1. EPICS Asia 2004 Tokai, Japan December 8-10 http://www-linac.kek.jp/epicsasia2004 and later http://www-acc.kek.jp/WWW-ACC-exp/EPICS_Gr/EPICSAsia2004

2. Where is Tokai?

3. Site Map

4. Projects JPARC 3.5 Billion; 7 years; ready in 2008 Shanghai Light Source 150 Million; 4 years; ready in 2009 (does not include salaries) LCLS SNS – complete April 2006 Pohang – XFEL 80 Million; 2009

5. Shanghai Map

6. SNS Now

7. SNS Control Room

8. General Impressions RTEMS is an accepted system LINUX is widely used EPICS knowledge “ramp up” time is an issue RDB support around EPICS is a hot topic “Micro-EPICS” is being looked at by many 3.14 OSI is widely appreciated

9. Things which got my notice SNS Archiver SNS Network analysis KGB black-box serial (and GPIB) support Argonne Virtual Linac “Epics on a CD” Argonne Training Series rdbCORE collaboration New Java CA Enhanced Access Control Asyn + stream device Timing system collaboration (TIMO is everywhere) VDCT collaboration EDM progress 3.15 and 4.0 Plans

10. Archiver Issues Attacked on Four Fronts lArchiver Engine »New LANL archive engine is now running (Kasemir) lArchive Retrieval Tools »New Java-based client-server archive viewer has been deployed. (Chevtsov) »Collaboration with JLab, LCLS and Cosylab lArchive Monitoring Tools have been deployed »Averaging ~3GB/day lWork has started on Archiver data management tools.

12. Network Tools are Integrated with EPICS Network traffic integrated with EPICS via devSnmp device support* -- data is now displayed via EDM -- data is now stored in the EPICS archiver *SNMP Driver from LANL

13. VxWorks Network Stack Flow

14. Protocols we deal with in EPICS UDP port 5065 –CA beacons (“I am here” Heartbeat) –Used to re-establish CA TCP virtual circuits –CA beacons do not expect any replies –The CA Beacon Daemon is listening on UDP port 5065. A.K.A caRepeater UDP port 5064 –CA search message –A response is expected within some timeout interval TCP port 5064 –CA server establishes a virtual circuit on port 5064 NFS –UDP port 111 Loading up IOC application Running autosave/restore Re-directing IOC files to boot server NTP –UDP port 123 Keep IOCs time in synch At SNS we should see this about every 10 seconds in our current configuration. RSH –UDP port 514 Remote login support Cat in vxWorks image

15. Network Traffic Analysis Ethereal Packet Analysis Timeline Bring NIC online T + 3 sec PowerOn IOC T - 0 sec EPICS neighbors come T + 3.02 sec

16. Network Traffic Analysis (Cont’d) Ethereal Packet Analysis Timeline Warning!! Why is a retransmit necessary, hmmm? NFS is heavy

17. Network Traffic Analysis (Annotated) Load vxWorks NIC restart Startup.cmd Load EPICS Heavy NFS Still loading EPICS More NFS iocInit is ready EPICS is running AutoSave/Restore Heavy NFS Normal Work Reboot IOC

18. Results/Conclusions The Network Analysis allows tuning of the network stack from apriori information as well as empirical data collected from the real environment. We have discovered some devices on our network that have improper configurations and hence cause unnecessary traffic. We have discovered that NFS is really a heavy hitter and that autosave/restore request files should be stored in one location. We have discovered that IGMP snooping must be supported on the CISCO edge switches to contain Allen Bradley Control Logix PLC multicast traffic. Multicast traffic should be contained in general. –We moved from the CISCO 3500 series to the CISCO 2950 series CISCO 3500 series only supported CGMP snooping We learned that sometimes IOC application errors are the main cause of Network Stack Exhaustion and/or failure. We have added an “open-source” network sniffer (Ethereal) to our EPICS Network trouble-shooting ToolKit. We have built in the Network diagnostics show routines from WRS in to our IOC’s common support library.

19. Some more explanations: This microIOC should be a black box for installation: –with a built-in EPICS database –already with preconfigured records –everything must be very user friendly, with wizards, in a plug&play manner.. And made of standard components: –an Ethernet 10/100 MBit connector –an onboard linux/RTEMS processor –a Web server for configuration and viewing –Off-the-shelf parts to replace No moving parts (fan, disk) to break in first place

20. Enter microIOC small embedded computer interfacing different devices Motor & Control Ethernet Analog & Digital IO Ultra Low Power PoE – Power Over Ethernet Various IO Fanless & Diskless Small

21. Implementation Details dual Ethernet port allows to separate microIOCs and devices from the rest of the control system available with Linux and RTEMS operating systems and on request with vxWorks –Giving resonable performance and realtime database can be persisted in flash, avoiding problems due to network failures hardware components of the microIOC are of high quality and have long life times –PS has 500,000 h MTBF (55 years) by design, mechanical parts such as hard disks and fans are avoided

