How To Avoid Pilot Purgatory For Your Projects

How To Avoid Pilot Purgatory For Your Projects

This is still more followup from Emerson Global Users Exchange relative to sessions on Projects Pilot Purgatory. I thought I had already written this, but just discovered it languishing in my drafts folder. While in Nashville, I ran into Jonas Berge, senior director, applied technology for Plantweb at Emerson Automation. He has been a source for technology updates for years. We followed up a brief conversation with a flurry of emails where he updated me on some presentations.

One important topic centered on IoT projects—actually applicable to other types of projects as well. He told me the secret sauce is to start small. “A World Economic Forum white paper on the fourth industrial revolution in collaboration with McKinsey suggests that to avoid getting stuck in prolonged “pilot purgatory” plants shall start small with multiple projects – just like we spoke about at EGUE and just like Denka and Chevron Oronite and others have done,” he told me.

“I personally believe the problem is when plants get advice to take a ‘big bang’ approach starting by spending years and millions on an additional ‘single software platform’ or data lake and hiring a data science team even before the first use case is tackled,” said Berge. “My blog post explains this approach to avoiding pilot purgatory in greater detail.”

I recommend visiting Berge’s blog for more detail, but I’ll provide some teaser ideas here.

First he recommends

  • Think Big
  • Start Small
  • Scale Fast

Scale Fast

Plants must scale digital transformation across the entire site to fully enjoy the safety benefits like fewer incidents, faster incident response time, reduced instances of non-compliance, as well as reliability benefits such as greater availability, reduced maintenance cost, extend equipment life, greater integrity (fewer instances of loss of containment), shorter turnarounds, and longer between turnarounds. The same holds true for energy benefits like lower energy consumption, cost, and reduced emissions and carbon footprint, as well as production benefits like reduced off-spec product (higher quality/yield), greater throughput, greater flexibility (feedstock use, and products/grades), reduced operations cost, and shorter lead-time.

Start Small

The organization can only absorb so much change at any one time. If too many changes are introduced in one go, the digitalization will stall:

  • Too many technologies at once
  • Too many data aggregation layers
  • Too many custom applications
  • Too many new roles
  • Too many vendors

Multiple Phased Projects

McKinsey research shows plants successfully scaling digital transformation instead run smaller digitalization projects; multiple small projects across the functional areas. This matches what I have personally seen in projects I have worked on.

From what I can tell it is plants that attempt a big bang approach with many digital technologies at once that struggle to scale. There are forces that encourage companies to try to achieve sweeping changes to go digital, which can lead to counterproductive overreaching. 

The Boston Consulting Group (BCG) suggests a disciplined phased approach rather than attempting to boil the ocean. I have seen plants focus on a technology that can digitally transform and help multiple functional areas with common infrastructure. A good example is wireless sensor networks. Deploying wireless sensor networks in turn enables many small projects that help many departments digitally transform the way they work. The infrastructure for one technology can be deployed relatively quickly after which many small projects are executed in phases.

Small projects are low-risk. A small trial of a solution in one plant unit finishes fast. After a quick success, then scale it to the full plant area, and then scale to the entire plant. Then the team can move on to start the next pilot project. This way plants move from PoC to full-scale plant-wide implementation at speed. For large organization with multiple plants, innovations often emerge at an individual plant, then gets replicated at other sites, rolled out nation-wide and globally.

Use Existing Platform

I have also seen big bang approach where plant pours a lot of money and resources into an additional “single software platform” layer for data aggregation before the first use-case even gets started. This new data aggregation platform layer is meant to be added above the ERP with the intention to collect data from the ERP and plant historian before making it available to analytics through proprietary API requiring custom programming. 

Instead, successful plants start small projects using the existing data aggregation platform; the plant historian. The historian can be scaled with additional tags as needed. This way a project can be implemented within two weeks, with the pilot running an additional three months, at low-risk. 

