TRANSFER
Custimization needed using
PI SDK / API
Custimization needed using
synchronization service
Domain Controller
Active Directory
LDAP
Enterprise Wide Deployment (2)
• Large Scale Site
– ~150 Plants
– ~200 DCS
– ~55 000 Loops
– 500+ Users
• Selected Infrastructure
– 20 CPM Servers
– 20 virtual data collection servers
• OPC DA Interface to PIMS
– 2 redundant Enterprise Servers
• Project Schedule
– 18 Month
ESX host (1)
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
ESX host (n)
OPC HDA
Firewall
... ...
11
11
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (n)
Control Performance Monitor
Operational Insight
IP.21 PI
DCS
PIMS PIMS PIMS
DCS DCS
PHD
ESX host (1)
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
ESX host (n)
CPM Enterprise
Control Performance
Monitor
Operational Insight
2KPI SYNCHRONIZATION
OPC HDA
Firewall
... ...
... ...
OPC DA 1MTK TRANSFER
Custimization needed using
PI SDK / API
Custimization needed using
synchronization service
Domain Controller
Active Directory
LDAP
Enterprise Wide Deployment (3)
• Large Scale Site
– ~150 Plants
– ~200 DCS
– ~55 000 Loops
– 500+ Users
• Selected Infrastructure
– 20 CPM Servers
– 20 virtual data collection servers
• OPC DA Interface to PIMS
– 2 redundant Enterprise Servers
• Project Schedule
– 18 Month
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (n)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
... ...
12
12
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (n)
Control Performance Monitor
Operational Insight
IP.21 PI
DCS
PIMS PIMS PIMS
DCS DCS
PHD
ESX host (1)
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
ESX host (n)
CPM Enterprise
Control Performance
Monitor
Operational Insight
2KPI SYNCHRONIZATION
OPC HDA
Firewall
... ...
... ...
OPC DA 1MTK TRANSFER
Custimization needed using
PI SDK / API
Custimization needed using
synchronization service
Domain Controller
Active Directory
LDAP
Enterprise Wide Deployment (4)
• Large Scale Site
– ~150 Plants
– ~200 DCS
– ~55 000 Loops
– 500+ Users
• Selected Infrastructure
– 20 CPM Servers
– 20 virtual data collection servers
• OPC DA Interface to PIMS
– 2 redundant Enterprise Servers
• Project Schedule
– 18 Month
CPM Enterprise
Control Performance
Monitor
Operational Insight
2KPI SYNCHRONIZATION
Domain Controller
Active Directory
LDAP
13
13
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (n)
Control Performance Monitor
Operational Insight
IP.21 PI
DCS
PIMS PIMS PIMS
DCS DCS
PHD
ESX host (1)
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
CPM Server (1)
Control Performance Monitor
Operational Insight
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
OPC Desktop
Historian
ESX host (n)
CPM Enterprise
Control Performance
Monitor
Operational Insight
2KPI SYNCHRONIZATION
OPC HDA
Firewall
... ...
... ...
OPC DA 1MTK TRANSFER
Custimization needed using
PI SDK / API
Custimization needed using
synchronization service
Domain Controller
Active Directory
LDAP
Enterprise Wide Deployment (5)
• Large Scale Site
– ~150 Plants
– ~200 DCS
– ~55 000 Loops
– 500+ Users
• Selected Infrastructure
– 20 CPM Servers
– 20 virtual data collection servers
• OPC DA Interface to PIMS
– 2 redundant Enterprise Servers
• Project Schedule
– 18 Month
14
14
Project Challenges And Solutions (1)
Need for configuration work necessary for
Control Performance Monitor / TaiJi
PID Tuning / Alarm Manager
OPC Desktop Historian / OPC
Servers
Requires configuration automation to speed up
the deployment process and decrease system
maintenance
15
15
Project Challenges And Solutions (2)
Control Performance Monitor
OPC Server Configuraton
OPC Client Configuraton
Alarm Manager
16
16
Project Challenges And Solutions (3)
• Number of interfaces to be connected to:
–Alarm & Event input streams
–Real time process data
Reduce interface types to standardized ones
–Process Data: OPC DA (from PIMS systems)
–Event Data: OPC A&E, TXT
IP.21 PI
DCS
PIMS PIMS PIMS
DCS DCS
PHD
OPC DA 1MTK TRANSFER
Custimization needed using
PI SDK / API
17
17
Project Challenges And Solutions (4)
DCS Configuration
Control Performance Monitor
OPC Server Configuraton
OPC Client Configuraton
Alarm Manager
PIMS Configuration
18
18
Project Challenges And Solutions (5)
• CPM/AM System to represent the “real” asset
hierarchy
–No plant-specific asset hierarchy
–One master for the full system
Creation of interface to SAP
–Online hierarchy synchronization with SAP
19
19
Project Challenges And Solutions (6)
DCS Configuration
Control Performance Monitor
OPC Server Configuraton
OPC Client Configuraton
Alarm Manager
Asset Hierarchy PIMS
Configuration
20
20
Project Challenges And Solutions (7)
• User Management in MS Active Directory
–Single configuration location for client to
manage user access
Creation AD Reader / Profile Manager
services
–Create Groups / Users and access rights on
distributed system in various products
–Synchronize all configuration against AD
changes
21
21
Project Challenges And Solutions (8)
DCS Configuration
Control Performance Monitor
OPC Server Configuraton
OPC Client Configuraton
Groups & Users Access Permissions
User / Override Configuration
Alarm Manager
Asset Hierarchy PIMS
Configuration
22
22
Project Challenges And Solutions (9)
