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Services & Support Global Support. Local Address. Peace of Mind. Publication GMSG10-BR001F-EN-P - August 2010 Publication Supersedes GMSG10-BR001E-EN-P - April 2010 Copyright ©2010 Rockwell Automation, Inc. All Rights Reserved. Printed in USA. www.rockwellautomation.com/services Allen-Bradley, Asset Management Program, InSite, InventoryAssurance, Listen. Think. Solve., Reliance, RepairTrak and TechConnect are trademarks of Rockwell Automation, Inc. Rockwell Automation is an official ENERGY STAR® Industrial Service and Product Provider. It has proven it provides energy efficiency services and/or products to commercial buildings and industrial manufacturing plants in the United States by collaborating with an ENERGY STAR Industrial Partner to submit a teaming profile that outlines the scope and resulting savings from energy efficiency-driven projects.

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Page 1: Services&Support Product Profile.pdf · Live Chat Remote Desktop Sharing Software Media Shipments Premium Knowledgebase Content Unlimited“Submit a Question”Email Support Technical

Services & SupportGlobal Support. Local Address. Peace of Mind.

Publication GMSG10-BR001F-EN-P - August 2010Publication Supersedes GMSG10-BR001E-EN-P - April 2010

Copyright ©2010 Rockwell Automation, Inc. All Rights Reserved. Printed in USA.

www.rockwellautomation.com/services

Allen-Bradley, Asset Management Program, InSite, InventoryAssurance, Listen. Think. Solve., Reliance, RepairTrak and TechConnect are trademarks of Rockwell Automation, Inc.

Rockwell Automation is an official ENERGY STAR® Industrial Service and Product Provider. It has proven it provides energy efficiency services and/or

products to commercial buildings and industrial manufacturing plants in the United States by collaborating with an ENERGY STAR Industrial Partner

to submit a teaming profile that outlines the scope and resulting savings from energy efficiency-driven projects.

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ROCKWELL AUTOMATION® SERVICES & SUPPORTEver-increasing customer demands and the pressure to be more efficientwhile plant assets are aging, capital investment funds are decreasing andthe skills gap is growing, poses quite a challenge. Today, manufacturers findthemselves reacting to urgent demands, leaving little time for long-termstrategic planning.

It is now necessary for you to find solutions for today and tomorrow. Our suiteof comprehensive offerings allow you to do just that – by meeting youreveryday technical needs and gaining value-add maintenance, assetmanagement and system optimization solutions to maximize the return onyour automation investment.

Rockwell Automation has an integrated,global network of ISO-certified repair centers,exchange hubs, field service professionals,IACET-recognized training centers, certifiedtechnical phone support centers and onlinetools dedicated to your success.

MEET YOUR EVERYDAY TECHNICAL NEEDS

Online & Phone Support• System-level support • Email support, live chat & support forums• Unlimited, online resources & tools • Unlimited, real-time support

Training Services• Instructor-led, computer- and web-based courses • Workstations• Job aids • Knowledge assessments

OnSite Services• Embedded engineering • Migrations & conversions• Preventive maintenance • Troubleshooting & repair

Repair Services• Remanufacturing services • Third-party repair• Annual repair agreements • Renewal parts

MAXIMIZE YOUR AUTOMATION INVESTMENT

MRO Asset Management• Quick access to global spare parts inventory• Consolidated asset reports • Warranty tracking• Owned & managed spare parts inventory

Safety & Energy Services• Machine safety assessments• Safety design, integration, validation services• General & comprehensive energy assessments

Network & Security Services• Control system lifecycle services• Manage network convergence• Security technology, policies & procedure services

InSite Services• Remote system monitoring• Customized, secured access to site specific documentation• Managed application support services

GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND. ANDWE MEAN IT.By leveraging our global infrastructure of support centers and subject matterexperts, we're here to help you protect your automation investment. Beyondproviding you peace of mind, as we help you keep your plant running, we'llassess your entire operation and recommend the right mix of services to helpmaximize productivity, optimize plant assets and improve your overallfinancial performance.

Let our energy, safety, network, security or strategic maintenance subject matterexperts perform a detailed analysis of your current state. We will reviewapplicable industry standards and specifications, and provide recommendationsfor remediation and improvements, as well as cost benefit analysis onrecommended actions.

In the following pages, you'll learn about the global services & supportcapabilities we'll leverage to provide you peace of mind.

SERVICES & SUPPORT HELPS YOU

MAXIMIZE PRODUCTIVITY

• Increase Mean Time Between Failures• Decrease Mean Time To Repair• Improve maintenance knowledge• Optimize system performance• Improve equipment reliability

OPTIMIZE PLANT ASSETS

• Extend asset life• Improve inventory integrity• Improve inventory accuracy• Improve component standardization• Reduce number of assets

IMPROVE FINANCIAL PERFORMANCE

• Reduce maintenance expenses• Avoid downtime costs• Reduce operational costs• Increase Return on Net Assets• Increase working capital

80 countries20 languages9 exchange hubs6 remote support centers10 remanufacturing depots

Plus, field professionals with13 years' experience on average

Service and support may vary in each region depending on individual customer requirements.

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ONLINE & PHONE S U P P O R T

GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

KNOWLEDGEBASE SUPPORTThe Rockwell Automation Knowledgebase is your online resource for technicalinformation support and assistance. Increase your productivity by findingsolutions to technical questions more quickly – saving both time and money.

