Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI System Roadmap Regional Seminar Series Laurent Garrigues Product Manager October 14th, 2009

Functional Groups of The PI System Servers Gather, Organize, Distribute, and Store Data from Many Sources Visuals Deliver Information for Meaningful, Better Business Decisions Structure / Asset Data Real-Time Data Custom Data IT DataRelational Data Web Services ERP / Maintenance Performance Improvement Operational Visibility Knowledge Management Product Quality Lean Manufacturing Asset Management Situational Awareness Analytics Turn Valuable Real-Time Data Into Actionable Information The The PI System

Cross Functional Aspects of the PI System Aspects of The PI System Servers Gather, Organize, Distribute, and Store Data from Many Sources Visuals Deliver Information for Meaningful, Better Business Decisions Analytics Turn Valuable Real-Time Data Into Actionable Information The Scalable Available Reliable Extensible Secure Interoperable

4 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Roadmap Themes for 2009 Security Scalability 64-bit Support Asset Centric PI

© Copyright 2009, OSIsoft Inc. All rights Reserved. 5 Empowering Business in Real Time. The Servers

The PI Servers Copyright © 2007 OSIsoft, Inc. All Rights Reserved Real-time Interfaces IT Data IT MONITOR Custom Data APIs / SDKs Relational Data OLEDB / ODBC ORACLE / SQL Web Services SOA / EXTERNAL DATA LEGACY APPS Real-Time Data DCS / PLC / SCADA / OPC HISTORIANS / INTERFACES COM CONNECTORS ERP / Maintenance SAP / JD EDWARDS / MAXIMO Structure / Asset Data The Servers The Servers Custom Programming RLINK The Analytics The Analytics The Visuals Data Access (Baseline Services) Web Services OLE DB OPC / HDA ODBC System Management Tools HA / Failover / Mgt. Services PI Archive Data Storage, Management Services, Audit Trail, Batch Module Database AF PI Notifications JDBC

© Copyright 2009, OSIsoft Inc. All rights Reserved. 7 Empowering Business in Real Time. The PI Server

8 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Windows Integrated Security True Single Sign-On (SSO) Easier to Manage – User Accounts in Windows/AD Only – Leverage AD Tools and Security Policies Upgrade Experience – Backward Compatibility – Simply Requires PI SDK 1.3.6

9 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Windows Integrated Security More Secure SSPI*-based Kerberos or NTLM** Server-Side Authentication Control No More Default User, PIWorld More Flexible Unlimited Access Control Lists (ACLs) *Security Support Provider Interface ** NT LAN Manager

10 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release Setup Secure configuration by default, with database consistency checks during upgrade

11 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release Improved System Management Tools (PI SMT 3.3)

12 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release

13 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release PI Backups Added support for incremental backups, verified backups, and a full backup history

14 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Clients apps and the release Clients apps only need to upgrade the PI SDK ( released in Q ) to take advantage of the new Security Model Most clients, like PI ProcessBook 3.1 and PI Datalink 4.x are already shipping with the PI SDK 1.3.6

© Copyright 2009, OSIsoft Inc. All rights Reserved. 15 Empowering Business in Real Time. The PI AF Server

16 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI is about time series … and tags! PI Archive T1T1 T2T2 T3T3 T4T4

17 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. But Tags mostly relate to assets PI Archive T1T1 T2T2 T3T3 T4T4

18 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI AF in the PI System Structures/organizes the real time data by asset Spans multiple PI Servers Incorporates non time series data Honeywell ABB … … Time Series Data Sources OPC Interface OPC Interface XML Interface XML Interface Modbus Interface Modbus Interface SNMP Interface SNMP Interface Generic Interfaces Honeywell Interface Honeywell Interface ABB Interface ABB Interface Delta-V Interface Delta-V Interface Rockwell Interface Rockwell Interface Vendor Specific Interfaces PI Server 1 Delta-V Rockwell Other Non Time Series Data Sources … … SCM RDBMS MES Asset/Equipment centric access to information Asset/Equipment centric access to information Honeywell ABB … … Time Series Data Sources OPC Interface OPC Interface XML Interface XML Interface Modbus Interface Modbus Interface SNMP Interface SNMP Interface Generic Interfaces Honeywell Interface Honeywell Interface ABB Interface ABB Interface Delta-V Interface Delta-V Interface Rockwell Interface Rockwell Interface Vendor Specific Interfaces PI Server 2 Delta-V Rockwell Other

19 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Some companies who use PI AF today … Oil &Gas Shell, Chevron, TOTAL Power Generation, T&D AMI, Xcel Energy, AEP, DTE, KCPL, Hydro- Quebec Pulp & Papers Appleton, International Paper, Tembec Data Centers Microsoft, Cornell, AEP

20 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with PI AF 2.1 – ‘Big ticket items’ High Availability – Conceptually Very similar to HA for the PI Server – Automatic Failover for clients – SQL replication for the AF database Notifications support – New Notifications template object 64 bit support Ready for Localization support

