OPC 3: the Sequel for UA

OPC 3: The Sequel for UA

Motivation, Technology, and Collaboration behind the OPC Unified Architecture

Thomas J. Burke Alisher Maksumov President & Executive OPC UA Development Director Lead OPC Foundation OSIsoft, Inc. Agenda

l History of OPC and OPC Foundation l Current OPC Specifications l OPC UA Motivation l OPC UA Overview l Who, What, When, Where & How l OSIsoft’s Involvement in OPC and OPC Products l Migration to OPC UA l Goals for OPC UA 2

OLE for Process Control or is It? Why OPC ? l Interoperability l Standards: fact or fiction? l Where did OPC come from? l Four Core Companies l OPC Foundation l Write a communications driver one time l Solve World Hunger?

Copyright © 2007 OSIsoft, Inc. All rights reserved. InterOperability Performance Before OPC: With OPC: Custom interfaces Client and Server write to a standard • costly • reduce cost • inefficient • protect investment • risky • more choices • increase productivity Connectivity Display Trend Application X ... Application Y Application Application OPC OPC

PLC DCS PLC DCS Controller 5 Controller

l International Industry Standard Organization

u 450+ Member Companies / 100+ endusers Members

u 2500+ Total Companies Build OPC Products = 15000+ Products l Vision – Foundation for secure reliable interoperability

u Moving information, not just data u Vertically – from the factory floor through the enterprise of multi vendor systems (with stops in between…) u Horizontally – between devices on different industrial networks from different vendors l Collaboration is key to pulling multiple “open” standards into unified open platform architecture…

u Realtime data u Integration from DCS/PLC to HMI systems l OPC A&E – Alarms and Events (1998) l OPC HDA – Historical Data Access (2000)

u Historical data l OPC XML DA – XML Data Access (2004)

u Realtime data via HTTP l Others… (DX, Batch, Security)

l No crossplatform interoperability l No integration between different specifications: DA, HDA, A&E and etc. l Information model is very simple and not extensible l Clients and servers are not always OPC compliant l COM/DCOM technology issues

u Poor connection reliability

u DCOM configuration is challenging

u Security is based on Window security only

u DCOM is not Firewall friendly

l Numerous incompatible protocols l Complex configuration and maintenance l Islands of automation l Rigid infrastructure l Vulnerability to system and network failures l Security

DDE RSS 232 HART Lonworks UNICODEE ProfiBus 802.3 V.35 InterbuBs luetooth DNS CC Link IPsec RSS 485 CAN TCP OAGIS KerberDoes viceNet ControlNet CORBA nRetDSS 422 DE DHCP BAPI EBCDIC HTTP SOASNP MP Devi802.ceLo11 gix COM IPX FIPIO ANSI USB FieldBus ASS I Industrial RSS 423 .NET RemoCANtionpgen DCOM OPC HDA ARXP MEthL ernet OPC A&E WMI OLE IPvFi6 rewire Modbus UDP 802.1x IPv4 OPC DA FDI RARP J1939 ICMP Ethernet FTP 12

EW tra RIP c P kSi Cng A DA A PCD c p M R c s ce pro S pro o e olhl ce M d nn nist ss pro C uc t s tior g d pll croo iny e duc E annim tio ollrs u ne t a n ne ouscoalare di ng te tror usn o S is ri s fi trolga y S pat al lln e C re c ee ld lers m so N h PP tt rs tw aP urc con C iim o H na e vDa LL e r M gqe tr Cl a MMapnd k I sy uam ol v tt ro s s lite leleeS en p du btem y nt rss dla ct ba ancnni iio c r s t nc n n co o ch d e g n b is m troots c m cNr R a ona Ceteo m iint lllle trc p &a p ena rs oh e mnDagerf na FF lilne rameD o nc iners eta e mrm e aa st e tosu e a SSccE erf r rent nc e nt a tr p m e eiill ctra ro ent cciite mesn ce titityyr on sm ss oo//priP ito itte EE nnP rin r qq //AAllaase g s uuSSii CCrrnne t t pptatammeeeaa titieeoollll nnnnt t

l Bestofbreed solutions Manufacturer

u Many different vendors

u Custom made solutions

u Proprietary technologies

u Pointtopoint Integration

u Limited realtime information l Risking future success

u Complex business environment Plants u Maintenance nightmare Suppliers

u Multiple dependencies u Multiple standards Customer value is lost 14

AAssset set PProduroductioction n InvInvententory ory PPurchurchasiasingng MManagemanagementent CoContntrol rol MManagemanagementent

HMHMI I SSCCAADDA A The VVisualizatisualizationion The Enterprise Automation paradigm paradigm

PProduroductioction n MManagemanagementent Systems Systems 15

Internet .NET DCOM new retires Communication architecture

OPC-UA

Better More Areas of Integration Application (DA, HDA, AE) Service (MES, ERP) Oriented

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

l Based on standards for the Web

u XML, WSDL, SOAP, WS* l WSPolicy negotiates protocol and encoding l WSSecureConversation provides secured sessions l Optimized for the Intranet

u OPC Binary encoding over TCP

l Subscription Update Features u Keepalive (heartbeat) messages § Allows clients to detect a failed server or channel u Sequence Numbers in each update message § Allows client resync to obtain missed messages u Decouples callback channel from notification mechanism, allowing callback channel to be reset without loss of data l Redundancy Features u Designed for easy (optional) redundancy of both Clients and Servers § e.g. resync request can be sent to a backup server

Copyright © 2007 OSIsoft, Inc. All rights reserved. Security l UA Clients present credentials to UA Servers (x509 certs on both sides). l UA Servers require authentication and authorization. u Access control can be finegrained down to the property level. l Optional message signing and encryption.