Think Big
I personally like to add you must also think of the bigger vision. A plant cannot run multiple small projects in isolation resulting in siloed solutions. Plants successful with digital transformation early on establish a vision of what the end goal looks like. Based on this they can select the technologies and architecture to build the infrastructure that supports this end goal.
NAMUR Open Architecture (NOA)
The system architecture for the digital operational infrastructure (DOI) is important. The wrong architecture leads to delays and inability to scale. NAMUR (User Association of Automation Technology in Process Industries) has defined the NAMUR Open Architecture (NOA) to enable Industry 4.0. I have found that plants that have deployed digital operational infrastructure (DOI) modelled on the same principles as NOA are able to pilot and scale very fast. Flying StartThe I&C department in plants can accelerate digital transformation to achieve operational excellence and top quartile performance by remembering Think Big, Start Small, Scale Fast. These translate into a few simple design principles:

  • Phased approach
  • Architecture modeled on the NAMUR Open Architecture
  • Ready-made apps
  • East-to-use software
  • Digital ecosystem
How To Avoid Pilot Purgatory For Your Projects

Industrial Internet of Things to the Production Floor

Major IT companies have been scrambling to compete in the Industrial Internet of Things market. The control, instrumentation, and automation companies all talk about how this is all stuff they’ve been doing for years, or even decades, this is really quite new.

The first IT company people I talked with talked about selling boxes—gateways or edge computing. I’m thinking that there’s not enough money in that market. And, I was right. As the companies flesh out their strategies, the IoT group leadership keeps moving higher up the corporate ladder. And the vision broadens to include much of the portfolio of the companies enabling them to progressively enhance their competitive positions within their major customers.

Hitachi Vantara has recently been talking with me about their approach to the problem. I learned about Vantara and its focus initially through people I knew who landed new positions there. Life is always about serendipity. In the past, I’ve reported on the Lumada platform and the way the company is building modularly atop it. There was Maintenance Insights and then Video Insights. Now unveiled is Manufacturing Insights. I will get a deeper dive and talk to customers the second week of October when I attend its customer conference.

Note that these applications have more in common with MES than what you might think of as simply connecting devices with IIoT. In other words, the value proposition and integration into the customer grows.

Let’s discuss the latest addition to the Hitachi Lumada platform, Manufacturing Insights, which the company describes as a suite of industrial internet-of-things (IoT) solutions that empower the manufacturing industry to achieve transformative outcomes from data-driven insights. Using artificial intelligence (AI), machine learning (ML), and DataOps, Lumada Manufacturing Insights optimizes machine, production, and quality outcomes.

“Data and analytics have the power to modernize and transform manufacturing operations. But for too many manufacturers today, legacy infrastructure and disconnected software and processes slow innovation and impact competitive advantage,” said Brad Surak, chief product and strategy officer at Hitachi Vantara. “With Lumada Manufacturing Insights, customers can lay a foundation for digital innovation that works with the systems and software they have already to operationalize immediate gains in uptime, efficiency and quality and transform for the future.”

Accelerate Manufacturing Transformations

Lumada Manufacturing Insights applies data science rigor to drive continuous improvement opportunities based on predictive and prescriptive analytics. The solution integrates with existing applications and delivers actionable insights without the need for a rip-and-replace change of costly manufacturing equipment or applications. Lumada Manufacturing Insights supports a variety of deployment options and can run on-premises or in the cloud.

“With Hitachi Vantara, our customers benefit from our deep operational technology expertise and distinctive approach to co-creating with them to accelerate their digital journey,” said Bobby Soni, chief solutions and services officer at Hitachi Vantara. “With our proven methodologies and advanced tools, we can tailor solutions for our customers that enhance productivity, increase the speed of delivery, and ultimately deliver greater business outcomes.”

Providing machine, production and quality analytics, Lumada Manufacturing Insights drives transformational business outcomes by enabling customers to:

• Build on the intelligent manufacturing maturity model and empower the digital innovation foundation for continuous process improvement.

• Integrate data silos and stranded assets and augment data from video, lidar, and other advanced sensors to drive innovative new use cases for competitive advantage.

• Drive 4M (machine, man, material and methods) correlations for root-cause analysis at scale.

• Evaluate overall equipment effectiveness (OEE) and enhancement recommendations based on advanced AI and ML techniques.

• Evaluate scheduling efficiency and optimize for varying workloads, rates of production and workorder backlogs.

• Monitor and guide product quality with predictive and prescriptive insights.

• Improve precision of demand forecast and adherence to production plans and output.

Customer Comments

I hope to get more depth while I’m at the Next 2019 user conference Oct. 9-10. Here are some supplied quotes.

“Significant short-lead products have to be designed, prototyped and delivered to meet the demands of our customers and partners as we accelerate the product supply for 5G. Ericsson and Hitachi Vantara have collaborated to test Lumada Manufacturing Insights to gear up for an anticipated increase in new product introductions, establishing a digital innovation foundation for sustained gains,” said Shannon Lucas, head of customer unit emerging business for Ericsson North America. “We are leveraging the same solution that we will take to our joint customers in partnership with Hitachi Vantara, and will further expand IIoT use cases based on our 5G technologies.”

