leverage your pi system with af 2.0 to implement and ... file4 copyright © 2007 osisoft, inc. all...

Copyright © 2007 OSIsoft, Inc. All rights reserved.

Leverage Your PI System with AF 2.0 to Implement and Manage Your Operational KPIs Michael Saucier CEO Transpara Corporation

2


Agenda

l Business Challenge l Introduction to KPIs & Transpara Visual KPI l The AF 2.0 revolution l Using AF 2.0 for Operational KPIs l Demo l Conclusions

3


Business Challenge

l The health of a business is relevant to every employee and affected by their behavior

l Most employees have no idea how their actions contribute to the business

l Critical info is sometimes difficult to access l Now what? Create transparency using Mobile Composite KPIs!

4


KPIs Defined

lKey – Only a subset of all possible viewpoints, those which best reflect the state of an asset, organization or financial entity

lPerformance – Metrics related to performing ones job, or adhering to corporate or government standards, or achieving customer satisfaction

lIndicator – Not a closedloop function, KPIs are to be used by people to help them take correct action

5


Composite Measures Defined

l Repurpose existing data l Assembled rather than programmed l Extend value of data already created l Example: Production Rate

u Target value from SAP u Actual realtime data from AF / PI u High and Low quality limits from SQL Server u Max and Min of machine capability from MRO

6


Mobile Access Defined

l Desktop is a given l Business is not conducted sitting in an office

l Many roles require mobile access to data but instead rely on phone calls

l KeySpan’s talk details a dozen roles in which they employ mobile data access

7


Mobile, Composite KPIs

l Decision Support Data on the go

l Any System l Any Data l Anywhere l Anytime

8


Anatomy of a KPI

Min Max

Actual

Low Low High High Low High

Target

Status = GOOD

9


Anatomy of a KPI

Min Max

Actual


Target

Status = HIGH

10


Anatomy of a KPI

Min Max

Actual


Target

Status = HIGH HIGH

11


Typical KPI Configuration l KPI Attributes can include:

u Actual Value (the only required attribute!) § Sourced from PI, AF 2.0, RDB or an application

u Dynamic Attributes (timevarying) § Sourced from PI, AF 2.0, RDB or an application

u Static Attributes (non timevarying metadata) u Auxiliary Data § Responsible Party § Notification Definition § Associated Displays and Links

12


Anatomy of a single Scorecard

l A collection of KPIs related to each other in some significant way at runtime

l Collection criteria can be a combination of Dynamic and Static KPI Attributes

l Some examples: u All KPIs for Equipment Type 1300, With Priority 1 Alarms in the Western Region

u All KPIs for Asset 67 with Status <> Good

13


Dealing with Many KPIs is Hard

l Most companies have hundreds or even thousands of KPIs

l Beyond a few dozen KPIs, the Scorecard Format suffers. Enter the KPI Map

l KPI Map is good for up to hundreds of KPIs

l Example: u All KPIs from the NE region u All Wind Farm Assets

14


Even more KPIs – Use Rollups!

l Rollups typically use “worstcase” l Overstates lowlevel problems l Transpara developed the True RollUp TM concept to handle this problem

l True RollUp (TRU) accurately reflects the state of the entire hierarchy regardless of the number of KPIs involved.

15


What is True RollUp TM ?

l Not “worstcase” but the entire state map of all KPIs l TRU Chart as Percentage Bar or a Percentage Pie chart.

l Drilldowns automatically adjust for total number of KPIs in hierarchy

l The TRU Chart at any level in the hierarchy shows the percentage in any state for all KPIs below that level

16


Visual KPI 3.0 Architecture

PI Historian l Realtime Data l AF 2.0 Data l Perf Equations

Any RDB l Existing Data l External KPIs

Any LOB App l Link to financials l Planned values l SAP, MRO, etc.