Open Standards to Deliver Interoperability Device to Device and Device to the Enterprise MIS

Enterprise Integration (ERP, Asset Management, APPLICATION PACKAGES Advanced Diagnostics, etc.) C o ta n a f igu D e r Subsystem Integration c a t vi io e n D Device Integration (FF, Profibus, HART, etc) P P P P L L L L

Alarms l SOA & Events l Single set of Services Data Access u Query, Read, Write, Subscribe… Historical Data Access l Commands Named/Typed relationships between Complex nodes. Data UA ServerUA Server

The UA Server embodies the functionality of existing OPC Servers using a single set of services 23

Copyright © 2007 OSIsoft, Inc. All rights reserved. OPC UA Deployment es am nfr ai m s Standard internet er st lu protocols allow c Mainframe rs crossplatform ve er communication s Server ps Cluster to sk e Server d les bl Desktop ta or PC Multiple UA APIs p s Portables •C/C++ ce vi •JAVA de Controllerss •Microsoft .NET Embedded Systems 24

Copyright © 2007 OSIsoft, Inc. All rights reserved. Existing OPC Features Retained l Address Space visibility through browsing & query l Efficient reportbyexception communication l Similar base information models for easy adapters

OPC Information Model DA A&E HDA CMDs

.NET (WCF) Version Tool or API Portable C/C++ Version Language Dependent Java Version (e.g. .NET) Proxy / Stubs

WSDL / SOAP Scalable Platform Independent or TCP / Binary Messaging Model Services Binding Abstract UA Model Specification Business Model, Adaptable to Platform Independent Messaging Models (e.g. WSDL)

Vendor Information Model

Information Model Specifications IEC, ISA, OAGi, EDDL…

OPC Information Model DA A&E HDA CMDs

OPC UA Base Services All Necessary Services

Clients written to just the base can still discover and access all data from the derived layers!

UA UA Client Client Enterprise Enterprise Network Semantics “Aggregating” UA Servers UA Server extract and process data UA UA from lower level “Device” Client Client UA Servers. Operations Network Process Semantics UA UA Data is recast using Server Server different information models UA UA Client Client appropriate for the clients at Plant Floor Device the higher level. . Network Semantics UA UA Server Server

Type Abstract Object Descriptions Services Model Data SOA Model Model

DA, HDA, OPOPCC Protocol Independent and A&E UUAA

Comms Plant floor Platform Model Independent and Internet Access 29

ERP, SAP … Corporate Enterprise

OPC Unified Architecture Manufacturing, Production and Maintenance

OPC Unified Architecture HMI MES SCADA O O O O P P Adv. P P C C C C Batch Control OPC PCPC Bas ed Control

OPC

l ABB l Microsoft l Absynt Technologies Ltd l OPCF l ascolab GmbH l OSIsoft, Inc. l Beckhoff l Prosys PMS Ltd l CAS l Rockwell l Cognex l SAP l Cyberlogic l Siemens l Helsinki University of Technology l SISCO l Honeywell l SMAR l Iconics l Softing AG l InduSoft LLC l Software Toolbox l Ing.Buero Allmendinger l SRI International l Invensys/Foxboro l Tampere University of Technology l Invensys/Wonderware l Technosoftware AG l Kepware l VTT l Matrikon l Wapice Ltd l Metso Automation l Yokogawa Electric Asia 32

OpenO&M – Joint work by MIMOSA, OPC & ISA95 to integrate operations and maintenance information MIMOSA ISA Standards PRODML ISA95 – Enterprise/Control System Interface Standard, Parts 3 & 4 define MES OPC Functions ISA99 – Control System CyberSecurity WBF Standard OMAC – Open Modular Architecture Controls OMAC group standardizing packaging machinery interfaces WBF BatchML BatchML – XML Schemas based on ISA88 ISA B2MML – XML Schemas based on ISA95 OPC – DCOM and XML interfaces. New Web Services Unified Architecture (UA) under ISA99 development ISA95 MIMOSA – Asset Mgt and Maintenance Mgt B2MML Schema, Meta Data and Interfaces OpenO&M PRODML – A Shared Solution for Upstream MFG JWG Relationship Oil and Gas Companies to Optimize Their OpenO&M Relationship Production 33

l OPC used in process & discrete manufacturing l OPC adopted in the following:

u Semiconductor

u Plant Maintenance and Production Management

u Industrial Ethernet …..

