Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Individual Product Functionality Presentations Regional Seminar Series Tadeáš MARCINIAK Sr. Customer Support Engineer OSIsoft Date

2 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Individual Product Functionality Presentations PI ProcessBook PI SQC (Statistical Quality Control) PI DataLink Batch/Event Framing PI Notifications PI WebParts

© Copyright 2009, OSIsoft Inc. All rights Reserved. 3 Empowering Business in Real Time. PI ProcessBook

4 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Who Uses ProcessBook? ProcessBook has three main types of users: – People who build displays of real-time or historical data, often for other people to use – People who watch real-time displays to identify problems – People who use displays to troubleshoot problems or find process efficiencies – These roles are not mutually exclusive

Problems Customers Want to Solve Customers want to compare lab data stored in a relational database to production data from the same time range Customers want to compare production data to specifications stored in a relational database Customers want to monitor real time values for a number of assets across the enterprise Customers need to share their views of data with others

6 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Introducing ProcessBook ProcessBook is tool for graphical presentations of data and processes ProcessBook provides tools to create custom “applications” used to analyze data (mostly, VBA) ProcessBook is integration environment – Active X Provider and Container – Data from a variety of sources time-series relational databases AF - asset-centric data ProcessBook can export displays for use in other PI tools (e.g., PI WebParts)

7 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Introducing ProcessBook

8 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Existing Features (major ones) Trends of one or many data points over a configurable time range (trend or XY Plot) Single value display (Bar or Value) Library of images from our core industries Standard shapes (ellipse, rectangle, arc, line) Data-driven conditional formatting (multi-stating) Live, updating data from multiple sources (PI and non-PI) Time manipulation

9 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. ProcessBook v new features - Vertical Trends

10 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. ProcessBook v new features – Highlight/Hide/Show Individual Traces

11 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. ProcessBook v new features - Highlight/Hide/Show Individual Traces

12 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. ProcessBook v new features - Highlight/Hide/Show Individual Traces

13 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. ProcessBook v new features - Details Pane

14 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Copyright © 2007 OSIsoft, Inc. All Rights Reserved ProcessBook v new features - Trend Regression Line

15 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Copyright © 2007 OSIsoft, Inc. All Rights Reserved ProcessBook v new features - Statistics: ToolTips and Details

© Copyright 2009, OSIsoft Inc. All rights Reserved. 16 Empowering Business in Real Time. PI SQC (Statistical Quality Control)

17 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Process/Product variability Variation of process values random assignable chronic problems due to sporadic problems SQC

PI SQC (Statistical Quality Control) PI SQC Client SQC ( Shewhart) C harts integrated in PI Process Book Center Line Upper Specification Limit Upper Control Limit Lower Specification Limit Lower Control Limit

19 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. SQC Client Control Chart - statistics Histogram (distribution) Statistics Details

© Copyright 2009, OSIsoft Inc. All rights Reserved. 20 Empowering Business in Real Time. PI DataLink

21 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. DataLink DataLink is an Excel add-in that allows users to access time-series data and metadata stored in PI Used for reporting, data mining, charting, and analysis Main functions: – Current data visualization – Calculated data – total, maximum, minimum, average, … – Time filtered calculations – amount of time over which a PI expression is true (e.g. job time of specific device in a month) – ProcessBook style trend object

22 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Code of product X DataLink – Advanced Calculations Query: Give me a total steam consumption for product X during last month … Time span (eg. last month)

23 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New Features in DataLink 4.0 Office (2007) Ribbon Support Update toolbar Custom Task Pane UI PI Notifications Search Large Spreadsheet Support Auto Install on Office bit Windows Support

24 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Browser View and Interact Custom applications Programmatic Access DataLink Export/Snapshot into Excel DataLink Publish Spreadsheets MOSS with Excel Services DataLink for Excel Services

© Copyright 2009, OSIsoft Inc. All rights Reserved. 25 Empowering Business in Real Time. Batch/Event Framing

26 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. What is Batch / Event Frame? Repeatable events

27 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. What is Batch / Event Frame? Start time End time Name Context – Equipment – Tags – Comments – Product – Recipe ABC123

28 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Batch / Event Framing DB diagram This diagram represents the PI BatchDB. All levels contains a collection of sub-levels PI BatchDB can integrate ANSI/ISA S88 (EN 61512) Batch Standard PIUnit PI Campaign PI Batch PI UnitBatch PI SubBatch