Visual KPI Server l Composite KPI Engine l All meta data in SQL 2005 l Windows Server 2003 l ASP 2.0 Web Site l Web Services Config

`

Visual KPI Excel Editor l Excel 2003 or Excel 2007 with VSTO

l Configuration only, no run time association or storage

Publish Scorecards via Web Services

Data Sources Any Mobile or Desktop Client

Web S

ervices

Web S

ervices XML over HTTP

17


The AF 2.0 Revolution l An application layer for PI l Replaces programming with configuration (PI System Explorer)

l Organization of your data—1000s of points u According to naming convention u In the way that you would like to use it in displays and applications

l Organizes relational and complex data with your PI data l Your domain knowledge is reusable (centralized) l Protects your investments in your displays, reports, and applications like Visual KPI

18


Relationships Sourced from Assets

Tower 1

Tower 1

Tower 1

Plant 1

Tower 1

Connectivity Hierarchy Rolebased

19


Different KPIs for Each Relationship

Tower 1

Tower 1

Tower 1

Plant 1

Tower 1

Connectivity Hierarchy Rolebased

20


Different KPIs for Each Level

##### #####

#####

##### #####

Asset Template

Data Layer

Model Layer

Cases

Analysis Layer

Time

Time

Time

Time

Modelbased Analytics n Modelbased

Analytics Modelbased Analytics 1

2

Data Visualization

Asset Visualization

Asset Visualization

Analysis Visualization

21


AF 2.0 New Features

l PI System Explorer l Improved Element Hierarchy l Versioning l Hierarchical Attributes l File Type Attributes l Enumeration Sets l Multiple PI Server support l Object level security

22


AF 2.0 – A New Source for KPIs

l PI System Explorer helps you find KPI Attributes l Improved Element Hierarchy creates more logical access

l AF Element versioning allows Visual KPI to simply use the active version!

l Hierarchical Attributes makes the mapping to KPI Attributes simple and intuitive

l Multiple PI Server support allows KPI attributes to come from anywhere in the Enterprise

23


AF 2.0 Demo Architecture

l PreMixer > Reactor > Heat Exch > Prod Storage l Only Heat Exchanger is modeled

u Standard Shell & Tube, 14 KPIs u KPI Actual values indirect PI points in AF template

u KPI Limits use static AF attributes, but could easily be dynamic

u Nonprocess data is simply added in Visual KPI as metadata

24


Visual KPI Server

AF 2.0 – Demo Architecture

Programmatic Access

PI System AF 2.0

Time Series Data Sources

…

Honeywell ABB DeltaV Rockwell

…

SCM RDBMS MES

Honeywell Interface

ABB Interface

DeltaV Interface

Rockwell Interface

TimeSeries Data

Non TimeSeries Sources

…

Plant Models

25


AF 2.0 Attributes are KPI Attributes

26


AF 2.0 Attributes are KPI Attributes

27


Visual KPI uses AF 2.0 Path

28


AF 2.0 Versions Used Automatically

29


30


Easily repurposes data from OSIsoft AF 2.0, OSIsoft PI, SQL Server, Oracle and any ODBC data source by delivering Scorecards, KPI Maps, KPI rollups and Realtime trends to browsers for decision makers ON THE GO

« Works with any desktop, almost any mobile device

« Leverages existing data from many systems

« Supports hundreds of realtime data sources and hundreds of different mobile devices

« Gives stakeholders “one version of the truth”

« Reduces risk with more people are in the loop

Visual KPI

100’s of Data Sources

Mobile Composite KPIs

31


``

ENTERPRISE

Unstaffed Asset (100’s of sites)

Smart Connectors

Staffed Asset (10’s of sites)

Division HQ’s

Business Systems

Portal Servers

Application Servers

Remote PI System

PI Analytics

Smart Connectors

Remote PI System

PI Analytics

Smart Connectors

Division Level PI System

Joint Ventures Employees Regulatory Agencies

PI Analytics

Smart Connectors

Data Access

Enterprise PI System

Mobile Enterprise KPIs with AF 2.0

32


No Matter Where You Are

33


Now You Know

leverage your pi system with af 2.0 to implement and ... file4 copyright © 2007 osisoft, inc. all...

Documents