21 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. High Availability for AF 2.1 Support for Clustering, Mirroring, and Replication (HA) Conceptually very similar to HA for the PI Server Automatic Failover for clients SQL replication for the AF database Clustered SQL Server AF SDK Library R/W AF Server Mirrored SQL Servers R/W Witness AF Server AF SDK Library

22 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Secondary SQL Server Replication Secondary SQL Server Replication AF Server Collective PI System Explorer AF 2.1 HA Collective PI Notifications, AF-based PI Clients (WebParts, ProcessBook, DataLink, etc.) AF SDK Library R/O R/W R/O Primary Health Status SQL Server (primary)  Express  Standard  Enterprise SQL Server (secondary)  Express  Standard  Enterprise

23 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Other Enhancements Performance improvements Indexed attributes for faster searches AF Tables automatic refresh Enhanced Table Lookup Data References – Interpolation/Extrapolation – Summaries XML Import/Export command line tool – Supports editing and deleting

© Copyright 2009, OSIsoft Inc. All rights Reserved. 24 Empowering Business in Real Time. Data Access

25 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Data Access Products Collection of all products that offer programmatic data access to all or part of the PI System SQL tools – PI OLEDB Provider, PI ODBC Client – PI JDBC Driver (available on OSIsoft vCampus) Web Services – PI Web Services (CTP available on OSIsoft vCampus) OPC – OPC DA/HDA Server – OPC UA Server (CTP available on OSIsoft vCampus) SDKs (for partners/developers) – PI SDK,AF SDK, AN SDK

26 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Web Services and PI Data Services The PI System PI Notifications Event Frames PI Server PI Data Services AF Server Session ManagementUpdate ManagementCaching PI SDK AF SDK External Data RDBMS Web Services QueryData PI Web Services

27 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Data Access Roadmap PI Data Services (Baseline Services) (Q4 2009) – Support both 32-bit and 64-bit providers PI System OLEDB 1.0 (Q4 2009) – AF data access PI SDK (Q4 2009) – Client-side buffering for manually entered data, ACE calculations writing to PI, and custom SDK-based interfaces

© Copyright 2009, OSIsoft Inc. All rights Reserved. 28 Empowering Business in Real Time. OSIsoft vCampus

29 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. OSIsoft vCampus Offering Includes access to all programmatic interfaces to PI System: AF/AN SDK, PI OLEDB/ODBC, PI SDK, OPC DA/HDA/UA Server Development license for programmatic interfaces Runtime licensing (CAL) Programming examples and documentation PI Virtual Campus – community collaboration site – Forums, Blogs, Libraries vCampus live Conference soon!

30 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. OSIsoft vCampus Website

© Copyright 2009, OSIsoft Inc. All rights Reserved. 32 Empowering Business in Real Time. PI Interfaces

33 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Emerson DeltaV Advanced Interface Emerson DeltaV & Syncade PI System Configuration Time-series data Batch and Events Tags Assets Batches Electronic Work Instructions Time-series Batch

© Copyright 2009, OSIsoft Inc. All rights Reserved. 36 Empowering Business in Real Time. PI Analytics

37 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Analytics (PI Performance Equations, PI Totalizers, PI Alarms, PI RTSQC) Advanced Computing Engine (ACE) The Analytics The Analytics The Servers The Servers RtReports PI Notifications Enterprise Services The Analytics within the PI System The Visuals

The Analytics Landscape today ConfigurationProgramming Specific Context PI Tags PI PE, PI Totalizers, PI Alarms, PI RT SQC PI ACE, PI SDK (Custom applications) Generic Context PI MDBNone PI ACE, PI SDK (Custom applications) PI AF AF Analysis Rules PE syntax, AF formula DR syntax Additional ARs (roll-up etc.) Clock & Event based scheduling Export results to PI tags Custom AF Data References Custom AF Analysis Rules Custom applications (AF SDK) Focus for 2010

© Copyright 2009, OSIsoft Inc. All rights Reserved. 39 Empowering Business in Real Time. PI Notifications

40 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications Architecture PI ProcessBook PI DataLink MyPI Delivery chanels: delivery Web services OCS Custom developed PI Server Others data sources

41 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. What’s coming with PI Notifications 1.1? Performance improvements – Up to 10k Notifications with multiples rules – Up to 60k events/minute Notification templates Native Office Communication Server (OCS) delivery channel – Scheduled for release in October 2009 – Shipped as a new plug-in for v1.1

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

© Copyright 2009, OSIsoft Inc. All rights Reserved. 43 Empowering Business in Real Time. The Visuals

The Visuals The Visuals The Servers The Servers The Visuals within the PI System The Analytics PI ProcessBook PI ActiveView PI WebParts / iViews for SAP PI WebParts / iViews for SAP PI DataLink PI DataLink for Excel Services PI DataLink for Excel Services PI Manual Logger ReportingManual EntryGraphic AuthoringAnalysis Local Computer Browser or Mobile

