1. PI System Development Roadmap
Jon Peterson
Christian Luckock
OSIsoft, Inc.
OCEANIA TECHNOLOGY SEMINAR 2008
© 2008 OSIsoft, Inc. | Company Confidential

2. Events and Notification Internationalization
The PI System
Events and Notification
Internationalization
High Availability
Managed PI
Support
Security
The
Deliver Information for Meaningful, Better Business Decisions
Visuals
The
Turn Valuable Real-Time Data Into Actionable Information
Analytics
The
Gathers, Organizes, Distributes, and Stores Data from Many Sources
One Product—the PI System
Many horizontal aspects of the PI System
Support
Managed PI
Update Subsystem HA
I18N
Event driven
Secure
Server

3. PI as an Infrastructure
The PI System, once installed, is the Realtime Data Infrastructure. Explain using infrastructure analogies.

4. Product Development Roadmap
Technical Support
Managed PI
Support is an extremely important part of the PI System. Development is an important part of support. Great way to maintain customer contact and real world use of what they develop
Managed PI. Quick explanation and goals.

5. Interfaces We keep writing them! BACnet Delta V Headend systems DDS
12+ full time developers
BACnet
Delta V
Headend systems
DDS

6. Interfaces Uniint New challenges Performance ca. 1992
Configuration automation
Managed PI
Meta data
Instrument systems
Business systems
Performance

7. PI Server Microsoft Integrated Security Q3 2008 Authentication
Windows SSPI
AD (Kerberos)
Local (NTLM)
Authorization
Windows principles
Better grouping
Flexible ACLs
Mention we released Rockwell SE, working on ME, PR1 SR1.
Current work is on MSFT integrated security. Significant, and difficult changes, therefore decided to do in a focused release.

8. PI Security Configuration
Server <=
Attributes
Owner, Creator, Changer are PIUsers
Group is PIGroup
Access as String
ACL Syntax
“o:rw g:rw w:r”
Server >=
Attributes
New Security attribute as ACL
Creator and Changer are PIIdentities or Principals (Windows users)
Incompatible case:
Owner = PIUserIncompatible
Group = PIGroupIncompatible
Access = “o: g: w: ”
ACL Syntax
“ID1: A(r,w) | ID2: A(r,w) | ID3: A(r) | …
PIIdentity Names or IDs
Today we just have A (allow) we may add Deny in the future. That would allow explicitly denying a group member, while allowing the rest of the group.

9. PI Server PR 2 (Q1 2009) Server Side Buffering Cyber security
MDB -> AF support
Horizon
Future Data
Archive Sets
Performance
HA improvement
Aggregation
Federation

10. Federated PI Server

11. AF Server 2.0 Released January 2008! MDB  AF tools Futures
Event Frames
License enforcement
Notifications
Event pipes
AMI (scaling, indexing)

12. Event Frames Batches Discrete Manufacturing Transfers
2007Aug06-ABC123
Batches
Discrete Manufacturing
Transfers
Alarm and Event Interfaces
Events/Incidents/Excursions/Accidents – Integrated with PI Analytics
Demand/Generation forecast analysis for power
Equipment start up and shutdowns
New Infrastructure features require Event Frame Storage - PI Notifications will be Event Frames. This will allow for enhanced visualization and search support. Tight integration with PI Analytics will allow you to create Event Frames based on PI Analytics through configuration - no additional programming will be required.
Ability to frame root cause analysis - While conducting root cause analysis in our client products - you will be able to create Event Frames and relate the current context of an analysis as well as associated data.
Enhanced Batch Feature Set - Built-in S88 Templates for compatibility, user defined Templates relax current restrictions of PI Batch Database (namely single parent and singe active batch in a unit), increased database performance, tighter integration with all products and many client enhancements are being planned.
Many external systems are generating Event Frames - no longer are just Batch systems generating Event Frames. We can get event frames from advanced analytic servers, alarm and event servers, OEE and downtime systems, discrete manufacturing events, etc. We need to have a flexible infrastructure to support all these systems.
Context driven Visualization - Event Frames allow you to frame key events - such as equipment downtime, safety incidents, process excursions, and accidents - which can be easily searched with reason codes. Once the Event Frame is found - associated information can populate our client products - thus providing greater transparency, easier product navigation, and faster analysis.

