Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI System Roadmap Regional Seminar Series Richmond John Baier Director, Product Management OSIsoft, Inc. September 22, 2009

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

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 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Roadmap Themes for 2009 Security Scalability – 64-bit Support High Availability Establish Single Data Context Model – AF Usability / Productivity Improvements

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

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 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

7 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. 3 concurrent releases for 3 themes Releases PI Server with Windows Integrated Security – Released Yesterday (Sept 21)! PI AF 2.1 – Released 4 weeks ago PI Notifications 1.1 – In Final Test, Will release in 2 weeks Integration with Windows Security High Availability More Scalability and Manageability

8 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Security PI AF 2.x uses Windows Security since the first release The PI Server can leverage Windows authentication mechanism PI Notifications leverages both PI AF and the PI Server security

9 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. High Availability The PI Server has been HA for almost 3 years Released in Q PI Notifications has been HA since the first release Released in Q PI AF 2.1 is now Highly Available

10 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Scalability and Manageability Better performance, scalability and throughput for the PI Server, PI AF and PI Notifications Support for 64bits Native support for the PI Server and PI AF PI Notifications tested as a 32bits running on 64bits New PI SMT 3 plug-ins to manage the new security model Improved manageability for PI Notifications leveraging PI AF Notifications templates

© Copyright 2009, OSIsoft Inc. All rights Reserved. 11 Empowering Business in Real Time. PI Server WIS Technical Overview and Value proposition

12 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. WIS Value Proposition True Single Sign-On (SSO) Easier to Manage – User Accounts in Windows/AD Only – Leverage AD Tools and Security Policies Upgrade Experience – Backward Compatibility – Simply Requires PI SDK 1.3.6

13 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. WIS Value Proposition More Secure SSPI*-based Kerberos or NTLM** Server-Side Authentication Control No More Default User, PIWorld More Flexible Unlimited Access Control Lists (ACLs) *Security Support Provider Interface ** NT LAN Manager

14 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release Improved System Management Tools (PI SMT 3.3)

15 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release

16 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release Setup Secure configuration by default, with database consistency checks during upgrade

17 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release PI Backups Added support for incremental backups, verified backups, and a full backup history

18 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Server Release PI Network Manager Major stability and performance enhancements, better handling of connections across unreliable/slow networks High Availability, Scalability Certificate-based authentication between PI Collective members Configurable file size limit on Point and Module Databases beyond 2GB

19 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Clients apps and the release Clients apps only need to upgrade the PI SDK ( released in Q ) to take advantage of the new Security Model Most clients, like PI ProcessBook 3.1 and PI Datalink 4.x are already shipping with the PI SDK 1.3.6

© Copyright 2009, OSIsoft Inc. All rights Reserved. 20 Empowering Business in Real Time. The PI AF Server

21 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

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

23 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Who is using 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

© Copyright 2009, OSIsoft Inc. All rights Reserved. 24 Empowering Business in Real Time. PI AF 2.1 Technical Overview and Value proposition

25 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

26 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

27 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. High Availability for AF 2.1 Support for Clustering, Mirroring, and Replication (HA) Conceptually very similar to HA for the PI Server Automatic Failover for clients SQL replication for the AF database Clustered SQL Server AF SDK Library R/W AF Server Mirrored SQL Servers R/W Witness AF Server AF SDK Library

28 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Secondary SQL Server Replication Secondary SQL Server Replication AF Server Collective PI System Explorer AF 2.1 HA Collective PI Notifications, AF-based PI Clients (WebParts, ProcessBook, DataLink, etc.) AF SDK Library R/O R/W R/O Primary Health Status SQL Server (primary)  Express  Standard  Enterprise SQL Server (secondary)  Express  Standard  Enterprise

29 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. AF 2.1/SQL Server HA Deployments HA Services

30 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. 64 bit support 2.0 Server was 64-bit capable Can use either 32 or 64 bit SQL Server 2005 or 2008 Same install kit for 32 vs. 64 bit versions of AF Client or AF Server PI System Explorer can run as a 32 bit application on 64 bits

31 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Clients apps and the AF 2.1 Release PI ProcessBook 3.1 exposes native AF2 datasets PI ProcessBook 3.2 will also support Element Relative Displays (ERDs) – released on Monday ( September 21th ) ! Limited support in PI DataLink through the AF compatibility layer PI AF support in PI Webparts schedule for year end Beta version of a new AF Configuration add-in for Excel targeted for Q

© Copyright 2009, OSIsoft Inc. All rights Reserved. 32 Empowering Business in Real Time. From PI MDB to PI AF

33 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

34 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

35 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

36 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 – MDB uses PI security – AF uses Windows security – supports Windows security

© Copyright 2009, OSIsoft Inc. All rights Reserved. 37 Empowering Business in Real Time. Data Access

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 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

39 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 JDBC Driver (available on OSIsoft vCampus) PI ODBC Client – 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

40 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 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!