“As a progressive manufacturer, our focus was to accelerate transformative change, eliminate data silos and build a foundation for digital innovation that would accelerate our journey toward Manufacturing 4.0. “We leveraged the IIoT workshop to align our use cases with our business transformation priorities and have a roadmap for success with Lumada Manufacturing Insights,” said Vijay Kamineni, business transformation leader at Logan Aluminum. “The collaboration with Hitachi Vantara enables us to define business goals for each stage of our transformation, with clear outcomes that we believe will accelerate gains in productivity, quality, safety and sustainable manufacturing. “Hitachi Vantara brings a unique IT/OT advantage that will help us in the long run.”

“Humans and machines working together to deliver the vision of ‘digital drilling’ is driven by our ambition to achieve transformative outcomes, drilling our best wells every time and consistently achieving Target Zero for accidents. With Hitachi Vantara, we are realizing time to value with industrial analytics and the powerful Lumada platform to process more than 20,000 data streams per second per rig, providing actionable information to the right people at the right time and helping make optimal decisions. This drives our operational excellence and consequently our competitive advantage,” said Shuja Goraya, CTO at Precision Drilling Corporation. “We’re leveraging insights from video and lidar, integrating it with Lumada Manufacturing Insights to deliver business outcomes. It’s driving process optimization through effectively identifying improvement opportunities and shortening well delivery times for our customers. It’s all about effective use of data to make better decisions and then being able to consistently execute on these learnings. We are excited about our strategic partnership with Hitachi Vantara.”

Availability

Lumada Manufacturing Insights will be available worldwide Sept. 30, 2019.

Schneider Electric Software Boosts Asset Performance, New Pricing Model, and Cloud Offering

Schneider Electric Software Boosts Asset Performance, New Pricing Model, and Cloud Offering

Schneider Electric Software boosts Asset Performance, pricing model, and cloud offering. They called it a Schneider Electric Software Innovation Summit in San Antonio a couple of weeks ago. But as we know, that part of Schneider Electric is moving over to the new AVEVA which will be 60% owned by Schneider Electric. So, is this the last Schneider Electric Software summit, or will all the new company be absorbed at the conclusion of the buyout period?

I had committed to another conference by the time Schneider announced its software one, so I was not there. They did send news releases and I also talked with a friend who was there in order to gauge a little bit of what was happening. One other thing I find interesting. On the process automation side, they are clearly branding the legacy Foxboro name. On this side, not so much talk about Wonderware and Avantis. So I guess there is still some branding flux on the software side of the business.

Key takeaways: Schneider evidently saw a weakness in its asset performance management offering and has partnered with a European leader to add strength to it. Answering the challenge of a newer competitor regarding pricing for software, Schneider announced expansion of its subscription pricing model. The third larger announcement reflects the growing importance (and acceptance) of the Cloud for IT structure.

Short view of the news: 

  • Extends Enterprise APM Offering through New Partnership with MaxGrip: Schneider Electric has partnered with leader in Asset Performance Management (APM) software, MaxGrip, to deliver a more comprehensive asset lifecycle management offering. This expanded offering will include assessment services and risk-based maintenance capabilities, helping customers define and execute APM strategies for maximum return on assets.
  • Extends Subscription Access Across Industrial Software Portfolio: Schneider Electric has expanded its subscription license model, enabling customers to purchase software licenses a la carte, providing greater value, new benefits and access to more industrial software applications than ever before. Subscription Access is now available when purchasing Engineering, Planning, Operations and Asset Performance, as well as Control and Information software solutions.
  • Expands Cloud Platform with New Performance Module: Schneider Electric has announced the continued expansion of its Insight cloud platform, powered by Wonderware Online. The new Insight Performance Module provides Overall Equipment Effectiveness (OEE) monitoring, asset utilization analysis and downtime tracking in the cloud to enable operational efficiency improvement while reducing total cost of ownership.
  • Enhances Manufacturing Operations Management Offering for Mining Industry: Schneider Electric announced enhancements to its Manufacturing Operations Management (MOM) solution for the Mining industry. By introducing real-time production accounting and inventory management, the enhanced solution will improve decision support, planning and reporting capabilities for mining companies, enabling them to meet their digital transformation goals.
  • Powers Roy Hill’s Remote Operations Center to Drive Digital Strategy: Schneider Electric announced the success achieved at independent iron ore operation in Western Australia – Roy Hill. By implementing Schneider Electric’s Mining industry software solution, Roy Hill has been able to consolidate end-to-end operational visibility and optimize its mining value chain.
  • Drives Digital Transformation in Food & Beverage with New Industry Solutions: Schneider Electric announced three new solutions –  Energy Performance, Advanced Process Control and Label Assurance – all aimed at solving industry challenges from growing environmental and sustainability regulations, higher energy costs, consumer demands and product quality and safety standards. The solutions empower F&B manufacturers to simultaneously improve efficiency, quality and performance by delivering real-time visibility, control and intelligence across operations and functional areas.

