1. Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI System Roadmap Regional Seminar Series New York City Laurent Garrigues Product Management lgarrigues@osisoft.com September 15, 2009

2. Functional Groups of The PI System Server Gather, Organize, Distribute, and Store Data from Many Sources Visuals Deliver Information for Meaningful, Better Business Decisions Structure / Asset Data Real-Time Data Custom Data IT DataRelational Data Web Services ERP / Maintenance Performance Improvement Operational Visibility Knowledge Management Product Quality Lean Manufacturing Asset Management Situational Awareness Analytics Turn Valuable Real-Time Data Into Actionable Information The The PI System

3. Cross Functional Aspects of the PI System Aspects of The PI System Server Gather, Organize, Distribute, and Store Data from Many Sources Visuals Deliver Information for Meaningful, Better Business Decisions Analytics Turn Valuable Real-Time Data Into Actionable Information The Scalable Available Reliable Extensible Secure Interoperable

4. 4 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Roadmap Themes for 2009 Security Scalability 64-bit Support Asset Centric PI

5. © Copyright 2009, OSIsoft Inc. All rights Reserved. 5 Empowering Business in Real Time. The Visuals

6. The Visuals The Visuals The Server The Server The Visuals within the PI System The Analytics PI ProcessBook PI ActiveView PI WebParts / iViews for SAP PI WebParts / iViews for SAP PI DataLink PI DataLink for Excel Services PI DataLink for Excel Services PI Manual Logger ReportingManual EntryGraphic AuthoringAnalysis Local Computer Browser or Mobile

7. © Copyright 2009, OSIsoft Inc. All rights Reserved. 7 Empowering Business in Real Time. PI ProcessBook

8. 8 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Requests Addressed in PB 3.1 (Released) Easier Symbol Formatting Quick Trend Zoom & Pan Data Details in a table Annotations on PI events Vertical Trends available Linear Regression Line on trends Tooltip Statistics on all dynamic symbols Drag and Drop symbol configuration

9. 9 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Trend Formatting Scroll Zoom Revert

10. 10 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Highlight-Hide/Show Individual Traces

11. 11 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Details Pane Data Statistics Point Attributes

12. 12 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications Pane ProcessBook display as content ProcessBook display linked as content Instant trend Pass time context to display

13. 13 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Data Favorites Pane Search Create new Symbols Drag and Drop – To Display Elements – From Search – From Favorites – To Other applications (Microsoft Excel) Favorites

14. 14 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Localization ProcessBook and ActiveView – English – French – German – Spanish – Simplified Chinese – Japanese – Korean – Russian (coming soon) – Brazilian Portuguese (coming soon) BatchView – Japanese

15. 15 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI ProcessBook Roadmap ProcessBook 3.1 (October 2008 - Released) – Ready for Windows Integrated Security – PI Notifications integration – Trending and formatting enhancements ProcessBook 3.2 (September 2009) – AF Element Relative Displays – Display Playback – Display Browsing and Bookmarking – Office Communicator collaboration integration – Statistical Quality Control (SQC) symbol now included

16. 16 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. AF Element Relative Displays

17. 17 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Display Browsing and Bookmarking

18. 18 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Office Communicator Integration

19. © Copyright 2009, OSIsoft Inc. All rights Reserved. 19 Empowering Business in Real Time. DataLink

20. 20 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. OSIsoft and Microsoft Microsoft Global ISV Industry Partner for 2009!! Microsoft Office Business Application Partner 2009!! OSIsoft is a Gold Certified and Global ISV Partner – Partnership for 15+ years Office 2007 – Invited to the Developer Advisory Council – Member of the Technology Adoption Program – Results in new DataLink for Excel Services product Office 2010 – Part of Technology Adoption Program – New integration capabilities forthcoming Copyright © 2007 OSIsoft, Inc. All Rights Reserved

21. 21 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI DL and PI DLES PI DataLink: Excel add-in for access to real-time and historical PI data PI DataLink for Excel Services (DLES): DataLink spreadsheets on the Web DataLinkDataLink for Excel Services

