Analysis of Open Process Automation System Orchestration Proposal

This second in the series of posts on The Open Process Automation Forum concerns an in-depth analysis of a proposed system orchestration standard written by Harry Forbes of the ARC Advisory Group. This was written for Red Hat, but you can download a copy.

SYSTEM ORCHESTRATION FOR OPEN INDUSTRIAL AUTOMATION

ARC Whitepaper August 2024

Forbes looks at OPAF’s latest intention:

The Open Process Automation Forum (OPAF) recently announced its intention to base its System Orchestration O-PAS specification on the OASIS TOSCA standard. In the context of open heterogenous industrial automation systems, the term “System Orchestration” has a very broad meaning. It includes automated configuration, deployment, coordination, integration, and management of distributed systems and services. System Orchestration is essential for successfully managing complex software environments in modern, cloud-native application architectures. As industrial automation adopts these same architectures, it will also become critical for the industrial automation systems of the Future.

It has been too many years since that first meeting with OPAF leaders in Florida. I seem to remember that they had hired a consulting group (Nassim Nicholas Taleb notes that mathematicians begin with a problem and create a solution while consultants begin with a solution and create a problem) who had ties to the aerospace industry. The foundation standards came from there. I’m not surprised by this OPAF proposal.

Forbes continues:

Over the last 20 years in the IT and cloud computing space, many software tools have been developed and commercialized to serve these types of functions. These tools originated in open source, and several are now supported by commercial suppliers. Some have large installed bases in major enterprises. They also have large and active end user communities. They do not comply with a single standard, but rather support distinct Domain Specific Languages (DSL). During the same period, the vendor-neutral TOSCA specification has been employed in academic research and reportedly in some proprietary software in the telecom industry but has had negligible impact in commercial markets.

I side with Forbes in this preliminary conclusion:

Open automation supporters should leverage the large existing IT communities, human talent pools, and documented best practices that leading commercial products provide. While this precludes adopting a single standard, the OPAF could instead focus on carefully defining orchestration use cases for O-PAS systems, enabling end users to implement them with the commercial software that OT suppliers and industrial automation end users both prefer.

The entire whitepaper is worth a read

The Open Group Open Process Automation Forum Announces Certification Program

I have two pieces of news regarding The Open Process Automation Forum. These came just as I was wondering if the organization had been making any more progress. I have unfortunately seen enough of these open automation standards attempts to wonder if this one will go much farther—especially given the maturity of the market. 

This group started as a response to the high cost of upgrading automation systems in the field in the process industries. Where I see more opportunities would be in the discrete manufacturing area where the old trend of larger and more complex systems seem to be reversing to a more manageable size for the automation with the requirement to tie the systems to information networks.

My second piece, following this one, reports on an analysis of OPAF’s proposed system orchestration standard.

Philosophy aside, OPAF has made another step forward by launching the O-PAS Certification Program.

The Open Group Open Process Automation Forum (OPAF) has developed the O-PAS Standard, a standard of The Open Group, which uses existing and emerging standards whenever possible, making it a standard of standards. The standard enables the development of fit-for-purpose systems consisting of cohesive functional elements acquired from independent suppliers and integrated easily, via a modular architecture characterized by open standard interfaces between elements.

O-PAS certified products allow end users to build open, interoperable, and secure systems with products from multiple suppliers, offering greater flexibility in obsolescence management, system upgrades, and technology infusion. 

Jacco Opmeer, Co-Chair of the Open Process Automation Forum at The Open Group and Principal Automation Engineer at Shell says, “Certification provides the credibility that the fundamental qualities open systems will bring are measurable, and this will support the realization of many of the values the Open Process Automation Forum has been promoting.”

Hideki Murata, head of the Systems Integration Planning Dept. at Yokogawa Electric Corporation, commented, “Yokogawa welcomes the O-PAS Certification Program as this will allow us to officially certify our products designed for the O-PAS Standard. We expect the program will accelerate the development of the O-PAS ecosystem by enabling end users to select certified products with confidence. This will help the industry move forward with open, interoperable, and secure products and systems.”

Within the O-PAS Standard, there are Profiles that define the various segments of the architecture. The O-PAS Certification Program is based on these Profiles and for each Profile, the Supplier must attain independent verification of its claims of conformance. The Connectivity Framework and the Global Discovery Server Profiles are currently ready to be certified against, and The Open Group is anticipating that more Profiles will be available by the end of the year. 

ZEDEDA Joins the Linux Foundation’s Margo Project

ZEDEDA works at the Edge—they call it Edge Orchestration–and is joining a standards body. I am not sanguine about these interoperability organizations. Perhaps those of you who use these tools in manufacturing or production could send a note about if (or how) you use these industry standards. I know that the IT industry makes great use of them. I am not so sure about the OT side.

At any rate, there is a new initiative underway that appears to duplicate the work of EdgeX Foundry that was begun several years ago. This one sponsored by the Linux Foundation is called Margo.

This news from ZEDEDA announces that it has joined the Linux Foundation’s Margo project as a steering committee member. Margo is a new open-source project focused on creating open standards for interoperability at the edge for industrial automation environments.

ZEDEDA joins founding members ABB, Capgemini, Microsoft, Rockwell Automation, Schneider Electric and Siemens in the Margo project. Darren Kimura, ZEDEDA’s president and COO, will be the company’s representative on the steering committee, which also includes a representative from Intel. ZEDEDA co-founder and CTO Erik Nordmark will be part of the technical working group, while senior director of marketing communications and partner marketing Sarah Beaudoin will be part of the marketing working group.