APM Offering

Schneider Electric announced a new partnership with MaxGrip that will enable a more comprehensive asset lifecycle management offering that includes assessment services and risk-based maintenance capabilities. This expanded offering will be available as part of Schneider Electric’s Enterprise Asset Performance Management (APM) solution.

This solution delivers a comprehensive view of asset health as a first step of an asset reliability strategy that takes into account business context to benchmark current performance and identify areas for improvement. Expert consultants will address a number of key areas of evaluation such as HSE (health, safety and environment), cost control, resource allocation, use of OT/IT systems and asset utilization. These insights will be translated into a pragmatic action plan to optimize production and improve margins while ensuring regulatory compliance.

As a result of this partnership, Schneider Electric can offer enhanced APM capabilities that allow customers to better strategize and optimize maintenance execution according to asset criticality for optimal business results. Risk analysis, what if analysis and asset management strategic review can provide detailed insight into asset reliability and performance, facilitating long-term strategic planning. Users can optimize operations by eliminating reoccurring incidents with root cause analysis, inventory management and strategy simulations to identify hidden inefficiency and drive value across the enterprise. An extensive library of asset reliability data and templates allows up to 90% faster time to deployment.

Subscription Access Across Industrial Software Portfolio

An expansion of the company’s subscription license model – Subscription Access – includes greater value, new benefits and access to more industrial software applications. Customers choosing this offering can benefit from reduced upfront costs, ease of license fee management, access to exclusive products, bundled capabilities and a lower total cost of ownership. Subscription Access is now available when purchasing Engineering, Planning, Operations and Asset Performance, as well as Control and Information software solutions.

Expands Cloud Platform with New Performance Module

Continued expansion of its cloud platform, Insight, powered by Wonderware Online, with new Insight Performance module that provides Overall Equipment Effectiveness (OEE) monitoring, asset utilization analysis and downtime tracking in the cloud.

This Software as a Service (SaaS) offering offers the following capabilities:

  1. Light-weight applications that are easier to install, configure and maintain
  2. Virtually no on-premise servers or hardware requirement

Enhances Manufacturing Operations Management Offering for Mining Industry

The company announced enhancements to its Manufacturing Operations Management (MOM) solution for the Mining industry. This initiative can help optimize the mining supply chain, drive efficiency and maximize utilization of all operating assets, resulting in better profitability.

This data, when made available to domain-specific decision support tools and integrated with supply chain and enterprise resource planning systems, unlocks new levels of intelligence to drive continuous improvement. Eliminating manually entered production values while breaking down pervasive operational data silos can minimize time, errors and costs associated with manual and duplicate data-entry, further enhancing agility and efficiency.

Select improvements of Schneider Electric Software’s MOM solution for the Mining industry include:

  • User selectable point in time feature for ‘Inventory data reprocessing’
  • Data reprocessing has improved performance by 4X
  • New “Calculated Inventory” feature to define custom calculations on captured inventory data
  • Ampla Planner, Gantt Chart usability and user experience enhancements
  • Client response times has improved performance by 2X
  • Wonderware Online InSight connectivity

Powers Roy Hill’s Remote Operations Center

The company announced the success achieved at Roy Hill, an independent iron ore operation in Western Australia. Roy Hill implemented a Schneider Electric Mining industry software solution to consolidate end-to-end operational visibility and optimize their mining value chain.

Roy Hill built a greenfield iron ore mine and mine process plant in the Pilbara region, a heavy haul railway system from mine-to-port, new port facilities in Port Hedland, and a Remote Operations Center (ROC) in Perth. Each of these infrastructure components were designed to meet its capacity of 55 million tonnes per annum (Mtpa) of iron ore.

Most leading mining companies have historically evolved with organizational silos, usually between mines, processing facilities and logistics. In the age of increasing automation, data, and digitalization, these silos often prevent end-to-end visibility and optimization opportunities to realize resource to market potential. Through its efforts, as no small accomplishment, Roy Hill has been able to avoid these pitfalls with the help of its ecosystem partners, including Schneider Electric.