Maintained by the same engineers who provide your TechConnect Support,the system is updated with the hardware and software solutions from actualsupport cases. These updates are dynamically incorporated into theKnowledgebase as they are validated.

The Knowledgebase provides you with:• Software patch downloads• Technical notes & documents• Application notes• Error messages• Problems/solutions• Release notes & more

You have multiple search capabilities and the ability to customize your viewbased on your individual preferences. Based on this criterion, you can receiveautomatic notifications of new releases, fixes, enhancements or answerupdates. These functions help you to find answers and resolve issues quicklyand easily.

By personalizing your Knowledgebase, you can receive proactive e-mailnotifications for:• New & updated answers• Product Safety Advisories• Product notices• Software patches• Software and firmware updates• Obsolescence notices• Product release notes

MAXIMIZE YOUR KNOWLEDGEBASE EXPERIENCE

The Knowledgebase is available to the public, but only with a TechConnectSupport Agreement will you gain full access to all Knowledgebase documentsand features, including:• “Submit a Question”: Submit online support questions directly toRockwell Automation technical support - typical response time is four hours

• Live Chat: Talk online with support engineers when it's difficult to get to aphone or too loud on the plant floor

• Support Forums: Discuss topics with peers, help each other solve commonproblems and share best practices

Via the Knowledgebase, in your own dedicated customer portal - My Stuff,you can manage your:• Product notifications & favorite content• Telephone, chat and electronic support service tickets – track their progress,add notes and attachments, or reopen closed service tickets

As your manufacturing lifecycle changes, so does your needfor technical support. Having the right technical skills andresources to resolve problems is a key component tomaintaining automation and plant floor equipment.Rockwell Automation gives you the flexibility to choose thelevel of electronic and phone support you need, when youneed it – helping you become more productive.

RESOLVE TECHNICAL ISSUESQUICKLY AND ACCURATELY

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Forums

Live Chat

Submita Question

A TechConnectSM Support Agreement is valuable to companies who are lookingfor technical support coverage with:

Flexibility: Choose the level of support that best fits your needs

Simplicity:Manage and receive support under one program• Product coverage based on need• Annual, site-based renewal process• Easy to order - bundle with yourmachine/system

Efficiency:Meet project,production and business goals

Security: Obtain peace of mind

TECHCONNECT SUPPORTWith TechConnect Support, your site has unlimited access to theRockwell Automation global network of Technical Support Centers and resources.Whether you need help installing, configuring and maintaining equipment andsoftware, obtaining software updates, diagnosing and fixing operating problems,or performing basic programming tasks, we deliver the tools and answers youneed to get, and keep, your operation up and running.

Why TechConnect?• Immediate access to the latest software updates• Reduced administrative time managing your installed base and support coverage• Reduced downtime duration through improved availability of technicalresources and troubleshooting specialists

• Improved productivity through better utilization of maintenance personnel andautomation equipment

• Decreased time to market through faster integration of new equipmentand systems

*Features may vary by service level and country.

SIMPLY CHOOSE THE RIGHT LEVEL OFTECHCONNECT SUPPORT* FOR YOUR COMPANY.

Priority Case Management by Senior Support Staff

Proactive Case Resolution Follow-up

Interactive Case Management Web Site

Unlimited Real-time Phone Support 8-5, M-F

Live Chat

Remote Desktop Sharing

Software Media Shipments

Premium Knowledgebase Content

Unlimited “Submit a Question” Email Support

Technical Support User Forums

Software and Firmware Updates

Technical Reference Library DVD

24x7x365 Unlimited Phone Support AvailableSOFTWARE MAINTENANCETechConnect provides you withaccess to the most current andreleased software. Downloads are availableonline, 24x7x365. (Hard copy updates are available upon request.)

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TRAINING S E R V I C E S

GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

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TOOLS AND RESOURCESJob Aids: Perfect for the plant floor, job aids are compact, durable and includeprocedure, troubleshooting and reference guides covering a diverse range oftechnologies and job tasks.

Workstations: Customized to meet your technology requirements and needs,workstations promote reinforcing and practicing of maintenance, troubleshootingand programming skills, training new employees and easing the transition fromthe classroom to the plant floor.

E-LEARNINGWeb-based Training: Obtain on-demand training courses online at your ownconvenience or via real-time instructor-led online training.

Computer-based Training: Engaging content, interactive exercises andsimulations on CD; post-tests are provided to measure your knowledge transferafter completion of each course.

INVESTING IN YOU AND BUILDING ASKILLED WORKFORCE

GET AHEAD WHEN, WHERE AND HOW IT'S BEST FOR YOU

Classes are conducted at Rockwell Automation, partner locations oron-site at your location. This flexibility allows you to manage oreliminate travel costs with minimum impact on workforce productivity.

On-site courses offer the exclusive benefit of free pre-and post-tests,which allows you to qualify the return on your training investment.

Rockwell Automation training delivery options provide support forany training budget. Improving skill and knowledge competenciescan be accomplished while addressing location, time, travel andproductivity constraints.

WORKFORCE TRAINING ASSESSMENTSTraining Advisor: An online assessment tool that identifies the skills andknowledge gaps impacting workforce performance and automatically generates aspecific training plan corresponding to improved job effectiveness.You can customize online assessments in areas based on job tasks that areperformed specifically by your workforce. Assessments can be given to groups ofindividuals with similar job responsibilities. You’ll be able to view the resultsonline and identify areas for potential training.

