T14 - Network, Storage and Virtualization Technologies for Industrial Automation. Copyright 2012 Rockwell Automation, Inc. All rights reserved.

2 Agenda Overview & Drivers Virtualization for Production Rockwell Automation Products and Services Licensing Considerations

What is Virtualization? Traditionally the OS and its applications were tightly coupled to the hardware they were installed on Virtualization breaks the link between operating system and physical hardware This allows the ability to change hardware without replacing the OS or applications Additionally multiple instances of an OS with independent applications can now run on the same hardware Application Operating Hypervisor System

6 What can be Virtualized in Automation? Level 5 Level 4 E-mail, intranet, etc. Enterprise Network Site Business Planning and Logistics Network Enterprise Zone Terminal Services Patch Management AV Server Application Mirror Web Services Operations Application Server Firewall Web E-mail CIP DMZ Firewall Level 3 FactoryTalk Application Server FactoryTalk Directory Engineering Workstation Domain Controller Site Operations and Control Industrial Zone Level 2 FactoryTalk Client Operator Interface FactoryTalk Client Engineering Workstation Operator Interface Area Supervisory Control Level 1 Batch Control Discrete Control Drive Control Continuous Process Control Safety Control Basic Control Cell/Area Zone Level 0 Sensors Drives Actuators Robots Process

Considerations for Manufacturing Virtualization is widely adopted by IT and growing in Manufacturing Manufacturing has some unique Considerations and Opportunities Long ICS upgrade cycles vs. short IT upgrade cycles Space, power, cooling and management limitations Management of operator and Engineering Workstations Management of multiple incompatible software versions Higher downtime costs Address with Virtualization Value Propositions System longevity with HW/SW abstraction Server consolidation Centralized server management and deployment Centralized workstation management and deployment Improve reliability with management and recovery features

Increased Application Longevity Typical computer refresh cycle is 3-5 years Typical Industrial control system refresh is15 to 20 years Computer replacements typically require software upgrades which are expensive and difficult Able to upgrade Hypervisor without modifying the virtual machine Virtual hardware exposed to the guest OS does not change when physical hardware is replaced Each virtual hardware version is supported for three major releases of vsphere APP OS APP OS HW10 8 HW10 8 HW10 8 VMware ESXi 5.x+3 5.x+2 5.x+1 APP OS

Server Consolidation Many physical servers - Under utilized - Requiring maintenance - Generating heat - Consuming energy Fewer physical servers More efficiently utilized Easier to maintenance Generating less heat Consuming less energy

12 Agenda Overview & Drivers Virtualization in the Plant Rockwell Automation Products and Services Licensing Considerations

VMware vsphere Overview Combines multiple servers and storage units into a pool of resources that can be divided between applications Provides central management for servers and their applications Advanced high availability and disaster recovery features Intended to provide a highly available, always on back end for server applications and desktops. Can segment hardware into multiple priority groups.

Centralized Management (Servers) Monitor all host servers and virtual machines Deploy new VM s from template Attached to the console session to manage installed applications Shutdown / reset problem VM s Backup and restore virtual machines with integrated addons (optional)

Manageability: vmotion Migrate a running VM from one physical server to another Resource Pool VMware ESXi VMware ESXi VMware ESXi Operating Server Operating Server Operating Server

Manageability: DRS Management server monitors host load and virtual machine placement vs. defined rules. Either suggests or automatically executes vmotion operations Resource Pool VMware ESXi VMware ESXi VMware ESXi Operating Server Operating Server Operating Server

Reliability: High Availability Hosts monitor each other and their virtual machines for failure Failed virtual machines automatically restarted where resources are available. Resource Pool VMware ESXi VMware ESXi VMware ESXi Operating Server Operating Failed Server Operating Server

Reliability: VMware Fault Tolerance Virtual machines execute simultaneously on two physical servers Bumpless failover in the event of a HARDWARE failure No Reboot Seamless Cutover VMware ESXi VMware ESXi VMware ESXi OperatingServer OperatingServer Failed OperatingServer

