Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare?
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1 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? William R. Hodson, P.E. Honeywell Process Solutions ISA Expo 2004 Conference, Houston, TX ISA The Instrumentation, Systems, and Automation Society 1
2 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Background Performance Testing for Performance, Capacity, & Topology Interoperation Security Robustness ISA The Instrumentation, Systems, and Automation Society 2
3 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Background Performance Testing for Performance, Capacity, & Topology Interoperation Security Robustness ISA The Instrumentation, Systems, and Automation Society 3
4 Background The search for true Openness! ISA The Instrumentation, Systems, and Automation Society 4
5 Background n the beginning Control Highways by Process Control Companies Value in distribution of control Communication needs: Fast Extremely Reliable Secure Environmentally Hardened Specialized Services (Control connections, Alarms, Downloading, Display Update Services, Parameter Change Services, Trends, History, etc.) ISA The Instrumentation, Systems, and Automation Society 5
6 Background Nothing Available Make Your Own (Proprietary)! IEEE Token Passing Highway PROWAY (ISA SP72) Manufacturing Automation Protocol (MAP) TCP/IP, IEEE 802.3/Ethernet IEC ISA SP50 Fieldbus IEC61158 ISA The Instrumentation, Systems, and Automation Society 6
7 Background (Cont d) Ethernet-Based Protocols MODBUS/TCP Ethernet IP ControlNet DeviceNet FF HSE PROFINET Make-Your-Own ISA The Instrumentation, Systems, and Automation Society 7
8 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Background Performance Testing for Performance, Capacity, & Topology Interoperation Security Robustness ISA The Instrumentation, Systems, and Automation Society 8
9 Performance of Open Protocols Not designed for large system requirements K.I.S.S. (e.g., one-at-a-time pub by devices) Communications Overhead Smart devices encourage more measurements Large point counts More application consumption Asset Management Optimization Reports Scheduling, etc. ISA The Instrumentation, Systems, and Automation Society 9
10 Performance of DCS Protocols Advanced process point collection systems Data-Managing interface devices vs. Linking devices. Interfacing networks of different magnitudes of speed. Servicing large numbers of network nodes. Maintains database of data relationships. Vendor-description-information base. Utilizes most efficient messaging services for the need. Cached for performance. Age and reference managed cache scheme. Control connection priorities. Gather-scatter techniques Robustness guaranteed. Performance Optimization does not show on a network diagram. ISA The Instrumentation, Systems, and Automation Society 10
11 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Background Performance Testing for Performance, Capacity, & Topology Interoperation Security Robustness ISA The Instrumentation, Systems, and Automation Society 11
12 DCS Testing for Performance, Capacity, & Topology Every update, Every release. Under stress. New Equipment. Old equipment. Over 100 FF transmitter just to prove performance, capacity, interoperability, stability, and general robustness for installation, operation, and maintenance! Mixed era operation. 2 decades support typical Hardware versions Software versions Firmware versions Regression testing & recording. ISA The Instrumentation, Systems, and Automation Society 12
13 DCS Testing for Performance, Capacity, & Topology Real FF & HART devices are wired into terminal blocks, power supplies, field termination assemblies, and interface modules as in the real applications, so as to create realistic loading simulations. ISA The Instrumentation, Systems, and Automation Society 13
14 DCS Testing for Performance, Capacity, & Topology Banks of FF Device Electronics for load testing: ISA The Instrumentation, Systems, and Automation Society 14
15 DCS Testing for Performance, Capacity, & Topology For realistic display and application loads, plan on large numbers of operator stations staffed by a team of test engineers. ISA The Instrumentation, Systems, and Automation Society 15
16 DCS Testing for Performance, Capacity, & Topology To support the applications and displays, dozens of upto-date computers will be needed. Plan to replace them every two years. ISA The Instrumentation, Systems, and Automation Society 16
17 DCS Testing for Performance, Capacity, & Topology Maintain extra controllers just for testing and retesting as each element changes. ISA The Instrumentation, Systems, and Automation Society 17
18 DCS Testing for Performance, Capacity, & Topology and don t forget the older, legacy generations of equipment. Spare sets for testing must continually revalidate its ability to continue to work with newer generations of equipment. ISA The Instrumentation, Systems, and Automation Society 18
