INTRODUCTION TO VMWARE PRODUCT SUITE: VIRTUALIZATION SOLUTIONS

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1 explore EXPO INTRODUCTION TO VMWARE PRODUCT SUITE: VIRTUALIZATION SOLUTIONS Jim Lass, Information Solutions Manager, Van Meter Inc. Jason Sinclair, IT Systems Engineer, Van Meter Inc. explore EXPO

2 Agenda Overview & Drivers Virtualiza/on for Produc/on Rockwell Products and Services Licensing Considera/ons 2

3 What is Virtualization? Tradi/onally the opera/ng system and its applica/ons were /ghtly coupled to the hardware on which they were installed Virtualiza/on breaks the link between opera/ng system and physical hardware This allows the ability to change hardware without replacing the OS or applica/ons Addi/onally, mul/ple instances of an OS with independent applica/ons can now run on the same hardware Applica-on Opera-ng Hypervisor System

4 Type 2 / Hosted Virtualization APP Hosted or Desktop APP APP Hypervisor Windows, Linux or MacOS Hypervisor runs as an applica/on on another OS such as Linux or Windows Advantages: Low cost Self administered Independent of IT management and controls

5 Type 1 / Server Virtualization Hypervisor replaces host opera/ng system and manages host hardware and resources Advantages: Reduced host maintenance Improved host reliability Reduced security surface area Data center level vendor support Bare Metal or Server Hypervisor

6 What can be virtualized in Automation? Level 5 Level 4 , 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 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

7 Considerations for Manufacturing Virtualiza-on is widely adopted by IT and growing in Manufacturing. Manufacturing has some unique Considera-ons and Opportuni-es. Long ICS upgrade cycles vs. short IT upgrade cycles Space, power, cooling and management limita/ons Management of operator and engineering worksta/ons Management of mul/ple incompa/ble sorware versions Higher down/me costs Address with Virtualiza-on Value Proposi-ons System longevity with HW/SW abstrac/on Server consolida/on Centralized server management and deployment Centralized worksta/on management and deployment Improve reliability with management and recovery features

8 Increased Application Longevity Typical computer refresh cycle is three to five years Typical Industrial control system refresh is 15 to 20 years Computer replacements typically require sorware 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

9 Virtual Machine Deployment Projection Total virtual OS instances will contribute 70.2% of total OS instances in 2012 and reach 82.4% of total OSs in Gartner 23 October 2012 Source: IDC 9

10 Operating System Support MS Hyper-V R2 with SP1 Citrix XenServer 6 VMware vsphere 5 Windows Server 2003 (32/64) Windows Server 2008 (32/64) Windows Home Server 2011 Windows Storage Server 2008 R2 Windows Small Business Server 2011 Windows 7 (32/64) Windows Vista (32/64) Windows XP (32/64) RHEL 5 (32/64) RHEL 6 (32/64) SLES 10 (32/64) SLES 11 (32/64) CentOS 5 (32/64) CentOS 6 (32/64) Total: 25 Data collected Mar 1, 2012 Windows Server 2003 (32/64) Windows Server 2008 (32/64) Windows 7 (32/64) Windows Vista Windows XP RHEL 4 RHEL 5 (32/64) RHEL 6 (32/64) SLES 9 SLES10 (32/64) SLES11 (32/64) Debian Lenny 5 Debian Squeeze 6 (32/64) CentOS 4 CentOS 5 (32/64) Oracle OEL 5 (32/64) Oracle Linux 6 (32/64) Ubuntu 10 (32/64) Total: 30 MS- DOS 6.22 Windows 3.1 Windows 95 Windows 98 Windows NT Windows Preinstalla/on 2 (32/64) Windows XP (32/64) Windows Vista (32/64) Windows 7 (32/64) Windows 2000 WinServer 2003 (32/64) WinServer 2008 (32/64) RHEL 2.1 RHEL 3 (32/64) RHEL 4 (32/64) RHEL 5 (32/64) RHEL 6 (32/64) SLES 8 SLES 9 (32/64) SLES 10 (32/64) SLES 11 (32/64) Debian 4 (32/64) Debian 5 (32/64) Debian 6 (32/64) CentOS 4 (32/64) CentOS 5 (32/64) CentOS 6 (32/64) Oracle OEL 4 (32/64) Oracle OEL 5 (32/64) Oracle Linux 6 (32/64) Asianux 3 (32/64) Asianux 4 (32/64) Ubuntu 7 (32/64) Ubuntu 8 (32/64) Ubuntu 9 (32/64) Ubuntu 10 (32/64) Ubuntu 11(32/64) FreeBSD 6 (32/64) FreeBSD 7 (32/64) FreeBSD 8 (32/64) Solaris 8 Solaris 9 Solaris 10 (32/64) OS/2 Warp 4 NetWare 5 NetWare 6 ecomsta/on 1 ecomsta/on 2 SCO UnixWare 7 SCO OpenServer 5 Mac OS X 10 (32/64) Total: 85

11 Server Consolidation Many physical servers - Underutilized - 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 Virtualiza-on in the Plant Rockwell Products and Services Stratus Technologies Licensing Considera/ons 12

13 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.

