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Sponsored by: Mark Sen Gupta Director of Research ARC Advisory Group [email protected] Addressing Water and Waste Water Industry Operational Challenges with Modern Technology

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Sponsored by:

Mark Sen GuptaDirector of Research

ARC Advisory Group

[email protected]

Addressing Water and Waste Water Industry Operational Challenges with Modern Technology

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 2

Agenda

• Who is Stratus?

• Who is ARC?

• Prominent Industry Challenges

• IT/OT Convergence: The Emerging Digital Platform

• IT/OT Convergence: Roles

• Barriers to digital adoption

• Laying the right foundation

• IT/OT Convergence: Benefits

• Case study

• Q&A

3VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group

The continuous application availability market leader

• Protecting lives, assets and revenues since 1980• Over 40 hardware and software availability patents

Corporate headquarters Maynard, Massachusetts USA

Systems installed 20,000+ worldwide

Global presence ~500 peopleAmericas – EMEA – APJ

Major market segmentsIndustrial automation, Building security & management, Financial services, Public safety, Healthcare

Key Industrial Automation and technology partnerships

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 4

About ARC Advisory Group

• Founded in 1986

• Focused on Operations Technology (OT) and Industrial Internet of Things (IIoT) Research

• Global Presence: US, Canada, Germany, Belgium, Middle East, Japan, China, Singapore, India, Brazil

Research Domains

• Analytics and Big Data

• Asset Lifecycle Management

• Cybersecurity for Industry

• Energy Management and Sustainability

• Industrial Internet of Things

• Industrial IT and Cloud Computing

• Networks and Fieldbuses

• Operations Management

• Process Automation and Safety

• Sensors, Transmitters, and Actuators

• Smart Cities and Infrastructure

• Supply Chain and Logistics

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 5

Current Challenges

• Aging infrastructure stressed by an increased demand for water

services, and changing weather patterns

• Inadequate and/or ineffective wastewater infrastructure in many

parts of the world

• Obtaining funding for large projects during periods of tight

budgets and economic uncertainty

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 6

Current Challenges

• Stake-holders’ demands require efficient transition of legacy systems

• Increasing concern physical and cybersecurity

• Increasing demands upon the aging, shrinking, internal workforce

and associated loss of knowledge, experience, and skills

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 7

Poll question 1

•What would be the most important factor in deciding to update water/waste water control systems?

▪Increased government regulations requiring improved monitoring and data collection

▪Mandate from local officials to improve water/waste water quality

▪Budget requirements from local officials to improve operational efficiency

▪Age of current automation assets

8VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group

Poll Results

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 9

ERP & Digital Platform for IoT

Mobile

PartnersAnalytics

App Enablement

Big Data with Historian

Secu

rity th

rou

gh

ou

t

Ecosystem of Service APPs

Social

Device Connectivity

The Birth of the Digital Platform

APP

APPAPP

APPAPP

APP

Edge Data & Intelligence

Business & ERP

Batch LogicContinuous

Sensors, Actuators and Logical Devices

Plant & Process

Production Definition

Production Capability

Production Plan

Production Information

Historian & Information Systems

Enterprise Level 4-5

Management Level 3

Operation Level 2

Control Level 1

Field Devices Level 0

Purdue Hierarchy

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 10

OT IT

Cybersecurity

Standards-based

Scalable and Upgradable

No Unscheduled Downtime

Secure and Energy Efficient

Measurable ROI, ROA, and

KPI increases

IIoT Deployment

Future proof

No data loss - proven

Real-time operations

Long deployment lifecycles

Simple to operate, service and

maintain

Footprint minimization

No customization

Intellectual Property Protection

In line with IT standards COBIT, ITIL

Vendor viability and support

Compliance

Minimization of energy consumption

IIoT data collection and analytics

High-availability

Hardware Refresh

Hybrid

OT

Needs of OT and IT Converge

11VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group

Primary ICS

serverThick clients

BackupICS

server

PLCs and Automation devices

Historian server

Barriers to digital platform adoption

ICS isolated to secure plant floor

devices

Mixed O/S environments with security

holes

Each system individually managed

Local workstation required to access

information

Complex redundancy where most

critical

Break/fix or constant

monitoring

Reactive Complex IT “heavy”

“IT does a great job ofscheduling planned downtime, but the

bigger issue isbreak/fix ”

“When applications stop working we don’t evenknow until other issues arise”

“Our systems are so oldand fragile we dare not change anything in case

it breaks”

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 12

Poll question 2

•What concerns you most about the failure of your existing control systems? (for your water/waste water plants)?

▪Additional costs due to manual operation

▪Compromised operation (water quality/waste water contamination) due to lost data

▪Impact due to incomplete data for regulatory compliance

▪Complexity of (or Time to?) getting everything running correctly again

▪Explaining the failure to local/state officials

13VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group

Poll Results

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 14

Rely less on ITBe more proactive Reduce complexity

What is required to adopt a modern digital infrastructure?