u Security

u Building Controls

u RFID

u Retail/ Financial

u …. 34

Copyright © 2007 OSIsoft, Inc. All rights reserved. OSIsoft’s Involvement in OPC and OPC Products OSIsoft’s involvement in OPC l Corporate Member of OPC Foundation since 1996 l Helped develop OPC HDA Specification l Active participant of major OPC Foundation events (IOP workshops, DevCon’s, etc.) l Intimately involved in developing UA specifications and code deliverables

u UA Working group

u Early Adopters Program

u Technical Advisory Council

u Collaboration

l OPC Interface – Data Access (DA) client

u 33% of interfaces shipped today are OPC u 25% of all active interface nodes are running OPC l OPC HDA Interface – Historical DA (HDA) client l OPC A&E Interface – Alarms & Events client l XML Interface – XML DA client l OPC DA Server l OPC HDA Server l Testing and configuration tools

l OPC Foundation offers a comprehensive migration strategy to UA

u Maintain momentum of OPC technology

u Sustain confidence in the existing OPC products

u Help vendors to adopt UA

u Facilitate native UA product development

u Bring UA products to the market faster

l Provide a smooth transition from COM/DCOM to SOA

u Deployment and configuration

u Security infrastructure

u Platform independence 39

u Wrappers are used for OPCCOM Servers

u Proxies are used for OPCCOM Clients

1 Wrappers / Using Wrappers/Proxies Proxies with OPCCOM products

OPC Products based on COM OPCCOM specifications: DA, HDA, A&E 40

UA Client

UA Wrapper

OPCCOM Server

OPCCOM Client

UA Proxy

UA Server

u Wrappers are used for OPCCOM Servers

u Proxies are used for OPCCOM Clients

u Separate wrappers for DA, HDA, A&E

u Separate proxies for DA, HDA, A&E

u Distributed with OPCCOM products

u Configuration tools

1 Wrappers / Using Wrappers/Proxies Proxies with OPCCOM products

OPC Products based on COM OPCCOM specifications: DA, HDA, A&E 43

u Building UA apps on top of existing infrastructure

u Customizing wrappers and proxies

u Providing limited UA functionality

u Enabling UA security

2 Customized Wrappers / Using customized Wrappers/ Proxies Proxies – Reference implementation

1 Wrappers / Using Wrappers/Proxies Proxies with OPCCOM products

OPC Products based on COM OPCCOM specifications: DA, HDA, A&E 44

u Building UA apps on top of new infrastructure

u Optimizing access to data 3 u Providing extended UA functionality Building native Native UA u Support for other data standards UA Products

u Creating fully featured UA 2 Customized Address Space Wrappers / Using customized Wrappers/ Proxies Proxies – Reference implementation

1 Wrappers / Using Wrappers/Proxies Proxies with OPCCOM products

OPC Products based on COM OPCCOM specifications: DA, HDA, A&E 45

Copyright © 2007 OSIsoft, Inc. All rights reserved. OSIsoft’s Goals for OPC UA and What This Means for You OSIsoft’s Goals for OPC UA l OSIsoft is committed to supporting UA l Migration strategy includes support of existing OPC products and development of native UA products l Develop a UA Server that will allow accessing PI System data in a standard and consistent way l Support data transfer through UA into PI leveraging our smart connector and asset connector concepts l OPC UA will be one of the primary data access mechanisms for PI System l OPC UA products will be certified by the OPC Foundation

OSIsoft technology OPC UA technology

PI System Security UA Security

AF 2.0 Information Model

PI Snapshot Data Access

PI Archive Historical Data Access

PI Notifications & Alarms & Conditions Event Frames

High Availability Redundancy & Robustness 48

Windows Linux Windows Embedded OS OPCCOM UA WCF UA Java UA ANSI C with UA Proxy Client 1 Client 2 Client 4 Client 3

XML Binary XML/Binary Binary via HTTP/HTTPS via HTTP/HTTPS via HTTP/HTTPS via UA TCP PI UA Server

PI Data Access Services

HA / Management Services DataData Direc Directortory y

PI Archive PI Event & AF 2.x Notifications Frames Snapshot 49

Copyright © 2007 OSIsoft, Inc. All rights reserved. Benefits from PI & OPC UA l Access to AF Asset Models, PI Notifications, Event Frames l Data and information exchange between OPC applications in a secure environment l Enhanced robustness and reliability l Support for other data standards (i.e. S88, S95, MIMOSA, EDDL, PRODML, B2MML, etc.) l Support for multiplatform interoperability (Windows, Linux, UNIX, Embedded OS, etc.)

PI UA Server

PI UA Interface

3 PR 2

OPCCOM Native UA Products packaged with UA 2 Proxies and Customized Wrappers Wrappers / Proxies Bridge Release 1 Wrappers / Proxies 0

OPCCOM 51

Copyright © 2007 OSIsoft, Inc. All rights reserved. What is the Takeaway? l OPC UA will be a firstclass data access mechanism to the PI System u PI UA Server u PI UA Interface l OSIsoft will continue to support OPC COM products l OSIsoft provides a migration path to UA l Come visit our OPC Pod on Thursday l Stay tuned for more information…