1. Operational Technology + Information Technology Arlen Nipper - Cirrus Link Applying Message Oriented Middleware to Operational Systems

2. How can we apply technology to: Mitigate environmental risk? Detect leaks earlier? Resolve problems faster? Manage audit and regulation more effectively? Run operations more efficiently? Instrumented Interconnected Intelligent

3. What problems does Message Oriented Middleware solve? How can Message Oriented Middleware be applied to operational systems today? Message Oriented Middleware (MOM) is a well proven and an integral component in modern Service Oriented Architecture (SOA) and Enterprise Service Bus (ESB) solutions. How can we best apply this mature and well proven technology to Operational systems as well? Message Oriented Middleware

4. SCADA Host SCADA Host 1 1 Protocol X 2 2 3 3 “Operations (OT)”“Enterprise (IT)” Electronic Flow Measurement ERP Asset Management & Optimization Analytics & BIG DATA Mobile Apps Historian To a large extent, we as an industry have already been trying to make our Operational Applications “look” like Message Oriented Middleware….. Future Apps & Integration Using the SCADA Host as Message Oriented Middleware

5. SCADA Host SCADA Host Protocol X 2 2 3 Flow Computer 3 Flow Computer “Operations (OT)”“Enterprise (IT)” Electronic Flow Measurement ERP Asset Management & Optimization Analytics & BIG DATA Mobile Apps Future Apps & Integration 1 PLC 1 PLC Using the SCADA Host as Message Oriented Middleware

6. SCADA Host SCADA Host Protocol X 2 2 3 Flow Computer 3 Flow Computer “Operations (OT)”“Enterprise (IT)” Electronic Flow Measurement 1 PLC 1 PLC 4 “New” Application “New” Application 1 3 2 4 1 3 2 Create a “New” application that can provide the interface between the EFM application and the SCADA Host Application. Define the interface/data schema between the New application and the EFM application. Modify/change/test any required Access Control List (ACL) and define the security for connecting to the SCADA Host application. Modify the SCADA Host poll tables so that additional polls to the Flow Computer are added to acquire desired information. Using the SCADA Host as Message Oriented Middleware

7. “What is invariably happening is that more and more access to SCADA data from the lines of business is putting the SCADA Host application in the position of being a MOM system, which they were never intended to be in the first place. As more and more applications and modifications are made to the SCADA Host application to satisfy the needs of lines of business, the systems invariably become harder and harder to manage, and ultimately become so brittle that no one will touch them to add additional capabilities. At this point innovation within the business, as it applies to the vast amount of additional information in field devices, comes to a grinding halt!” Using the SCADA Host as Message Oriented Middleware

8. SCADA Host SCADA Host 1 1 Protocol X 2 2 3 3 “Operations (OT)”“Enterprise (IT)” Electronic Flow Measurement ERP Asset Management & Optimization Analytics & BIG DATA Mobile Apps Future Apps & Integration Historian Starting from here…… we can keep all of the same components by just re-architecting the topology a bit. Decoupling Devices from Applications using Message Oriented Middleware

9. Decoupling Devices from Applications using Message Oriented Middleware SCADA Host SCADA Host 1 1 2 2 3 3 “Operations (OT)” “Enterprise (IT)” Electronic Flow Measurement ERP Asset Management & Optimization Analytics & BIG DATA Mobile Apps Historian Message Oriented Middleware Message Oriented Middleware Nice topology picture, but how can you actually implement this architecture? Future Apps & Integration

10. Use Message Queuing Telemetry Transport (MQTT) A Transport Designed for SCADA 1.Natively built on top of TCP/IP. 2.Stateful with continuous session awareness. 3.Extremely bandwidth efficient. 4.Three levels of Quality of Service for data delivery. 5.Data agnostic. 6.Client side session establishment. 7.No defined security model. Since MQTT is natively build on top of TCP/IP, best practice TCP/IP security scheme can be used.* “MQTT is a bi-directional lightweight event and message oriented transport allowing devices to communicate efficiently across constrained networks to backend systems” MQTT was originally designed for use in real time pipeline SCADA systems! *The OASIS MQTT Security Subcommittee is working in conjunction with NIST for recommended best practices using MQTT in critical infrastructure.

11. Add an MQTT Data Broker The Message Oriented Middleware Component MQTT Enabled Message Oriented Middleware MQTT Enabled Device MQTT Enabled Device SOAP Enabled Application JMS Enabled Application MQTT Enabled Application MQTT Enabled Device MQTT Enabled Device MQTT Enabled Device MQTT Enabled Device

12. MQTT - Publish Subscribe Messaging A Publish Subscribe messaging protocol allowing a message to be published once and multiple consumers (applications / devices) to receive the message providing decoupling between the producer and consumer(s) A producer publishes a message (publication) on a topic (subject) A consumer subscribes (makes a subscription) for messages on a topic (subject) A Message Oriented Middleware server / broker matches publications to subscriptions If no matches the message is discarded If one or more matches the message is delivered to each matching subscriber/consumer

13. MQTT Enabled Message Oriented Middleware SCADA Host SCADA Host 1 1 3 -Native MQTT device “Operations (OT)” “Enterprise (IT)” Electronic Flow Measurement ERP Asset Management & Optimization Analytics & BIG DATA Mobile Apps Historian Future Apps & Integration The Resulting 100% MQTT MOM SCADA Implementation DMZ Edge of Network Controller 2 2 1 2 3 1 2 3 4 4 MQTT message transport. MQTT, JMS, REST, SOAP, and “other” ESB message transports Single point DMZ for access control, permissions, and security settings. SCADA is a VERY important data consumer, but not the ONLY consumer. Protocol X Protocol Y

14. With MQTT and Message Oriented Middleware we can move from “Current State” …..

15. SCADA Host Electronic Flow Measurement ERP Asset Management & Optimization Analytics & BIG DATA Mobile Apps Historian Future Apps & Integration MQTT Enabled Message Oriented Middleware SCADA Host SCADA Host SCADA Host SCADA Host SCADA Host DMZ … to “Future State”

16. 16 The Vision - Tie All Operations Together Upstream Midstream/Downstream Pipeline Control Cathodic Protection Terminal Automation Tank Farm / Storage MQTT Transport SCADA Enterprise Data Center Message Oriented Middleware

17. Summary Decouple device protocols from applications. Dramatically improve critical data update times. Reduce network bandwidth consumption. Enable “one to many” information exchange. “Unlock Operational Intelligence” stranded in field devices! Poll-Response SCADA systems were perfectly viable solutions when first developed 35 years ago. They have served the industry well, and continue to do so. But we are entering 2014. SCADA solutions need to leverage the very same Message Oriented Middleware technologies that IT solutions use to:

18. Additional Topics Not Yet Covered Message flows, data transformation, message transformation. Migration strategy maintaining Operational Integrity and 100% legacy backwards capability. Redundancy (native architecture capability) High availability (native architecture capability) Scalability (native architecture capability)

19. We can apply technology to: Mitigate environmental risk Detect leaks earlier Resolve problems faster Manage audit and regulation more effectively Run operations more efficiently Instrumented Interconnected Intelligent

20. Message Queuing Telemetry Transport (MQTT) Resources http://mqtt.org All things MQTT MQTT Specification http://www.ibm.com/developerworks/webservices/library/ws-mqtt/index.html Eclipse Paho http://www.eclipse.org/paho/ Eclipse M2M http://wiki.eclipse.org/Machine-to-Machine OASIS MQTT Technical Committee https://www.oasis-open.org/committees/tc_home.php?wg_abbrev=mqtt