22. 22 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. DataLink and DLES Roadmap DataLink 4.1 (Released) – Support for automated updating DataLink for Excel Services 4.1 (Q4 2009) – Support for 64-bit SharePoint 2007 See “OSIsoft Products and Office 2007 Compatibility FAQ” on Tech Support site

23. © Copyright 2009, OSIsoft Inc. All rights Reserved. 23 Empowering Business in Real Time. PI WebParts / iViews

24. 24 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Typical Uses Integration and Collaboration Access to Process Information Analysis and Reporting iViews example PI WebParts example

25. 25 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. RtWebParts Roadmap RtWebParts 2.2 (September 2008 - Released) 8 Language Packs (March 2009 - Released) – Japanese – Simplified Chinese – Korean – French – Brazilian Portuguese – German – Spanish – Russian

26. 26 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI WebParts Roadmap PI WebParts 3.0 (Q42009) – Product will be officially rebranded PI WebParts – Support for 64-bit operating systems – Support for AF PI WebParts 4.0 (2010) – Support for Microsoft Silverlight – Support for Sharepoint 2010

27. 27 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved.

28. 28 Empowering Business in Real Time. PI Analytics

29. 29 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Analytics (PI Performance Equations, PI Totalizers, PI Alarms, PI RTSQC) Advanced Computing Engine (ACE) The Analytics The Analytics The Server The Server RtReports PI Notifications Enterprise Services The Analytics within the PI System The Visuals

30. The Analytics Landscape ConfigurationProgramming Specific ContentPI Tags PI PE, PI Totalizers, PI Alarms, PI RT SQC PI ACE, PI SDK (Custom applications) Generic Content PI Module DBNone PI ACE, PI SDK (Custom applications) PI AF AF Analysis Rules PE syntax AF formula DR syntax Additional ARs (roll-up etc.) Clock & Event based scheduling Export results to PI tags Custom AF Data References Custom AF Analysis Rules Custom applications (AF SDK) 2010 FOCUS

31. © Copyright 2009, OSIsoft Inc. All rights Reserved. 31 Empowering Business in Real Time. PI Notifications

32. 32 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. What’s coming with PI Notifications 1.1? Release for September 2009 Performance improvements – Up to 10k Notifications with multiples rules – Up to 60k events/minute Notification templates Native Office Communication Server (OCS) delivery channel – Scheduled for release in October 2009 – Shipped as a new plug-in for v1.1

33. 33 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications templates

34. © Copyright 2009, OSIsoft Inc. All rights Reserved. 34 Empowering Business in Real Time. The Servers

35. The PI Servers Copyright © 2007 OSIsoft, Inc. All Rights Reserved Real-time Interfaces IT Data IT MONITOR Custom Data APIs / SDKs Relational Data OLEDB / ODBC ORACLE / SQL Web Services SOA / EXTERNAL DATA LEGACY APPS Real-Time Data DCS / PLC / SCADA / OPC HISTORIANS / INTERFACES COM CONNECTORS ERP / Maintenance SAP / JD EDWARDS / MAXIMO Structure / Asset Data The Servers The Servers Custom Programming RLINK The Analytics The Analytics The Visuals Data Access (Baseline Services) Web Services OLE DB OPC / HDA ODBC System Management Tools HA / Failover / Mgt. Services PI Archive Data Storage, Management Services, Audit Trail, Batch Module Database AF PI Notifications JDBC

36. © Copyright 2009, OSIsoft Inc. All rights Reserved. 36 Empowering Business in Real Time. The PI Server

37. 37 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Server 3.4.380 Release Release in September 2009 New Security Model (authentication & authorization) Windows Integrated Security (WIS) New/Improved System Management Tools (SMT) New PI Network Manager Scalability, HA Setup and PI Server Backups Troubleshooting & Recovery Enhanced PI Message Log

38. 38 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. WIS Value Proposition Easier to manage – Manage users/groups in one place – Use Windows Tools – Designed for other providers also More secure – Authentication from the OS More flexible – Combine users/groups Backward compatible – Smooth transition Consistent with AF security