22. The Main User Features Are: completely stand-alone, no VME/PCI or boot PC necessary plug&play: configure IP (DHCP), connect cables and it works simple configuration through Web server, built-in EPICS db –VDCT preconfigured db file for standard devices: PLCs, vacuum, timing, motor control and monochromators –a simple wizard to configure record names and constants installed EDM, Java and Web-based panels for display and setting monitor system health upgrade management professional support and replacement contract as option lower price than a comparable VME system

23. Argonne Training Aids Vlinac – EPICS on a CD demo app Installs on Windows, Mac, Linux, Solaris Lecture Series – –Online –Grouped for different audiences –Powerpoint + streaming video Available at: http://www.aps.anl.gov/aod/bcda/epicsgettingstarted

24. rdbCORE SNS used “proactive” RDB support (to produce EPICS stuff; what they’d like) Argonne used “reactive” RDB support (to analyze EPICS stuff; what really exists) Collaboration to identify commonalities –Not ORACLE dependent –Not site specific –Extendable

25. First Step – identify common needs XAL Applications JERI VDCT, vi, scripts,.. IOCBoot/ IOCcore.db files SNS RDB xml XAL MPS, … template substitution values APS RDB IRMIS/ PV crawler (read only) rdbCore IRMIS

26. Current Efforts Plans are still developing … but as of today … –First tables of rdbCore PV database (every field of every record) Installed device database –Control Flow/Housing/Power Cable database –First Tools ‘Controls Framework’ extension of XAL access rdbCore st.cmd crawler to populate PV database PV Viewer “vcct” – Visual Connection Configuration Tool –View relationships between installed devices –Cable Editor/Viewer

27. Primary Tables Process Variable Table (of rdbCore) –Custom record definitions (and even modified record definitions) are recognized –100% self-populated by “st.cmd crawler” that interprets dbLoadRecords & dbLoadDatabase lines Need a plan to accommodate other CA servers –“extensions” to rdbCore can be added to reference client use of all PVs Crawl through MEDM, ALH, Archiver config files –“Generic SQL” which can generate Oracle or MySQL tables –Contains an entry for each Process Variable (record.field) name loaded into an IOC

28. Primary Tables Installed Devices Table (of rdbCore) –Each device is fully described by the following Contains an entry for every replaceable component installed in the control system. –hierarchies: Control parent – What is it connected to? Housing parent – What is it housed in? Power parent – What is it powered by? –40-70% self-populated by EPICS business rules (INP/OUT fields, configDevice(), dbior, etc) Cable Table (of rdbCore) –Contains an entry for every cable installed in the control system –Uses ports on “installed devices” as source and destination

29. Primary Tables PV Table, Installed Device Table, Cable Table provide numerous relationships for advanced queries –What PVs will be affected by a particular device failure? –What PVs will be affected if this cable is disconnected? –What set of devices could cause a particular set of PVs to all be INVALID? And with “extended” tables … –What applications (MEDM displays, scripts, XAL apps, etc) will be affected if this device is powered off? –What applications (MEDM displays, scripts, XAL apps, etc) will be affected if this breaker trips?

30. Primary Tools - VCCT – Control/Housing/Power

31. JCA KGB (Cosylab) Not based on JNI Version 4.11 of CA Ken Evans gave high praise Simple to change from old to new JCA Leader/Follower design pattern JCA “lite” is possible (one thread only)

32. Enhanced Access Control Desire to “reserve” group of PVs for exclusive write Many ideas put forward Leading candidate seems to be an enhanced gateway process which uses extra connections to dynamically manage access control

33. ASYN and Stream Device Marty Kraimer’s asyn is THE way to do serial I/O drivers Dirk Zimoch’s Stream Device is THE way to implement new devices They have formed a mutual admiration society

34. Timing Collaboration Timo Korhonen is everywhere. Argonne/SLS/Diamond EVG/EVR design is now ubiquitous –Shanghai –Pohang –JPARC

35. VDCT status Latest SNS-funded work is done VDCT is now THE tool of choice

36. EDM Status Converters from MEDM and EDD/DM now work well and are as complete as possible One big drawback is non-resizability SNS is all EDM

37. Epics Futures 3.14.7 just announced (“more stable than 3.14.6” – Marty) 3.15 features and schedule announced 4.0 features and schedule announced Emphasis on scheduled delivery

38. How Did We Get Here There was a series of EPICS 2010 meetings that were organized to develop a grand plan and secure funding A large list of capabilities and technologies were collected, however we were not able to generate any serious funding. The control group at Argonne and I met to discuss these issues and determine how we could start moving. A long list of interesting items was produced. It was reduced it to compelling IOC Core issues. That list and plan is now to be presented for comment/support/participation.

