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Copyright © 2012 Rockwell Automation, Inc. All rights reserved.

Simplifying the Transition to VirtualizationTS17

Name – Sandeep Redkar

Title – Manager – Process Solutions

Date – 11th February 2015

Copyright © 2012 Rockwell Automation, Inc. All rights reserved. 2

Agenda

Licensing Considerations

Rockwell Automation® Products and Services

Virtualization for Production

Overview & Drivers


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

HypervisorOperating System

Application


What can be Virtualized in Automation?

6

Level 5

Level 4

Level 3

Level 2

Level 1

Level 0

Terminal Services

Patch Management AV Server

Application Mirror Web Services Operations ApplicationServer

Enterprise Network

Site Business Planning and Logistics NetworkE-mail, intranet, etc.

FactoryTalk®Application

Server

FactoryTalk® Directory

Engineering Workstation

Domain Controller

FactoryTalk®Client

Operator Interface

FactoryTalk®Client

Engineering Workstation

Operator Interface

Batch Control

Discrete Control

Drive ControlContinuous

Process Control Safety Control

Sensors Drives Actuators Robots

Enterprise Zone

DMZ

Industrial Zone

Cell/Area Zone

WebE-mail

CIP

Firewall

Firewall

Site Operations and Control

Area Supervisory Control

Basic Control

Process


� 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

Virtualization is widely adopted by IT and growing in ManufacturingManufacturing has some unique Considerations and Opportunities

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

Considerations for Manufacturing


HW 8 HW 8 HW 8

VMware ESX 5.x+3VMware ESX 5.xVMware ESXi 5.x+1VMware ESX 5.x+2

HW10 HW10 HW10

OS

APP

OS

APP

OS

APP� 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

Increased Application Longevity


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


Agenda



Virtualization in the Plant

Overview & Drivers


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

VMware ESXi VMware ESXi VMware ESXi

Resource Pool

Operating ServerOperating Server Operating Server

• Migrate a running VM from one physical server to another


Manageability: DRS


Resource Pool

Operating ServerOperating Server Operating Server

• Management server monitors host load and virtual machine placement vs. defined rules.

• Either suggests or automatically executes vMotion operations



Resource Pool

Failed Server Operating ServerOperating 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.



Failed Server OperatingServerOperatingServer

No RebootSeamless Cutover

OperatingServer

Reliability: VMware Fault Tolerance

• Virtual machines execute simultaneously on two physical servers

• Bumpless failover in the event of a HARDWARE failure


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

Thin Client

Desktop

Laptop

VMWAREVIEW MANAGER

Centralized VirtualDesktops

VMWARE VIEW SECURITY SERVER

Remote Client

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


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


Agenda




Overview & Drivers


FactoryTalk® System Example

Active Directory FactoryTalk® Directory Primary HMI Secondary HMI

Asset Centre Historian VantagePoint Batch

Engineering Workstations

Operator Workstations


Rockwell Automation® Virtualization Progression

Design & Configuration

Production Management

Data Management

Quality & Compliance

Asset Management

Performance & Visibility

RSLogix™ 5 RSLogix™ 500 RSLogix 5000RSLogix™ Architect RSNetworxRSLinx® Classic & EnterpriseFactoryTalk® GatewayFactoryTalk® View SE & ME RSView®32 FactoryTalk® View Studio

November 2009 – “RA Products Supported with Vmware”

FactoryTalk® Batch FactoryTalk® Transaction ManagerFactoryTalk® MetricsFactoryTalk® AssetCentreFactoryTalk® VantagePoint®FactoryTalk® ProductionCentre®FactoryTalk® Historian SE & ClassicEmonitor®

Not

SoftLogix™!Official statement of support: RA Knowledgebase Article 566423

2009 2010 2011 2012 2013



November 2010 – “RA Announces VMware Ready Software”

RSLinx® ClassicRSLinx® EnterpriseRSLogix 5000FactoryTalk® View SE FactoryTalk® View StudioFactoryTalk® Batch FactoryTalk® AssetCentreFactoryTalk® VantagePoint®FactoryTalk® Historian SEFactoryTalk® Gateway

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…

2009 2010 2011 2012 2013

ASSESS DESIGN IMPLEMENT VALIDATE MANAGE



Virtual Templates offerSystem Elements as standard products – Reduced validation Costs!

Pre-installed & Pre-configured – Reduced Engineering Costs!

Hardware Independent – Increased Product lifecycle!

PASS Process Automation System Server

OWS Operator Workstation

Engineering Workstation Engineering Workstation

Virtual Appliances FY2012 - Virtual Appliance Development

2009 2010 2011 2012 2013

App

Process Control EtherNet/IP

Plant EtherNet/IP

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!



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 Automation®

2009 2010 2011 2012 2013


Agenda




Overview & Drivers


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


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