The Margo project represents a significant industry collaboration to define mechanisms for interoperable orchestration of edge applications, workloads and devices. It will deliver the promise of interoperability through an open standard, reference implementation, and comprehensive compliance testing toolkit.

PICMG InterEdge and OPAF Partnership to Advance Open Process Control Technology

I wrote a couple of times when some press releases noted support for a new PICMG InterEdge interface for open process automation applications. They’ve announced a formal agreement with OPAF to provide an “official” OPAF edge controller connectivity.

Highlights:

  • Partnership seeks to reduce technology integration, maintenance, and upgrade costs in the process automation industry.
  • Work supports the Open Process Automation Standard (O-PAS), a standard of The Open Group, that defines resilient and scalable process automation system architectures.
  • Collaboration establishes a multi-vendor ecosystem for interoperable, interchangeable edge hardware via specifications like InterEdge.

An explanation from the press release explains, “The partnership fills a gap in edge controller hardware that exists in the O-PAS Standard—an open architectural framework for developing industrial process automation systems, currently being defined by OPAF initiatives.”

To complete and standardize work on an edge controller performed by OPAF member Georgia Tech Research Institute (GTRI), The Open Group Forum evaluated several hardware standards development organizations. The OPAF Members selected PICMG to develop a new open edge hardware technology specification that defines electromechanical interoperability, interchangeability, hot plug capabilities, and compatibility with existing standards such as IEC 61499 and IEC 61131.

The result was the recently ratified InterEdge specification.

I should mention that I saw a similar PICMG computer put forward as a solution for a previous open controller standard. Unfortunately, the vendor selected made a few tweaks in its use of the standard such that its “open” controller actually would not accept cards from competitors. I am certain that OPAF and PICMG will vet suppliers more carefully.

The InterEdge specification introduces a modular open architecture that delivers state-of-the-art I/O abstraction and flexibility and in a common physical form factor. It supports the OPAF and O-PAS goals of reducing integration, maintenance, and upgrade costs in the highly fragmented and largely proprietary process control technology market.

The OPAF and PICMG relationship is ongoing, with work on new versions of the InterEdge specification already underway. Meanwhile, the Open Process Automation Forum has introduced InterEdge to its physical platform subcommittee, who plan to include the specification in an upcoming revision of the O-PAS Standard and devise a set of tests that evaluate conformance to the InterEdge specification.

The InterEdge specification is available now and can be purchased from the PICMG website for $750. 

PICMG Announces Release of New InterEdge Standard

  • Targeted at Open, Modular Process Control Systems
  • Modular compute, switch, and I/O architecture enables interoperable standard for industrial PCs, PLCs, and distributed control systems.
  • Supports IEC 61499 and IEC 61131 for compatibility with a wide range of automation systems.
  • Hot-swappable modules can be replaced or upgraded while the system is running, minimizing downtime and maintenance costs.

I am trying to understand this one. Reading it for the third time, I guess the Open Process Automation Forum decided that one of its defined components among its “standard of standards” needed to be a standard. Although this “open, modular process control system” sounds eerily familiar. I hope it does help move the industry forward.

­­PICMG, the consortium for open hardware specifications, announced the release of InterEdge, a modular architecture for process control systems (PCS). The IEC 61499 and IEC 61131-compatible InterEdge specification promises to revolutionize the industry with an interoperable, multi-vendor alternative to proprietary Industrial PCs (IPCs), Programmable Logic Controllers (PLCs), and Distributed Control Systems (DCSs).

Given that the OPAF initiative was begun by ExxonMobil engineering leaders, this quote is informative:

“Business needs evolve at an ever-increasing rate,” said Francisco Garcia, Americas Regional Instrument Lead at ExxonMobil Technology & Engineering Company and member of the InterEdge technical working group. “InterEdge delivers an interchangeable base hardware standard for industrial manufacturers looking to adapt to changing business needs. As a result, providers can deploy and scale dedicated physical assets and focus on value-added software and services.”

And from the press release:

InterEdge defines a vendor-neutral, open standard for edge computing and I/O module hardware. It segments hardware into Compute Modules, Switch Modules, and I/O Modules. All of these modules are connected via a common backplane, enabling easy customization and expansion of industrial automation functions.

An overview of the specification and an architecture diagram are available here. The full specification is available to purchase. 

And the reason for the standard:

By replacing proprietary edge devices, InterEdge eliminates vendor lock-in, simplifies integration and maintenance, and enables online upgrades, all of which contribute to significant cost savings.

The Open Group Welcomes Shell as Its Latest Platinum Member

I just released a podcast where I thought about standards, interoperability, and open technologies. This news came my way, speaking of open, that Shell Information Technology International has become a platinum member of The Open Group.

Shell has been a Member of The Open Group since 1997, and has contributed to its numerous Forums which enable collaboration to develop open technology standards and certifications. The company played a critical role in the foundation of The Open Group OSDU Forum that facilitates the development of transformational technology for the world’s changing Energy needs, and donated important intellectual property that formed the basis of the OSDU Data Platform. Shell also contributed to the inception of The Open Group Open Footprint Forum that focuses on creating an environmental footprint data model standard applicable to all industries.

The Open Group is a global consortium that enables the achievement of business objectives through technology standards. Its diverse membership of more than 900 organizations includes customers, systems and solutions suppliers, tool vendors, integrators, academics, and consultants across multiple industries.

Glad to see end user companies taking an active part in openness. Their support is the only way open technologies will grow.

Follow this blog

Get a weekly email of all new posts.