© 2008 OSIsoft, Inc. | Company Confidential PI VisualizationTools Putting Your Data to Work Tom Hosea, Product Manager Regional Seminar Series Denver,

© 2008 OSIsoft, Inc. | Company Confidential

PI VisualizationToolsPutting Your Data to Work

Tom Hosea, Product Manager

Regional Seminar Series

Denver, CO 2008

2© 2008 OSIsoft, Inc. | Company Confidential

Windows Server 2003SQL Server 2005

Real-Time Interfaces

AF Context Database

PI Archive

Data Access

The Server The Analytics The Visuals

MCN Health Monitor

RLINK

Windows Server 2003Visual Studio.NET

PI Notifications

RtReports

PI Analytics

RtAlerts

Sigmafine

ProcessBook

DataLink

RtPortal iViews

ActiveView

RtReports Clients

BatchView

Server: Windows Server 2003Windows SharePoint Services – or –

SAP Enterprise Portal 6Thin Clients

RtWebParts

Smart ClientsClient: Windows XP/Vista

Microsoft Office 2003/2007


ProcessBook ProcessBook ProcessBook ProcessBook


Customer Requests Addressed in PB 3.1Customer Requests Addressed in PB 3.1

Easier FormattingQuick Trend Zoom & PanData DetailsAnnotationsVertical TrendsLinear Regression LineTooltip StatisticsDrag and Drop


Formatting ToolbarFormatting Toolbar


Format PaintbrushFormat Paintbrush


Zoom In / Zoom Out 2xZoom In / Zoom Out 2x


Hide/Show Individual TracesHide/Show Individual Traces








Details PaneDetails Pane

EventsAnnotations


Vertical TrendsVertical Trends


Trend Regression LineTrend Regression Line

Copyright © 2007 OSIsoft, Inc. All Rights Reserved


Statistics: ToolTips and DetailsStatistics: ToolTips and Details



Data FavoritesData Favorites


Drag and Drop ConfigurationDrag and Drop Configuration

From Favorites listFrom Search resultsFrom other applications (e.g., Excel)Add to existing trendsCreate new symbols (Trend, XY plot, Bar, Value)

Build mode onlyData Favorites window


PI NotificationsPI Notifications

ProcessBook display as content

ProcessBook display linked as content

Instant trendPass time context to

display


LocalizationLocalization

ProcessBook and ActiveView– English, French,

German, Spanish, Simplified Chinese, Japanese, Korean

– Russian and Brazilian Portuguese coming

BatchView– Japanese



ProcessBook RoadmapProcessBook Roadmap

ProcessBook 3.1– Windows security integration– PI Notifications integration– Trending enhancements

ProcessBook 3.2 (PR2)– More AF 2.0 integration– Time handling improvements


DataLinkDataLinkDataLinkDataLink


OSIsoft and MicrosoftOSIsoft and Microsoft

OSIsoft is a Gold Certified 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 “14”– Invited to the Developer Advisory Council



OSIsoft Office Integration HistoryOSIsoft Office Integration History

DataLink

Excel Services


Benefits of DataLink + Excel 2007Benefits of DataLink + Excel 2007

Provides a new DataLink user experienceSupports the current DataLink user experienceAllows DataLink spreadsheets on the WebIncreased limits for larger spreadsheets

– More data on a spreadsheet with 1M rows by 16K cols


New DataLink UI in Excel 2007New DataLink UI in Excel 2007

Ribbon makes it easier to find the right function


New DataLink UI in Excel 2007New DataLink UI in Excel 2007

Task pane makes it easier to modify a function and see the results



DataLink RoadmapDataLink Roadmap

DataLink 3.1.6 (PR1)– Support for Windows Vista– Localized in several languages

DataLink 4.0– Support for Excel 2007– Windows Security integration– PI Notifications Search add-in

DataLink 4.1 (PR2)– AF 2.0 integration


RtWebParts / iViewsRtWebParts / iViewsRtWebParts / iViewsRtWebParts / iViews


What are Web Parts?What are Web Parts?


