Af11psug Cs05 Bama-companies

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    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

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    Rockwell AutomationProcess Solutions User Group (PSUG)

    November 14-15, 2011

    Chicago, IL McCormick Place West

    A PlantPAx Virtual

    Batch Upgrade

    Sean Nichols

    Controls Engineering Lead

    The Bama Companies

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    The Bama Companies

    History: Founded in the early 20th century

    Privately held

    All US production based in Tulsa, Oklahoma

    Inclusive environment (all stakeholders at every level

    involved)

    Products made include:

    Biscuits

    Pizza dough

    Hand held pastries

    Pie crusts

    Breadsticks

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

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    Sean Nichols Bio

    Educational

    Nuclear power (Navy)

    Electrical Engineering from OSU

    Extensive Rockwell training

    Occupational

    5 years with the Naval NPTU

    7 years with Bama Companies

    5 years maintenance

    2 years as Corporate Controls Engineer

    Current responsibilities include plant floor controls

    and visualization for all Tulsa based plant

    locations Personal

    Married, 3 kids, one on the way; live in Tulsa,

    Oklahoma

    Interest include: Family activities, computers

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    Process Description

    Freezer

    Packaging

    Ingredients

    Mixing

    Sheeting Line

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    Goal: Address Challenges with Frozen Dough

    Pre Improvement State: System could get out of sequence

    Had difficulty recovering from power outages

    Legacy technology (PLC-5 and RSView32 based platform) Maintenance and troubleshooting had to occur at a Ladder Logic level

    Changed programing on average once a day (Bama-tized)

    Constantly tweaking to try and make process run better or make recipe changes

    Desired Improved State: Environmental and UPS considerations to make system more reliable Improvements for recipe security and operator tracking

    S88 based programming (modular equipment/phase coding and flexible recipes)

    Complete documentation sets around functional operations

    VMware and thin client architecture ( Jointly driven by IT and Engineering ) Electronic hand adds and other SOPs (goal to eliminate batch sheets)

    Electronic lot tracking to meet regulatory compliance

    Whatever chosen would be planned at other facilities

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    Solutions Evaluated

    All technology was to remain Allen-Bradley based

    Installed base and familiarity with products

    Three independent implementations reviewed:1) PC based batch manager integrated with ControlLogix; delivered by a System

    Integrator

    - Recipe configuration, Campaign management, Batch reporting

    2) ConrolLogix and RSView32 system custom created for Bama; delivered by SystemIntegrator

    - Lowest HW/SW investment

    - Already familiar with the process

    - Concerns around bugs; (Bama only knowledge)

    3) PlantPAx (FTBatch, FTView, ControlLogix) system delivered by Rockwell Automation

    - Recognized Industry leader (Price Premium)

    - Dedicated Food and Beverage group

    - Off the shelf application

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

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    Vendor Selected

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    PlantPAx (FTBatch, FTView, ControlLogix) system delivered by Rockwell

    Automation

    Only one to formalize/organize a User Requirements Spec

    (Was a billable activity but of value)

    System interruption was designed to go into a Hold state

    Power outages and brownouts are common at our facilities

    Other systems would end up scrapping batches

    Flexible recipe management

    True S88 compliant offering

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    Delivery Team

    Bama Foods

    Sean Nichols:

    Project Manager & EngineeringLead

    Nick Huddleston

    Process Improvement Mngr.

    Operations Lead

    John Blaylock

    Networking and SW Installs

    Additional Bama Staff SQL integration team

    4-5 Automation Techs

    4-5 Operator Blackhats

    Executive Sponsorship (Budget rework)

    Rockwell Automation Solutions

    Lynn Hecathorn:

    Project Manager Dwayne McAlexander:

    Lead Engineer

    David Keen:

    HMI Implementation

    Jed Hepfner:

    Field Support, Training, Testing,

    Startup support

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    Industrial Controls of Ok.

    Troy Bridenstine:

    Electrical Foreman

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    Project Execution: Foundation Work

    User Requirements Specification and Proposal

    Interview and captured voice/concerns from IT, Operations (Plant and Production),

    Maintenance, and Quality

    Allowed for project to be on fast track Knowledge of third party expert (and implementer) was trusted in design

    Justified a network audit prior to startup

    Contract Negotiations (Good Faith Start)

    Mutual investment in creating a sustainable relationship

    Required the same engineering lead to design and implement (to the best extent

    possible)

    Functional Specification Mapped out entire process (Blueprint)

    Completed and approved before design/coding started

    9 revisions by Bama lead operators, engineering, maintenance (inclusivity)

    Contractually binds the deliverables and acceptance criteriaCopyright 2011 Rockwell Automation, Inc. All rights reserved.

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    Project Execution: System Topology

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    19 Logical Racks 500+ Control Modules

    9 Weigh Scales

    22 Batch Units 105 Phases

    25 Active Recipes

    1 ESX Server FTView SE VM

    FTBatch VM

    SQL VM

    Citrix Published Apps

    10 Thin Clients

    Redundant HardDrives

    Failover Scheme

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    Project Execution: Hardware Design

    ControlLogix L74 Controller Supports existing Control Modules plus room

    for spare w/ redundancy

    Primarily Ladder Logic (standardprogramming language for Bama)

    Limited Function Block used for certaincapabilities

    Reuse as much RIO as possible

    (2)1756 Remote I/O Scanners

    1771 Racks

    Weigh scales

    Local PLC (rack 0) replaced with ASB

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    Project Execution: Hardware Design

