The Power of a Data Infrastructure:

An Overview of The PI System®

Frank Batke
Global Solutions Architect
OSIsoft Europe GmbH

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C . 1
A Unique and Proven Vision

For over 30 years OSIsoft has:

• Infrastructure for consolidation and centralization of
sensor based data
+
• Open infrastructure to support best of breed
ecosystems
• Scalability from small deployments to enterprise
deployments
• Infrastructure for change
• Infrastructure for empowering people

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
Engaging with Personas
Executive Level
Persona

Mid-Level Manager
Persona

Operational / Technical
Persona

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
Our Customers Gain Value

Energy Process Asset Health Quality

Safety & Regulatory
Utilization Efficiency
Security Performance

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
AAI, ABB, ACS, ADACS, AdvaInform, AECL, AIM, Alerton, Alfa, Allen, Alstom, Amersham, Ametek, Andover,
Our Customer’s Challenge:
AnnotationArray, Aprol, APT, Arbiter, Areva, ARGA, ARL, ArrayData, AspenTech, Automated, AutoMax,
Automess, BACnet, Bailey, Barber, Basler, Batch, Baytek, Beckman, Beckwith, Bently, BitMask, Bitronics, Bliss,
Bristol, Bruker, Campbell, CANbus, Carrier, Caterpillar, Chessel, Chessell, Chicago, Cincinnati, CircularBuffer,
Cisco, Citect, Cognex, Columbia,
What Contec, ControlLogix, ControlNet, Controlotron, Cooper, CSI, Cybectec, Data,
is the forecast
DaVinci, Davis, dBase, DDE, Delta, Digital, DLSM, DMC, DMC4, DMC5, DNP, DS, Dukane, Dynamic, Echelon,
of productivity?
ECHO, Electro, Elutions, Emerson, EnergyLine, Enraf,Environmental, EPIC, ERFDADS, ESC8816, ESCA,
Eurotherm, Event, Field, Fischer-Porter, Fisher, Fisher-Rosemount, FLS, Fluke, Forney, Forry, Forte, Foxboro,
The turbine is not
Freelance, Fuji, GE, GE/Harris, GE/Multilin, GEM, Generic, Gensym, Geomation, GSE, Harmony, HART, Hartmann,
working –ICCP,
Hathaway, Hitachi, Honeywell, Hsiang, HTML, Hunter, Husky, Hyprotech,IBM, what’s
IEC, the
IFS, Impact, Inductive,
problem? LabWare, Land, Landis,
InStep, Intellution, Invensys, IP, Itron, Johnson, Jova, K, Kajaani, Kaye, L, LabVantage,
Leco, Leeds, MAX, Maximo, Measurex, Message, Metso, Micro, Microsoft, Microtrac, Mitsubishi, Modbus,
Modcomp, Modicon,
I need to Moore, Motherwell, Motorola, National, NDC, Neles, Nexus, Nulec, Omni, Omron, OPC,
combine
Open, Opto22, Oregon, ORSI, PacketCapture, Parr, Perkin, Philips, PI, Ping, Power, PowerCom, Profibus, PSE,
data from 3 sources
Qualitrol, Queue, Quindar, Real, Relational, Reliance, Reliatronics, Rockwell, Rosemont, Sartorius, SATEC,
Scanivalve, Schlumberger/SEME, Schneider, Scientech, SecondWind, SEL, Sequencia, Serck, Shell, Siemens,
Simca, SIMRAD/Albatross, SISCO, SNC-Lavalin, SNMP,I need SOCCS, to SOLAR,
know the Spectrum, SQ-D/Telemecanique,
SquareD, Supervisory, Suzlon, Syslog, Taylor, TCP, Teledyne, Telegyr, Telog, Telvent, Thermoteknix,
moment it goes out of
TimestampClamping, Toshiba, Trane, Triconex, Universal, VAREC, Vestas, VG-Instruments, VIM, Vitria, Weigh-
Tronix, Weschler, Westinghouse, Westronic, WinLinx, WMI, Wonderware, tune Woodward, XML, Yokogawa, ZIV…

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
 Why a Data Infrastructure
Electrical Power Water Systems Transportation Communication Data

Sustainable Reliable Accessible Enabling Organized

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C . 6
Today’s PI System

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
 Silos to Standards / Complexity to Simplicity
Historian Excel
PLC1 SCADA 1

PLC2 SCADA 2

IPC 1
Asset
ERP Traditional
Reliability Strategy
IPC 2

Planning and
Instrument PAT 1 CAPA
Scheduling

Instrument PAT 2 CBM Learning Mgmt.

Controller EMS LIMS

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
 Silos to Standards / Complexity to Simplicity

PLC1 SCADA 1

PLC2 SCADA 2

IPC 1

Enhance

Deliver
Collect
IPC 2

Instrument PAT 1
ERP
Instrument PAT 2
Asset Reliability

Controllers Learning Mgmt.