29 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Batch / Event Framing Tighter integration with all products

30 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Batch View Add-In to Process Book

© Copyright 2009, OSIsoft Inc. All rights Reserved. 35 Empowering Business in Real Time. PI Notifications

36 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications Architecture PI Server The ServerPI Notifications Subscribers Pager Phone ProcessBook DataLink Web Services AF 2.x AF BizTalk SAP OLEDB Real-time alarming infrastructure Configurable and Extensible

37 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications – ProcessBook

38 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications - DataLink

39 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Features The notifications are shared enterprise-wide. Can include links to web pages, attachments, and more as part of a notification. Alerts can suppress or re-alert with messages containing the prevailing conditions. Integrates with AF, ACE, RtReports, RtWebParts, and PI ProcessBook… …and with additional configuration web services and with other non-PI systems.

© Copyright 2009, OSIsoft Inc. All rights Reserved. 40 Empowering Business in Real Time. PI WebParts

41 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Enterprise Portal An enterprise portal, also known as an enterprise information portal, is a framework for integrating information, people and processes across organizational boundaries. It provides a single point of entry, often in the form of a web-based user interface, and is designed to aggregate information through application-specific Web parts. Source: Microsoft Office SharePoint Server (MOSS) SAP Enterprise Portal

42 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Windows SharePoint Services (WSS) Complete Portal Framework – Team/Project Sites – Document versioning – Alerting, survey, scheduling and collaboration – Simplified management (Built into Windows Server 2003) – Tightly integrated with Office tools – Secure

43 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Microsoft Office SharePoint Server (MOSS) Enterprise content Management Ties together WSS sites at the enterprise level Self Service Portals and personal “My Site” Active Directory Integration Enterprise Search and Indexing Business Process and Forms – Workflow Business Intelligence – KPIs

44 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Advantages of MOSS over SPS Microsoft Office SharePoint Server is the new version of SharePoint Portal Server (SPS) Its main new features are: – Web Based Spreadsheet publishing (including DataLink Reports) and Business Intelligence using Excel Services – Office 2007 integration – Forms Management – Wiki sites and integration – Mobile device support

45 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. What is PI WebParts PI on the web – time-series – transactional data (relational databases) – web services data

46 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. SharePoint Versions Summary Table The table above illustrates which version of PI WebParts should be used with the various versions of SharePoint available * DataLink for Excel Services requires Excel Services which is only included in Enterprise Edition or greater of MOSS, not in WSS 3.0 Base Version Included in Windows 2003 Corresponding Licensed Product Corresponding OSIsoft Products Windows SharePoint Services 2.0 (WSS 2.0) SharePoint Portal Server (SPS) 2003 RtWebParts 1.X Windows SharePoint Services 3.0 (WSS 3.0) Microsoft Office SharePoint Server (MOSS) 2007 RtWebParts 2.X DataLink for Excel Services*

47 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI WebParts Set Context RtTimeRange RtTreeView RtTable RtBatchTable Display Data RtTrend RtGauge RtXYPlot RtMessenger RtValues RtTimeSeries RtTable RtBatchTable Leverage ProcessBook RtGraphic RtActiveView

48 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Set Context RtTimeRange - Alters start and end times of other PI WebParts on a page RtTreeView - A hierarchical view of contextual data RtTable - Data values and summaries from any data source in tabular form RtBatchTable – Passes batch data to other PI web parts

49 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Display Data RtTrend - Live trend object with configurable time range RtGauge - Dial gauges for value and KPI presentation RtXYPlot - Display XY Trend

50 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Display Data RtMessenger - A list of contacts that can be filtered based on context and status RtValues - Display Snapshot and Summary values

51 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Display Data RtTimeSeries - Lists of events occurring within specified time range from any time series data source in tabular form RtTable - Data values and summaries from any data source in tabular form

52 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Display Data RtBatchTable - Displays PI Batch data

53 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Leverage ProcessBook RtGraphic – ProcessBook displays on the web (svg based, lightweight display) RtActiveView - Updated displays created in PI ProcessBook and saved in PDI format (Supports PDIs, Requires ActiveView License & Installation)

Thank you © Copyright 2009 OSIsoft, Inc. 777 Davis St., Suite 250 San Leandro, CA 94577