Roy Hill implemented Schneider Electric’s industrial software offering tailored for the mining industry, which included the following specific solutions:

  • Demand Chain Planning and Scheduling (DCPS)
  • Inventory Tracking and Quality Management (ITQM)
  • Delay Accounting (DA)
  • Capacity Simulation Model (Pre-CAPEX Analysis)

Drives Digital Transformation in Food & Beverage

Three new Food and Beverage manufacturing solutions were announced as part of the company’s ongoing effort to drive operational excellence, efficiency and performance while enabling regulatory and food safety compliance.

Food and Beverage and Consumer Packaged Goods manufacturers face a number of challenges, which are potentially impacting profitability. Growing environmental and sustainability related regulations are resulting in higher energy costs. Product yields must continually be improved to meet an increasingly diverse set of consumer demands. Each of these industry challenges must be addressed while maintaining product quality and safety standards to avoid product recalls and ensure continued consumer trust and confidence.

Three new industry solutions from Schneider Electric can help manufacturers to address these challenges:

  • Energy Performance – provides improved visibility into energy usage, enabling opportunities to reduce consumption and costs
  • Advanced Process Control (APC) – allows manufacturers to improve yield and product quality by minimizing unpredictable variations in the drying process
  • Label Assurance – ensures compliance through 100% label inspection checks; reduces recalls

These solutions empower Food and Beverage manufacturers to simultaneously improve efficiency, quality and performance by delivering real-time visibility, control and intelligence across all operations and functional areas.

PTC Acquisition Bolsters Internet of Things Offering

PTC Acquisition Bolsters Internet of Things Offering

Following on to last week’s quick post of PTC’s Internet of Things acquisition of Kepware, I’ve gone a little deeper into the build up to and the strategy of the acquisition.

First off, the Internet of Things is a strategy. It isn’t a “thing.” PTC management seems to “get it.” As you’ll read further down, PTC is not pursuing a simple bolt-on strategy such as what several companies have come to me to help justify. This appears to be a serious attempt to assemble a complete ecosystem / platform going beyond a simple IoT play to offer a business solution to customers.

Warning note. PTC is acquiring software companies and attempting to blend their technologies into a coherent whole. We’ve witnessed many of these seemingly simple processes go south quickly. But PTC has done this before in its core market, then again in the services market. I have confidence the company will show the way in a complete solution.

PTC is paying a large premium for Kepware–Up to $120 million for a company with about $20 million in annual sales. It obviously thinks there is a tremendous upside to its IoT business.

From the press release: PTC announced it has signed a definitive agreement to acquire Kepware, a software development company that provides communications connectivity to industrial automation environments, for approximately $100 million, plus up to an additional $18 million based on achievement of certain strategic initiatives and financial results. The acquisition will enhance PTC’s portfolio of Internet of Things (IoT) technology, and accelerate the company’s entry into the factory setting and Industrial IoT (IIoT).

Founded in 1995 and located in Portland, Maine, Kepware serves customers in more than 120 countries in such industries as manufacturing, oil and gas, building automation, and power and utilities. The company’s flagship product, KEPServerEX, connects disparate devices and control systems, providing users with a single source of industrial data.

Kepware’s KEPServerEX will become a strategic component of the PTC ThingWorx IoT technology platform. Once the companies’ products are integrated, machine data will be able to be aggregated into the PTC ThingWorx platform, integrated with a wide array of internal and external information, and then automatically analyzed using ThingWorx machine learning capabilities. The integration will allow organizations to gain enterprise-wide insight and to proactively optimize mission-critical processes – enabling them to improve operational performance, quality, and time to market.

In its June 2015 research report, entitled The Internet of Things: Mapping the Value Beyond the Hype, the McKinsey Global Institute identified the factory as one of the largest sources of potential value to be realized from the adoption of the Internet of Things. PTC has established a dedicated business segment and has formed a strategic alliance with GE to pursue this brilliant factory opportunity. The acquisition of Kepware is intended to complement the alliance with GE.

Kepware and PTC share many common customers that will be able to realize value from the acquisition. Industrial environments already leveraging Kepware technology will be able to benefit from the added breadth of capabilities available in the PTC ThingWorx IoT technology platform. The acquisition of Kepware will also provide a fast-to-value connectivity option for PTC customers to gain visibility into data from a vast range of industrial controls and production equipment, enabling them to kick-start their smart, connected factory initiatives.

“PTC is committed to helping manufacturers, infrastructure operators, and others realize the enormous value inherent in the Internet of Things,” said Jim Heppelmann, president and CEO, PTC. “With this acquisition, we will gain entry into heterogeneous factory and operating environments with robust technology, an impressive list of customers, and a high-quality, profitable company with incredibly talented employees.”