• Central storage of CPM/AM configuration
– Distributed system, but central store
– Support for workflow process between client and Honeywell
personnel
Creation of “Deployment Database” and UI to store
– Hierarchy, CPM and AM configuration
– User and access rights management
23
23
Deployment Database Principle
DCS Configuration
Deployment DB
Control Performance Monitor
OPC Server Configuraton
OPC Client Configuraton
Groups & Users Access Permissions
User / Override Configuration
Alarm Manager
System Health Monitor
Asset Hierarchy PIMS
Configuration
24
24
Project Challenges And Solutions (10)
• Batch plants to be monitored
–Typical batch parameters (e.g., product
name, batch number, run time) to be
included in the analysis
Development of CPM for Batch extension
–Asynchronous execution of analysis
triggered by batch end
–Batch start / end detection by PIMS tag or
proprietary Batch Interface
25
25
Project Challenges And Solutions (11)
• Interface to MES System
–Expose CPM/AM KPIs to MES layer via
HTTP/SOAP
Creation of KPI Web Service
–Distributed system to read from source
servers
–Buffer on separate server to serve high-
resolution
short-time queries
26
26
Project Challenges And Solutions (12)
• Health monitoring of complex distributed system
–Various components to monitor for each
product and server
Use of System Health Monitor
–Distribute application doing local checks
–Root of application creates event in Alarm
Manager
–Reporting of issues in Alarm Manager and per
email notification
27
27
System Health Monitor Principle
• Distributed over systems /
machines involved in
overall infrastructure – Each machine hosts one
SHM instance
• Central storage of check
results as alarms in
Alarm Manager – Root instance of SHM sends
data to A&E Collector via TCP
– Leverages all AM reporting
functionality
– Can make use of emergency
notification and escalation methods
(Notification Manager)
Enterprise Server
Enterprise DB
AM/CPM Server 1
PIMS Server
AlarmManager
DB
Interfaces
AM/CPM Server n
TCP
single port TCP
single port
TCP
single port
TCP
single port
TCP
single port
TCP
single port
PIMS Server
Interfaces
28
28
Project Challenges And Solutions (12)
• Reporting on enterprise level (distributed large scale
systems)
– How to display data of a distributed system in one report?
– Where to find detailed data on a distributed system?
Creation of Enterprise KPI Server
– Management level reporting (using “CPM report engine”)
– Central point of entry for all individual “plant” servers
– KPIs of various source systems in one view
– Redundancy through load balancing of two identical servers
29
29
Enterprise KPI Server Principle
Site A
User A
Site C
User C Site B
User B
HQ Aggregated results are
transferred to central
instance periodically
Data is aggregated
locally for hierarchy
assets
Data is aggregated
locally for hierarchy
assets
30
30
Reporting Examples (1) Enterprise Hierarchy
• Enterprise hierarchy
contains only high level
views
• Reports are aggregates on
available levels
• On click of lowest level in
the enterprise hierarchy,
users are routed to local
server
33
33
On-going Support Needs
• Product and Application Specific Support
– Clear Definition
– Training for continuity in support resources
• Tiered Support Model
– Shared responsibilities between Honeywell and Client teams
• Regular review of support
– Quarterly report
– Bi-annual meetings of application owners
• Extended support
– Monthly health check service
– Identification of application improvement
34
34
Advantages (1) Configuration Standard!
• A defined standard for a CPM configuration reduces effort for
– Setting up a new system
– Changing configuration of an existing CPM system
– Training personnel to use and administer the CPM system
– Identifying a problem in case a CPM system doesn„t work properly
– Maintaining a CPM system
• But...
– Keeping to a standard manually demands a stern discipline
– Might make configuration more complex for individuals at first sight
• Automation based on defined standards and central store
– Speeds up deployment
– Allows for easier maintenance
35
35
Advantages (2) = Best Practices
• Dedicated historian for process data reading from PIMS systems
– Seamless integration into existing infrastructure
– Prevent archive overload of existing PIMS systems
• Integration into customer workflow
– Mandatory to leverage CPM„s findings
• Health checks and support
– Online monitoring of system health essential
– Support needs to be appropriate to system size
• CPM is no magic bullet
– A tool does not replace engineering knowledge
– It complements it and eliminates menial tasks
Plant
Manager
CPM
Valve Condition /
Instruments
Monthly Reports
by Email
Monthly Emails
ARC Benchmarks
(PDF Attachments)
Weekly
Reports
Investigate /
Provide Info
Weekly Reports
of Issues
Investigate /
Change Status
Investigate /
Change Status
Weekly Emails
Pending List &
Overdue
Controllers
DELEGATE
SUPPORT
level
Escalation
for Repairs
2nd
Control
Optimization
Manager
Instrumentation
Managerlevel
Escalation
for Repairs
1st
level
Escalation
for Repairs
3rd
level
Escalation
for Performance
2nd
level
Escalation
for Performance
1st
Shift
Supervisor
Technical
Services
E & I