39. © Copyright 2009, OSIsoft Inc. All rights Reserved. 39 Empowering Business in Real Time. The PI AF Server

40. 40 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI is about time series … and tags! PI Archive T1T1 T2T2 T3T3 T4T4

41. 41 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. But Tags mostly relate to assets PI Archive T1T1 T2T2 T3T3 T4T4

42. 42 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI AF in the PI System Structures/organizes the real time data by asset Spans multiple PI Servers Incorporates non time series data Honeywell ABB … … Time Series Data Sources OPC Interface OPC Interface XML Interface XML Interface Modbus Interface Modbus Interface SNMP Interface SNMP Interface Generic Interfaces Honeywell Interface Honeywell Interface ABB Interface ABB Interface Delta-V Interface Delta-V Interface Rockwell Interface Rockwell Interface Vendor Specific Interfaces PI Server 1 Delta-V Rockwell Other Non Time Series Data Sources … … SCM RDBMS MES Asset/Equipment centric access to information Asset/Equipment centric access to information Honeywell ABB … … Time Series Data Sources OPC Interface OPC Interface XML Interface XML Interface Modbus Interface Modbus Interface SNMP Interface SNMP Interface Generic Interfaces Honeywell Interface Honeywell Interface ABB Interface ABB Interface Delta-V Interface Delta-V Interface Rockwell Interface Rockwell Interface Vendor Specific Interfaces PI Server 2 Delta-V Rockwell Other

43. 43 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Some companies who use PI AF today … Oil &Gas Shell, Chevron, TOTAL Power Generation, T&D AMI, Xcel Energy, AEP, DTE, KCPL, Hydro- Quebec Pulp & Papers Appleton, International Paper, Tembec Data Centers Microsoft, HP, Cornell

44. 44 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with AF 2.1 – ‘Big ticket items’ High Availability – Conceptually Very similar to HA for the PI Server – Automatic Failover for clients – SQL replication for the AF database Notifications support – New Notifications template object 64 bit support Ready for Localization support

45. 45 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Other Enhancements Performance improvements Indexed attributes for faster searches AF Tables automatic refresh Enhanced Table Lookup Data References – Interpolation/Extrapolation – Summaries XML Import/Export command line tool – Supports editing and deleting

46. © Copyright 2009, OSIsoft Inc. All rights Reserved. 46 Empowering Business in Real Time. Data Access

47. 47 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Data Access Products Collection of all products that offer programmatic data access to all or part of the PI System SQL tools – PI OLEDB Provider, PI ODBC Client – PI JDBC Driver (available on OSIsoft vCampus) Web Services – PI Web Services (CTP available on OSIsoft vCampus) OPC – OPC DA/HDA Server – OPC UA Server (CTP available on OSIsoft vCampus) SDKs (for partners/developers) – PI SDK,AF SDK, AN SDK

48. 48 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Use Cases for Data Access Integrate with 3 rd party products (SQL, Office, SAP) Create reports – SQL Reporting Services, Crystal Reports, Cognos, etc) Share PI data on the Web (SharePoint, ASP.NET, etc) Enterprise Application Integration – EAI (BizTalk, Tibco, etc) Extract, Transform and Load PI data – ETL (SQL, SAP BO, etc) Combine PI data with data in other systems (SQL, Oracle, etc) Online Analytical Processing – OLAP (SQL) Visualize with HMI (OPC clients) Develop custom interfaces to PI system Manage PI systems Support virtually any custom application in any programming language on any platform!