Integrated Performance Assessment (IPA): A consultative service thatincludes an on-site visitation and supportive documentation for purposes of skillgap reporting, job task analysis, training priorities identification and recognitionof ROI training opportunities.An IPA is valuable to companies with:• New technology investments that must be maximized where workforce

performance is critical• Poor job performance that impacts current plant production metrics• Employees who possess diverse skill sets• Skill gaps or training needs that are not obvious• Reasons for poor job performance that are not

clearly understood

WORKSTATION BUILDERThe Rockwell Automation Workstation Builderis an online tool that allows you to create atraining workstation by selecting your ownplatform, components, simulations andaccessories. Your workstation specificationis submitted to us to quote and expeditea timely response.

Workstation Builder is available atwww.rockwellautomation.com/training

With new automation technologies being introduced everyyear, and plant floor personnel retiring at an unprecedentedrate, "filling the skills gap" has become a race against time.As a result, manufacturers are shifting their views ontraining – from "nice to have" to absolute necessity.Rockwell Automation factory-trained instructors deliverperformance-based training with award-winning coursematerials and job aids that keep you and your workforce atthe forefront of automation knowledge and best practices.

TRAINING VOUCHERSMaximize your training budget byprepurchasing vouchers forRockwell Automation trainingcourses and products at a discount(up to 20%). Vouchers can be usedany time within one year. Usagecan be tracked online or by usingyour monthly voucher statement.

Rockwell Automation Training Services is recognized bythe International Association for Continuing Educationand Training (IACET) as an authorized training provider.By completing an IACET authorized course, you earncontinuing education credits (CEUs), which can be redeemed towards advanceddegree programs.

INSTRUCTOR-LEDStandard Open Enrollment: Over 300 instructor-led courses can be conductedat a Rockwell Automation location or at your on-site location. Courses are designedaround the use of automation technologies and job function. Complementarytraining topics are available and include industrial basics, safety, electrical andlean courses.

Tailored Training: You can build a tailored training course by selecting from over1600 specific lessons within our training portfolio.

Custom Courses:We can develop custom curricula based on yourautomation environment using your automation equipment,software and system configuration.

Embedded Instructors: Ideal for large production environmentswith ongoing and diverse professional development needs, anembedded instructor can deliver standard, tailored and customcourses, plus administer proof-of-performance skill-tests to one ora group of individuals.

Training Advisor

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ONSITE S E R V I C E S

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GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

START-UP & COMMISSIONINGOur field service professionals can be on-site with you and your team to helpstart-up and commission your products and systems properly. Our team appliesstandard processes to validate that the necessary electrical, mechanicaland environmental criteria have been met and appropriate steps are takento ensure proper operation.

PREVENTIVE MAINTENANCELost productivity caused by poor performance or unplanned failure of yourautomation assets can significantly reduce your revenue and profitability.With a Preventive Maintenance Services Agreement, we help you design andimplement the most efficient preventive maintenance program for optimizingthe performance of your assets including drives, programmable logic controllersand motion systems.

What makes our Preventive Maintenance different?Total protection and peace of mind with the full support of Rockwell Automationto stand behind your preventive maintenance program:• 24/7 remote troubleshooting available to get you back online faster• Remediation of equipment problems• Complete documentation of all activities performed during scheduled visits• Rockwell Automation fully warranted new or remanufactured replacementparts which ensures compatibility

• Full-service warranty that ensures we'll repair or replace the parts in theunlikely event of a failure

CONVERSION & MIGRATION SERVICESWe know you are looking to improve process availability, production capacity andmanufacturing quality, while reducing long-term costs and unplanned downtime.Rockwell Automation Conversion Services can help you achieve this and more.From assessment to start-up acceptance, we’ll design and implement the idealmigration strategy for your facility.

Rockwell Automation can seamlessly migrate your existing Allen-Bradley®equipment, or convert your third-party equipment, to newRockwell Automation platforms.

BLOCK OF TIME SERVICESBy pre-purchasing Callout Services, you will have access to a wide range of on-siteservices to supplement your maintenance activities and improve your overallequipment effectiveness – at a significant savings compared to our standardCallout Services. A Block of Time provides many benefits including:• Improved budget stability – lower service costs• Simplified purchasing – purchase now, redeem when needed• Reduced unplanned downtime events – identification of impendingfailures during callout service

• Reduced downtime duration – faster problem resolution through priority dispatch

EMBEDDED ENGINEERINGYour Embedded Engineer is a full-time, on-site resource who provides engineeringand maintenance services for all of your automation equipment. Embeddedprofessionals complement the skills of your current personnel, and offer additionaltraining to help them further develop their skills or even resolve recurring orhighly specialized issues. Services include maintenance, operations, engineering,troubleshooting, repair and on-the-job training.

CALLOUT SERVICESDay or night, our global network of field service professionals are availableon an emergency or scheduled basis to help you troubleshoot and resolveunplanned downtime events or assist with engineering.

Speed tomarket has emerged as a top driver formanufacturerslooking to improve their competitive advantage. Fromstart-up to conversions, Rockwell Automation has thetechnical expertise to help you increase uptime and optimizeequipment performance. Our global network of field serviceprofessionals can perform services on Rockwell Automationand third-party products.