“Kepware and PTC share a common vision of helping organizations realize the potential of the Industrial Internet of Things,” said, Tony Paine, CEO, Kepware. “We believe this acquisition will benefit our customers, partners, and employees – and ultimately drive software innovation for industrial automation markets. We are excited for the opportunity to become part of PTC.”

Over the past 12 months, privately-held Kepware generated approximately $20 million in revenue. PTC expects to draw on its credit facility to finance this transaction and expects Kepware to be neutral to its FY’16 non-GAAP EPS. The transaction is expected to close in early 2016, subject to customary closing conditions, including regulatory approval. PTC intends to maintain the Kepware partner ecosystem and to continue developing and enhancing the Kepware technology, once acquired.

PTC Internet of Things Acquisitions

2014

Thingworx

The acquisition of ThingWorx positions PTC as a major player in the emerging Internet of Things era.

Axeda

The acquisition of Axeda allows PTC to leverage its core IoT technology to enable companies to establish secure connectivity and remotely monitor and manage a wide range of machines, sensors, and devices.

2015

ColdLight

The acquisition of ColdLight’s Neuron automated predictive analytics platform will enrich PTC’s technology portfolio and extend PTC’s position as a leader in the Internet of Things (IoT) market.

GE Alliance

GE and PTC announced that the two companies are partnering to deliver an innovative manufacturing solution that will be available within GE’s Brilliant Manufacturing Suite. This new GE-branded manufacturing solution leverages the capabilities of PTC’s ThingWorx Industrial Internet of Things application enablement environment. The result is an industry-hardened solution that features flexible dashboards and powerful data analytics integrated with GE’s software capabilities on the manufacturing plant floor.

 

ThingWorx IoT Platform

  • ThingWorx Composer
    ThingWorx Composer is an end-to-end application modeling environment designed to help you easily build the unique applications of today’s connected world. ThingWorx Composer makes it easy to model the things, business logic, visualization, data storage, collaboration, and security required for a connected application.
  • Codeless Mashup Builder
    ThingWorx “drag and drop” Mashup Builder empowers developers and business users to rapidly create rich, interactive applications, real-time dashboards, collaborative workspaces, and mobile interfaces without the need for coding. This next-generation application builder reduces development time and produces high quality, scalable, smart connected applications which allows companies to accelerate the pace at which they can deliver value-add solutions, resulting in greater market share against new and existing competitors.
  • Actionable, Correlated Data from People, Systems and Things
    ThingWorx is the only platform that can store and correlate data from three dimensions: people, systems, and connected things. This capability allows companies to make business sense of the massive amounts of data from those three dimensions – making the data useful and actionable. The platform supports scale requirements for millions of devices, and provides connectivity, storage, analysis, execution, and collaboration capabilities required for applications in today’s connected world. It also features a data collection engine that provides unified, semantic storage for time-series, structured, and social data at rates 10X faster than traditional relational databases.
  • Search-Based Intelligence
    ThingWorx SQUEAL (Search, Query, and Analysis) brings search to the world of smart connected devices and distributed data. With ThingWorx SQUEAL’s interactive search capabilities, users can now correlate data that delivers answers to key business questions. Pertinent and related collaboration data, line-of-business system records, and equipment data get returned in a single search, speeding problem resolution and enabling innovation.
  • Collaboration
    ThingWorx dynamically and virtually brings together people, systems, and connected equipment, and utilizes live collaboration sessions that help individuals or teams solve problems faster. The ThingWorx data store becomes the basis of context aware collaboration and interaction among the systems users, further enhancing its value. Additionally, the tribal knowledge exposed during the process is automatically captured and indexed for use in future troubleshooting activities.
  • Flexible Connectivity Options
    ThingWorx “inclusive” connectivity strategy maximizes market opportunity and minimizes integration efforts. ThingWorx supports connectivity to devices via several methods, including 3rd party device clouds, direct network connections, Open APIs, and AlwaysOn connectivity.

KEPServerEX Overview

KEPServerEX is a communications platform that provides a single source of industrial automation data to all of applications. The platform design allows users to connect, manage, monitor, and control diverse automation devices and software applications through one intuitive user interface.

KEPServerEX leverages OPC (the automation industry’s standard for interoperability) and IT-centric communication protocols (such as SNMP, ODBC, and web services) to provide users with a single source for industrial data. Designed around the four product pillars of Proven Interoperability, Centralized Communications, On-Demand Scalability, and Industrial Strength, KEPServerEX is developed and tested to meet our customers’ performance, reliability, and ease-of-use requirements.