VMware View Overview Central management for both engineering and operations clients Rapid deployment of new desktops and updates Run virtual machines on production server cluster, or on engineering laptop Client can run on a range of devices from desktops to tablets End user focuses on using the applications rather than managing his virtual machine library Aimed at systems that could benefit from centralized management

Client Virtualization Extend server virtualization benefits to clients: Software independence from hardware Lower Administration and Support Costs Rapid Desktop Deployment Leverage VM Availability Features Centralized disaster recovery Integrated Secure Remote Access VMWARE VIEW SECURITY SERVER Centralized Virtual Desktops Remote Client VMWARE VIEW MANAGER Thin Client Desktop Laptop

Centralized Management (Clients) View status of current clients Reset problem clients Provision new systems Rapidly deploy tested patches or software updates Entitle or revoke user access VMware View VDM can also be used to manage access to Microsoft Terminal Services

23 Agenda Overview & Drivers Virtualization for Production Rockwell Automation Products and Services Licensing Considerations

FactoryTalk System Example Active Directory FactoryTalk Directory Primary HMI Secondary HMI Asset Centre Historian VantagePoint Batch Engineering Workstations Operator Workstations

Rockwell Automation Virtualization Progression 2009 2010 2011 2012 2013 November 2009 RA Products Supported with Vmware Design & Configuration Quality & Compliance Production Management Asset Management Data Management Performance & Visibility RSLogix 5 RSLogix 500 RSLogix 5000 RSLogix Architect RSNetworx RSLinx Classic & Enterprise FactoryTalk Gateway FactoryTalk View SE & ME RSView 32 FactoryTalk View Studio FactoryTalk Batch FactoryTalk Transaction Manager FactoryTalk Metrics FactoryTalk AssetCentre FactoryTalk VantagePoint FactoryTalk ProductionCentre FactoryTalk Historian SE & Classic Emonitor Not SoftLogix! Official statement of support: RA Knowledgebase Article 566423

Rockwell Automation Virtualization Progression 2009 2010 2011 2012 2013 November 2010 RA Announces VMware Ready Software RSLinx Classic RSLinx Enterprise RSLogix 5000 FactoryTalk View SE FactoryTalk View Studio FactoryTalk Batch FactoryTalk AssetCentre FactoryTalk VantagePoint FactoryTalk Historian SE FactoryTalk Gateway

Rockwell Automation Virtualization Progression 2009 2010 2011 2012 2013 FY 2011 Network and Security Services Group expands consultant services to Virtualized Systems Capacity Planner Infrastructure Design Hardware Procurement System Validation And much more ASSESS DESIGN IMPLEMENT VALIDATE MANAGE

Rockwell Automation Virtualization Progression 2009 2010 2011 2012 2013 FY2012 - Virtual Appliance Development Provide customer value by reducing Total Cost of Ownership Plant EtherNet/IP Templates provide a drop in solution for customers existing IT architecture Open Virtual Format (OVF) Format - Can work with any Virtual offering VMware ESXI officially Supported and Recommended! App Virtual Appliances PASS Process Automation System Server OWS Operator Workstation Engineering Workstation Engineering Workstation Process Control EtherNet/IP Virtual Templates offer System Elements as standard products Reduced validation Costs! Pre-installed & Pre-configured Reduced Engineering Costs! Hardware Independent Increased Product lifecycle!

Rockwell Automation Virtualization Progression 2009 2010 2011 2012 2013 FY 2013 Rockwell Automation Industrial Datacenter Standard, pre-assembled virtualization solution Includes the hardware, software and services required to successfully deploy virtualization Bundle includes: Servers and switches from Cisco Cables, patch cords, cable management, testing, validation, and assembly from Panduit Storage from EMC² Virtual System Licenses from VMWare PlantPAX Virtual Image Templates from Rockwell Automation

31 Agenda Overview & Drivers Virtualization for Production Rockwell Automation Products and Services Licensing Considerations

FactoryTalk Activation Considerations FactoryTalk Activation is fully supported in a virtual environment. Considerations for a virtualized activation server: Licenses required are based on concurrent running instances of software whether virtualized or not. Use concurrent activations centralized on an activation server Use dongle based or disk serial number based activations Virtualization does not change Rockwell Software licensing