© 2008 OSIsoft, Inc. | Company Confidential PI Visualization Tools Putting Your Data to Work Laurie Dieffenbach, Product Manager Regional Seminar Series October 2008

2 © 2008 OSIsoft, Inc. | Company Confidential Windows Server 2003 SQL Server 2005 Real-Time Interfaces AF Context Database PI Archive Data Access The ServerThe AnalyticsThe Visuals MCN Health Monitor RLINK Windows Server 2003 Visual Studio.NET PI Notifications RtReports PI Analytics RtAlerts Sigmafine ProcessBook DataLink RtPM Bus Pkg iViews ActiveView RtReports Clients BatchView Server: Windows Server 2003 Windows SharePoint Services – or – SAP Enterprise Portal 6 Thin Clients RtWebParts Smart Clients Client: Windows XP/Vista Microsoft Office 2003/2007

3 © 2008 OSIsoft, Inc. | Company Confidential Why Visualization? Compare factors See obvious issues See obvious results from change

4 © 2008 OSIsoft, Inc. | Company Confidential

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6 Visualization Tools First, what will AF look like? ProcessBook DataLink RtWebParts/iViews DataLink for Excel Services RtReports Manual Logger

7 © 2008 OSIsoft, Inc. | Company Confidential AF functionality Many visualization tools currently support finding data using references to a module, its properties, or its aliases AF turns references to a module into references to an element and its attributes.

8 © 2008 OSIsoft, Inc. | Company Confidential AF versus Module Database Module DatabaseAF

© 2008 OSIsoft, Inc. | Company Confidential ProcessBookProcessBook

10 © 2008 OSIsoft, Inc. | Company Confidential What people use it for Situational awareness (e.g., in the control room) Troubleshooting a present issue Deep analysis of root cause or looking for efficiencies

11 © 2008 OSIsoft, Inc. | Company Confidential Customer Requests Addressed in PB 3.1 Easier Formatting Quick Trend Zoom & Pan Data Details Annotations Vertical Trends Linear Regression Line Tooltip Statistics Drag and Drop

12 © 2008 OSIsoft, Inc. | Company Confidential Formatting Toolbar

13 © 2008 OSIsoft, Inc. | Company Confidential Format Paintbrush

14 © 2008 OSIsoft, Inc. | Company Confidential Zoom In / Zoom Out 2x

15 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

16 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

17 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

18 © 2008 OSIsoft, Inc. | Company Confidential Hide/Show Individual Traces

19 © 2008 OSIsoft, Inc. | Company Confidential Details Pane Events Annotations

20 © 2008 OSIsoft, Inc. | Company Confidential Vertical Trends

21 © 2008 OSIsoft, Inc. | Company Confidential Trend Regression Line Copyright © 2007 OSIsoft, Inc. All Rights Reserved

22 © 2008 OSIsoft, Inc. | Company Confidential Statistics: ToolTips and Details Copyright © 2007 OSIsoft, Inc. All Rights Reserved

23 © 2008 OSIsoft, Inc. | Company Confidential Data Favorites

24 © 2008 OSIsoft, Inc. | Company Confidential Drag and Drop Configuration From Favorites list From Search results From other applications (e.g., Excel) Add to existing trends Create new symbols (Trend, XY plot, Bar, Value) Build mode only Data Favorites window

25 © 2008 OSIsoft, Inc. | Company Confidential PI Notifications ProcessBook display as content ProcessBook display linked as content Instant trend Pass time context to display

26 © 2008 OSIsoft, Inc. | Company Confidential Localization ProcessBook and ActiveView –English, French, German, Spanish, Simplified Chinese, Japanese, Korean –Russian and Brazilian Portuguese coming BatchView –Japanese

27 © 2008 OSIsoft, Inc. | Company Confidential ProcessBook Roadmap ProcessBook 3.1 –Windows security integration –PI Notifications integration –Trending enhancements ProcessBook 3.2 (PR2) –More AF 2.0 integration –Time handling improvements Visualization Tools

© 2008 OSIsoft, Inc. | Company Confidential DataLinkDataLink

29 © 2008 OSIsoft, Inc. | Company Confidential What people use it for Deeper analysis using calculations (e.g., PI or Excel formulas) Integrating data from different sources for analysis and comparison (e.g., calculations across data sources) Number-based reporting

