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PI System and Technology

Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Cross Functional Aspects of The PI System
Operational Power Asset
Performance Visibility Outage Quality Customer Management Situational
Improvement Management Information Awareness

The Deliver Information for Meaningful,


Visuals Better Business Decisions

Interoperable
Extensible
Available
Scalable

Reliable

Secure

The Turn Valuable Real-Time Data


Analytics Into Actionable Information

The Gathers, Organizes, Distributes,


Server and Stores Data from Many Sources

Structure /
Real-Time Custom IT Data Relational Web ERP /
Asset
Data Data Data Services Maintenance
Data

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PI as an ODM Operational Data Manager

3 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
An Open and Rich Environment

The Server The Analytics The Visuals


Smart Clients
ACE (Advanced
PI Archive PI ProcessBook
Computing Engine)
PI AF (Analysis
PI Analytics PI DataLink
Framework)
Real-Time Interfaces RtReports PI ActiveView

Data Access PI Notifications PI BatchView

MCN Health Monitor Thin Clients

RtWebParts

RtPortal iViews

RtReports Clients

4 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
The PI Server

The The The


Analytics Visuals
Server

Data Access
RtBaseline Services for
OLEDB ODBC OPC / HDA
Thin Clients

Failover / Management Services


Module Database PI Archive
Data Storage, Management Services, MCN HealthMonitor
AF 2.0 Audit Trail, Batch & System Management Tools

Custom Programming RLINK

Structure / Asset Data Real-time Interfaces ERP / Maintenance


RLINK SERVERS & GATEWAYS
SAP / JD EDWARDS / PEOPLESOFT
MAXIMO / INDUS / MIMOSA

Real-Time Data Custom Data IT Data Relational Data Web Services


DCS / PLC / SCADA / OPC APIs / SDKs IT MONITOR OLEDB / ODBC SOA / EXTERNAL DATA
HISTORIANS / INTERFACES ORACLE / SQL LEGACY APPS
COM CONNECTORS
5 Empowering Business in Real Time.
Copyright 2007 OSIsoft, Inc. All Rights Reserved
Copyright 2010, OSIsoft Inc. All rights Reserved.
The Analytics
The The The
Server Visuals
Analytics

Advanced Computing Engine (ACE)

RtReports Enterprise Services


PI Notifications Compliance & Standard

PI Analytics
(Performance Equations, Totalizers, Alarm, RTSQC)

6 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
The The The
Server Analytics
Visuals

Smart Clients Thin Clients


RtActiveView RtTreeView
BatchView RtGauge RtTrend
SQC Client ProcessBook RtWebParts RtGraphic RtTable
AF Modeler Add-in RtTable RtXYPlot
RtTagSearch

RtActiveView RtTreeView
MS Excel Add-ins: RtGauge RtTrend
BatchView DataLink iViews RtGraphic RtTable
RtTable RtXYPlot
AF RtTagSearch RLINK iViews

DataLink for Excel Services


Other Thin
ActiveView RtReports Generator
Clients
RtReports Editor

Performance Operational Knowledge Product Lean Asset Situational


Improvement Visibility Management Quality Manufacturing Management Awareness
7 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
The The The
Server Analytics
Visuals

Smart Clients Thin Clients


Structured Portal
Visualization Environment Allows
Root Cause Analysis Users to Build Displays
Planning Without IT Training
Content Authoring

Seamless
Interaction
Between Smart
Clients & Portal
Environment

Performance Operational Knowledge Product Lean Asset Situational


Improvement Visibility Management Quality Manufacturing Management Awareness
8 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
ProcessBook

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DataLink

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PI WebParts

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PI Architecture

12 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
System Architecture
Centralized
Business
Systems
Information

Portal
Firewall Servers
Monitoring PI
Sensor
Systems Interface(s)
(Buffered) PI
Server Application
Servers

Client Apps
LIMS Systems
SCADA
Smart Devices

More Client Apps


Manual Data
PLC / Instrument Maintenance Systems
Systems Plant level app servers
Wireless
Mobile
Clients