19 DCS Testing for Performance, Capacity, & Topology Much capital, installation costs, maintenance costs, testing labor costs. Various Configurations & Complexions Develop, Review, Execute, Test Plans; Record Execution Results. Cost without direct revenue. Test it or accept the risks associated with not testing it. ISA The Instrumentation, Systems, and Automation Society 19
20 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Background Performance Testing for Performance, Capacity, & Topology Interoperation Security Robustness ISA The Instrumentation, Systems, and Automation Society 20
21 DCS Testing for Interoperability Consortium Tests Necessary but not Sufficient. Test subset of specifications Device-oriented, not host system-oriented Specifications good but not perfect Ambiguities Errors Areas of silence Creative device vendors imaginations Host system support issues Stress testing Direct testing with device vendors Testing includes incidentals (power supplies, conditioners, network switches, etc.) ISA The Instrumentation, Systems, and Automation Society 21
22 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Background Performance Testing for Performance, Capacity, & Topology Interoperation Security Robustness ISA The Instrumentation, Systems, and Automation Society 22
23 Security Issues Potential Vulnerabilities Viruses, Worms, Mal-Intended Executables Designed for Microsoft & open technology Denial-of-Service Could be accidental overload Could be deliberate Delivery mechanisms not limited to requiring user assistance. ISA The Instrumentation, Systems, and Automation Society 23
24 Security Issues Potential Consequences Render Control Inoperative Render View-Access Inoperative Cause Non-Operation, Mis-Operation, or Mal-Operation Production Loss Equipment Damage Personal Injury Death ISA The Instrumentation, Systems, and Automation Society 24
25 Security Issues In general, the More Open, the More Vulnerable. DCS Vendor Designs minimize these threats Do-It-Yourselfers using Open Components need to address these issues. ISA The Instrumentation, Systems, and Automation Society 25
26 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Background Performance Testing for Performance, Capacity, & Topology Interoperation Security Robustness ISA The Instrumentation, Systems, and Automation Society 26
27 Robustness Issues Control and Monitoring Functions Must be Particularly Robust Failure Modes & Effects Analysis (FMEA) Cause & Effect Severity Probability Ability to Detect Action to Address Majority of DCS logic deals with failure mode handling. Do-It-Yourselfers Must Address the Same Issues ISA The Instrumentation, Systems, and Automation Society 27
28 Trends Increasing power of Microprocessors Increasing speed of Networks Increasing interoperability capabilities Increasing security threats ISA The Instrumentation, Systems, and Automation Society 28
29 Open Control Systems can be vulnerable to fault conditions vulnerable to overload conditions problematic with non-validated products (which are sometimes rushed to market) But DCSs are tightly integrated & tested sets of control elements with distributed functions. ISA The Instrumentation, Systems, and Automation Society 29
30 Dependable DCS Vendors Protect their users: Limit open access, Qualify third party devices, Execute comprehensive interoperability tests, Execute extensive Performance, Capacity tests under various topologies, Insure Robustness, Provide guidelines for acceptable loading, interoperation, and security, Re-Test periodic releases. ISA The Instrumentation, Systems, and Automation Society 30
31 Do You Want to Do-It-Yourself? Here are some guidelines.. ISA The Instrumentation, Systems, and Automation Society 31
32 Guidelines for Do-It-Yourselfers Control & Limit open access Qualify third party devices (& each revision) Execute comprehensive interoperability tests Execute extensive Performance & Capacity tests under various topologies. Insure Robustness / Stress Resistance Provide guidelines for acceptable loading, interoperation, and security. Periodically re-test as each element is updated. (More) ISA The Instrumentation, Systems, and Automation Society 32
33 Guidelines for Do-It-Yourselfers (Cont d) Allocate capital for high-capacity test lab. Allocate capital for continuing updates to the test lab equipment. Employ well-trained test engineers. Prepare and review comprehensive test plans. Execute and document all tests. Repeat test suites when anything changes. Consider automating testing wherever possible. ISA The Instrumentation, Systems, and Automation Society 33
34 Dream Come True or Nightmare? True Openness does not come without a price. If we want to connect anyone s anything anywhere anytime we must follow the guidelines or accept the risks: Untested elements may not function as intended! Untested elements may interfere with other elements! Costly, unpredictable loss of plant production or worse could be the consequence! ISA The Instrumentation, Systems, and Automation Society 34
35 Using a Fully Open Infrastructure for a DCS: Dream Come True or Nightmare? Questions? William R. Hodson, P.E. Honeywell ISA The Instrumentation, Systems, and Automation Society 35
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