FactoryTalk AssetCentre Overview

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Raymond Dean
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your hidden data into relevant and timely information

3 Why do you need an Asset Management solution? Integrated Approach to Control & HMI Help convert your hidden data into relevant and timely information Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 3

Automation Assets Industrial Organizations have 100s or 1000s OF AUTOMATION ASSETS PHYSICAL, PROGRAMMED AND CONFIGURED COMPONENTS Automation Controller Programs Human Machine Interface

4 Automation Assets Industrial Organizations have 100s or 1000s OF AUTOMATION ASSETS PHYSICAL, PROGRAMMED AND CONFIGURED COMPONENTS Automation Controller Programs Human Machine Interface Configurations Drives, Motion, Robot Configurations Ethernet Switch Configurations Process Instruments, Measuring Devices Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 4

5 Common Challenges & Potential Risks LOST CONFIGURATION & DEVICE FAILURE PRODUCTION ENVIRONMENT CHANGE UNAUTHORIZED & UNDOCUMENTED ACCESS Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 5

Financial Impact & Business Outcomes TOP REQUESTED CAPABILITIES Better collaboration between maintenance & operations Capture incident resolutions & build knowledge base Search control system content

6 Financial Impact & Business Outcomes TOP REQUESTED CAPABILITIES Better collaboration between maintenance & operations Capture incident resolutions & build knowledge base Search control system content Callout here if necessary CO T OF DOWNTIME (Per Hour) 76% 11% Several between $1K-10K between $10K-50K over $100K Few over $1 MILLION! D O W N T I M E Loss of PRODUCTION Idled EMPLOYEES Damaged EQUIPMENT Concerns of SAFETY Increased LABOR COSTS Rockwell Automation TechED 2014 Customer Survey of Downtime Cost (~300 Customer Responses) Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 6

7 Financial Impact & Business Outcomes TYPICAL COMPANY PROFILE 100s of Automation assets in Facility 70+ Automation assets accessible on network Backups stored on a network drive Shift Electrician Uploads Saves Copies 40 HOURS EVERY OTHER MONTH P RO DUCTIV ITY AssetCentre IMPROVEMENTS Implementation of tools to capture audit trails in between schedule backups Automate the back-up process Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 7

Fines Product Recalls Damaged Reputation Q UA LITY & CO MP

8 Financial Impact & Business Outcomes Lost Sales DOWNTIME & PRODUCTIVITY LOSS LEAD TO: Customer Penalties Regulatory Fines Product Recalls Damaged Reputation Q UA LITY & CO MP LIA NCE Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 8

9 Overview of FactoryTalk AssetCentre Integrated Approach to Control & HMI Help convert your hidden data into relevant and timely information Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 9

Centrally manage versions of programs, files & folders Automate backup of automation

Automate the reporting process via email Restrict viewing of artifacts Prevent

versions Ability to extend and add support for 3 rd party devices Web client available

10 How Can Rockwell Automation Help? ARCHIVE & DISASTER RECOVERY AUDIT SECURITY EXTENSIBILITY CONFIGURATION & CALIBRATION Centrally manage versions of programs, files & folders Automate backup of automation assets Generate detailed difference detection reports of assets Track user actions Who did What, When, Where? Produce adhoc reports associating users, assets, and programs to paint a full picture Automate the reporting process via Restrict viewing of artifacts Prevent unauthorized access to make changes Prevent unauthorized users from creating new versions Ability to extend and add support for 3 rd party devices Web client available to track assets from a mobile device Support for Process Device Configuration using FDT-DTM technology Paperless management of instrument calibration data Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 10

Modular Approach AssetCentre Change Management Server EASY TO SCALE Designed to grow with the customers needs Disaster Recovery Agent Groups Inventory Agent

11 Modular Approach AssetCentre Change Management Server EASY TO SCALE Designed to grow with the customers needs Disaster Recovery Agent Groups Inventory Agent Process Device Configuration Calibration Management (10 ASSETS INCLUDED) Add more capabilities as needed Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 11

