11 The OSIsoft Product Roadmap

2 Agenda 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 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 Process Business Market SIG Technology TSC Roadmap Engineering Plan Aspects Services (Features) Products – Sales – Customers – Partners Drivers

5 PI System “Platform” Aspects and Services Platform Drivers Characteristics –Aspects –Services (Features) Initiatives Timelines Engineering Plans Data Services (Access, Context, Directory) Analysis Services User Services Historian Services Notification Services Event Framing Services Smart Connectors SEA (Simple, Enterprise Aware, Highly Available) User and Security Performance and Scalability Manageability Localization, Setup/Installation, Data Quality, etc… Services (Features) Aspects

6 What is a Platform? Operating Systems –Windows, Linux Frameworks –.Net, JDK, NetWeaver Relational Databases –Oracle –SQL Server Portals –Sharepoint, WebSphere

7 What is a Platform? Industry Standards –OPC, OLEDB, SQL, COM Web Browsers –Internet Explorer, Firefox Graphic sub-systems –WPF, Flash

88 Overview of the Platform

9 Server Gathers, Organizes, Distributes, and Stores 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 Functional Groups of The PI System

10 Windows Server 2003 SQL Server 2005 Real-Time Interfaces AF Context Database PI Archive Data Access The ServerThe AnalyticsThe Visuals MCN HealthMonitor RLINK Windows Server 2003 Visual Studio.NET Adv Comp Engine (ACE) RtReports PI Analytics RtAlerts Sigmafine ProcessBook DataLink RtPortal 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

11 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 RLINK SERVERS & GATEWAYS SAP / JD EDWARDS / PEOPLESOFT MAXIMO / INDUS / MIMOSA Structure / Asset Data Server The Custom ProgrammingRLINK Analytics The Visuals The Data Access RtBaseline Services for Thin Clients OLEDBOPC / HDAODBC MCN HealthMonitor & System Management Tools Failover / Management Services The Server within the PI System PI Archive Data Storage, Management Services, Audit Trail, Batch Module Database Analysis Framework

12 Windows Server 2003 PI Analytics (Performance Equations, Totalizers, Alarm, RTSQC) Advanced Computing Engine (ACE) Analytics The Visual Studio.NET Server The Visuals The Sigmafine RtReports Compliance & Standard RtAlerts Enterprise Services Facility Monitor The Analytics within the PI System

13 Thin Clients RtActiveView RtGauge RtGraphic RtMessenger RtTimeRange 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 BatchView SQC Client AlarmView AF Modeler Add-in ProcessBook BatchView Excel Add-in AF Excel Add-in DataLink ActiveView ProfileView Additional Clients RtActiveView RtGauge RtGraphic RtTable RtTagSearch iViews Performance Improvement Operational Visibility Knowledge Management Product Quality Lean Manufacturing Asset Management Situational Awareness Analytics The Server The RtTreeView RtTrend RtTable RtXYPlot RtTimeRange RtTreeView RtTrend RtKPI RLINK iViews DataLink Server * RtReports Editor RtReports Generator Other Thin Clients Microsoft Windows XP or Windows Vista CLIENT: Windows XP, Microsoft Office, Intel Pentium 4 Visuals The

14 Thin ClientsSmart Clients Visualization Root Cause Analysis Planning Content Authoring Seamless Interaction Between Smart Clients & Portal Environment Structured Portal Environment Allows Users to Build Displays Without IT Training Visuals The Performance Improvement Operational Visibility Knowledge Management Product Quality Lean Manufacturing Asset Management Situational Awareness Analytics The Server The

15 Platform Releases

16 Platform 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 Solution Cross group development teams –Collaboration at design time –Concerted development effort Examples –High Availability –PIANO –Foundation

18 Platform 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 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 1 More uptime during server outages –Planned –Unplanned Automatic failover for data consumers Automatically publish changes from a primary to secondary servers –Multiple configurations possible

21 High 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 SDK Discovery, Failover, Failback, Load Distribution Services API Buffering Services PI Interfaces API Buffering Services PI Interfaces API Buffering PI Collective * PI Interface Startup without PI Server Connection

22 The 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 Usage Time Series Context Connectivity Analytics Data Access Time Series Centric Operations Centric Connectivity Context (Data Directory) Time Series Data Access Analytics

24 Shifting Platform Usage Operations Centric Connectivity Context (Data Directory) Time Series Data Access Analytics

25 PIANO in PR 2 Delivery 1 & 2 Analysis Rule Time Rule TargetConfiguration Notification TriggerContactsContentDelivery Acknowledgement

26 Context 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 Services Data Access Data Directory Context & Event Frames Metadata & Asset Data Time Series Data

27 The Data Directory in PR 2 Delivery 1 & 2 PI ArchiveData Directory AF 2.0 Asset Database Structural Data SourcesTime Series Data Sources … InvensysHoneywellEmersonRockwell … SCMRDBMSMES Invensys Interface Honeywell Interface Delta-V Interface Rockwell Interface Structural Information Time-Series Information * The Internal Name is “Foundation”

28 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 RLINK SERVERS & GATEWAYS SAP / JD EDWARDS / PEOPLESOFT MAXIMO / INDUS / MIMOSA Structure / Asset Data Custom ProgrammingRLINK Data Access RtBaseline Services for Thin Clients OLEDBOPC / HDAODBC MCN HealthMonitor & System Management Tools Failover / Management Services The Server within the PI System today PI Archive Data Storage, Management Services, Audit Trail, Batch Module Database Analysis Framework Server The Analytics The Visuals The

29 IT Data IT MONITOR Custom Data APIs / SDKs Relational Data OLEDB / ODBC ORACLE / SQL Web Services SOA / EXTERNAL DATA LEGACY APPS Smart Connectors Real-time Interfaces Real-Time Data DCS / PLC / SCADA / OPC HISTORIANS / INTERFACES COM CONNECTORS ERP / Maintenance RLINK SERVERS & GATEWAYS SAP / JD EDWARDS / PEOPLESOFT MAXIMO / INDUS / MIMOSA Structure / Asset Data Asset ConnectorsBusiness Gateways Data Access PI AF 2.0 RtBaseline Services for Thin Clients OLEDBOPC / HDAODBC MCN HealthMonitor & System Management Tools Failover / Management Services Data Directory The Server within the PI System at PR 2 PI Archive Data Storage, Audit Trail, Batch (Module DB) Server The Analytics The Visuals The

30 IT Data IT MONITOR Custom Data APIs / SDKs Relational Data OLEDB / ODBC ORACLE / SQL Web Services SOA / EXTERNAL DATA LEGACY APPS Smart Connectors Real-time Interfaces Real-Time Data DCS / PLC / SCADA / OPC HISTORIANS / INTERFACES COM CONNECTORS ERP / Maintenance RLINK SERVERS & GATEWAYS SAP / JD EDWARDS / PEOPLESOFT MAXIMO / INDUS / MIMOSA Structure / Asset Data Server The Asset ConnectorsBusiness Gateways Analytics The Visuals The Data Access PI AF 2.0 Web ServicesOLEDBOPC / HDAODBC Directory Services MCN HealthMonitor & System Management Tools Failover / Management Services Data Directory The Server within the PI System at PR 3 Event Frames & Batch PI Archive Audit

31 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 Summary 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