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DIY – PI 2010 Migration Upgrade
Andi Greisel, Portland General Electric
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2. A Quick Look at PGE
Established 1889
– First long distance transmission electric company
800,000+ retail customers
4,000 sq. mile service territory
1,500+ miles transmission line
26,000+ miles of distribution line
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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3. PGE’s PI Usage
Separate PI Environments
– Generation
– Marketing
– Transmission & Distribution
• 130 users
– Engineering
– Operations
– Planners
• ProcessBook
– Substation onelines
– Some redundancy with EMS
• DataLink Image source: http://bobsmisanthropicadventures.blogspot.com/2011/05/wednesdays-pics.html
– Analysis
• 40,000+ PI tags
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@2010 OSIsoft, LLC - AllAllRightsReserved
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4. Why We Did It Ourselves?
For the challenge
To better learn the software
Lots of custom applications
Can always get help
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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5. Why We Upgraded?
Retiring old servers
– Part of IT’s regular vintage schedule
Move to virtual servers
– IT strongly encouraging a virtual environment
• Shared resources
• Easier rebuild on failure
• Snapshots!
In need of a PI upgrade (3.4.375)
– AF sounds interesting
– Interest in PI Notifications
Want to use Active Directory to control access
– PI Users are not secure
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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6. System Comparison
Existing system
– Windows Server 2003
– 32-bit
– 3.4.375
– Four servers
Replacement system
– Windows Server 2008 R1 & R2
– Virtual
– 64-bit
– 3.4.385 (PI 2010 R2)
– Five servers
• SQL database
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7. Server Layout – Primary Site
Batch PI Server SQL Express
DNP AF Server Custom Apps
ICCP
OPC
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8. Server Layout – Backup Site
DNP PI Server IIS 6.0
ICCP PI SDK
OPC
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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9. Our Approach
Setup parallel systems
– Different server names and IP addresses
– Redundant interfaces
• Most data via ICCP
• Some RTU data direct via DNP
– Potentially create server name alias on corporate DNS
Rewrite custom applications
– Alarm notification program
• Email and SMS
– MV90 batch processing
Administer our servers separate from IT
– Drove decisions for SQL DB location
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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10. Biggest Design Decisions
PI and AF on one server, SQL on another
– No AF redundancy
• Not sure how much will use AF
– Splitting up single install procedure
• Page 16 – PI AF 2010 R2
– Opening firewall between AF and SQL servers
• Page 44 – PI AF 2010 R2
Structuring Active Directory groups
– Previously setup to control access to share drive
SQL flavor (Express, Standard or Enterprise)
– Understanding licensing scheme
• Potentially use corporate cluster
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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11. Decision: Running Parallel Systems
Pros
– No rush to upgrade
– Less downtime
– Data comparison
• Reassurance
Cons
– Maintaining two systems
• Tag structure slightly different
– Windows Security
•
Like production once archives moved
– Setting up redundant interfaces
• Required DNP upgrade
– Multiple connections to RTU
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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12. Decision: SQL Server Express 2008 R2
Pros
– Free
– Easy to upgrade to Standard or Enterprise
Cons
– No database redundancy
– Maximum database size of 10 GB per database
• 4 GB for SQL Server Express 2008 (non R2)
– Single physical CPU, but multiple cores allowed
– 1 GB of RAM
• Runs with any RAM amount, but max use is 1 GB
Useful comparison resource
– http://www.microsoft.com/sqlserver/en/us/product-info/compare.aspx
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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13. Snag: Migrate, then Upgrade
Tried to freshly install PI 2010
Issues
– Backup and Restore not compatible
• 32-bit to 64-bit architecture difference
– Archives not compatible
– Few weeks lost
Resolution
– Uninstall PI 2010 and install 3.4.375 64-bit
Salvageable
– AF installation
– Interface configuration
– SQL server setup
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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14. Snag: SISCO AX-S4 ICCP & RDP
SISCO AX-S4 doesn’t work over RDP
– Virtual servers require remote desktop
– Licensing limitation
Issue
– Licensing doesn’t work over RDP
Resolution
– Special licensing request
– Update should be available now
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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15. Snag: PI Users and piadmin Account
No user with administrator privileges after install
Issue
– Copied across users and groups
– Disabled piadmin as part of install
– Using Active Directory instead of PI Users
– No user had administrator privileges
Resolution
– Elevated PI User over Windows Security in PI SMT3
– Mapped piadmin to relevant user accounts
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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16. Where Are We Now?
Cutting over October 17th
– Had expected to have cutover last month
• Don’t schedule for summer!
System is running and being tested
Custom applications need to be completed
Complete client tests
Verify batch data is up-to-date
Verify archives are good
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@2010 OSIsoft, LLC - AllAllRightsReserved
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17. Time Consumers
Internal IT policies and processes
– Largest time consumers
• Building virtual servers
• Firewall changes
• Creating service accounts and AD groups
• Setting up and testing ICCP connections
Moving archives
– Unregister, move, reregister: script it!
Converting PI displays
– Find and replace server names
Updating PI tags
– A few PI ownership attributes removed
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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18. Summary
Good learning experience
Larger project than expected, a few hiccups
OSIsoft Technical Support rocks!
– Logged around 10 calls, relatively complex
– Incredibly helpful and responsive
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@2010 OSIsoft, LLC - AllAllRightsReserved
© 2009 OSIsoft, Inc. All Rights Reserved
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