14 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 VMs Backup and restore virtual machines with integrated add-ons (optional)

15 Manageability: DRS Management server monitors host load and virtual machine placement vs. defined rules Either suggests or automa-cally executes vmo-on opera-ons Resource Pool VMware ESXi VMware ESXi VMware ESXi Operating Server Operating Server Operating Server

16 Reliability: High Availability Hosts monitor each other and their virtual machines for failure Failed virtual machines automa-cally restart where resources are available Resource Pool VMware ESXi VMware ESXi VMware ESXi Opera-ng Server Opera-ng Failed Server Opera-ng Server

17 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

18 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

19 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

20 Typical Hardware Architecture In the data center Storage Array (iscsi, FC, NFS) 2-5 Physical Servers Redundant Gigabit Switches In the office and on the shop floor Legacy desktops Ruggedized laptops Solid state thin clients Tablets (ipad / Android)

21 Server Considerations CPU Memory 2 CPU sockets with 4-8 cores each Consolidation Ratios of 8 20 VMs per Server GB physical RAM per server Suggested initial allocations Operator Workstations: 2 GB Engineer Workstation: 4 GB HMI/Historian Server: 4 GB Monitor actual memory usage and adjust allocations up or down depending on actual application usage Number of Servers For redundant systems, three physical servers is a suggested minimum, allowing for full application redundancy during infrastructure maintenance periods.

22 Agenda Overview & Drivers Virtualiza/on for Produc/on Rockwell Products and Services Stratus Technologies 22

23 FactoryTalk System Example Ac/ve Directory FactoryTalk Directory Primary HMI Secondary HMI Asset Centre Historian VantagePoint Batch Engineering Worksta/ons Operator Worksta/ons

24 Process System Today Plant Ethernet Process Control Ethernet

25 Process System with Virtualization Hardware Consolidation - Process Automation System Server - Operator Workstations x 16 - Engineering Workstation - Batch Server Centralized Infrastructure Servers (3) Virtualiza/on Management Console SAN Device Infrastructure Clients

26 Rockwell Virtualization Progression 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 Factory Talk Gateway FactoryTalk View SE & ME RSView32 FactoryTalk View Studio FactoryTalk Batch FactoryTalk Transac/on Manager FactoryTalk Metrics FactoryTalk AssetCentre FactoryTalk Vantage Point FactoryTalk Produc/onCentre FactoryTalk Historian SE & Not SoftLogix! Classic Emonitor Official statement of support: RA Knowledgebase Article

27 Rockwell Virtualization Progression November 2010 RA Announces VMware Ready So9ware RSLinx Classic RSLinx Enterprise RSLogix 5000 FactoryTalk View SE FactoryTalk View Studio FactoryTalk Batch FactoryTalk AssetCentre FactoryTalk Vantage Point FactoryTalk Historian SE Factory Talk Gateway

28 Rockwell Virtualization Progression FY 2011 Network and Security Services Group expands consultant services to Virtualized Systems ASSESS DESIGN IMPLEMENT VALIDATE MANAGE Capacity Planner Infrastructure Design Hardware Procurement System Valida/on And much more

29 Rockwell Virtualization Progression FY Virtual Appliance Development Provide customer value by reducing Total Cost of Ownership 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! Plant Enet App Virtual Appliances PASS Process Automation System Server OWS Operator Workstation EWS Engineering Workstation Process Control Enet Virtual Templates offer System Elements as standard products Reduced Validation Costs! Pre-installed & Pre-configured Reduced Engineering Costs! Hardware Independent Increased Product Lifecycle!

30 Rockwell Virtualization Progression FY 2013 Rockwell Automa-on Industrial Datacenter Standard, pre- assembled virtualiza/on solu/on Includes the hardware, sorware and services required to successfully deploy virtualiza/on 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

31 Agenda Overview & Drivers Virtualiza/on for Produc/on Rockwell Products and Services Licensing Considera/ons 31

32 VMware HA vs. Stratus ftserver Redundant switches Typical VMware HA Configuration Two or three servers External storage (SAN) VMware Essentials Plus License ($4,000) for High Availability vcenter Server Multiple Application Licenses

33 VMware HA vs. Stratus ftserver Typical VMware HA Configuration The Stratus ftserver platform simplifies deployment/maintenance and increases availability at a lower cost You don t need:! Redundant switches! Multiple servers! External storage (SAN)! VMware HA capabilities! vcenter Server! Multiple Application Licenses n Simple % uptime n Lower Cost n Higher Availability

34 Agenda Overview & Drivers Virtualiza/on for Produc/on Rockwell Products and Services Licensing Considera-ons 34

35 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

36 VMware Licensing For Development VMware Player is free for noncommercial use VMware Workstation is a retail and download product For Production VMware vsphere and VMware View are sold through resellers and hardware OEMs VMware View is sold by concurrent user and is available either stand alone or as an add-on for vsphere VMware vsphere is sold in 3 editions with different functionality enabled For more information see vmware.com

37 Microsoft Licensing for Virtualization For Engineers Windows 7 Professional entitles one virtual instance of Windows XP, Vista or 7 run on the licensed computer. Server OS licenses for development can be acquired as part of an MSDN subscription. For Production Environment Servers: Desktops: Each host must be entitled for the virtual machine high water mark Standard = 2 VM, Datacenter = unlimited VMs Client requires Windows Software Assurance (PC/laptop), Virtual Desktop Access (thin client) license License entitles use of up to 4 VMs in the datacenter and/or 4 VMs run locally License entitles primary user to roam to other devices such as tablets Microsoft Windows licenses are tied to hardware not VMs

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