Scalable Deployment STAND-ALONE FactoryTalk AssetCentre Server Governs the system

system operation & reports Server Client Agent FactoryTalk AssetCentre Agent

Security Common security provider for all FactoryTalk components Microsoft SQL

Servers Client Multiple Agents AssetCentre Agents can be added to handle systems

12 Scalable Deployment STAND-ALONE FactoryTalk AssetCentre Server Governs the system s operations FactoryTalk AssetCentre Client AssetCentre configuration & View system operation & reports Server Client Agent FactoryTalk AssetCentre Agent Perform Backup, Compare & Search operations DISTRIBUTED FactoryTalk Directory / Security Common security provider for all FactoryTalk components Microsoft SQL Server Hosts AssetCentre databases (SQL Express = Smaller systems) Multiple Servers Client Multiple Agents AssetCentre Agents can be added to handle systems with higher asset count Agent 1 Agent 2 Agent 3 Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 12

14 Searching & Reporting Program Modification By Shift Or Line Archive History For Modifications Search Audit Logs CREATE Ad-hoc or Scheduled Searches VISUALIZE Reports Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 14

15 Track User Actions: Audits / Events WHEN WHERE WHO WHY Logged Time Occurred Time Source Location Resource Username Message 4/2/2015 1: /2/2015 1:56.9 Logix Designer FTAC-DEMO15 Filler_CLX(S/N 7 FTAC-DEMO15\L Changed Data Value of Tag 4/2/2015 1:55.2 4/2/2015 1:55:15 Logix Designer FTAC-DEMO15 Filler_CLX(S/N FTAC-DEMO15\ Going Offline from Controller 4/2/2015 1:55.0 4/2/2015 1:54:59 Logix Designer FTAC-DEMO15 Logix Designer FTAC-DEMO15\ Started Application 4/2/2015 1:54.3 4/2/2015 1:54:31 FactoryTalk AssetC.. FTAC-DEMO15 Client FTAC-DEMO15\ Checked out file Log Time Details Logged at: 4/2/2015 1:56.13 PM Location: FTAC-DEMO15 Occurred at: 4/2/2015 1:56.09 PM Username: FTAC-DEMO15\LABUSER Source: Logix Designer Resource: Filler_CLX (S/N 70243FF1) WHAT Attachments: 0 Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 15

17 User Access & Authentication Changes can only be made by authorized users User 1 User 2 RESTRICTED ACCESS FULL ACCESS Restricts access rights in system Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 17

Client Mobile Client Agent BENEFITS Provides encrypted communications between FactoryTalk

18 FactoryTalk AssetCentre System Security Server OVERVIEW Enabling SLL on IIS and Windows Authentication provides secured communications between Server, Agent, Client and Mobile Client. Client Mobile Client Agent BENEFITS Provides encrypted communications between FactoryTalk AssetCentre components. Encrypted passwords (except FTP). Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 18

20 Modular Approach AssetCentre Change Management Server EASY TO SCALE Designed to grow with the customers needs Disaster Recovery Agent Groups Inventory Agent Process Device Configuration Calibration Management (10 ASSETS INCLUDED) Add more capabilities as needed Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 20

21 Disaster Recovery Compares image or code 1 to master file in archive Detects differences & generates an 2 event to FactoryTalk AssetCentre containing difference 3 report sent to users Version 10 Version 11 VS. Disaster Recovery can optionally be configured to create a new Archive version WHEN A DIFFERENCE IS DETECTED Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 21

Generic FTP Disaster Recovery File Filtering

BENEFITS Additional file compare filtering

amount of time comparing, by comparing only

23 Generic FTP Disaster Recovery File Filtering OVERVIEW For Generic FTP Devices, this allows filtering on the files compared during Disaster Recovery. BENEFITS Additional file compare filtering available for Generic FTP Devices reduces the amount of time comparing, by comparing only the file types required. Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 23

25 Tamper Detection Constantly monitoring for changes Logs Creates Sends Report DETECTS CHANGES IN REAL TIME Without needing AssetCentre Clients & Logix 5000 installed anywhere Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 25