© Copyright 2009, OSIsoft Inc. All rights Reserved. 45 Empowering Business in Real Time. PI ProcessBook

46 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Requests Addressed in PB 3.1 (Q4 2008) Easier Symbol Formatting Quick Trend Zoom & Pan Data Details in a table Annotations on PI events Vertical Trends available Linear Regression Line on trends Tooltip Statistics on all dynamic symbols Drag and Drop symbol configuration

47 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Trend Formatting Scroll Zoom Revert

48 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Highlight-Hide/Show Individual Traces

49 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Details Pane Data Statistics Point Attributes

50 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications Pane ProcessBook display as content ProcessBook display linked as content Instant trend Pass time context to display

51 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Data Favorites Pane Search Create new Symbols Drag and Drop – To Display Elements – From Search – From Favorites – To Other applications (Microsoft Excel) Favorites

52 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Localization ProcessBook and ActiveView – English – French – German – Spanish – Simplified Chinese – Japanese – Korean – Russian (coming soon) – Brazilian Portuguese (coming soon) BatchView – Japanese

53 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI ProcessBook 3.2 (Q3 2009) AF Element Relative Displays Display Playback Control Display Browsing and Bookmarking Office Communicator collaboration integration Statistical Quality Control (SQC) symbol now included

54 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. AF Element Relative Displays

55 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Display Browsing and Bookmarking

56 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Office Communicator Integration

© Copyright 2009, OSIsoft Inc. All rights Reserved. 57 Empowering Business in Real Time. PI DataLink

58 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI DL and PI DLES PI DataLink: Excel add-in for access to real-time and historical PI data PI DataLink for Excel Services (DLES): DataLink spreadsheets on the Web DataLinkDataLink for Excel Services

59 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. DataLink and DLES Roadmap DataLink 4.1 (Released) – Support for automated updating DataLink for Excel Services 4.1 (Q4 2009) – Support for 64-bit SharePoint 2007 See “OSIsoft Products and Office 2007 Compatibility FAQ” on Tech Support site

© Copyright 2009, OSIsoft Inc. All rights Reserved. 60 Empowering Business in Real Time. PI WebParts / iViews

61 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Typical Uses Integration and Collaboration Access to Process Information Analysis and Reporting iViews example PI WebParts example

62 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. RtWebParts today … RtWebParts 2.2 (September Released) 8 Language Packs (March Released) – Japanese – Simplified Chinese – Korean – French – Brazilian Portuguese – German – Spanish – Russian

63 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI WebParts tomorrow … PI WebParts 3.0 (Q42009) – Product will be officially rebranded PI WebParts – Support for 64-bit operating systems – Support for AF PI WebParts 4.0 (2010) – Support for Sharepoint 2010 – Start leveraging Microsoft Silverlight

64 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved.

65 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI System Roadmap – Important Releases Clients: PI ProcessBook 3.2 – (AF relative displays) Released PI WebParts 3.0 – Q (64-bit) Server: PI AF 2.1 – (64-bit, HA) Released PI Notifications 1.1 – Released PI Server – (Security) Released PI Data Services – Q (64-bit)

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

67 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. OSIsoft and Microsoft OSIsoft is a Gold Certified and Global ISV Partner – Partnership for 15+ years Microsoft Global ISV Industry Partner for 2009!! Microsoft Office Business Application Partner 2009!! Office 2007 – Invited to the Developer Advisory Council – Member of the Technology Adoption Program – Results in new DataLink for Excel Services product Office 2010 – Part of Technology Adoption Program – New integration capabilities forthcoming Copyright © 2007 OSIsoft, Inc. All Rights Reserved

68 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. High Availability Value proposition Network Failure Administrative/User Failure Upgrades and Migrations – Hardware – Operating System Software (Patches) – Applications Software

69 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Secondary Metadata Replication Secondary Metadata Replication PI Server Collective Time-Series Data PI Server Data Collection & Buffering PI SDK System Management Tools ProcessBook, DataLink, RtWebParts, Notifications, ACE, etc. PI High Availability Architecture

© Copyright 2009, OSIsoft Inc. All rights Reserved. 70 Empowering Business in Real Time. From PI MDB to PI AF

71 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Motivation for MDB to AF upgrade Moves you forward AF is the future for PI applications AF is richer, more scalable and more flexible Protects your investment No customer left behind policy – MDB based solutions keep working Gradual upgrade process from MDB to AF – The back-end first, and then the applications

72 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Asset Centric PI: AF Element DB Module Database AF Element Database PI Asset Subsystem

73 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Asset Centric PI: AF Element DB AF Element Database Module Database PI Asset Subsystem ProcessBook Webparts DataLink PI ACE Custom AF based Applications

74 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. MDB to AF delivered by the PI Server 3.5 PI Server version 3.5 delivers the MDB to AF subsystem – Migration – Synchronization Requirements: AF Server 2.1 must be installed PI Server Upgrade only from – MDB uses PI security – AF uses Windows security – supports Windows security