THING CONNECTIVITY IN YOUR BUILDINGS AND DATA CENTERS

Glen MarquisProduct Manager – Energy & Utilities

January 30, 2017

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1. Overview

2. Terminology

3. Information and Systems

4. The Challenges of Acquiring Data

5. Solutions

6. Refocus: Thing Connectivity

7. Case Studies

AGENDA

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PROSPECTUS

Extending PTC’s reach

in Manufacturing with

industrial connectivity

solutions for the IoT

Established in

1995

Manufacturing Oil & Gas Building Automation Power IT & InfrastructureInd

ust

rie

s

Se

rve

d

Strong History of Growth and Expansion

Located in

Portland, Maine

20+ YEARS

of developing connectivity

software for the Industrial

Automation Industry

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What do I mean by “Buildings and Data Centers?”

• Industrial• Office• Data centers

FIRST THINGS FIRST - TERMINOLOGY

http://www.ajc.com/news/business/lockheed-martin-plans-job-cuts-at-marietta-plant-e/nqg9M/

http://www.extremetech.com/wp-content/uploads/2012/10/google-datacenter-tech-02-640x426.jpg

http://media.creativebloq.futurecdn.net/sites/creativebloq.com/files/images/2013/01/dubai.jpg

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What do I mean by Things?

• HVAC• Energy generation and storage• Employee workstations• Servers• Data storage• Data backup• Power backup• Networking• Telecommunications• Lighting• Access control • Transportation systems• Water/wastewater• And much more

TERMINOLOGY

http://www.storagereview.com/images/StorageReview-Dell-Compellent-Hands-On-Testing.jpg

http://comforttechheatingcooling.com/wp-content/uploads/2014/10/commercial-hvac.jpghttps://www.hibargain.com/media/catalog/product/cache/1/small_image/

9df78eab33525d08d6e5fb8d27136e95/f/i/fingerprint-and-id-card-reader-

access-control-system.jpg

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Information

• Real-Time State: Operating state, temperature, serial number

• Process Control: Set points, alarm points

• Productivity: Machine work time

• Asset: Operating hours, maintenance/operating cycle, work instructions

• Environmental: Power consumed, ambient temperature, pressure, humidity, sound levels

Uses

• Device/system control and monitoring

• Management reporting

• Product quality

• Process evaluation

• Traceability/Genealogy

• Asset management

• Supply chain

• Cost accounting

TYPES OF INFORMATION AND USES

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• Many controllers

• Many data points in each controller

• Many applications consuming the information

• Real-time information access

• IT/OT gap

• Security

• Information proliferation throughout the enterprise

CHALLENGES OF ACQUIRING DATA

http://bettervps.net/data-center/

http://www.bbc.com/news/technology-35746647

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IMPORTANCE OF ACQUIRING DATA IN BUILDINGS AND DATA CENTERS

• Accurate collection, monitoring of energy usage data− Multiple types of energy (not just electricity)− Communication with disparate hardware devices,

software applications− Scalable systems-of-systems management System (EMS)

• Responsibilities include:− Compliance with federal, state, local regulations− Occupant safety and comfort− Sustainability

• Connectivity (to all your Things)

• Data quantity, quality, and reliability

• System security

• Usability

• Changing technology

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INCREASING COMPLEXITY

Connectivity Data quantity,

quality, and

reliability

System security Usability Changing

technology

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REDUCING COMPLEXITY

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INTERNATIONAL SOCIETY OF AUTOMATION - ISA 95 MODEL

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• The ISA 95 model is evolving from horizontal layers to a more dynamic hybrid model, with a connectivity layer acting as the clearing house of information access

NEW ISA 95 MODEL

CONNECTIVITY LAYER

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Why are we thinking about this, anyway? Where is the value?

• More information carefully modeled and analyzed leads to more understanding

• Increased visibility into systems, between systems, and the factors that influence systems enables them to be better understood and better managed

Better management of BA and DC systems:• Reduces energy usage • Increases employee productivity• Increases machine on-time• Reduces environmental impact• Meets other environmental and regulatory goals• Enables easier, faster, and more holistic issue diagnosis

THE GOAL

http://dupress.com/articles/internet-of-things-iot-retail-strategies/

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So, how do we begin to make this all happen?

1. Connect to your Things!It all starts with connectivity

2. Get all your data in one spot!You can derive far more insights if you can look at all of the

data together.