13. Data Access Baseline Services PI System OLEDB Provider OPC UA PI SDK
AF SDK
Analysis
Event Frame

14. Analytics PIANO Analytics Overview Unification
Ground work for future analytics
Analytics
AF support of ACE
Formula DR, PE
Configurable Analyses
Targeting 12 month dev cycle

15. Notifications Released January 2009! PR 2 Notification templates
Auto creation
More analysis support
Historize sub-AR
UI—Web Parts, ProcessBook

16. Notifications

17. ProcessBook 3.1 July 08 Notification add-in Formatting toolbar
Format painter
General UI improvements
Vertical trends
Scaling
Statistics tool tips (min, max, average)
Export to Excel

18. ProcessBook

19. ProcessBook 3.2 Internationalization Unicode Language selection
AF support
Element relative displays
Playback and other time manipulation
Cursor synchronization across trends
ActiveView PR 2
Support docking windows
Allows advanced features of PB

20. RtWebParts 2.1 just released! Batch web parts
Forms based authentication
Printing improvements
Table improvements
Multiple condition column formats
Language packs

21. RtWebParts

22. RtWebParts 3.0 PR 2 4.0 AF Support PI Notifications
Acknowledgements
Subscription
Looking into 64 bit
4.0
SilverLight 2.0
SharePoint designer integration
FrontPage site authoring

23. Developer Studio Subscription to PI System components for developers
To facilitate partner and customer development of custom uses of PI System components
Simplify/Unify development offering
Encourage usage of PI in Microsoft Office as a development platform

24. Developer Studio PI Server Components PI Client Components
PI Server, PI AF, PI Notifications , PI DLES, RtWP, PI ACE
PI Client Components
PI PB, PI DL (VBA, add-in development)
PI Programming Tools
PI OLEDB, PI OPC, AF SDK, PI SDK

25. Office Business Applications
“Office Business Applications are business applications built on Microsoft Office.”
Paul Kaiser
“Office Business Applications are a new breed of application that help businesses unlock the value of their line-of-business (LOB) systems and turn document-based processes into real applications.”
OBA FAQ

26. Dynamic Office Business Applications
When the LOB System is PI or PI-based
We Already Facilitate DOBA Construction
PI OLEDB Provider
PI ActiveView
PI DataLink
DataLink for Excel Services
RtWebParts

28. DOBA DevStudio Content
Accelerators
Including PI Data in Enterprise Search Results
Easy Transition from PI Point to Trend in MOSS
Using RtWebParts to Drive DataLink Spreadsheets
Manually Entering Data Via InfoPath
Business Intelligence Integration (PerformancePoint)
Including complete demonstration of real-world energy management scenario
White Papers
Best Practices
Architectural Guidance
Training & Learning Labs

29. Next Generation User Experience
Research about users of the PI System
Unifying technology in the PI System Tools

30. Next Generation User Experience
Developed through Interaction Design
Operations
Engineering
Maintenance
Corporate Investigator
Enabler

31. Next Generation User Experience
Workflow between personas
For example:
Operators enact production schedule, follow accepted procedures
Engineers support production targets
Design imperatives
Operator’s activities reflect area of responsibility plus the manufacturing process in effect now
Process Engineer is a Troubleshooter

32. Enabling Agile Product Lifecycles
NGUX findings will influence many products
ProcessBook, DataLink, RtWebParts, AF
Need to enable product feature agility
Use modular, portable components
Can be repackaged in many ways
All features should be pervasive
Traditional Thick Client – high performance
Web Client - many operating systems
Smart Client - thick client with web access
Mobile Client – anticipate future platforms

33. Enabling Technology Single code base for all platforms - .NET
Based on Windows Presentation Foundation
Uses Silverlight and WPF for web clients
Portable to other platforms – Mac, Linux, Mobile
Architectural agility
Scalable up and out
Throughput over various connection models
Adjust for client capabilities
Separate data access, data shaping and visualization
Replaceable Data visualization

34. Advanced Meter Infrastructure
MDUS
SAP for Utilities
High Speed
Meter Data
Handler
Meter&Energy
Data Repository
Meter & Energy
Data Management
AMI
System 1
Meter & Device
Master Data
Meter & Device
Management
Marketing/Sales
(Self) Service
Billing/Invoicing
AccRec/C&C
Meter Data
Repository
AMI Enabling
Set of Enterprise Services
along defined Industry Standards
CRM/CIS Data
Master Data
Synchronization
Command Mgr &
Event Handler
AMI System
Unification
Intercompany
Data Exchange
Service Provider
Data
Enterprise Asset
Management
Service Mgmt
EAM Data
AMI
System n
SAP Lighthouse Council
Enterprise Management
& Business Support
NetWeaver
SAP XI
NetWeaver
Enterprise Service
Repository
AMI-Vendors
OSIsoft

35. OSIsoft Business Gateway
Service Enabling the PI System
Response to outside
Systems via Web Services
OSIsoft
Business
Gateway .
Module
Web Service
Enhancement
Package
Module
Web Service
Request
Manager
Module
Module
Module
Web Service
Module
Schedule
Manager
Web Service Requests from other systems.
Enhancement
Package
PI Server
OSIsoft
PI AF
Module
OSIsoft
PI AF
Module
Module
Web Service
Module

36. Questions?