Available on an as-needed, scheduled, or full-time basis,we help youmeet your specific needs throughout thelifecycle of your maintenance strategy.

INSTALL. OPERATE. MAINTAIN.

When engaging any of the Rockwell Automation on-siteservices, you have options. Our field service professionals areavailable to you in various capacities, from full-timeto as-needed, helping you meet your goals.

For local, on-site support, visit:http://www.rockwellautomation.com/support

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REPAIR S E R V I C E S

GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

REMANUFACTURING SERVICESIf your Rockwell Automation equipment malfunctions or fails, only we, theoriginal equipment manufacturer, can provide complete, cost-effectiveremanufacturing services. Our services provide factory enhancements that extendequipment life, while enhancing its performance and compatibility.

Every Allen-Bradley and Reliance® product you send for repair will undergo theRockwell Automation remanufacturing process. Exclusive to Rockwell Automation,this guaranteed process assures your complete satisfaction by performing thefollowing steps:

Receipt and VerificationWarranty status verified, bar code assigned for easy tracking of repairhistory and order status.

Revisions and EnhancementUnit is cleaned and updated to current applicable hardware and copyrightedfirmware revisions, extending its life expectancy and allowing for futureintegration with our newer, more sophisticated products.

Component Verification/ReplacementSuspected faulty components are tested, verified and replaced/rebuilt, ifnecessary, with Rockwell Automation specified quality components.

Dynamic Functional TestingSpecially trained technicians evaluate operational status using dedicated testequipment and parametric testing.

Environmental TestingDynamic environmental testing identifies intermittent problems not readilyapparent, helping prevent premature failures in the future.

Final Quality Control InspectionAll equipment is cosmetically cleaned and visually inspected by Quality ControlInspectors for complete compliance to Rockwell Automation standards.

ShippingUnit is placed in custom-engineered, anti-static bags and containers to helpprotect it against static discharge during shipment.

THIRD-PARTY REPAIRRockwell Automation takes pride in our ability to satisfy your needs, whetherwe manufactured your automation equipment or not. For your non-Rockwell Automation equipment we have applied our proven remanufacturingprocesses and quality standards. Our repair technicians will work quickly to repairyour automation equipment, using replacement parts that meet or exceed theoriginal design specifications. All repaired units are covered by a full one-yearwarranty that covers the entire unit, not just the repaired components.

Our third-party repair capabilities cover more than 200,000 pieces ofequipment from more than 7,000 factory automation equipmentmanufacturers, which allows us to be your single source for electronic andelectro-mechanical repair.

INVENTORYASSURANCESM SERVICEAvoid costly downtime by validating the performance of your repairableRockwell Automation spare parts. Send them to our remanufacturing facilities forcomprehensive inspection and pass/fail testing to check for problems caused by:• Broken seals on storage containers• Environmental exposure (temperature, humidity, vibration, electro static, etc.)• Extended shelf life• Unauthorized repairs

Malfunctioning parts are remanufactured using our seven step process. All partsare returned with a comprehensive 12-month warranty.

REPAIRTRAK™ PROGRAMOur RepairTrak program helps you reduce repair costs for your automation assetsby providing the online tools and reports to help you better manage productsthrough their manufacturing process. RepairTrak online features include:• Repair status• Shipment status• Remanufacturing prices• Warranty tracking (plant specific, includes new and remanufactured products)• Pareto analysis and probable cause reports (plant specific)

RepairTrak includes a three-year warranty on all remanufactured Allen-Bradley andReliance products.

As maintenance and capital investment budgets continueto shrink, many manufacturers are beginning to recognizethe value of repairing existing assets that malfunction orfail. Rockwell Automation offers cost-effective repairservices and a network of global repair hubs to help youextend the useful lifecycle of your automation equipment.

IF YOUR EQUIPMENT MALFUNCTIONS OR FAILS,WHICH REPAIR SERVICE WILL YOU TRUST?

Rockwell Automation Remanufacturing Services areprovided through ten remanufacturing centers – all ISO9001/14001 certified – nine exchange hubs, and over 300sales and support locations worldwide. All equipmentremanufactured by Rockwell Automation receives aminimum 12-month warranty on the entire unit.

TO BEST MEET YOUR NEEDS, REMANUFACTURING SERVICESOFFER THREE LEVELS OF DELIVERY AND WARRANTY OPTIONS.

Delivery WarrantyECONOMY SERVICES 2-3 weeks 12-month warranty

STANDARD SERVICES 3-5 days 18-month warranty

PRIORITY SERVICES Next day 24-month warranty

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GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

WHY A PMA?Asset Control• Avoid unnecessary build-up of inventory over time; when the PMA ends,

the inventory can be removed or modified to meet current needs• Improved Return On Net Assets (RONA)

Improve Cash Management• Eliminates large capital outlays of purchasing spare inventory, freeing

up cash for other areas of spending• Costs of agreements can be deferred over 3 or 5 year terms, creating a

cost-effective, stable payment schedule

Minimize Inventory Carrying Expenses• Some expenses associated with carrying inventory can be reduced or eliminated• Opportunity cost of money is recognized

Support Equipment with Limited Lifecycle• Spares can leave with decommissioned equipment

Increase Uptime / Maximize Production• Exclusive inventory availability - critical inventory can be maintained on-site at

each facility for immediate availability during emergency breakdown situations• As material is consumed, it can be replenished within 24 hours upon reorder

utilizing our global repair hubs - subject to availability

SPARE PARTS MANAGEMENTEnsure the availability of your spare parts and stabilize your maintenance budgetwith a Parts Management Agreements (PMA). A PMA provides quicker access tothe spare parts you need, while reducing your operating costs to maintain andmanage your spare parts inventory.

