Visualization in the

Real-Time Enterprise

Ken Marsh
Service Manager
OSI Software Asia Pte Ltd
Take Away
• Visualization Big Picture - whole PI system
• PB and DL examples (including man entry lab data, excel eye candy)
• Batch, SQC, Process Templates, Profile
• PB live - ad-hoc, zoom, cursor
• Newer features - annotations (read, write), manual data entry with ActiveX Control, AF
• Future features - from Tom's slides
• RtWebParts live
• - show SharePoint Portal first
• - show one of each web part and interaction
• - open graphic with PB to edit
• - export data to Excel
• - show how it fits together into an enterprise site
• - show how easy to make own web page
• RtWebParts slides
• - architecture
• - organization
• Control trend type from TreeView selection
• Table to value, time series, gauge
Enterprise Visualization
• Visualization tools fly-over
• Smart Clients - new and future features
• Thin Client - Visualization for the masses
• Live Demo
 The The The
Server Analytics Visuals
Smart Clients Thin Clients

Visualization
Root Cause Structured Portal
Analysis Environment Allows
Planning Users to Build Displays
Content Without IT Training
Authoring

Seamless
Interaction
Between
Smart Clients &
Portal
Environment

Performance Operational Knowledge Product Lean Asset Situational

Improvement Visibility Management Quality Manufacturing Management Awareness
ProcessBook
PI-DataLink
Microsoft Excel 2007
PI Profile
PI BatchView/Process Templates
PI SQC/SPC
ProcessBook Annotations and VBA
AF Modeler in PB
AF Modeler in PB
AF Modeler in PB
Features Coming Soon (PR2)
• New Dynamic Symbols
Pie Chart
Table
Vertical Trend

Gauge

Scales on bar
Enterprise Visualization Needs
• Easy to implement/maintain
• Easy to use
• Scalable
• Secure
• Makes information available to the
masses
The Answer – RtWebParts
• Live Demo?
 RtPortal Architecture
RtBaseline RtPortal

Smart Client
Trusted  ProcessBook `
Connections
 DataLink
 ActiveView

Check in & out documents from SharePoint

RtBaseline
Services* Internet
Explorer
PI Server `
RtWebParts
 Module Database
 Windows Server 2003
 Windows SharePoint
Services Thin Client
 Microsoft SQL Server 2000  RtWebParts
Transactional, Web service, and other data
RtWebParts Requirements
• Server side
– Windows 2003 Server with IIS and ASP.Net
– Microsoft Windows SharePoint Services or
Microsoft SharePoint Portal Server 2.0
• Client side
– Internet Explorer 6.0 or later
Security made simple
• Integrated with Windows Active Directory for
Authentication and Authorization
• Uses ordinary web protocols for compatibility
with standard security practices
– Firewalls
– SSL
– Web Proxy
• PI data access controlled through baseline
services with PI trusts
Enabling Enterprise Visibility
Easy to • Leverages existing Microsoft Sharepoint or SAP
iView portal technology
Implement • Uses standard web protocols

Easy to • Content and configuration stored in single SQL server

database
Maintain • Client end requires only Internet Explorer

Easy to • Minimal training required

Use • Fuels critical, informed, profitable actions

OSIsoft delivers portal components for Microsoft’s SharePoint and

SAP’s Enterprise Portal frameworks that enable your
Real-time Performance Management goals.
 Thank you!

Questions?

Ken Marsh
Service Manager
OSI Software Asia Pte Ltd
Site Organization
Root Portal Site

Site

Other Site

Other Site

Subordinate Site

Other Sub Site

Site Organization
Creating a New Site
Creating a New Web Part Page
Adding Content
Data From PI Points
PI Graphics
Getting Relational Data
Using Module Context
New With Version 1.1
RtXYPlot
RtMessenger