TF02 Virtualization in Manufacturing

2 Agenda Overview Virtualization for Engineers Virtualization for Production Virtualization and Rockwell Software 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

4 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

Operating System Support MS Hyper-V R2 with SP1 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 Citrix XenServer 6 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 Preinstallation 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) VMware vsphere 5 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 ecomstation 1 ecomstation 2 SCO UnixWare 7 SCO OpenServer 5 Mac OS X 10 (32/64) Total: 85

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

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 2016 -- Gartner 23 October 2012 Source: IDC

APP APP APP Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. Type 2 / Hosted Virtualization Hosted or Desktop Hypervisor Hypervisor runs as an application on another OS such as Linux or Windows Advantages: Low cost Self administered Independent of IT management and controls Windows, Linux or MacOS

VMware Player Overview Free solution built on the same hypervisor technology as VMware Workstation Allows basic creation, modification and use of one or more virtual machines Similar in functionality to Windows Virtual PC and WindowsXP mode for Windows 7 Aimed at end users that need multiple OS or software versions with limited IT support.

VMware Player Virtual Machine Settings VM editing allows modification of basic hardware features including: Change number of CPU s exposed to the VM Change amount of RAM allocated to the VM Add or remove disks

VMware Workstation Overview Easily and quickly build and run multiple VM s Snapshot capabilities to allow rapid recovery from botched upgrades or destructive tests Basic server functions, for sharing VM s with a team of engineers Integration with VMware vsphere Aimed at developers and engineers that need to build a multi tiered application in a test environment, then seamlessly migrate to a production server cluster.

Workstation vs. Player Workstation Support for VM groups Basic VM sharing / serving support Integration with VMware vsphere Snapshots create restore points for destructive tests Player Free for noncommercial use Basic virtual machine creation and management Common hypervisor technology with Workstation

Type 1 / Server Virtualization Hypervisor replaces host operating 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

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

Increasing Uptime and Availability Local Site Failover Site vsphere vsphere vsphere vsphere vsphere Local Availability vsphere High Availability vsphere Fault Tolerance vmotion and Storage vmotion Disaster Recovery vcenter Site Recovery Manager Includes vsphere Replication Data Protection vsphere Data Recovery Storage APIs for Data Protection

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

Process System Today Plant Ethernet Process Control Ethernet

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

Rockwell 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 Factory Talk Gateway FactoryTalk View SE & ME RSView32 FactoryTalk View Studio FactoryTalk Batch FactoryTalk Transaction Manager FactoryTalk Metrics FactoryTalk AssetCentre FactoryTalk Vantage Point FactoryTalk ProductionCentre FactoryTalk Historian SE & Classic Emonitor Not SoftLogix! Official statement of support: RA Knowledgebase Article 566423

34 Rockwell Automation and VMware Solution Provider Combine Rockwell s industry expertise with VMware technology to provide design, plan and deployment services for VMware based virtual infrastructure Technology Alliance Partner Allow Rockwell Automation to directly leverage the VMware resources needed to deliver enhanced value to shared customers. OEM Allows Rockwell Automation to deliver solutions like the Industrial Data Center and be the customer s first point of contact for all related issues.

VMware in the Leaders Quadrant for x86 Server Virtualization VMware is clearly ahead in : Understanding the market Product strategy Business model Technology innovation, Product capabilities Sales execution VMware Strengths : Virtualization strategy and road map that lead to private and hybrid cloud computing Technology leadership and innovation High customer satisfaction Large installed base (especially among large enterprises) and service provider ecosystem Gartner, Inc. Magic Quadrant for x86 Server Virtualization Infrastructure, Thomas J. Bittman, Philip Dawson, Mark Margevicius, George J. Weiss, 30 June 2011.

Size Does Matter VMware ESXi 5 144 MB Windows 2008 R2 SP1 Server Core with Hyper-V 3.4 GB Citrix XenServer 6 >1 GB Hyper-V Server 2008 R2 SP1 expands to 5.6 GB Hyper-V with full Windows Server 2008 R2 SP1 is even bigger at 9.8 GB

Rockwell 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 Vantage Point FactoryTalk Historian SE Factory Talk Gateway

Rockwell 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 Virtualization Progression 2009 2010 2011 2012 2013 FY2012 - Virtual Appliance Development Provide customer value by reducing Total Cost of Ownership Plant Enet 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 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!

40 Virtual Machine Image Templates When the templates are ordered the customer receives The 3 core PlantPAx system elements as Images on a USB Hard-Drive (HDD) with all required Rockwell Software preinstalled, but NOT activated. 3 Microsoft Operating System Full Packaged Product (FPP) Licenses The end-user must convert the FPP to a Microsoft Volume License within 90 days Templates require a Microsoft Volume License to run Customers should contact their Microsoft Rep. to convert the licenses Activating the Templates EWS Order 9528-EWSLICENE US List $11,817.00 OWS Order 9528-OWSLICENE US List $2444.00 PASS Order 9528-PASS100ENE- US List $6403.00 9528-PASS250ENE - US List $8979.00 9528-PASSUNLENE US List $14,645.00 *PASS Activation based on HMI display count of 100, 250, or Unlimited *Activations are in increments of 1 per image. Order 1 for each image required 9528-PAXVTENE, US List 2250.00

Rockwell 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

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

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

Microsoft Licensing for Virtualization Servers: Each host must be entitled for the virtual machine high water mark Standard = 2 VM, Datacenter = unlimited VM s Desktops: Client device requires Windows Software Assurance (PC/laptop), Virtual Desktop Access (thin client) subscription License entitles use of up to 4 vm s SQL Server Licensed per VM or per Physical host server Microsoft Windows licenses are tied to hardware not VMs http://www.microsoft.com/licensing/about-licensing/virtualization.aspx

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