Through a PMA, Rockwell Automation owns and manages your spare partsinventory for a fixed monthly or quarterly cost. PMAs are backed by ourremanufacturing services to replenish any inventory used.

A PMA is valuable to companies who:• Are looking for alternatives to a spare parts purchase• Have an application in which uptime is critical• Want a reduction in mean time to repair• Want to improve control of their inventory assets• Want a reduction in the carrying costs associated with maintaining inventory• Require immediate availability of critical spare parts• Want improved inventory integrity

MRO PROCESS MANAGEMENTExcess spares, unmanaged storerooms and inefficient MRO processes make it achallenge to establish a stable production environment and maintenance budget.

To help you improve your overall effectiveness, Rockwell Automation offers aunique service – Rockwell Automation Asset Management Program™ (RAAMP).RAAMP provides a proven methodology to repair your assets through optimizingyour inventory and simplifying your transactions. A RAAMP is managed by aRockwell Automation Asset Management Professional.

Your Asset Management Professional will provide:• Warranty tracking to identify if failed equipment is under warranty• Asset tracking using bar code technology• Consolidated asset reports (warranty and asset tracking, repair spend and ROI)

Your Asset Management Professional will also help you:• Manage obsolescence• Identify opportunities for standardization• Flag common mode failures• Provide accurate data to improve maintenance decisions

By implementing a RAAMP you will have special access to a one-yearin-service warranty and consolidated asset reports, which include: warranty andasset tracking, repair spend and ROI. Combined, these benefits help lengthen yourproduct lifecycle and increase your RONA and Overall Equipment Efficiency (OEE).

STOREROOM MANAGEMENTManufacturing storerooms are a critical component in any manufacturingenvironment and can significantly impact plant performance.Rockwell Automation combines its extensive plant floor knowledge with provenstoreroom processes, advanced technologies and experience to create the mostefficient and cost-effective storeroom operations for you.

Rockwell Automation storeroom services could include:• Comprehensive assessments• Inventory analysis• Storeroom layout/design• Storeroom clean up & labeling• Inventory reconciliation• Inventory scrubbing• Storeroom standard operating procedures• Complete storeroom management

A key component to the success of storeroom management has been theintegration of reliability, lean and six sigma activities into our processes. Theseactivities help ensure that your storeroom maintains an acceptable balancebetween reducing costs and inventory, keeping in mind the impact that this couldhave on asset utilization and overall productivity.

OPTIMIZE SPARE PARTS INVENTORY

MRO ASSET MANAGEMENT S E R V I C E S

Effectively managing the lifecycle of your spare partsinventory is critical to reducing unplanned downtime andimproving your bottom line. Rockwell Automation provides awide range of asset management services that can achieveboth – from ensuring the right parts are on-site when youneed them, to end-of-life management of parts when theybecome obsolete.

ANNUAL REPAIR AGREEMENT

This preventive service enables you to pay a fixedmonthly amount for repairs of your automation equipmentwhich makes it easier to forecast spending and helps lower youreveryday transactional costs. All equipment repaired under anannual repair agreement includes the Rockwell Automationseven step remanufacturing process to extend its life andimprove its reliability. When you purchase an annual repairagreement, you will also receive access to our RepairTrak onlinetools and reports to track your repair orders, as well as, analysisand probable cause reports to better understand the reasonsfor failure.

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GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

The ongoing need to determine the current risk level of one machine or an entireplant floor is a huge task and many companies do not know where to begin.

Rockwell Automation has a global team of safety consultants to assist end users,integrators and OEM’s at any step of a safeguarding project - from training andstandards assistance through validation and startup.

ASSESSMENTSSafety assessments are the starting point to creating and executing a safety planin your facility. Assessments help you comply with current and emergingstandards by providing consulting services for safety critical controls. Once a safetyassessment is complete, you are provided with complete documentation andremediation suggestions.

VALIDATIONSafety system validation services help to ensure proper safety system installationand functionality by evaluating circuit performance, fault tolerance, fault action,software logic, device application, device function and reset actions for all modesof operation. Services encompass U.S. and European Community based designsand can be tailored to meet your needs.

COMPLIANCE CONSULTINGCompliance consulting is performed to help you meet industry and globalstandards and show you how to design functional safety. We can assist in a riskassessment, standards identification, system engineering, evaluation andtechnical construction file management for self certification. These tasks areespecially important when compliance with various standards are required forimporting machines into different jurisdictions globally.

TRAININGTraining can encompass a wide variety of elements which include:current and emerging industry standards and guidelines, application exampleswhen applying safety components covering electrical design and function forControl Reliable (EN-954) Category circuits, machine guarding design,and risk assessment.

IMPLEMENTATIONSafety systems controls design, integration and start-up services will result inenhanced machine productivity while maintaining workplace safety.