THE SOLUTION

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Once Things are connected, your options are open:• Visualization – SCADA, human-machine interfaces• Machine learning• Big Data analysis

But, you don’t have options unless you have data, and you won’t have data without connecting your Things

• Sure, maybe you can collect CSV files, but that isn’t scalable

CONNECT TO YOUR THINGS

http://www.abb.com/cawp/seitp202/019226fce7826568c125791800269733.aspx

http://electrical-engineering-portal.com/download-center/datacenter

https://www.prlog.org/11634258-qa-graphics-is-trained-

vendor-for-johnson-controls-incs-metasys-graphics.html

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Get all your data in one spot!You can derive far more insights if you can look at all of the data together.

THE HOW

• Create a “data lake” out of

many individual ponds

• Ponds can be things or

systems

• Nature of data can be real-

time and historical

• Remember the goal: Make

deeper insights within and

between systems, and

potentially take meaningful

action quickly (controls)

• More about data:• Real-time data is in flight (not at rest)

• Historical data is data at rest (not in flight)

• Nature of collecting this data is different • Must obtain real-time in “real-time”, or as fast as it

is produced

• Historical data can be ingested at slower intervals

http://solutionsreview.com/data-integration/files/2015/03/The-Emergence-of-Data-Lake-Pros-and-Cons.png

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Bonus Result: Enable data exchange between systems

• Once Things are connected, moving data between Things is possible

• By sharing data, systems can make smarter, more holistic decisions

THE HOW

Eventually, Things may even

manage themselves to the

same extent that people can.

http://www.sasktel.com/wps/wcm/connect/bdd85162-ad22-46e6-b68b-943ae11e4430/m2moverviewpng.png?MOD=AJPERES&CACHEID=bdd85162-ad22-46e6-b68b-

943ae11e4430

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A lake in this context implies Thing connectivity, Thing management, data storage, visibility (modeling), and analysis.

CREATING A DATA LAKE

Lake

HVACAccess

Control

MES

ERP

PLCDCS

Sensors

SCADANetwork

Equipment

Power

Meters

TransportationOperator

Panels

Fire

ProtectionWater/

Wastewater

…

Big Data Storage System (object store, distributed file system, RDBS, etc.)

Things

Machine

Learning

Big Data

Analysis

Present

and

Interact

Thing

Management

Data

CollectionInformation

Modeling

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Goal: Connect all the Things and build your data lake

• Wouldn’t it be nice if every Thing had a secure, wireless, Internet-ready data interface built using open standards?

• Maybe some day, but today the reality is quite different

REFOCUS: THING CONNECTIVITY

https://d13yacurqjgara.cloudfront.net/users/24885/screenshots/1797791/no-internet-connection.png

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Challenge: Thing ConnectivityThere are lots and lots and lots of systems.

REFOCUS: THING CONNECTIVITY

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Problems: Ponds, ponds, pondsMix of physical mediums• Copper, fiber, optical, wireless (Ethernet, Zigbee,

and so forth)

Mix of languages• Standards like:

– BACnet– LonWorks− KNX− Modbus− SNMP− DNP3, IEC 61850, 60870− Others

• Vendors’ proprietary protocols• Application APIs

REFOCUS: THING CONNECTIVITY

Some areas and systems have no existing

sensors or data interfaces

Mix of data stores• Relational databases, file stores, object

stores, system logs

https://photographyjournal2013.files.wordpress.com/2013/05/farm-

pond1.jpg

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Challenge: Thing ConnectivityIn many cases, Things are already part of managed systems:

• HVAC

• Lighting Controls

• Access Controls

• Fire Suppression

Do you connect to an application server in the system or to the Thing directly?It depends.

Example 1: Model HVAC system via connectivity directly to HVAC system controller.Example 2: Model Access Control system via connectivity to database back-end.

CREATING A DATA LAKE

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No existing Things? Closed System with no existing data interfaces?

Maybe no problem.

It’s often easier and more cost-effective to augment with third-party physical gateways, protocol converters, and sensors than to replace your old Things with new, smarter Things.