Product Features

KEPServerEX provides critical technical features that are centralized around accessibility, aggregation, optimization, connectivity, security, and diagnostics.

Accessibility

OPC

OPC is the leading standard for industrial automation connectivity. KEPServerEX supports the OPC Unified Architecture (OPC UA) specification and many of the OPC Classic specifications, including OPC Data Access (OPC DA), OPC Alarms and Events (OPC AE), and OPC Historical Data Access (OPC HDA).

Automation Interfaces

KEPServerEX has preferred access to leading automation software, including iFIX by GE Intelligent Platforms (NIO) and InTouch by Wonderware (SuiteLink/FastDDE). KEPServerEX also supports preferred access to Oracle MES and MOC solutions through their proprietary API.

IT Interfaces

KEPServerEX supports multiple interfaces for integration with IT applications, including ODBC for logging information to a database and SNMP for providing information to a Network Management System (NMS). With the advent of IoT and Big Data applications, KEPServerEX now includes the ability to communicate with Splunk software and cloud services via the Industrial Data Forwarder for Splunk.

Cloud Interfaces

With the IoT Gateway, KEPServerEX can seamlessly stream real-time industrial control data directly into Big Data and analytic software for Business Intelligence and Operational Excellence. Its customizable data format supports most MQTT and REST applications—enabling users to choose the vendors and communication methodologies right for their system.

Exporters

Some applications require information to be made available from a file or database. This information is typically exported at a predefined rate and includes both current and historical data. KEPServerEX has the ability to export historical Electronic Flow Measurement (EFM) data (via the EFM Exporter plug-in) or historical trend data (via supported drivers) to files and/or databases.

Aggregation

Centralized Platform

KEPServerEX is a communications platform that can support connections to thousands of data sources and provide information to hundreds of applications. The platform design simplifies the configuration of the connected applications by providing a single point of entry to all information. KEPServerEX also enables troubleshooting and issue diagnosis, provides control to the access of information based on user roles, and the ability to restrict the frequency of communications over bandwidth-limited telemetry-based environments.

Unified Configuration

KEPServerEX provides a unified configuration for managing connectivity to any data source. Anything can be added, configured, or deleted while the server is on-line and operational. Users can configure projects manually using a step-by-step wizard or programmatically through the export and import of XML and CSV files.

Data Storage and Retention

KEPServerEX is capable of archiving the real-time data it collects to local storage. By leveraging the Local Historian plug-in, applications can access this historical data (via OPC HDA) for future analysis. KEPServerEX can also store information in any ODBC-compliant database using the DataLogger plug-in, which has a store-and-forward capability for when a database is unreachable or unable to process the information fast enough.

Optimization

Data Conditioning and Reduction

In addition to providing raw values to connected applications, KEPServerEX can perform linear or square root scaling, perform basic arithmetic expressions, or apply deadband calculations on raw data and provide its aggregate. This provides minimal bandwidth and resource utilization by providing only the most critical updates.

Redundancy

KEPServerEX is used in critical applications where highly-reliable systems are required for maximum uptime. It includes the ability to define redundant network paths, primary and secondary data sources, and applicable failover criteria.

Load Balancing

In large networks that have many devices and applications requiring information, flexible control is necessary to allow for customized load-balancing of data collection and information flow. KEPServerEX provides tools to schedule the frequency of communications and throttle the demand across the network.

Communications

KEPServerEX optimizes communications with devices by aggregating identical requests from different applications whenever possible. Multiple demands on data can be batched together into the fewest requests possible. These optimizations are unique to each protocol, and are designed to reduce network overhead and device processing.

Machine-to-Machine Linking

In a typical industrial automation network, devices and controllers must communicate with one another even if they are not from the same manufacturer or do not support the same protocol. KEPServerEX provides the ability to establish links between data values in different data sources, allowing Machine-to- Machine (M2M) communications as close to the device as possible.

Connectivity

Driver-Based Access

KEPServerEX offers the broadest range of drivers available, supporting devices across various verticals within the Industrial Automation Industry. While most drivers act as masters that initiate requests, there are many drivers that can emulate a device where communications are driven by a controller. KEPServerEX drivers also support a variety of wired and wireless network mediums for Ethernet, serial, and proprietary networks. Although most drivers connect directly with hardware devices, some are designed to connect with other applications—such as databases, custom software applications, or other OPC servers.