30 © 2008 OSIsoft, Inc. | Company Confidential OSIsoft and Microsoft OSIsoft is a Gold Certified Partner –Partnership for 15+ years Office 2007 –Invited to the Developer Advisory Council –Member of the Technology Adoption Program –Results in new DataLink for Excel Services product Office “14” –Invited to the Developer Advisory Council Copyright © 2007 OSIsoft, Inc. All Rights Reserved

31 © 2008 OSIsoft, Inc. | Company Confidential Benefits of DataLink + Excel 2007 Provides a new DataLink user experience Supports the current DataLink user experience Allows DataLink spreadsheets on the Web Increased limits for larger spreadsheets –More data on a spreadsheet with 1M rows by 16K cols

32 © 2008 OSIsoft, Inc. | Company Confidential New DataLink UI in Excel 2007 Ribbon makes it easier to find the right function

33 © 2008 OSIsoft, Inc. | Company Confidential New DataLink UI in Excel 2007 Task pane makes it easier to modify a function and see the results

34 © 2008 OSIsoft, Inc. | Company Confidential DataLink Roadmap DataLink (PR1) –Support for Windows Vista –Localized in several languages DataLink 4.0 –Support for Excel 2007 –Windows Security integration –PI Notifications Search add-in DataLink 4.1 (PR2) –AF 2.0 integration Visualization Tools

© 2008 OSIsoft, Inc. | Company Confidential RtWebParts / iViews

36 © 2008 OSIsoft, Inc. | Company Confidential What people use it for Provide access for more casual users Elevate visibility across the enterprise (e.g., management versus operations) Provide visibility to vendors, suppliers, customers Share knowledge throughout the corporation

37 © 2008 OSIsoft, Inc. | Company Confidential What are Web Parts or iViews?

38 © 2008 OSIsoft, Inc. | Company Confidential Types of RtWebParts Set Context Display Data Leverage ProcessBook

39 © 2008 OSIsoft, Inc. | Company Confidential Setting Context RtTimeRange RtTreeView RtTable

40 © 2008 OSIsoft, Inc. | Company Confidential Displaying Data RtTrend RtGauge RtXYPlot RtMessenger RtValues RtTimeSeries RtTable

41 © 2008 OSIsoft, Inc. | Company Confidential Leveraging ProcessBook RtActiveView –Supports PDIs –Requires ActiveView License & Installation RtGraphic –SVG-Based –Lightweight

42 © 2008 OSIsoft, Inc. | Company Confidential Example RtWebParts Page

43 © 2008 OSIsoft, Inc. | Company Confidential Example iViews Page

44 © 2008 OSIsoft, Inc. | Company Confidential The Data Behind the Dashboard RtBaseline Services PI ServerRelational RtWebParts or iViews Use native PI, OLEDB/ODBC, Web services Build specific KPIs and calcs CalculationSOA & OrchestrationMaintenance ERP System

45 © 2008 OSIsoft, Inc. | Company Confidential RtBatchTable Web Part

46 © 2008 OSIsoft, Inc. | Company Confidential RtWebParts Roadmap RtWebParts 2.2 –RtBatchTable web part –Printing individual web parts RtWebParts 3.0 (PR2) –AF 2.0 integration –PI Notifications integration –More language packs RtWebParts 4.0 –Support for SharePoint “14” –Microsoft Silverlight to replace SVG Viewer Visualization Tools

© 2008 OSIsoft, Inc. | Company Confidential DataLink for Excel Services

48 © 2008 OSIsoft, Inc. | Company Confidential What people use it for Centralize the organizational expertise currently represented by spreadsheets on people’s hard drives Integrate existing reports into portal applications Elevate visibility across the enterprise

49 © 2008 OSIsoft, Inc. | Company Confidential Browser View and Interact Custom applications Programmatic Access DataLink Export/Snapshot into Excel DataLink Publish Spreadsheets Office SharePoint Servers Workflow with Excel Services

50 © 2008 OSIsoft, Inc. | Company Confidential Value of DLES + Excel Services Shows “one version of the truth” –Simplify collaboration around spreadsheets Provides enterprise content management –Make spreadsheets accessible and manageable Enables business intelligence in real-time –Improve business insight into PI data on demand