• Protocol gateways can help access closed or complex networks:– LON/KNX gateways, Zigbee-to-Ethernet, MBus to Modbus converters

• Sensors with data interfaces are inexpensive and widely available:– Temp/Humidity/Dewpoint sensor with simple ASCII protocol over TCP; maybe even

RESTful web services using HTTP and an object model like JSON– Cost-effective (~$5 to $500) and easy integration (quick ROI)

REFOCUS: THING CONNECTIVITY

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Strategy

1. Determine interfaces of existing Things

2. Bridge physical mediums and proprietary/fieldbus protocols with inexpensive gateway devices

3. Add new sensors as needed

4. Establish Thing connectivity using a device connectivity platform (like KEPServerEX®)

5. Connect your connectivity platform to your lake (and connect Things to the lake directly when possible/if advantageous)

REFOCUS: THE HOW

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Connectivity PlatformThree sections of application:

• Interfaces: Data server/data integration layer

• Server Core: Internals (Thing linking, collection scheduling, logging, logic and math)

• Drivers: Thing connectivity layer

REFOCUS: THE HOW

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With a single, standardized platform, you can connect to lots of Things:

• HVAC controls, lighting controls, sensors, servers, storage, fire suppression, and so forth

• Fieldbus/control network protocol gateways

• Sensors, meters, probes

Two results toward your goals:

• Provides data to almost any system, including your data lake

• Automatically exchanges data between connected Things

REFOCUS: THE HOW

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KEPServerEX to Your Data Lake

• For example, use ThingWorx® to develop your lake

This allows for:

• Visibility, reporting, scripting, modeling, and analysis

• On premise and/or in the Cloud

KEPServerEX ThingWorx Agent

• Secure binary protocol using Web Sockets (security provided by TLS)

• Designed for use over the Internet, but works great for local networks too

CREATING YOUR DATA LAKE

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USE CASES

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EXAMPLE INTEGRATION

Secure IoT data

interfaces

Data abstraction,

normalization

Let’s step

through a

simple

integration.

Thing (HVAC Roof Unit)Generates real-time and

historical data

BACnet/IPDevice’s network

language

Thing Connectivity

Platform

IoT Solution Development

PlatformModeling, analytics and storage

(data lake)

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EXAMPLE INTEGRATION

Device connectivity

configuration and data

abstraction/normalization

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EXAMPLE INTEGRATION

Integration point within

platform

(secure IoT data

interface)

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EXAMPLE INTEGRATION

Generating the digital twin: Object modeling

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EXAMPLE INTEGRATION – AUGMENTED REALITY

Generating the digital twin: Object modeling(Yes, this is actually a generator, not the roof top unit; consider it an example digital twin)

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AUGMENTED REALITY

Workforce Enablement Intelligent Asset Management

Utility Infrastructure Management

Workforce Enablement

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ARCHITECTURE EXAMPLE

Fieldbus Gateways

(LON, KNX,

Mbus)

Sensors, electrical, switches, power meters, etc.

Modbus, BACnet

HMI, SCADA,

Historian, MES (On-Prem or Remote)

Servers, storage,

network hardware, UPS

SNMP ODBC ICMP

Power meters, HVAC, access controls,

fire suppression, lighting controls

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About

OrganizationABB Process Automation is home to Decathlon® for Data Centers, which provides users the visibility, decision support, and centralized controls needed to effectively automate and manage data center infrastructure.

IndustryData Center Infrastructure Management (DCIM)

SolutionsKEPServerEX®

• Building Automation Suite

• SNMP Suite

• User-Configurable (U-CON) Driver

• Custom Interface Driver

ABB Decathlon for Data Centers

Learn MoreLeading Data Center Infrastructure Management Platform Integrates KEPServerEX® to Expand Connectivity

ABB PROCESS AUTOMATION

Challenge

Wanting to create a DCIM solution that would break down legacy silos between facilities and IT, ABB needed to develop a platform capable of supporting a wide range of protocols typically encountered in data center environments. It required:• A comprehensive, intuitive solution that

would serve as an intelligent data aggregator

• The ability connect all of the equipment and systems within the data center

Results

KEPServerEX provided ABB all the connectivity tools they required:• Creating a single data set, which

reduces the opportunity for calculation errors

• Providing controls to automate workflow and physical infrastructure processes

• Enabling customers to continuously optimize their data centers for the highest level of performance

• Enabling informed decision making and increased cost savings through greater visibility across the data center

“KEPServerEX is a key component of our product strategy because it helps us accelerate our ability to interface with a multitude of ever-expanding infrastructure systems and their applications.”

Eric Olson, Data Center Project Specialist for Decathlon, ABB

Technology Partner

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About

OrganizationArizona State University (ASU) is the largest public university in the United States. Beginning in 2004, and in partnership with Arizona Public Service (APS), the university launched the Energy Information System (EIS) and the interactive Campus Metabolism website, which offers a unique view inside the university's commitment to campus-wide energy management and sustainability initiatives.