Setting ContextSetting Context

RtTimeRange

RtTreeView

RtTable


Displaying DataDisplaying Data

RtTrendRtGaugeRtXYPlotRtMessengerRtValuesRtTimeSeriesRtTable


Leveraging ProcessBookLeveraging ProcessBook

RtActiveView– Supports PDIs– Requires ActiveView

License & InstallationRtGraphic

– SVG-Based– Lightweight


Example RtWebParts PageExample RtWebParts Page


Example iViews PageExample iViews Page


The Data Behind the DashboardThe Data Behind the Dashboard

RtBaseline

Services

PI Server Relational

RtWebParts

or iViews

Use native PI, OLEDB/ODBC, Web services

Build specific KPIs and calcs

Calculation SOA & OrchestrationMaintenance

ERP System


Gallery of RtWebParts / iViewsGallery of RtWebParts / iViews

Displaying Data– RtTrend– RtGauge– RtXYPlot– RtValues– RtTimeSeries– RtTable– RtBatchTable

Setting Context– RtTimeRange– RtTreeView– RtMessenger


RtBatchTable Web PartRtBatchTable Web Part


RtWebParts RoadmapRtWebParts Roadmap

RtWebParts 2.1– RtBatchTable web part– Printing individual web parts

RtWebParts 3.0 (PR2)– AF 2.0 integration– PI Notifications integration– More language packs

RtWebParts 4.0– Support for SharePoint “14”– Microsoft Silverlight to replace SVG Viewer


DataLink for Excel ServicesDataLink for Excel ServicesDataLink for Excel ServicesDataLink for Excel Services


Browser

View and

Interact

Customapplications

Programmatic Access DataLink

Export/Snapshot into Excel

DataLink

Publish Spreadsheets

Office SharePoint

Servers

Workflow with Excel ServicesWorkflow with Excel Services


Value of DLES + Excel ServicesValue of DLES + Excel Services

Shows “one version of the truth”– Simplify collaboration around spreadsheets

Provides enterprise content management– Make spreadsheets accessible and manageable

Enables business intelligence in real-time– Improve business insight into PI data on demand


DLES is DataLink on the WebDLES is DataLink on the Web

Only requirement is a Web browser– No DataLink needed on Client PC– Excel 2007 is not required anywhere

Enter parameters and recalculate PI data– Allow dynamic spreadsheets, but keep them secure

Create dashboards with RtWebParts– Display graphical, interactive pages using context– DLES is available with an active RtWebParts license


DLES RoadmapDLES Roadmap

DLES 3.1.6 (PR1)– Support for DataLink functions– Support for BatchView search

DLES 4.0– Support for PI Notifications search

DLES 4.1 (PR2)– AF 2.0 integration


Manual LoggerManual LoggerManual LoggerManual Logger


Manual Logger OverviewManual Logger Overview

With PI Manual Logger, you can easily, securely, and reliably record data on PCs and handheld devices. Once stored in PI, this data is available throughout the enterprise for review and analysis.

ML Client ML Mobile


Features of Manual LoggerFeatures of Manual Logger

Multiplatform – Data entry from PC, laptop, tablet, or mobile

Multiuser – Central SQL Server

Workflow – Review/edit/approve data before sending to PI

Security – Associate digital signature with values, audit trail, separate permissions for data entry and administration

Limits – Check for out-of-bounds values and prompt the user

Conditional entry – On-the-Fly calculation to determine if a tag or group of tags is due for data collection

Scheduling – Flexible hourly, daily, weekly, monthly, yearly schedule for data collection, e.g. first Mon at 8:00 am

Trending – Ad-hoc trend of tag archive values & annotations

Barcode – Use scanner to identify tags and enter data


Manual Logger RoadmapManual Logger Roadmap

Manual Logger 2.2– Support for Windows Vista– Support for Windows Mobile 6.0 devices– Conditional Manual Data Entry

Manual Logger 2.2+ (PR2)– Windows security integration– PI Notifications integration– Replicated data with HA PI– Support for WM 6.1/7 devices


RtReportsRtReportsRtReportsRtReports


RtReportsRtReports

Standardized enterprise reporting– Templates for repeatable reports and data

retrieval– Import/Export utilities for moving report

templates between locations– Configuration – no programming

Manage change through versioning– Versioned Report templates– Review and Release workflow for report

templates• Comment print, verify report sections, and

approve final report

Tracks report output– No need to store output

• Regenerated on demand• Print to paper, PDF, SharePoint DL

– Who printed, how many, when last printed?