41 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

42 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 (Q4 2009) – OSIsoft vCampus online, hosted environment PI OLEDB 3.3 (Released) – Support both 32-bit and 64-bit providers PI OLEDB 4.0 (1Q 2010) – Support for entire PI system, both Tags and AF PI JDBC 1.0 (Released) – JDBC-OLEDB Bridge for Windows and Linux, OSIsoft vCampus

43 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Data Access Roadmap (continued) OPC DA/HDA Server (Released) – Achieved Self-Certification Logo from OPC Foundation PI OPC UA Server Technical Preview (Released) – OSIsoft vCampus online, hosted environment PI SDK (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 (1Q 2010) – Client-side buffering for manually entered data, ACE calculations writing to PI, and custom SDK-based interfaces

44 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)

© Copyright 2009, OSIsoft Inc. All rights Reserved. 45 Empowering Business in Real Time. OSIsoft vCampus

46 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

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

© Copyright 2009, OSIsoft Inc. All rights Reserved. 49 Empowering Business in Real Time. PI Interfaces

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 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

51 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 data Tags Assets Batches Electronic Work Instructions Time-series Batch

© Copyright 2009, OSIsoft Inc. All rights Reserved. 54 Empowering Business in Real Time. PI Analytics

55 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

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) Goal

© Copyright 2009, OSIsoft Inc. All rights Reserved. 57 Empowering Business in Real Time. PI Notifications 1.1 Technical Overview and Value proposition

58 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Notifications Architecture reminder PI ProcessBook PI DataLink MyPI Delivery chanels: Web services OCS v1.0 Custom developed PI Server Others data sources

59 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Notifications 1.1 release Performance improvements Can support up to 10k Notifications with multiples rules per Notifications server Can process up to 60k events/minute

60 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI AF support for PI Notifications 1.1 Performance Improvements (start-up and retrieval) Notification Templates enable rapid and automatic creation of maintainable notifications Notification Element Notification Template Element Template

61 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Notifications 1.1 release Notification templates – Automate the creation and maintenance process

62 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. New with the PI Notifications 1.1 release Native Office Communication Server 2007 R2(OCS)delivery channel – v1.0 scheduled for release in October 2009 – Support presence and Instant Messaging (IM) – Will ship as a new plug-in for PI Notifications 1.1 – Applications available for major cell phones Windows Mobile BlackBerry iPhone Can use service to send an SMS message (offered by most wireless providers)

63 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Clients apps and the PINo 1.1 Release Improved Notifications pane for PI ProcessBook Support for Notifications reporting in PI DataLink No support in PI Webparts yet

© Copyright 2009, OSIsoft Inc. All rights Reserved. 64 Empowering Business in Real Time. The Visuals

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 Mobile Device or Browser

© Copyright 2009, OSIsoft Inc. All rights Reserved. 66 Empowering Business in Real Time. PI ProcessBook

67 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

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

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

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

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

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

73 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

74 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI ProcessBook Roadmap ProcessBook 3.1 (October Released) – Windows security integration – PI Notifications integration – Trending 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

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

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

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

© Copyright 2009, OSIsoft Inc. All rights Reserved. 78 Empowering Business in Real Time. DataLink

79 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. DataLink and DataLink for Excel Services 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

80 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. DataLink and DLES Roadmap DataLink 4.1 (Released) – Support for automatic 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 DataLink 5.0 (2H 2010) – Support for Office 2010 – Better Business Intelligence Support – Pivot Tables / Slicers

© Copyright 2009, OSIsoft Inc. All rights Reserved. 81 Empowering Business in Real Time. PI WebParts / iViews

82 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

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

84 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 (2H 2010) – Support for Office 2010 – Enhanced AF Support – Support for Microsoft Silverlight

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

86 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI Roadmap – Important Releases Server: PI Server – Released September 2009 (Security) PI AF 2.1 – August 2009 (64-bit, HA) Released PI Notifications 1.1 – September 2009 (OCS, Templates) PI Data and Web Services – December 2009 (64-bit) PI Server 3.5 – 1Q 2010 (MDB to AF) Clients: PI ProcessBook 3.2 – Released September 2009 (AF relative displays, Usability) PI WebParts 3.0 – 4Q 2009 (64-bit, AF Support) PI DataLink 4.1 for Excel Services (64-bit)

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