The OSIsoft Product Roadmap
1
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
2
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
3
Product Development Roadmap Process
Market
SIG
Technology
Business
TSC
Drivers
Roadmap
Services
(Features)
Aspects
Engineering
Plan
Products – Sales – Customers – Partners
4
PI System “Platform” Aspects and Services
Smart Connectors
Event Framing Services
Notification Services
Historian Services
User Services
Analysis Services
Data Services
(Access, Context, Directory)
Services (Features)

Platform

Drivers

Characteristics
– Aspects
– Services
(Features)
SEA (Simple, Enterprise Aware, Highly Available)
Aspects

Initiatives

Timelines

Engineering
Plans
User and Security
Performance and Scalability
Manageability
Localization, Setup/Installation, Data Quality, etc…
5
What is a Platform?

Operating Systems
– Windows, Linux

Frameworks
– .Net, JDK, NetWeaver

Relational Databases
– Oracle
– SQL Server

Portals
– Sharepoint, WebSphere
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Overview of the Platform
8
Functional Groups of The PI System
The PI System
Performance Operational Knowledge Product
Lean
Asset
Situational
Improvement Visibility Management Quality Manufacturing Management Awareness
The
Visuals
The
Analytics
The
Server
Structure /
Asset
Data
Deliver Information for Meaningful,
Better Business Decisions
Turn Valuable Real-Time Data
Into Actionable Information
Gathers, Organizes, Distributes,
and Stores Data from Many Sources
Real-Time
Data
Custom
Data
IT Data
Relational
Data
Web
Services
ERP /
Maintenance
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The Server
Windows Server 2003
SQL Server 2005
The Analytics
Windows Server 2003
Visual Studio.NET
The Visuals
Smart Clients
Client: Windows XP/Vista
Microsoft Office 2003/2007
PI Archive
Adv Comp Engine (ACE)
ProcessBook
AF Context Database
PI Analytics
DataLink
Real-Time Interfaces
RtReports
ActiveView
RLINK
RtAlerts
BatchView
Data Access
MCN HealthMonitor
Sigmafine
Thin
Server: Windows Server 2003
Windows SharePoint Services – or –
SAP Enterprise Portal 6
Clients
RtWebParts
RtPortal iViews
RtReports Clients
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The Server within the PI System
The
Server
The
Analytics
The
Visuals
Data Access
RtBaseline Services
for Thin Clients
Module Database
Analysis Framework
OLEDB
ODBC
PI Archive
Failover / Management Services
Data Storage, Management Services,
Audit Trail, Batch
MCN HealthMonitor
Custom Programming
Structure / Asset Data
OPC / HDA
& System Management Tools
RLINK
Real-time Interfaces
ERP / Maintenance
RLINK SERVERS & GATEWAYS
SAP / JD EDWARDS / PEOPLESOFT
MAXIMO / INDUS / MIMOSA
Real-Time Data
Custom Data
IT Data
Relational Data
Web Services
DCS / PLC / SCADA / OPC
HISTORIANS / INTERFACES
COM CONNECTORS
APIs / SDKs
IT MONITOR
OLEDB / ODBC
ORACLE / SQL
SOA / EXTERNAL DATA
LEGACY APPS
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The Analytics within the PI System
The
Analytics
The
Server
Windows Server 2003
The
Visuals
Visual Studio.NET
Advanced Computing Engine
(ACE)
RtAlerts
Enterprise Services
RtReports
Compliance & Standard
Sigmafine
Facility Monitor
PI Analytics
(Performance Equations, Totalizers, Alarm, RTSQC)
12
The
Server
The
Visuals
The
Analytics
Smart Clients
BatchView
SQC Client
AlarmView
AF Modeler Add-in
ProcessBook
BatchView Excel Add-in
AF Excel Add-in
ActiveView
ProfileView
Thin Clients
RtWebParts
DataLink
iViews
Additional Clients
Other Thin Clients
RtActiveView
RtGauge
RtGraphic
RtMessenger
RtTimeRange
RtTreeView
RtTrend
RtTable
RtXYPlot
RtActiveView
RtGauge
RtGraphic
RtTable
RtTagSearch
RtTimeRange
RtTreeView
RtTrend
RtKPI
RLINK iViews
DataLink Server *
RtReports Editor
RtReports Generator
Microsoft Office SharePoint Portal Server 2003
* Microsoft Office SharePoint Server 2007
Microsoft SQL Server
Microsoft Windows XP or Windows Vista
CLIENT: Windows XP, Microsoft Office,
Intel Pentium 4
SERVER: Windows Server 2003,
Windows SharePoint Services / SAP Enterprise Portal
Performance
Improvement
Operational
Visibility
Knowledge
Management
Product
Quality
Lean
Manufacturing
Asset
Management
Situational
Awareness
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The
Server
The
Visuals
The
Analytics
Smart Clients
Thin Clients
Visualization
Root Cause Analysis
Planning
Content Authoring
Structured Portal
Environment Allows
Users to Build Displays
Without IT Training
Seamless
Interaction
Between
Smart Clients &
Portal
Environment
Performance
Improvement
Operational
Visibility
Knowledge
Management
Product
Quality
Lean
Manufacturing
Asset
Management
Situational
Awareness
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Platform Releases
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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
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Solution

