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1 Operational Technology + Information Technology Applying Message Oriented Middleware to Operational Systems Arlen Nipper - Cirrus Link

2 How can we apply technology to: Mitigate environmental risk? Detect leaks earlier? Resolve problems faster? Manage audit and regulation more effectively? Run operations more efficiently? Instrumented Interconnected Intelligent

3 Message Oriented Middleware Message Oriented Middleware (MOM) is a well proven and an integral component in modern Service Oriented Architecture (SOA) and Enterprise Service Bus (ESB) solutions. How can we best apply this mature and well proven technology to Operational systems as well? What problems does Message Oriented Middleware solve? How can Message Oriented Middleware be applied to operational systems today?

4 Using the as Message Oriented Middleware To a large extent, we as an industry have already been trying to make our Operational Applications look like Message Oriented Middleware.. Future Apps & Integration Historian Analytics & BIG DATA Electronic Flow Measurement ERP Mobile Apps Asset Management & Optimization 1 Protocol X 2 3 Enterprise (IT) Operations (OT)

5 Using the as Message Oriented Middleware Future Apps & Integration Analytics & BIG DATA Electronic Flow Measurement 1 PLC 3 Flow Computer ERP Mobile Apps Asset Management & Optimization Protocol X 2 Enterprise (IT) Operations (OT)

6 Using the as Message Oriented Middleware 1 PLC 3 Flow Computer Electronic Flow Measurement 2 New 1 Application 3 Protocol X 2 4 Enterprise (IT) Operations (OT) 1 2 Create a New application that can provide the interface between the EFM application and the Application. Define the interface/data schema between the New application and the EFM application. 3 Modify/change/test any required Access Control List (ACL) and define the security for connecting to the application. 4 Modify the poll tables so that additional polls to the Flow Computer are added to acquire desired information.

7 Using the as Message Oriented Middleware What is invariably happening is that more and more access to data from the lines of business is putting the application in the position of being a MOM system, which they were never intended to be in the first place. As more and more applications and modifications are made to the application to satisfy the needs of lines of business, the systems invariably become harder and harder to manage, and ultimately become so brittle that no one will touch them to add additional capabilities. At this point innovation within the business, as it applies to the vast amount of additional information in field devices, comes to a grinding halt!

8 Decoupling Devices from Applications using Message Oriented Middleware Future Apps & Integration Historian Analytics & BIG DATA Electronic Flow Measurement ERP Mobile Apps Asset Management & Optimization 1 Protocol X 2 3 Enterprise (IT) Operations (OT) Starting from here we can keep all of the same components by just re-architecting the topology a bit.

9 Decoupling Devices from Applications using Message Oriented Middleware Future Apps & Integration Historian Analytics & BIG DATA 1 Electronic Flow Measurement ERP Message Oriented Middleware 2 Mobile Apps Asset Management & Optimization Enterprise (IT) 3 Operations (OT) Nice topology picture, but how can you actually implement this architecture?

10 Use Message Queuing Telemetry Transport (MQTT) A Transport Designed for MQTT is a bi-directional lightweight event and message oriented transport allowing devices to communicate efficiently across constrained networks to backend systems MQTT was originally designed for use in real time pipeline systems! 1. Natively built on top of TCP/IP. 2. Stateful with continuous session awareness. 3. Extremely bandwidth efficient. 4. Three levels of Quality of Service for data delivery. 5. Data agnostic. 6. Client side session establishment. 7. No defined security model. Since MQTT is natively build on top of TCP/IP, best practice TCP/IP security scheme can be used.* *The OASIS MQTT Security Subcommittee is working in conjunction with NIST for recommended best practices using MQTT in critical infrastructure.

11 Add an MQTT Data Broker The Message Oriented Middleware Component MQTT Enabled Application MQTT Enabled Device JMS Enabled Application MQTT Enabled Message Oriented Middleware MQTT Enabled Device SOAP Enabled Application MQTT Enabled Device

12 MQTT - Publish Subscribe Messaging A Publish Subscribe messaging protocol allowing a message to be published once and multiple consumers (applications / devices) to receive the message providing decoupling between the producer and consumer(s) A producer publishes a message (publication) on a topic (subject) A consumer subscribes (makes a subscription) for messages on a topic (subject) A Message Oriented Middleware server / broker matches publications to subscriptions If no matches the message is discarded If one or more matches the message is delivered to each matching subscriber/consumer

13 Edge of Network Controller Edge of Network Controller The Resulting 100% MQTT MOM Implementation 4 Future Apps & Integration Historian Protocol X 1 Analytics & BIG DATA Electronic Flow Measurement ERP 2 DMZ 3 MQTT Enabled Message Oriented Middleware 1 Protocol Y 2 Mobile Apps Asset Management & Optimization 3 -Native MQTT device Enterprise (IT) Operations (OT) 1 MQTT message transport. 2 MQTT, JMS, REST, SOAP, and other ESB message transports 3 Single point DMZ for access control, permissions, and security settings. 4 is a VERY important data consumer, but not the ONLY consumer.

14 With MQTT and Message Oriented Middleware we can move from Current State..

15 to Future State Future Apps & Integration Historian Analytics & BIG DATA Electronic Flow Measurement ERP DMZ MQTT Enabled Message Oriented Middleware Mobile Apps Asset Management & Optimization

16 The Vision - Tie All Operations Together Cathodic Protection Upstream Terminal Automation Data Center Enterprise MQTT Transport Message Oriented Middleware Midstream/Downstream Pipeline Control Tank Farm / Storage 16

17 Summary Poll-Response systems were perfectly viable solutions when first developed 35 years ago. They have served the industry well, and continue to do so. But we are entering solutions need to leverage the very same Message Oriented Middleware technologies that IT solutions use to: Decouple device protocols from applications. Dramatically improve critical data update times. Reduce network bandwidth consumption. Enable one to many information exchange. Unlock Operational Intelligence stranded in field devices!

18 Additional Topics Not Yet Covered Message flows, data transformation, message transformation. Migration strategy maintaining Operational Integrity and 100% legacy backwards capability. Redundancy (native architecture capability) High availability (native architecture capability) Scalability (native architecture capability)

19 We can apply technology to: Mitigate environmental risk Detect leaks earlier Resolve problems faster Manage audit and regulation more effectively Run operations more efficiently Instrumented Interconnected Intelligent

20 Message Queuing Telemetry Transport (MQTT) Resources All things MQTT Eclipse Paho Eclipse M2M OASIS MQTT Technical Committee MQTT Specification

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