26 Modular Approach AssetCentre Change Management Server EASY TO SCALE Designed to grow with the customers needs Disaster Recovery Agent Groups Inventory Agent Process Device Configuration Calibration Management (10 ASSETS INCLUDED) Add more capabilities as needed Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 26

27 FactoryTalk AssetCentre Agents FactoryTalk AssetCentre Agents can be added to handle larger systems with higher asset count. FactoryTalk AssetCentre Scheduler automatically loadbalances agents tasks across agent If an agent fails, the system adjusts automatically Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 27

28 Additional Agent Groups Helps with multiple operating systems, network architecture support and application version requirements AssetCentre Server comes with the ability for 2 Agent Groups. This additional will allow you to expand the number of defined Agent Groups by 4. With Agent Groups, you can group devices together and optimize the upload operations across the list of devices you are supporting as part of your Disaster Recovery solution. PLANT 1 PLANT 2 Asset1 Asset2 Asset3 Agent 1 FTD 1 Agent Group 1 AssetCentre Server FTD 1 Agent 2 FTD 1 Agent 2 FTD 1 Agent Group 2 Asset4 Asset5 Asset6 Asset7 Agent 4 FTD 1 Agent 3 FTD 1 Agent Group 3 Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 28

FactoryTalk AssetCentre Agent Group Summary Agent Groups give the ability to categorize FTAC agents, allowing agents to be configured independently of one another (i.e., Not Equal.

29 FactoryTalk AssetCentre Agent Group Summary Agent Groups give the ability to categorize FTAC agents, allowing agents to be configured independently of one another (i.e., Not Equal.) Configured using the new Agent Group plug-in: Disaster Recovery capable assets are now associated with a specific Agent group in their configuration properties: FTAC Server activation provides licensing for 2 agent groups. Maximum of 10 agent groups recommend (4 groups per activation.) See AID Agent Group FAQ Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 29

30 Modular Approach AssetCentre Change Management Server EASY TO SCALE Designed to grow with the customers needs Disaster Recovery Agent Groups Inventory Agent Process Device Configuration Calibration Management (10 ASSETS INCLUDED) Add more capabilities as needed Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 30

31 Asset Inventory Agent Constantly scanning the network Maintains a version inventory of devices running in the plant HELPS TO ORGANIZE AUTOMATION INVESTMENT Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 31

32 Asset Inventory Agent Problem: Managing software and firmware versions of the automation devices used in production Today this is done manually no means of automating collection of device version information Asset Inventory Agent improves overall productivity by automatically keeping track of the firmware versions in your devices, as well as your infrastructure. You can track addition/removal of devices in your network as well as FW updates for the devices. Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 32

Asset Inventory Agent Overview Scan the network to discover connected devices and work station computers Maintain an inventory of versions of HW/FW/SW running the plant Allow for manual entry of data

33 Asset Inventory Agent Overview Scan the network to discover connected devices and work station computers Maintain an inventory of versions of HW/FW/SW running the plant Allow for manual entry of data for Details that are not captured in the devices Devices that are not available over the network Premier integration with AssetCentre will provide: Automatic Discovery, Backup & Compare, Version Control, Notification, Search and Reporting Allow customers to discover & maintain an inventory of devices in the plant and help organize their automation investment effectively! Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 33

AssetCentre 7.0 Asset Inventory Agent Details Inventory Agent will scan (any combination of) Rockwell CIP devices over *Ethernet/IP, ControlNet, DeviceNet, DH+, etc.