LIMS

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
The PI System has 3 Layers

Manage
Collect Deliver
Enhance

PI Interfaces PI Server PI Tools

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
OSIsoft Product List
Connections Server Tools
PI COM Connector PI Server PI DataLink
Event Frames PI Coresight
PI Connectors (some examples below) Notifications PI ProcessBook
PI Connector for Cygnet Asset Calculations PI WebParts
PI Connector for IPMI Asset Framework (AF) Server PI Visualization Suite (All above
PI Connector for EtherNet/IP Data Archive Server products are included)
PI Connector for Kongsberg
PI System Mgmt. Tools (PI SMT)
PI Manual Logger (PI ML) PI Tag Configurator PI DataLink for SharePoint
PI Collective PI Profile View
PI Interfaces (some examples below) PI OPC DA/HDA Server PI Compliance Reporting
PI Interface OPC DA PI AutoPointSync (PI APS) PI SQC
PI Interface for Modbus Ethernet PI Batch PI Profile View
PI Interface for Fast Fourier Transform (FFT) Data PI Cloud Connect PI BatchView
PI Interface for Universal File and Stream PI ActiveView
PI IT Monitor PI AlarmView
PI to PI Interface
…and many more PI Data Access
PI ODBC
PI Integrators PI OLEDB Enterprise
PI Integrator for Esri ArcGIS PI OLEDB Provider
PI JDBC Driver
PI Web Services

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C . 11
Key Elements of the PI System Infrastructure
PI Data
Archive
Element
Attributes

PI Asset
Framework
Grade Changes Event Frame
Attributes
Startups
PI Event Downtime
Shutdowns Process Excursions
Frames Shifts Environmental Excursions
Batches

PI Notifications

DELIVER

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
PI System Access
Analysis/Reporting Services

MII

PI Web PI WebAPI
PI OLEDB PI OPC DA/HDA
PI JDBC Services With OData PI ODBC OSIsoft SDKs
Enterprise Server
(SOAP) (REST)

Asset Information / Notifications

Metadata Analytics
Relational / Non Time Series Data
PI Data Archive
PI Data Archive
Collective

Time Series Data

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
PI System Data Sharing – PI Cloud Connect

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C . 14
An Infrastructure Connects the Enterprise
Energy Process Asset Health Regulatory
Safety & Quality
Security Utilization Efficiency Performance

Enterprise
Infrastructure

Assets Assets Assets Assets

Assets Assets

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
An Infrastructure helps data drive results across the enterprise

Energy Process Asset Health Quality

Safety & Regulatory
Security Utilization Efficiency Performance

Operators Process Engineers Location Managers

Craftsmen Production Superintendents Regional/Global Ops
Supervisors CoE experts Business leadership

 Achieve daily targets  Detect excursions  Understand/grade perf.

 Resolve immediate issues  Maintain process stability  Adjust expectations
 Maintain schedule/plan  Improve productivity  Establish plans
 Safe operations  Improve quality  Calculate forecasts

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
Principles

© C o© Copyright
p yr i g h t 2 0 12015
5 O SOSIsoft,
I s o f t , L LLC
LC.
Collect and historize - Data and Structure
PI Archive – time series data (tags)
PI Asset Framework - structure data linking (Elements)
PI Event Frames - framing the time

Prod. Order
A-396845
Off-spec
lab analysis
Prod. Order
A-587397
Boiler #2
off line

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
The Big Picture
Analyses
• Efficiency analysis Time-series
• Key Performance • In-Flow
Indicators (KPI) • Pressure
• Vibration data

Asset details
Events • Name
• Downtime
• Model
• Startup
• Manufacturer
• Failure

Notifications External data

• High speed • Performance curves
• Rotor failure • Last maintenance date
• Low pressure • Design documents
• Best operating procedures

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C . 19
 Find , Analyze, Deliver
PI ACE
Advanced Computing Engine PI SQC
Statistical Quality Control

PI Notifications PI Cloud Connect

Trigger

Asset Based Analytics

Boiler Efficiency = AVG(B1..Bn)
Boiler1
Flow Out Boiler
Template
PI System Access –PSA Fuel Flow Rate
Efficiency = (Flow Out / Fuel Flow Rate * 3.14)
- PI SDK Boiler2 Or myProgrammedCalc (Flow Out, Fuel Flow Rate)
- AF SDK (includes AN/EF SDK) Flow Out
- PI OLEDB / PI OLEDB Enterprise Fuel Flow Rate Efficiency

- PI JDBC Efficiency
- PI ODBC Boiler3
- PI OPC DA/HDA Server Flow Out
- PI WebServices – SOAP Fuel Flow Rate
- PI WebAPI - REST Efficiency
- PI API (Runtime, no Development)

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
Visualize

PI Coresight:
Ad Hoc Analysis &
Explore Review
Collaboration PI WebParts:
Going mobile Composite Apps, Shared broadly
Integration into Portal

Monitor Report

PI DataLink:
PI ProcessBook: Reporting using Microsoft
Display authoring and Process Excel as front end
monitoring

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
 Lessons learned
• The infrastructure is open to integrate using standards other analytics, data
sources and visualizations. This supports (legal) constraints like usage of
special visualizations and algorithms.