The ongoing development of global safety standards andtechnologies, have made manufacturing safety a powerfultool to optimize your production environment. Theimplementation of these standards and technologies notonly helps to reduce injuries; it provides major improvementsin manufacturing productivity and efficiency, including themorale of employees and your customers.

IMPROVE MANUFACTURING PRODUCTIVITY AND MORALE

SAFETY S E R V I C E S

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SAFETY SERVICES AT-A-GLANCE

ASSESSMENTS Risk AssessmentHazard AssessmentArc Flash Analysis

VALIDATION Safety Circuit AnalysisMachine Stop Time ServicesConformance AuditsSafety System Validation

COMPLIANCE CE ConformanceFunctional Safety (i.e., ISO 13849-1 and IEC 62061)ISO, ANSI, IEC, CE, OSHA, NFPA, CSA, AS

TRAINING Safety Product TrainingSafety Standards TrainingArc Flash TrainingTÜV Certification Training

IMPLEMENTATION Circuit/Logic DesignInstallationArc Flash RemediationMCC Arc Flash Upgrades

CONSULTING

THE DANGERS OF ARC FLASH HAVE BEEN KNOWN FOR YEARS.

An Arc Flash study reviewed every 3 to 5 years is the best defense.Rockwell Automation safety consultants have the expertise toassist with Arc Flash analysis, training and remediation.

An Arc Flash Analysis helps identify issues that may lead to anarc flash or blast. An arc flash can release dangerous levels of heatenergy, fire, molten materials, vaporized solids that can be inhaledand flying shrapnel, and can trigger the rapid expansion of air, allcapable of causing severe and sometimes fatal injuries.

To help reduce the risk of an arc flash, and the associated injuries,a Rockwell Automation Arc Flash Analysis includes:

• Electrical power systems analysis• Recommended arc flash safety training• Short circuit current analysis• Over-current protective device coordination analysis• Hazard analysis

Rockwell Automation can perform problem remediation and updatesto one-line diagrams following the assessment.

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GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

Many companies can reduce energy consumption at their manufacturingfacilities when an energy plan is implemented. Your energy plan starts with aRockwell Automation Energy Assessment. Our engineers will objectively examineyour plant floor to help develop and implement an individualized plan to reduceenergy consumption.

Energy costs can be controlled if the proper steps are followed. By performingan energy assessment, we can help you create a sustainable production planthrough identifying conditions, evaluating existing project results andanalyzing/monitoring data collected from electrical and mechanical systems.

With energy costs being highly volatile, usage reduction is crucial.To help reduce energy costs, operations are now focused on:• Optimizing asset and energy use• Reducing fossil-fuel consumption• Energy procurement negotiation• Implementing co-generation• Deploying alternative energy programs• Managing peak demand energy consumption• Reducing carbon footprint• Energy cost as a production metric

MINIMIZE ENERGY CONSUMPTIONThe scope of an energy assessment plan depends on your manufacturingenvironment and your sustainability goals. An energy assessment will analyzeall areas of energy usage at your facility: water, air, gas, electricity and steam.Areas of focus include:• Compressed air management• Machine control and manufacturing processes• Pumps, fans, boilers• Facility Heating, Ventilation and Air Conditioning (HVAC)• Drives/motors sizing• “No package/no power” equipment• Equipment energy savings mode• Chilled water systems and water usage• Heat recovery and temperature control

Unnecessary electrical costs, frommotors alone, account forover 64% of total electrical spend each year from domesticmanufacturers. These costs negatively affect your bottomline. Energy waste sabotages any energy conservation effortsthat are part of a sustainable production program forenvironmental and social responsibility.

YOUR FIRST STEP TOWARDS ENERGY COST SAVINGS

ENERGY ASSESSMENT S E R V I C E S

The Rockwell Automation energy solution process begins with monitoring. Data iscollected from electrical and mechanical systems and utility bills are analyzed.Utility rate plans are reviewed, and process efficiencies are identified for savings.Opportunities are then categorized and prioritized as behavioral, programming orcapital investment.

STEP 1DETERMINEBUSINESS

GOALS

Your business goals may include:• Energy cost reduction• Operating equipment efficiency• Usage-based cost accounting• Downtime reduction through power quality monitoring• Sustainable production initiatives• Drive energy cost accountability to the energy user• Identify and justify energy cost-savings projects

STEP 2PLANT

WALK-THROUGH

Plant walk-through steps include:• Listing large energy-consuming equipmentand processes

• Listing typical time of use or duty cycle• Listing operational or production dependencies• Identifying applications using variable speed drives• Reviewing operation of air compressors, boilersand chillers

STEP 4BUSINESSCASE FORENERGY

MONITORING

Energy monitoring makes energy usage data visible sothat it is included in the planning and execution of abusiness strategy along with other managementinformation. Because utility bills can be a significantportion of business expense, it is important to understandhow energy is used. Implementing a monitoring plan willhelp your business set goals for energy reduction that willalso translate into cost savings.

STEP 3ENERGY

ASSESSMENT

The assessment process is a detailed analysis of the datacollected during the walk-through. Energy assessmentsshould identify not only opportunities, but savings,project costs and payback calculations.