Telemetry Environments

Industrial automation equipment can be deployed in a dry and heated factory, but it can also be installed inside a vehicle, on a remote pipeline, or in a well or pump station. In these remote environments, there are often a variety of telemetry solutions in use like cellular, radio, or satellite modems. KEPServerEX supports these telemetry configurations and provides additional ways to optimize communications through virtual networks, timing parameters, device demotion, and by scheduling communications across devices.

Rapid Deployment

As automation networks have grown from ten controllers to thousands of controllers, tools that aid and accelerate deployment are critical to a solution’s success. KEPServerEX provides many tools that speed the deployment of new devices, including Automatic Tag Generation (ATG) and Device Discovery (when supported by the device and communication protocols). Users can also export, manipulate, and import an XML project file to programmatically define the configuration.

Simulation

As systems are configured, components must be implemented and tested before the entire system becomes available. KEPServerEX allows any data source to be placed into simulation mode prior to deployment. In addition, the Memory Based driver can be configured to create a range of static and dynamic data points. The Advanced Simulator driver can leverage a database and its contents to drive application-specific simulation data into connected applications.

Security

Configuration

Access to the KEPServerEX configuration can be restricted through the User Manager. This tool allows the administrator to define user groups and users with restricted access to certain project configuration tasks, and also provides the ability to disconnect client applications.

Runtime

There are various tools available within KEPServerEX to control user access to the server, data source, or data values. The Security Policies plug-in limits access based on OPC UA user credentials while supporting default handling for anonymous users (both OPC UA and other client interfaces). The ability to dynamically address information can be disabled, limiting user access to tags defined within the project. KEPServerEX supports a number of secure client standards including SNMP (v3 security), OPC UA, and OPC DA (DCOM security) to further restrict access to the server, as well as a number of secure device protocols to meet the requirements of DNP3, SNMP, and OPC UA data sources. Secure data tunnels can be configured by leveraging multiple KEPServerEX instances at remote endpoints to pass data through firewalls and meet authentication and encryption requirements across the Internet.

Diagnostics

OPC Diagnostics

OPC Diagnostics provide a real-time and historical view of OPC events between any OPC client and the server, including method calls made by the client or callbacks made by the server. The ability to view actual communications and responses is invaluable when troubleshooting client accessibility. The diagnostics tools within KEPServerEX greatly speed deployment and reduce downtime.

Communications Diagnostics

Communication Diagnostics provide real-time capturing of the protocol frames transferred between the server and any device, as well as indications on the driver’s performance. All read and write operations can be viewed or tracked directly in an OPC client application using built-in diagnostics tags. This is useful when modifying key communication parameter settings (such as baud rate, parity, or Device IDs), because corrections are immediately visible.

Third-Party Diagnostics Integration

Diagnostics information can be viewed within KEPServerEX and by third-party applications. Diagnostics information is provided through system-defined tags and accessible to the same clients connecting to the data sources. KEPServerEX logs event information, which is accessible within the configuration tool or to any application that supports the OPC Alarms and Events specification.

PTC Acquisition Bolsters Internet of Things Offering

Developing A Culture For Machine Safety Required

Rockwell Machine Safety Maturity ModelRockwell Automation sponsored a technology track at the EHS Today Safety Leadership Conference October 27-28, 2015 in Greenville, SC. The seven sessions discussed a variety of issues facing Safety Leaders in industry. These sessions focused on machine safety. Process safety is an entirely different ball game.

Shawn Galloway, president of ProAct Safety, and Steve Ludwig, safety program manager, presented ideas on Improving Safety Performance in a quick, TED-Talk-like pair of presentations. Even though this was the “Safety Technology” track, the seemingly soft topic of company culture was the topic to set the table for the day.

Galloway quoted Winston Churchill, “First we shape our dwellings, then they shape us.” The idea is that we set our culture and then it shapes the overall focus of the company. The key is to reinforce positive behavior.

He drew a circular diagram for the chemistry of safety cultural excellence: vulnerability->communication->measurement->passion->focus->expectations->proactive->accountability->reinforcement

Maturity Index for Machine Safety

Ludwig addressed Rockwell Automation’s Safety Maturity Index. You can find a podcast interview on this topic on my podcast site, Automation Minutes.

The Safety Maturity Index delineates three focuses: Culture (Behavioral), Compliance (procedural), Capital (technical). Each focus contains four levels: minimize investment, attain compliance, cost avoidance, operational excellence.

The key point is that one of the first things manufacturers need to do is to pay attention to developing a safety culture.

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