• Introduction of an infrastructure is an evolution , allows you to keep the existing

knowledge and investments and grow step by step.

• Keep the functionality in the layer it belongs to

• Typical errors you later pay for :

 Keep data outside of data layer
 Start without defining goal and workflow
 Absence of responsibility for data maintenance
 Mix raw and validated data to save space
 Implicit rules like to save for a short time space
 Put calculations into visualization
 Give infrastructure access only to a few special gurus
 Try to replace things by exactly the same

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
What people have done

© C o© Copyright
p yr i g h t 2 0 12015
5 O SOSIsoft,
I s o f t , L LLC
LC.
Sample Application powered by PI (I)
Alarm Management
Analyzer Performance
Automated Generation Control
Automated Reports
Balanced Scorecards
Baseline Best Practices
Batch Quality Monitor
Certificate Of Analysis
Compliance Documentation
Condition Based Maintenance (CBM)
Continuous Emissions Monitor (CEM)
Control Loop Monitor
Corporate Data Warehouse
Customer Load Management
Data Reconciliation
Down-hole Systems In O&G Production
Downtime Monitoring
E-Commerce
Energy Management System
Environmental Compliance Monitor
General Ops Docn And Equipment Specs
Hazardous Waste Tracking
Hierarchical Process Data Views
Hydrogen Manufacturing And Distribution
Incident Investigations
Inventory Management
IT / Systems Monitoring
Key Performance Indicators (Kpi)
Lab Quality Data Integration
LNG Terminal Operating Assistance
LNG Terminal Operations Reports
Maintenance History Or Status
Maintenance Lockout Procedures
Manual Data Recording
Manufacturing Intelligence Data
Material Balance
Material Usage Tracking
Multi-Plant Equipment Performance Monitor
O&G Production Remote Monitoring By Non
Operating Partners And Customers
O&G Production Well Testing
Operating Envelope Data
Operations Data Warehouse
Operations Desktop
Operator Handover
Operator Training
© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
Sample Application powered by PI (II)
Paper Machine Felt Monitoring
Paper Machine Grade Management
Paper Machine Lost Opportunity Module
Paper Machine Performance Monitor
Pipeline Equipment Remote Monitor
Pipeline Leak Detection Support
Pipeline Operations Planning
Pipeline Pigging Schedule For Paraffin Removal
Pipeline Solar Turbine Efficiency Remote Monitor
Plant Performance Overviews
Power Delivery Capability For Gas Turbines
Power Generation Fleet Outage Management
Power Generation Supplier Scheduling
Power Turbine Trip Monitor
Process Monitoring
Process Performance Analysis
Product Compliance Reporting
Product Development Trials
Product Pricing
Product Separation In Multi-Product Pipelines
Production Analysis
Production Data Integration To ERP
Production Plan Versus Target Data
Production Plan Versus Actual Data
Pulp And Paper Mill Steam Energy Monitor
Pulp Mill Tracking
Quality Monitoring/Analysis
Reliability Centered Maintenance Support
Reservoir Control And Production Operations
Root-Cause Analysis
Shared Inventory Management Service
Shift Production Monitor
Six Sigma
SPC/SQC Production Quality Control
Steam Turbine Performance Analysis
Substation Load Monitoring
Substation Transformer Asset Management
Supply Chain Management
T&D Network System Load Forecasts
T&D Network System Load Planning
T&D Substation Equipment Monitoring
Tanker Fleet Current/Past Locations
Total Effective Equipment Productivity
Transmission Line Capacity Planning
Transmission Network Diagrams
Transmission Network Frequency Monitor
Troubleshooting Equipment Startups
Utilities Management
Virtual On-Line Analyzer In Refining
Waste Treatment Monitor
Weather Data Import
© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .
Logical Architecture

© C o© Copyright
p yr i g h t 2 0 12015
5 O SOSIsoft,
I s o f t , L LLC
LC.
Architecture example of a PI System

Data Interface PI Client

Source Node Server PC

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C . 27
Architecture example for a PI System

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C . 28
THANK YOU
Brought to you by

© C o p yr i g h t 2 0 1 5 O S I s o f t , L L C .