51 © 2008 OSIsoft, Inc. | Company Confidential DLES is DataLink on the Web Only requirement is a Web browser –No DataLink needed on Client PC –Excel 2007 is not required anywhere Enter parameters and recalculate PI data –Allow dynamic spreadsheets, but keep them secure Create dashboards with RtWebParts –Display graphical, interactive pages using context –DLES is available with an active RtWebParts license

52 © 2008 OSIsoft, Inc. | Company Confidential DLES Roadmap DLES (PR1) –Support for DataLink functions –Support for BatchView search DLES 4.0 –Support for PI Notifications search DLES 4.1 (PR2) –AF 2.0 integration Visualization Tools

© 2008 OSIsoft, Inc. | Company Confidential RtReportsRtReports

54 © 2008 OSIsoft, Inc. | Company Confidential What people use it for Standardize reporting using templates Easily generate a report by pointing to data of interest Point-and-shoot reporting for those who just need to see it Read-only environment Support for compliance situations

55 © 2008 OSIsoft, Inc. | Company Confidential RtReports Standardized enterprise reporting –Templates for repeatable reports and data retrieval –Import/Export utilities for moving report templates between locations –Configuration – no programming Manage change through versioning –Versioned Report templates –Review and Release workflow for report templates Comment print, verify report sections, and approve final report Tracks report output –No need to store output Regenerated on demand Print to paper, PDF, SharePoint DL –Who printed, how many, when last printed?

56 © 2008 OSIsoft, Inc. | Company Confidential RtReports Editions Standard Edition –Intended for customers that need web-based, real-time reporting who are not constrained by regulatory requirements Compliance Edition –Complies with government regulations to meet electronic signatures –Suitable for customers constrained by FDA or EPA

57 © 2008 OSIsoft, Inc. | Company Confidential RtReports Roadmap RtReports 3.2 (PR2) –AF 2.0 integration –PI Notifications integration –Support for larger reports Visualization Tools

© 2008 OSIsoft, Inc. | Company Confidential Manual Logger

59 © 2008 OSIsoft, Inc. | Company Confidential What people use it for Manually collect data when automated collection is not an option –Older equipment –Instrumentation too expensive –Automation needs to be justified Collect non-continuous data –Lab results –Discrete values that do not change often (e.g., inventory) Infrequent data collection (monthly, quarterly, etc.)

60 © 2008 OSIsoft, Inc. | Company Confidential Manual Logger Overview With PI Manual Logger, you can easily, securely, and reliably record data on PCs and handheld devices. Once stored in PI, this data is available throughout the enterprise for review and analysis. ML Client ML Mobile

61 © 2008 OSIsoft, Inc. | Company Confidential Features of Manual Logger Multiplatform – enter data from PC, laptop, tablet, or mobile Multiuser – all data stored in a central SQL Server Workflow – review/edit/approve data before sending to PI Security – associate digital signature with values, audit trail, separate permissions for data entry and administration Limits – check for out-of-bounds values and prompt the user Conditional entry – on-the-fly calculation to determine if a tag or group of tags is due for data collection Scheduling – flexible hourly, daily, weekly, monthly, yearly schedule for data collection, e.g. first Mon at 8:00 am Trending – ad hoc trend of tag archive values & annotations Barcode – use scanner to identify tags and enter data Networked – data transfer initiated from mobile device or PC

62 © 2008 OSIsoft, Inc. | Company Confidential Manual Logger Mobile Tour List

63 © 2008 OSIsoft, Inc. | Company Confidential Log Entry and Data Entry

64 © 2008 OSIsoft, Inc. | Company Confidential Comment Entry and Tag List

65 © 2008 OSIsoft, Inc. | Company Confidential Trending

66 © 2008 OSIsoft, Inc. | Company Confidential Manual Logger Roadmap Manual Logger 2.2 –Support for Windows Vista –Support for Windows Mobile 6.0 devices –Conditional Manual Data Entry Manual Logger 2.2+ (PR2) –Windows security integration –PI Notifications integration –Replicated data with HA PI –Support for WM 6.1/7 devices Visualization Tools

67 © 2008 OSIsoft, Inc. | Company Confidential Now what? When you get back…. –Compare production variables –Find an obvious issue –Show the right people (with a picture!) –Propose a solution –Set up and monitor a trial –Show obvious results from change –Rinse and repeat

68 © 2008 OSIsoft, Inc. | Company Confidential Questions? Laurie Dieffenbach, Product Manager Thank You!