General: Comprehensive:2 to 3 Days 2 to 3 Weeks

Utility usage review s s

Energy saving project identification s s

Utility usage review s s

Detailed analysis of machine/process s

Utility usage review s

Detailed energy usage analysis s

Rates and tariffs analysis s

Detailed quotations for sustainability projects s

Return on Investment calculation for projects s s

Proritization of projects s

To help you recognize energy cost saving opportunities, Rockwell Automation canperform a general energy assessment. By performing this assessment, we canhelp you create a sustainable plan. If the scope of your needs are more extensive,a comprehensive assessment can be performed to best fit your requirements.

STEPS TO CREATE AN ENERGY MANAGEMENT PLAN

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GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

PLAN & DESIGN SERVICESFrom your network infrastructure to your security programs, good planning anddesign is the foundation upon which performance and reliability are built - withoutit, you may never meet the operational requirements needed to achieve your goals.

Network design and planning services can include network design development,migration development or standards development – all helping to ensure yournetwork design best meets the needs for your system.

Security design and planning can help you to negate the impact of an incorrectlydesigned network. While manufacturing convergence has many benefits, it cancause negative impacts due to environmental, architectural, maintenance andconsequence of failure differences between manufacturing and IT enterprises.

IMPLEMENTATION SERVICESWhen network and security infrastructure is implemented according to industrystandards and your needs, you can realize the true value of manufacturingconvergence and can avoid negative impacts to your business.

Network infrastructure implementation ranges from assisting with configurationsto providing turnkey solutions with our partners to deliver guaranteed networkinstallation. Proper implementation creates a highly operational networkcontrolling media traffic to hardware and software traffic.

Security implementation helps to enable secure conduct and to reduceassociated risks by applying security appliances, such as firewalls, as well asimplementing security programs.

ASSESSMENT SERVICESNetwork and security assessments evaluate the current condition of a designedor implemented network and your security design, program and policies.

Network assessments evaluate your current state with documentation reviewsor on-site network analysis to help you determine if your network is able tomeet your functional requirements.

Security assessments evaluate the current state of your security policies,procedures and technologies with documentation reviews or on-siteinterviews and analysis to help you determine if your security status iswhere it needs to be.

AUDIT SERVICESNetwork and security audits are performed according to a set of standards providedby a governing body and your own business and production standards and needs.Audits focus on your current state and potential threats to your automation assets.After completion, Rockwell Automation will provide you with the appropriatedocumentation and offer remediation to meet standards that are not currently metand to protect your production process.

Network audits use the latest network diagnostic tools to conduct installation andoperational tests that validate system implementation and ensure performance iswithin standards. The standards are outlined by ANSI/TIA, ODVA or appropriategoverning body.

Security audits verify security program implementation. Our audit securityprogram is compared to multiple governing bodies – NERC CIP, ISA-99,NIST 800-53, NIST 800-82.

MANAGE & MONITOR SERVICESManage and monitor services are a group of offerings that help you maintainyour network and plant floor security to achieve expected production andbusiness goals. Offerings range from continuous monitoring or ad hocdiagnostic monitoring to periodic visits or emergency response. Theseofferings can help improve uptime when you do not have the internalresources, tools and/or technical knowledge.

Remote Monitoring ranges from continuous surveillance to ad hoc, nonreal-time to diagnostic monitoring of your network infrastructure activity.We can diagnose long-term potential network and security issues.

Rockwell Automation Network and Security Servicesoffer a knowledgeable team, expertly trained in bothmanufacturing and IT. Our converged team has the domainexpertise to provide you with the appropriate servicesyour industrial control and information networks require.Understanding how your network and securityinfrastructure, policies and procedures affect your plant,and the personnel who use them everyday, is our job.

Rockwell Automation field engineers and consultantsare trained and equipped to assess, design, implement,audit and manage your network and securityinfrastructure. Our services are delivered globally,structured to augment your staff or manage turnkeynetwork/security solutions with our partners –providing cost-effective methods to help attain thehighest return on your investment.

BECAUSE YOUR INFRASTRUCTURE MATTERS

NETWORK & SECURITY S E R V I C E S

16 18

ENHANCEDWITH CISCO SYSTEMS

Rockwell Automation is a Cisco SolutionTechnology Integrator (STI). As a STI partner,we can provide you with a combined solution, incorporatingboth Rockwell Automation and Cisco Systems hardwareand services.

Our Network & Security Services global team of principalconsultants, field consultants and field service professionalsare Cisco certified.

Certifications include, but are not limited to:CCENT, CCNA, CCNP, CISSP, CISM

Network Incident Response includes network troubleshooting, repairand/or analysis.

Security Incident Response includes management, coordination, resolutionand disaster recovery services that entail assessing/verifying security incidentsand providing guidance on further action as necessary.

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GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

Addressing circumstances, such as:• Smaller work forces – possibly without the depth and breath of knowledgenecessary to manage the systems on the plant floor

• Larger areas of responsibility and knowledge to maintain• More complex and integrated production equipment technology• Increasing productivity and capacity goals without plant additions• Late night / holiday phone calls

... does not leave you with much time to concentrate on improving quality, processefficiency and continuous improvement.

InSite™ Services from Rockwell Automation can provide you with the additionalbandwidth, tools and resources to help you reduce costs, fill core support gaps,manage risks and complex systems / technologies and optimize systemperformance.

By leveraging our global operations center and network of global support centers,you receive advanced remote support and application/knowledge managementfor your most critical control systems, machines and processes.