34 AssetCentre 7.0 Asset Inventory Agent Details Inventory Agent will scan (any combination of) Rockwell CIP devices over *Ethernet/IP, ControlNet, DeviceNet, DH+, etc. SNMP devices like Network Switches Windows based PCs & Workstations for SW Integrated with AssetCentre s Agent Framework User configures scan using AssetCentre s Client Schedules the scan with Agents Agents are equipped with Inventory Agent Results get persisted within AssetCentre s Archive *Ethernet/IP is recommended for the best performance Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 34

Inventory Agent Export to PCDC Saved View OVERVIEW

reduce the time it takes to get Life Cycle information

XML BENEFITS Use the Inventory Agent to capture

the XML file into the Product Compatibility and

36 Inventory Agent Export to PCDC Saved View OVERVIEW Leverage FactoryTalk AssetCentre s Inventory Agent to reduce the time it takes to get Life Cycle information for assets. XML BENEFITS Use the Inventory Agent to capture hardware asset information, export to XML, and import the XML file into the Product Compatibility and Download Center to show the life cycle of the assets. Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 36

Inventory Agent Export to PCDC Compatibility and Downloads

Inventory Agent Export to PCDC Product Lifecycle Status

39 Modular Approach AssetCentre Change Management Server EASY TO SCALE Designed to grow with the customers needs Disaster Recovery Agent Groups Inventory Agent Process Device Configuration Calibration Management (10 ASSETS INCLUDED) Add more capabilities as needed Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 39

40 Process Device Configuration FIELD DEVICE TOOL Access instrument parameters Configure & commission process devices Help with diagnostics Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 40

41 Modular Approach AssetCentre Change Management Server EASY TO SCALE Designed to grow with the customers needs Disaster Recovery Agent Groups Inventory Agent Process Device Configuration Calibration Management (10 ASSETS INCLUDED) Add more capabilities as needed Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 41

42 Calibration Management Capability Master Records Scheduling Calibration Results Work Orders Reports Hand-held Interfaces Remote Workstation Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 42

Operating System Platform Support CPR9/SR9 AssetCentre Server Windows Server 2016 Std / Datacenter (64 bit)* Windows Server 2012 R2 Std / Datacenter (64 bit) Windows Server 2012 Std / Datacenter (64

43 Operating System Platform Support CPR9/SR9 AssetCentre Server Windows Server 2016 Std / Datacenter (64 bit)* Windows Server 2012 R2 Std / Datacenter (64 bit) Windows Server 2012 Std / Datacenter (64 bit) Windows Server 2008 R2 SP1 Standard / Enterprise AssetCentre Client All AssetCentre Agent Operating Systems Windows 10 Pro / Enterprise (32/64 bit)* Mobile Support Windows IE11, Chrome 53 ios 9.1, 9.2, 9.3 Android 4.4/5/6 Database - MSSQL Server 2016 SP1 Std / Express (64 bit) 2014 SP2 Std / Express (64 bit) 2012 SP3 Std / Express (32/64 bit) 2008 R2 SP3 Std (32/64 bit) AssetCentre Agent Windows Server 2016 Std / Datacenter (64 bit)* Windows Server 2012 R2 Std / Datacenter (64 bit) Windows Server 2012 Std / Datacenter (64 bit) Windows Server 2008 R2 SP1 Std / Enterprise Windows 8.1 Pro, Enterprise (32/64 bit) Win 7 SP1 Pro, Home Prem., Ent., Ultimate (32/64 bit) * Note: Siemens S5/S7, General DTM, and PCD Field Edition is not supported for these operating systems. Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 43

FactoryTalk Asset Centre ACCESSIBILITY ASSURANCE

PREVENTION Process Device Configuration Calibration

Logs Archive Reactive START HERE DELIVERIING VALUE

44 FactoryTalk Asset Centre ACCESSIBILITY ASSURANCE RECONCILIATION DETECTION ACCOUNTABILITY CONTROL PREVENTION Process Device Configuration Calibration Management Disaster Recovery Reporting Authentication Logs Archive Reactive START HERE DELIVERIING VALUE Proactive Copyright 2016 Rockwell Automation, Inc. All Rights Reserved. 44

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T68 - FactoryTalk AssetCentre Protecting Your Investment and Reducing Risk

T68 - FactoryTalk AssetCentre Protecting Your Investment and Reducing Risk PUBLIC Copyright 2018 Rockwell Automation, Inc. All Rights Reserved. 1 Agenda Why Do You Need an Asset Management Solution? Overview