39. Feature/Plan for 3.15 compile the DBD into the database –Andrew – Jan-March 05 –Include the dbd file into the db file Device support for online add –Andrew – March-Sept 05 –Add calls before and after addresses change –Support addition of new hardware during operation –Add calls to support removal of hardware Online Add –Andrew – March-Sept 05 –Add new record instances during operation –Connects to existing hardware –Connects to existing records (or they become ca links) Remove Annoying Things (REALLY ANNOYING THAT IS) Jan 01-06 release

40. Plan for 4.00 CA V4 Functional Specification –Func. Spec. Team - Jan-March 05 CA V4 Design –Small Design Team – March-June 05 CA V4 Implementation –Small Implementation Team – July – July 06 Extensible Links –Andrew – July – January 06 Database V4 Functional –Func. Spec. Team – Jan- March 05 Database V4 Design –Design Team – March – June 05 Database Access V4 Implementation –Small Implementation Team – July – July 06

41. Features in 4.00 Everything we have now and….. Arbitrary Strings Array support to include: subarrays, frequency, offset, dimensions Aggregate Data - a set of channels treated as one variable; get/put in one IOC Client priorities Monitor options to include: on another value, rate, rate if changed, %change, dev Transaction support – multiple actions with acknowledge in a single transaction Group metadata into types and request independently: time, graphics, alarm, ctrl, statistical Redundant Clients to a server Redundant Name Server, Aggregate data source, metadata source Redundant IOCs to a PLC Opaque or complex data support Provide simple data records that can build complex records History data requests??

42. Everything We Have Now Performance must remain (or improve) Name resolution Get/Monitor/Put/Put w/ Callback/Put completion Events for notification: value, archive, alarm Conversion to native type Automatic reconnect All Current Metadata Supported

43. Features that are not included in the plan Regular meetings with key collaborators Fund living expenses for short term collaborators Linux real-time performance enhancements/evaluation Improve control package for the database Record management Operating System support Device/driver verification Platform support Solution support for devices Error handling / logging Secure Channel Access Ease of use – ala labview Solicit annoyances from the community Tools extensions – Framework for tightly coupled applications Relationship between EPICS and Access Grid Include standard functions in most used utilities (edm/medm, alh, stripTool, archiver, save/restore, warm reboot, pvgateway, Nameserver, consistent configuration across these tools, high level api (XAL?)

44. Features that are not included in the plan VDCT IOC applications IDE (esp. 3.14) rdbCore Collaboration support Enhance web site Enhance training Enhance documentation Improve release testing Centralize device support Coordinate release distribution Consistent format for contributed modules Maintain rec Ref Manual Organize regular training Keep current on CPUs/BSPs Develop EPICS primer Coordinate collaboration meetings Develop automatic test suites Quality contributed modules Support and enhance popular extensions Provide exhaustive cross-platform testing ad development hardware Searchable database and supported devices and record types

45. Conclusions This is an attempt to restart the development effort in IOC core APS has dedicated some limited resource to this and this effort. More support is needed. Many items are not included in this list –Many have contributed as part of their project development –Our ability to provide new direction, improved tools are dependent on projects to contribute on a continuing basis

46. EPICS – Today’s Control System of Choice Ned Arnold 12/10/2004 … but what about tomorrow?

47. 1990 1995 2000 2005 LANL develops Ground Test Accelerator Control System (GTACS) LBL DESY SLS CLS RIA CEBAF BESSY SLAC IPNS IPNS DAQ ANL APS & LANL begin collaboration on EPICS FNAL D0 KECK Gemini SNS Australian Synchrotron DIAMOND The Collaboration Grows … > 150 Licensees 2003 KEK May 2004 Meeting 100+ Attendees 34 Institutions 75+ Presentations Still the “Control System of Choice”

48. Reflection on the Collaboration Pros –Synergy – yields many good ideas –Common requirements have a single solution –An extremely beneficial and effective collaboration –Large installed base improves robustness Cons –No one is in charge – tasks can not be delegated or assigned –Contributors do what they want to do [i.e. the un-fun yet important work is often left undone] –When money gets tight, there is less effort donated to the community good

49. The Cons are Starting to be Felt No one’s in charge … –In light of advancing technology, some of EPICS’ core facilities could be substantially enhanced More good ideas than resources, no common direction Contributors do what they want to do … –Many of the things required to enhance EPICS user support are not voluntarily addressed by the collaboration Consistent documentation Consistent method in packaging/testing contributions Money getting tight … –Construction Funds: Running out … not much on the horizon –Operations Funds: Already being used …being pinched

50. Looking to the Future What has been attempted? –EPICS 2010 Meetings (three in the last two years) Good discussions The seed has been sown … An attempt was made to move forward … It is now time to fertilize, water, and make something grow

51. Looking to the Future What is Needed? –“A plan” –“A plan” that encourages the Pros and mitigates the Cons –“A plan” that receives wide acceptance and support … which then becomes “The Plan” –Implementation of “The Plan” –Demonstration that we can deliver on “The Plan”, which will build additional momentum for further plans

52. Vision … (i.e. A Plan) Establish and promote a direction for the future Aggressively solicit resources from collaborating institutions Make something happen

53. Establish a direction … Divide the numerous topics into four categories –EPICS Core iocCore Channel Access SNL –Core Tools/Extensions Display Manager, ALH, Archiver, StripTool, Gateway VDCT Other? (rdbCore?) –Collaboration Support Issues –Ideas and R&D for EPICS 5.0 and beyond