Cross group development teams
– Collaboration at design time
– Concerted development effort

Examples
– High Availability
– PIANO
– Foundation
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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
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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
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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
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High Availability PI: Architecture
System
Management
Tools
Clients: ProcessBook, DataLink, BatchView, RtWebParts,
Custom Application…
AppServers: AF, RtBLS, RtReports, ACE
PI SDK
Discovery, Failover, Failback, Load Distribution Services
API
Buffering
PI Collective
Secondary
PI Server
Configuration
Changes
API Buffering
Services
* PI Interface Startup without
PI Server Connection
PI Interfaces
Primary
PI Server
Failover
Mechanisms
Configuration
Changes
Tertiary (n…)
PI Server(s)
API Buffering
Services
PI Interfaces
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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
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Shifting Platform Usage
Time Series
Centric
Connectivity
Operations
Centric
Time
Series
Time Context
Series
Data
Access
Data
Access
Analytics
Context
(Data Directory)
Connectivity
Analytics
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Shifting Platform Usage
Operations
Centric
Time
Series
Context
Data
Access
(Data Directory)
Connectivity
Analytics
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PIANO in PR 2 Delivery 1 & 2
Analysis
Analysis
Rule
Time
Rule
Target
Configuration
Contacts
Content
Delivery
Notification
Trigger
Acknowledgement
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Context in Operations Data Management
The Data Directory is a set of services relating your raw
data to logical structures, derived events and contexts.
Data Access
Transforming
Core Data Services
Data Directory
Operations Data
Into
Organizational
Capability
Time
Series
Data
Context &
Event
Frames
Metadata &
Asset
Data
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The Data Directory in PR 2 Delivery 1 & 2
Data Directory
PI Archive
AF 2.0 Asset Database
Structural
Information
Time-Series
Information
Invensys
Honeywell
Delta-V
Rockwell
Interface
Interface
Interface
Interface
…
…
SCM
RDBMS
MES
Structural Data Sources
Invensys
Honeywell
Emerson
Rockwell
Time Series Data Sources
* The Internal Name is “Foundation”
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The Server within the PI System today
The
Server
The
Analytics
The
Visuals
Data Access
RtBaseline Services
for Thin Clients
Module Database
Analysis Framework
OLEDB
ODBC
PI Archive
Failover / Management Services
Data Storage, Management Services,
Audit Trail, Batch
MCN HealthMonitor
Custom Programming
Structure / Asset Data
OPC / HDA
& System Management Tools
RLINK
Real-time Interfaces
ERP / Maintenance
RLINK SERVERS & GATEWAYS
SAP / JD EDWARDS / PEOPLESOFT
MAXIMO / INDUS / MIMOSA
Real-Time Data
Custom Data
IT Data
Relational Data
Web Services
DCS / PLC / SCADA / OPC
HISTORIANS / INTERFACES
COM CONNECTORS
APIs / SDKs
IT MONITOR
OLEDB / ODBC
ORACLE / SQL
SOA / EXTERNAL DATA
LEGACY APPS
28
The Server within the PI System at PR 2
The
Server
The
Analytics
The
Visuals
Data Access
Data
Directory
RtBaseline Services
for Thin Clients
PI AF 2.0
Asset Connectors
Structure / Asset Data
OLEDB
ODBC
OPC / HDA
PI Archive
Failover / Management Services
Data Storage,
Audit Trail, Batch (Module DB)
MCN HealthMonitor
Smart Connectors
Real-time Interfaces
& System Management Tools
Business Gateways
ERP / Maintenance
RLINK SERVERS & GATEWAYS
SAP / JD EDWARDS / PEOPLESOFT
MAXIMO / INDUS / MIMOSA
Real-Time Data
Custom Data
IT Data
Relational Data
Web Services
DCS / PLC / SCADA / OPC
HISTORIANS / INTERFACES
COM CONNECTORS
APIs / SDKs
IT MONITOR
OLEDB / ODBC
ORACLE / SQL
SOA / EXTERNAL DATA
LEGACY APPS
29
The Server within the PI System at PR 3
The
Server
The
Analytics
The
Visuals
Data Access
OLEDB
ODBC
Event Frames & Batch
Directory Services
PI AF 2.0
PI Archive
Asset Connectors
Structure / Asset Data
OPC / HDA
Failover / Management Services
Audit
Data
Directory
Web Services
MCN HealthMonitor
& System Management Tools
Smart Connectors
Real-time Interfaces
Business Gateways
ERP / Maintenance
RLINK SERVERS & GATEWAYS
SAP / JD EDWARDS / PEOPLESOFT
MAXIMO / INDUS / MIMOSA
Real-Time Data
Custom Data
IT Data
Relational Data
Web Services
DCS / PLC / SCADA / OPC
HISTORIANS / INTERFACES
COM CONNECTORS
APIs / SDKs
IT MONITOR
OLEDB / ODBC
ORACLE / SQL
SOA / EXTERNAL DATA
LEGACY APPS
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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
31
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
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Technology Trends and the Product Roadmap