Our operations center engineers sequentially and simultaneously analyzeinformation from multiple devices to significantly expedite troubleshooting:• Statistical process• Control tools that identify performance issues• Control programs• Disaster recovery software archives• Case manager who logs support cases, records recommendations and trackssystematic problems

• Knowledge management tool captures and maintains all information andinteractions and publishes it for your access anywhere, anytime

Through modular design, InSite can be tailored specifically for your plant andsystem requirements to help you meet your goals. With InSite, you are alignedwith a global team of support engineers who follow a robust process tobecome familiar with your site(s), systems and applications.

The focus of your job is changing. Your business isaddressing new challenges – globalization, sustainability,manufacturing convergence and innovation. You areexpected to help find and implement solutions for each,while meeting your daily goals. How do you do that whenyour environment is not what it used to be?

WHEN DOING MORE WITH LESSREALLY CAN BE A GOOD THING

INSITE S E R V I C E S

Together with our support specialists, our team ofengineers combine their skills and knowledge to provideyou with a full suite of managed services. Our supportspecialists can deliver support in 15 languages and haveworked in a broad range of industries.

InSite can help you reduce costs and fill support gaps to level out workresponsibilities and roles, reduce training needs and the level of off-hoursupport you’re required to cover. Through InSite, you can benefit from:• Instant support via a designated team ready to diagnose and fix issues overthe phone or through a remote connection

• Remote monitoring of process, automation, manufacturing IT andnetwork devices

• Customized, secured access to the Rockwell Automation Knowledgebasewith stored site-specific documentation of issues, solutions and root causesonly you can view

With help from InSite, the burden of managing and maintaining complexsystems and technologies can be reduced and/or removed. While you focuson your business, we can focus on:• System tuning• Version control and regression testing• Patch management and testing• Disaster recovery• Preventive maintenance programs

Through managing these activities, you can decrease the costs of disasterrecovery, reduce downtime and maintenance costs to upgrade systems, whileyour plant is kept running at its optimal levels.

Once set-up with InSite Services, we work with you to help optimize yoursystem performance and help to reduce the cost of system additions andenhancements. InSite works with you to:• Plan and execute mid-sized, impromptu projects• Introduce process and optimization improvements• Migrate obsolete or unreliable technology

TAILOR INSITE CAPABILITIES TO MEET YOUR GOALS

24X7 online monitoring & proactive notification services

24x7 remote engineering & troubleshooting partner

Extending and enhancing usage, functionality & performance

Manage complex automation, process & manufacturing IT systems

Technical support & information database custom to your system,machine &/or process

Anytime, anywhere access to your system/site operating data

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21

GLOBAL SUPPORT. LOCAL ADDRESS. PEACE OF MIND.

Companies increasingly rely on service agreementsto ensure technical resources are available when needed,as well as to help reduce and stabilize maintenance costs.

NOW THAT YOU KNOWWHO WE ARE,PUT US TO WORK FOR YOU.

PLANT BASELINE

Our comprehensive services and support capabilities, delivered globally,uniquely qualifies us to help you maximize your investment and achieveplant-wide optimization.

Not sure where to get started? To help you implement an effectivemaintenance strategy, we’ll start by completing a comprehensive PlantBaseline, including an evaluation of your installed base of hardware andsoftware, employee skill set, energy usage, safety considerations, networkinfrastructure and more.

MANAGING CHANGEAn effective Plant Baseline is not a one-time snapshot. On a regular basis,your plant environment changes – new technology is added, safety andenergy targets become more stringent, people skills fluctuate, etc., and datafrom the last year, or even the last six months may be outdated. Werecommend establishing a repeatable cadence to refresh your data, evaluatenew areas of focus by revisiting goals and creating plans based on the latest,most accurate information. Our Plant Baselines are structured to securelymanage and update information about your plant on an annual basis, makingit an integral part of your maintenance planning process.

Installed Base Evaluation: Identify opportunities for

improvements in inventory, financial performance and

asset productivity

Software Inventory Evaluation: Document all

installed software to ensure all licenses are valid and

that appropriate skills, support and maintenance

coverage is in place

Network Evaluation: Assess the overall health of your

network, identify potential network issues and provide

high level recommendations

Safety Evaluation: Identify areas of risk where safety

improvements can be made and prioritize what

modifications are necessary

Arc Flash Evaluation: Review of Arc Flash

documentation to evaluate the level of detail,

completeness, accuracy and identify areas of concern

Energy Evaluation: Identify specific opportunties for

energy savings that should be the focus of more

in-depth analysis

Training Evaluation: Identify skills gap in personnel

and develop specific training plans with financial

justification and priorities

VISIT THE ROCKWELL AUTOMATION KNOWLEDGEBASEwww.rockwellautomation.com/knowledgebasefor technical information and assistance, plus:• View technical/application notes• Subscribe for product/service e-mail notifications• Obtain software patches• Submit a Question, Live Chat, Support Forums and more

VISIT GET SUPPORT NOWwww.rockwellautomation.com/supportto select your country and find your local support information.

Service and support may vary in each region depending on individual customer requirements.

No matter what industry you’re in, or what systems you’rerunning, we're here to help you protect your automationinvestment. We focus on your needs and goals to help youoptimize the performance and utilization of yourautomation assets and improve your top and bottom line.

®

By gathering further analysis of any of the following focuses, we can help youprioritize, plan and implement an effective, strategic maintenance program.