49. 49 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Web Services and PI Data Services The PI System PI Notifications Event Frames PI Server PI Data Services AF Server Session ManagementUpdate ManagementCaching PI SDK AF SDK External Data RDBMS Web Services QueryData PI Web Services

50. 50 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Data Access Roadmap PI Data Services (Baseline Services) (Q4 2009) – Support both 32-bit and 64-bit providers PI Web Services Technical Preview (Released) – OSIsoft vCampus online, hosted environment PI OLEDB 3.3 (Released) – Support both 32-bit and 64-bit providers PI JDBC 1.0 (Released) – JDBC-OLEDB Bridge for Windows and Linux, OSIsoft vCampus PI System OLEDB 1.0 (Q4 2009) – AF data access

51. 51 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Data Access Roadmap (continued) OPC DA/HDA Server 1.2.6 (Released) – Achieved Self-Certification Logo from OPC Foundation PI OPC UA Server Technical Preview (Released) – OSIsoft vCampus online, hosted environment PI SDK 1.3.8 (Released) – Support for both 32-bit and 64-bit providers AF SDK 2.1 (Released) – Support for both 32-bit and 64-bit providers PI SDK 1.4.0 (Q4 2009) – Client-side buffering for manually entered data, ACE calculations writing to PI, and custom SDK-based interfaces

52. 52 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Key Differentiators for Data Access Support for: – Standards – Multiple programming languages – Multiple hardware and operating system platforms – Updates and asynchronous calls for better performance and scalability Simplifies buffering for data writes to ensure no data loss Provides low-level access to all PI system data (including metadata)

53. © Copyright 2009, OSIsoft Inc. All rights Reserved. 53 Empowering Business in Real Time. OSIsoft vCampus

54. 54 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. OSIsoft vCampus Offering Includes access to all programmatic interfaces to PI System: AF/AN SDK, PI OLEDB/ODBC, PI SDK, OPC DA/HDA/UA Server Development license for programmatic interfaces Runtime licensing (CAL) Programming examples and documentation PI Virtual Campus – community collaboration site – Forums, Blogs, Libraries vCampus live Conference soon!

55. 55 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. OSIsoft vCampus Website

57. © Copyright 2009, OSIsoft Inc. All rights Reserved. 57 Empowering Business in Real Time. PI Interfaces

58. 58 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Emerson DeltaV Advanced Interface Emerson DeltaV & Syncade PI System Configuration Time-series data Batch and Events Tags Assets Batches Electronic Work Instructions Time-series Batch

61. 61 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Roadmap – Important Releases Clients: PI ProcessBook 3.2 – September 2009 (AF relative displays) PI WebParts 3.0 – 4Q 2009 (64-bit) Server: PI AF 2.1 – August 2009 (64-bit, HA) Released PI Notifications 1.1 – September 2009 (OCS, Templates) PI Server 3.4.380 – September 2009 (Security) PI Data Services – December 2009 (64-bit)

62. Thank you © Copyright 2009 OSIsoft, Inc. 777 Davis St., Suite 250 San Leandro, CA 94577

63. 63 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. High Availability Value proposition Network Failure Administrative/User Failure Upgrades and Migrations – Hardware – Operating System Software (Patches) – Applications Software

64. 64 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Secondary Metadata Replication Secondary Metadata Replication PI Server Collective Time-Series Data PI Server Data Collection & Buffering PI SDK System Management Tools ProcessBook, DataLink, RtWebParts, Notifications, ACE, etc. PI High Availability Architecture

65. © Copyright 2009, OSIsoft Inc. All rights Reserved. 65 Empowering Business in Real Time. From PI MDB to PI AF

66. 66 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Motivation for MDB to AF upgrade Moves you forward AF is the future for PI applications AF is richer, more scalable and more flexible Protects your investment No customer left behind policy – MDB based solutions keep working Gradual upgrade process from MDB to AF – The back-end first, and then the applications

67. 67 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Asset Centric PI: AF Element DB Module Database AF Element Database PI Asset Subsystem

68. 68 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Asset Centric PI: AF Element DB AF Element Database Module Database PI Asset Subsystem ProcessBook Webparts DataLink PI ACE Custom AF based Applications

69. 69 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. MDB to AF delivered by the PI Server 3.5 PI Server version 3.5 delivers the MDB to AF subsystem – Migration – Synchronization Requirements: AF Server 2.1 must be installed PI Server Upgrade only from 3.4.380 – MDB uses PI security – AF uses Windows security – 3.4.380 supports Windows security