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

2. 2 © 2008 OSIsoft, Inc. | Company Confidential Server Gathers, Organizes, Distributes, and Stores Data from Many Sources Visuals Deliver Information for Meaningful, Better Business Decisions Analytics Turn Valuable Real-Time Data Into Actionable Information The Support Managed PI High Availability Internationalization Events and Notification Security The PI System

3. 3 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential PI as an Infrastructure

4. 4 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Product Development Roadmap Technical Support Managed PI

5. 5 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Interfaces We keep writing them! –12+ full time developers BACnet Delta V Headend systems DDS

6. 6 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Interfaces Uniint –ca. 1992 New challenges –Configuration automation –Managed PI –Meta data Instrument systems Business systems Performance

7. 7 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential PI Server Microsoft Integrated Security –Q3 2008 –Authentication Windows SSPI –AD (Kerberos) –Local (NTLM) –Authorization Windows principles Better grouping Flexible ACLs

8. 8 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential PI Security Configuration Server <= 3.4.375 Attributes Owner, Creator, Changer are PIUsers Group is PIGroup Access as String ACL Syntax “o:rw g:rw w:r” Server >= 3.4.380 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

9. 9 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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. 10 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Federated PI Server

11. 11 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential AF Server 2.0 Released January 2008! MDB  AF tools Futures –Event Frames –License enforcement Notifications –Event pipes –AMI (scaling, indexing)

12. 12 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Event Frames 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 2007Aug06-ABC123

13. 13 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Data Access Baseline Services PI System OLEDB Provider OPC UA PI SDK AF SDK –Analysis –Event Frame

14. 14 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Analytics PIANO –Overview –Unification –Ground work for future analytics Analytics –AF support of ACE –Formula DR, PE –Configurable Analyses –Targeting 12 month dev cycle

15. 15 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Notifications Released January 2009! PR 2 –Notification templates –Auto creation –More analysis support Historize sub-AR –UI—Web Parts, ProcessBook

16. 16 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Notifications

17. 17 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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. 18 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential ProcessBook

19. 19 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential ProcessBook 3.2 –Internationalization Unicode Language selection 3.3 PR 2 –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. 20 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential RtWebParts 2.1 just released! –Batch web parts –Forms based authentication –Printing improvements –Table improvements Multiple condition column formats –Language packs

21. 21 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential RtWebParts

22. 22 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential RtWebParts 3.0 PR 2 –AF Support –PI Notifications Acknowledgements Subscription –Looking into 64 bit 4.0 –SilverLight 2.0 –SharePoint designer integration FrontPage site authoring

23. 23 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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. 24 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Developer Studio PI Server 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. 25 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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. 26 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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

27. 27 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential

28. 28 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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. 29 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Next Generation User Experience Research about users of the PI System Unifying technology in the PI System Tools

30. 30 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Next Generation User Experience Developed through Interaction Design OperationsEngineeringMaintenance Corporate Investigator Enabler

31. 31 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Next Generation User Experience Workflow between personas –For example: Operators enact production schedule, follow accepted procedures Engineers support production targets Design imperatives –For example: Operator’s activities reflect area of responsibility plus the manufacturing process in effect now Process Engineer is a Troubleshooter

32. 32 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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. 33 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential 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. 34 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Advanced Meter Infrastructure AMI System 1 AMI System n..... High Speed Meter Data Handler Meter Data Repository Enterprise Management & Business Support Meter&Energy Data Repository Meter & Device Master Data NetWeaver Meter & Energy Data Management CRM/CIS Data EAM Data Meter & Device Management Marketing/Sales (Self) Service Billing/Invoicing AccRec/C&C Enterprise Asset Management Service Mgmt Enterprise Service Repository Service Provider Data Intercompany Data Exchange SAP for Utilities Set of Enterprise Services along defined Industry Standards SAP XI NetWeaver MDUS AMI Enabling Master Data Synchronization Command Mgr & Event Handler AMI System Unification AMI-Vendors OSIsoft

35. 35 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential OSIsoft Business Gateway OSIsoft Business Gateway Enhancement Package Enhancement Package Enhancement Package Enhancement Package OSIsoft PI AF OSIsoft PI AF................ Module Web Service Module Web Service Module Web Service Module Web Service Module Web Service Module Web Service Module Web Service Module Web Service Web Service Requests from other systems. PI Server OSIsoft PI AF OSIsoft PI AF Response to outside Systems via Web Services OSIsoft Business Gateway Service Enabling the PI System Request Manager Schedule Manager

36. 36 OCEANIA TECHNOLOGY SEMINAR 2008 © 2008 OSIsoft, Inc. | Company Confidential Questions?