13 Empowering Business in Real Time.


Copyright 2007 OSIsoft, Inc. All Rights Reserved
Copyright 2010, OSIsoft Inc. All rights Reserved.
Site Architecture
Data Center Central PI Servers Central IT Monitor
 WebPortall Visualization
Enterprise Systems  Analytics BI and BAM
Clients using RtPortal
 ERP  Server Operations Information
 ProcessBook
 Accounting
 DataLink
 Marketing
 RtWebParts

Corporate LAN/WAN

Servers Typical site architecture Analytics RtPortal


Plant LAN
PI System
Gateways & Smart Connector
Connectors Nodes
Advanced Plant
Maintenance Systems Computing Engine
Users
Plant level app servers Process Control Secure LAN
RtPortal
Server
Data Left in Place Data Stored in the PI System

3rd party historians


Relational Data Smart Clients
Manual Data PLC / Instrument  ProcessBook
DataLink
EMS/DMS/SCADA/DCS Systems LIMS Systems 
Thin Clients
 RtWebParts
OSIsoft has about 500 interfaces to SCADA, LIMS, OPC, SCADA Systems

14 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
High Availability PI Architecture

System Clients: ProcessBook, DataLink, BatchView, RtWebParts,


Management Custom Application
Tools AppServers: AF, RtBLS, RtReports, ACE

PI SDK API
Discovery, Failover, Failback, Load Distribution Services Buffering

PI Collective

Secondary Configuration Primary Configuration Secondary


PI Server Changes PI Server Changes PI Server(s)

API Buffering API Buffering


Failover
Services Services
Mechanisms
PI Interfaces PI Interfaces

15 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI Replication, Aggregation and Federation

Data Mining, Business Intelligence Services

Enterprise Data Center

PI Server
Node
PI Server
Node
PI Server
Node
PI Server
Node

Aggregated, Federated PI Server
PI Clients

Regional Center 2
Regional Center 1 Client Access Layer

Aggregated
PI Caching Server
Aggregated
PI Server
PI Server

Site A Site B

Archive Primary Secondary Primary Secondary


Mirroring PI Server PI Server PI Server PI Server

Primary
PI Server
PIPI Interfaces
Interfaces PIPI Interfaces
Interfaces

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Point Count

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In Other Words

18 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
The Server Performance
Events Stored to Disk

Startup Time Archiving Rate


300

Thousands/sec
Initialization Time per Million of Points
250K
250

200

150
30+ min
2000
1800 100
1600
Seconds

1400
1200
1000
800
600
400 8.5 sec
200
0 50
8K
3.3 3.4 3.4.370 PR1 PR2+
0
3.3 3.4 3.4.370 PR1 PR2+
Snapshot Rate
Events Processed in Memory Archive Query Rate
Events Served to Clients
600
Thousands/sec

500K
500
9 8M

Millions/sec
400 8
7
300 6
5
200 4
3
100 2
15K 1 50K
0 0
3.3 3.4 3.4.370 PR1 PR2+ 3.3 3.4 3.4.370 PR1 PR2+
19 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
4553b Copyright 08/2007 OSI Software GmbH - Company Confidential
PI Infrastructure (Model-Driven)

Clients (ProcessBook, DataLink, RtWebParts, etc.)

Analysis
Module Database
Framework

PI Server PI Server


ERP RDBMS MMS EMS/DMS/DCS/SCADA Substation Gateways
Non Time-Series Sources Time Series Data Sources

20 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI System Working by Exception Process

Integrated
Information
KPI Dashboard
Visualization
Alert Notifications (PI WebParts)
Event Triggering

Information
Structure
(PI Metadata and RDB)
Real-time Rule Reliability
Assessment Improve Reliability and Quality (PI OLEDB and
(PI ACE and Analytics) Reporting)
21 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Models, Analytics and Visualization