    Added new FLEX I/O to Ethernet

    Multiverter (hardware that was not previously

    automated) Added Operator Interfaces for Hand Adds

    Designed to be PanelView;

    Switched to thin client to becompatible with Windows

    Domain Servers (required

    for tracking scheme)

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    Project Execution: Software Design

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    FTView SE 250 Screen License

    RA standard GEMS Library version C2 (~6 module classes)

    Event logs from each client and alarm logs are dumped to a SQL database through anODBC connection

    FTBatch 22 Units

    Incorporated all Hand Adds, Equipment Checks, and SOPs through operator prompting Batch journal is dumped to a SQL database through an ODBC connection

    All recipes created by Bama

    Found to be much more flexible then previous system

    Plans to talk with Product group about ideas for future enhancements

    Ultimate recipe and procedural edits will be owned by Quality and Process Improvement

    SQL Database Existing System prior to upgrade

    Uses Business objects (our ERP)

    Data table work required but ultimately working with our existing reports

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    Project Execution: Virtual Configuration &

    Deployment

    Hardware:

    Dual ESX servers; Hard drive SAN controllers connected by dual fibers (14 HDspartitioned as 2 arrays)

    One HD in each array is a hot spare (Standard RAID technology) Each ESX server has a 1GB switch with dual connections

    Redundant fiber to core switch

    Off site backup process for all images

    Software

    System originally built for existing IT/Business infrastructure

    Process system added with minimal changes

    New VLAN and a few switches standard growth

    Not completely new concept (running RSView32 Virtually for 3 years)

    Ten (10) Thin clients being managed by single terminal server image Install once, use multiple, replace easily

    Only ini file needs to be updated with MAC ID of new hardware

    Three (3) virtual servers dedicated to the PlantPAx system

    Fourth virtual server (SQL) offsite Three (3) Citrix Applications

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    Project Execution: Control Code

    Implementation

    RA standard GEMS Control Modules version C2

    Phase Manager using a sequencer that can be controlled internally or

    externally (operators can walk through an entire batch manually if need be)

    Supports strutt (scheduled checks/test of equipment)

    Needed additional units to insure appropriate arbitration

    Comments can be added at any point to the batch record

    Broke recipes into a wet mix and mixer class (3 mixers)

    Batch ID transfers automatically

    Does a material check to make sure product compatibility

    Can run multiple products in unison

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

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    Control Module Checkout

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    Purpose to verify that all GEMS control modules used were compatible with

    the 1771 I/O and that the ControlLogix controller can communicate with all

    the racks

    This process requires downtime as it temporarily puts the new hardware

    topography in place and test the system to manage the risk of a swap over

    During our specific checkout:

    4 racks visible to the PLC5 but invisible to the ControlLogix until we fixed one dipswitch setting and repaired a damaged wire

    Found the weigh scales were wired for DH+ instead of RIO

    This was a lifesaver for startup because it eliminated hurdles that would

    have existed otherwise

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    Startup and Commissioning

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    Application Training: Valuable but could have been better

    No one was previously at formal batch training (informal application training)

    Plan was to train first and then do FAT

    Was a lecture/watch format with electronic content provided by Rockwell instead of

    do format (pros and cons)

    7 day shutdown Standard Bama SOPs included Rockwell (and all

    other contractors, over 40 total) in planningmeetings to create master schedule and resolveconflicts up front

    Used a field resource (Jed) to accompany Dwayneof the 24/7 coverage. Jed had worked on theproject and come onsite with Dwayne for a fewdays beforehand to insure a smooth supportstructure.

    Monday startup gave plenty of run time todebug/familiarize and allowed for 24/7 coverage togo to remote support by the weekend

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    Lessons Learned

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    Not all Units are Created Equal: Typical Units = mixers, hoppers, slurry tanks, etc We found others such as a Salt Chute.

    Remote ESX Images: Installations and operations from VPNs and firewalls can be a challenge. Using vSphere as a Citrix App

    seems to remedy the situation.

    Local RA Field Support: Do your best to have Rockwell Automation use a local resource with the appropriate skill set so that when

    the delivery team is complete you have expertise around the corner. (We are also attempting to do thisthrough ICO)

    Dont use Microsoft auto updates: IT and Eng have an agreement to work on required patches together and determine how to deploy

    FAT: Was short as we were trying to train at the same time we

    were checking out; should not have tried to address issues

    all at once instead of working on a fix at the time.

    Virtual Servers: Use Snapshots to keep fresh rollback points.

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    Benefits Seen

    Still in the evaluation processes but

    Looking to see about improvements around power outages

    Flexible recipes trials (no salt) completed without interrupting production

    Found a lot of hardware and material deficiencies as part of the process

    i.e. RPM sensor preventing packing flour sifter at least once since install

    Double signoff now needed which improves/enforces QA involvement on signoff

    Eliminated paperwork for hand add tracking

    Improved manual equipment control capabilities that did not exist before

    Improved alarming and troubleshooting capabilities from the plant floor

    Inclusivity of system selection and deployment improved plant adoption

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    Plans Moving Forward

    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    Offsite data replication to further improve disaster recovery

    More in-depth training on batch and phase manager

    Pursuing continuing the rollout of the new standards across theorganization

    Review new data being collected to see how they may be incorporated into

    reporting/process improvements

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    Copyright 2011 Rockwell Automation, Inc. All rights reserved.

    Insert Photo Here

    Rockwell AutomationProcess Solutions User Group (PSUG)

    November 14-15, 2011

    Chicago, IL McCormick Place West