IndustryEnergy Management

SolutionsKEPServerEX®

• Modbus Serial Driver

• Modbus TCP/IP Ethernet Driver

Control Microsystems’ SCADAPack

Learn More"Campus Metabolism" at Arizona State University Offers Unique View into Sustainable Practices

ARIZONA STATE UNIVERSITY

Challenge

Campus Metabolism draws on data from the EIS, a secure Internet-based application that includes a graphical representation of real-time and historical data. EIS needed to: • Monitor and report energy usage in more

than 100 campus buildings with thousands of I/O points

• Provide the necessary information for staff to allocate utility usage to the various campus building

• Easily scale to include additional data points when needed

Results

KEPServerEX provides a platform for capturing PLC data from the field via Modbus communication drivers and OPC technology. This enables the EIS to:• Continue adding data points from the

SCADA infrastructure• Generate and redirect savings into new

ways of funding energy renewables with quick ROIs

• Enable CM to educate and inform faculty, students, staff, and the public of ASU's commitment to its sustainability initiatives

“Kepware has been invaluable to us for the ability to keep moving forward in adding additional points from our SCADA infrastructure since we pull everything from the field through our SCADA network via Modbus TCP.”

Robert Vandling, Technology Support Analyst Coordinator, ASU

End User

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About

Organization

Wanda Plaza is the forerunner in China’s

commercial real estate market. As the core

product of DWCP, it continues to focus on

expanding the market in first-tier cities,

strategically expand its distribution layout in

second and third tier cities.

IndustryBuilding Automation

SolutionsKEPServerEX®

• Building Automation Suite• OPC Connectivity Suite

WANDA PLAZA

Challenge

Wanda Plaza now has 168 sites and 60+ sites under constructions across China. Data collections from HVAC, Lighting, Security and other devices in each site and the data integration to their corporate control room are the biggest challenges, especially from different System Integrators.

Results

• Robust and Scalable performance with

KEPServerEX’s abundant Drivers

• Standardize the data collection

approach from different SIs across

regions

• Enable the data centralization in

corporate control room, leveraging the

secure OPC UA protocol

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About

OrganizationRoyceMedia Technologies Pte Ltd was established in 1997 and since then continuous to be one of the leading IT solutions and service providers focused on helping and empowering customers in their various IT needs. From day to day support to project implementation on Network Infrastructure, Security, Firewall and E-commerce solutions.

IndustryMobile Application for FMS

SolutionsKEPServerEX®

Device Connectivity • Modbus• BACNET/IP• OPC UAClient Connectivity• Roycemedia Mobile FMS

ROYCE MEDIA

Challenge

Traditionally, Royce media develops custom applications for their customers. In one of their new growth area, the company branched into IIoT and started with their own development of connectivity option using various third party toolkits. This proved to be unwieldly and challenging to manage in the long run without proper domain expertise.

Results

Implementing the IoT Gateway for KEPServerEX enabled Roycemedia to:• Scale up rapidly with an off the shelve

solution• Connect to devices unfamiliar to the team

with the easy to use GUI• Better support their customers when

communication error occurs• Improve development speed by shifting

resources towards the application development instead

• Enable secured connectivity with OPC UA tunnel

• Dropship deployment of their IoT gateways

System Integrator

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About

Organization

Auchan Group has a presence in 15

countries and regions, ranks the 11th largest

food retailer in the world.

In 1997, Auchan entered Chinese market,

by the end of 2016, Auchan China

operated 60+ hypermarkets in more than 30

Chinese cities.

IndustryBuilding Automation

SolutionsKEPServerEX®

• Modbus Suite• U-CON Driver• IoT Gateway Plug-in

AUCHAN CHINA

Challenge

There are many kinds of devices needed to be connected, like the power meters, sensors, cameras, etc. As well as to monitor and optimize the operations of different markets across regions.

Results

• KEPServerEX provides Modbus TCP/IP

and RTU Drivers, both Master and Slave

mode to connect kinds of Modbus

capable devices

• U-CON Driver is developed to

communicate with non-standard

devices

• MQTT Agent from IoT Gateway Plug-in is

used to aggregate data into the central

platform for data analysis

• Subscription feature in MQTT Agent is

used to control devices in some

occasions

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THANK YOU Glen Marquis

Product Manager – Power, Energy & Utilities

gmarquis@ptc.com

O: 207-775-1660 x279

M: 207-233-5387