Structure and Scalable Analysis


Module Database
Advanced Computing Engine (ACE)
Analysis Framework
PI Notifications

Visualization and Reporting


PI WebParts
Excel Services and DataLink Server

22 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI Module Database

23 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Module Database
Hierarchy
Division
Level

District Substation
Level

Equipment Class

Individual
Equipment

24 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Module Database
Attributes

Alias
Individual Configuration
Equipment

Aliases
Property
Configuration

Properties

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PI ACE

26 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE
Defining the Structure
Scalable application
development environment

One, consistent
calculation can
be used for all similar
processes or
equipment

Integrates access to
data and functionality
from other systems

27 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE
Using the Wizard

28 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE
Developing the Rule

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PI ACE
Debugging and Testing

30 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE
Scaling Up the Rule

31 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE
Scheduling and Recalculation
Clock Scheduling

32 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE
Scheduling and Recalculation
Clock Scheduling

Natural Scheduling

33 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE
Scheduling and Recalculation
Clock Scheduling

Natural Scheduling

Recalculation

34 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI AF

35 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
AF
AF Explorer

36 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
AF
Templates
Common Template for each Asset Type improves scalability
Data References
Define Attributes
PI Point
Table Lookup
(RDB)
Formula
User Written
Attributes have
Units of Measure

37 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
AF
PI Point Data Reference

38 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
AF
Table Lookup Data Reference

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AF
Formula Data Reference

40 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Asset Model

 Objects include
Substations
Transmission lines
Breakers
Transformers
41 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Power Factor Example
Formula Data Reference

For more complicated


calculations:
Custom Data Reference

42 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Data References ease Analysis

Data References are a lot like Performance Equation or ACE


A Data Reference can be:
PI Points
A calculation
A reference to data in other systems
XML Web Services
Relational Databases (IEEE specs, line ratings, etc.)
A reference to a CIM model
43 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Other Possible Analysis
AF Provides Framework to easily add
additional analyses, using the same model
Telemetry Analysis
Peak Load
Peak Circuit Load
Dynamic Line Ratings
Load Distribution
Transformer Gas/Oil Analysis
Harmonics
VAr Calculations

44 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Automatically Adding the Elements

AF
Units of Measure

45 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
AF
Asset Elements

AF
Units of Measure

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AF
Add-In to ProcessBook

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AF
Add-In to Excel

48 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
AF
Add-In to Excel

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PI Notifications

50 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI Notifications
Configuration - Overview

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PI Notifications
Configuration - Trigger

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PI Notifications
Configuration - Trigger

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PI Notifications
Configuration - Scalability

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PI Notification
Configuration - Content

55 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI Notification
Configuration Subscriptions

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PI Notifications
Contacts List and Escalation

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PI Notifications
Notification Email with Acknowledgement

58 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI Notification
Notification - History

Notifications History
will also be available
in;

ProcessBook

DataLink

RtWeb Parts

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PI Notifications Add In

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Maintenance Overview Level 1

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Site Detail Level 2

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Asset Detail Level 3

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Interaction with Excel for Analysis

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Rule Detail (PI) Level 4

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Rule Detail (RDB) Level 4

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Notification Email with URL Link to Display

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Asset Reliability Report

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Office 2007 Excel Services with DataLink

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Office 2007 Excel Services with DataLink

70 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
Office 2007 Excel Services with DataLink

71 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
High Level Data Flow Process

72 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
SDG&E CBM CIM Asset Model

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PI Module Database Modeling
Once the model is loaded, users access tags using a
hierarchical tree based on the model

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PI Analysis Framework Modeling

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PI Notifications Management

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PI Notifications Email Alert

77 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
PI ACE Calculation and Analytics

Background Calculation Jobs


Alarm Tags Generation
Transformer Oil Analysis
Alarm Summary
Alarm Increase Reports
Alarm Decrease Reports
78 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.
CBM Visualization and Reporting

79 Empowering Business in Real Time. Copyright 2010, OSIsoft Inc. All rights Reserved.

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