RtReports EditionsRtReports Editions

Standard Edition– Intended for customers that need web-based, real-time

reporting who are not constrained by regulatory requirements

Compliance Edition– Complies with government regulations to meet

electronic signatures– Suitable for customers constrained by FDA or EPA


RtReports RoadmapRtReports Roadmap

RtReports 3.2 (PR2)– AF 2.0 integration– PI Notifications integration– Support for larger reports


Data AccessData AccessData AccessData Access


PI OLEDBPI OLEDB

PI OLEDB provider allows applications (OLE DB consumers) to access PI data through SQL queries

Many popular apps, have “built in” support for OLE DB standard

OLE DB ConsumerPI OLEDB Provider

Client Application

SQL Engine PI SDK

SQL ServerOracle, ADO.NET,

Excel, JDBC/OLEDB,…

PI Server

OLE DB/COM


Use Cases for PI OLEDB and PI ODBCUse Cases for PI OLEDB and PI ODBC

Develop with ADO.NET and Web ServicesVisualize with ProcessBook and RtWebPartsConnect with SQL Server and OracleAnalyze with SQL Server Analysis ServicesReplicate with SQL Server Integration ServicesPublish with SQL Server Reporting ServicesIntegrate with SharePoint BDC and BizTalkCollaborate with Excel Services on the Web


PI OLEDB RoadmapPI OLEDB Roadmap

PI OLEDB 3.2 (PR1)– Support for HA PI– Performance improvements

PI OLEDB 4.0 (PR2)– AF 2.0 integration


OSIsoft’s Involvement in OPCOSIsoft’s Involvement in OPC

Corporate Member of OPC Foundation since 1996Helped develop OPC HDA SpecificationActive participant of major OPC Foundation events

(IOP workshops, DevCon’s, etc.)Intimately involved in developing UA specifications

and code deliverables– UA Working group– Early Adopters Program– Technical Advisory Council– Collaboration


OSIsoft’s Current OPC ProductsOSIsoft’s Current OPC Products

OPC Interface – Data Access (DA) client– 33% of interfaces shipped today are OPC– 25% of all active interface nodes are running OPC

OPC HDA Interface – Historical DA (HDA) clientOPC A&E Interface – Alarms & Events clientXML Interface – XML DA clientOPC DA ServerOPC HDA ServerTesting and configuration tools


OPC UA (open standard)OPC UA (open standard)

Features of OPC UA– Web Services / XML– Easy Configuration and Maintenance– Increased Visibility– Broader Scope– Reliability, Reliability, Reliability– Security, Security, Security– Performance, Performance, Performance– Platform Neutrality– Legacy Products Plug Right In…


PI Developer StudioPI Developer Studio

Includes programmatic interfaces to PI System: AF/AN SDK, PI OLEDB/ODBC, PI SDK/API, OPC DA/UA Server

Development license for programmatic interfacesRuntime licensing TBDProgramming examples and documentationPI Virtual Campus – community collaboration site

– Forums– Blogs


PI OBAPI OBA

OBA = Office Business ApplicationDynamic OBA = PI data in OBAsExamples:

– Business Intelligence applications using Microsoft PerformancePoint Server and PI OLEDB to show KPIs

– Manual Entry applications using Microsoft InfoPath and PI OLEDB for data input over the web

– Unified Communications applications using Microsoft Office Communicator and RtWebParts

PI OBA provides the tools (called accelerators) to help users create their own Dynamic OBAs


Next Generation User ExperienceNext Generation User Experience

Research about users of the PI SystemUnifying technology in the PI System ToolsDeveloped through Interaction Design

Operations Engineering Maintenance

Corporate Investigator Enabler


Next Generation User ExperienceNext 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


Enabling Agile Product LifecyclesEnabling 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


Questions?Questions?

Tom Hosea, Product Manager

– [email protected]

Thank You!

Documents

© 2008 OSIsoft, Inc. | Company Confidential PI VisualizationTools Putting Your Data to Work Tom Hosea, Product Manager Regional Seminar Series Denver,