• Detect issues before they become bigger problems

• Protect your entire IA technology stack

• Always keep your SCADA, Historian, HMI, MES and MOM running

• Easily take advantage of new technologies

• Consolidate 5+ servers into a single system

• Get built-in hardware redundancy with that single system

• Purchase and manage fewer software licenses

• Use a single pane of glass for all your OT and IT applications

• Get proactive notification of potential problems

• Automate hardware remediation

• Easily swap hardware components by yourself

• Get instant access to IT specialists with IA expertise

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 15

Protected IIoT Data

Performant Applications

PredictiveServiceability

ReliableInfrastructure

Secure Connectivity

Can we deliver redundant compute, network and storage with no downtime?

Can we remotely manage and service the technology and can we predict a failure before it happens?

Can we ensure the data is not tampered with and has not been stolen?

Can the applications work together and scale to my data needs?

Protecting digital data is critical

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 16

A modern digial infrastructure eliminates disruption

Secure connectivity to the plant floor

devices

Secure advanced data historian &

analysis

Centralized management and

thin clients

Access to your information

anytime, anywhere

Simplified virtualization &

continuous availability

Optimize with tasks &

analytics

Go To Market Partners

Proactive remediation & on demand support

Thick, Managed thin, Mobile, and Web clients

PLCs and Smart automation devices leveraging OPC

Microsoft

Proactive Simple IT “lite”

“Cloud”

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 17

Poll question 3

•What would be the most important decision factor in selecting a new digital control platform?

▪Initial cost irrespective of solution lifetime

▪Operational simplicity

▪Lifetime value (TCO/ROI)

▪Eliminating unplanned downtime

▪Getting the agreement of IT

▪Justifying the expense to town/city officials

18VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group

Poll Results

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 19

Protecting modern digital environments

Standard Servers

• Single Points of failures

cause downtime and data

loss

Virtualization HA

OS

APP

OS

APP

OS

APP

OS

APP

OS

APP

OS

APP

• Not optimized for availability

• Very similar to a cluster

External LAN

LAN 1 LAN 2

Heartbeat 1

Heartbeat 2

Clusters

• Management complexity adds

risk and expense

1-4 Hour Service

Response to fix

Days of outage in

remote locationsFAILURE RECOVERY

NOT FAILUREPREVENTION

FAILURE RECOVERY

NOT FAILUREPREVENTION

Scripts must be executed •Still experience failover•Cannot move apps from a failed server

Fault tolerance is the preferred solution

Integrated Redundant

& Fault-tolerant

Solution

No downtime or data loss

Simple integrated solution

Easy to service

FAILURE PREVENTION

• No single points of failure

• Optimized for IA applications

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 20

Key considerations for modernizing platforms

What is my tolerance for unplanned downtime?

What hardware/application protection do you need ?

Would an increased level of “9’s” generate savings and/or increased productivity?

How do you restore normal application processing and how does this affect your ROA?

How important is your (in-flight) data?

Is there a seamless migration path?

Are specialized skillsets required?

Is the solution future-ready with the best ROI?

Does data loss present risks for asset management & IIoTanalytics and/or regulatory requirements?

How much impact will an upgrade transition have to your operations?

Does extensive (and costly) training have to be factored in?

Will the system support new applications, such as IIoT, does to have a 5-7+ year lifespan?

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 21

The Stratus solution

Activeservice

network

• Automaticre-synchronization

• Hot swap replacement

• Overnight delivery

• Automatic replacement partordering and shipment

• Automatic hardwareproblem detection

• OPC

• Application monitoring and re-start

• Continuous operation during failures

• Automatic Uptime Layer

• Integrated redundancy

On-demandsupportservices

• Proactiverecommendations to address problems

• Proactive notification of potential problems (failure or performance)

• Constant monitoring of ftServergenerated notifications

• 24x7x365 access to IA IT experts

ftServer

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 22

Benefits of a Converged System

Process Variability

Fewer Process Upsets

Production improvement

Lower Energy Consumption

Process Quality

Reliable Supply

Improve CustomerExpectations

Fewer Reruns

Improved WasteElimination

Asset Health

Reduce Unplanned Downtime

MRO Optimization

Improved AssetPerformance

Optimized Workforce

Engagement

Incident Prediction

Lower Operational Risk

Improved Worker Safety

Fewer catastrophic incidents

CognitiveLearning

Digitizing Intelligence

Unbind Knowledge and Experience

Discover the unknown

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 23

Benefits of a Converged System: Reduced Process Variability / Improved Quality

• Fewer Process Upsets

• Production improvement

• Lower Energy Consumption

•More Reliable Supply chain

• Improve Stakeholder Expectations

• Fewer Reruns/Rework – More Efficient Chemical Usage

• Improved Waste Elimination

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 24

• Reduce Unplanned Downtime

•MRO Optimization

• Improved Asset Performance

• Optimized Workforce Engagement

Benefits of a Converged System: Asset Health

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 25

• Lower Operational Risk

• Improved Worker Safety

• Fewer Catastrophic Incidents

Benefits of a Converged System: Incident Prediction

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 26

• Digitizing Intelligence

• Unbind Knowledge and Experience

• Discover the unknown

Big Data

Operator logs Process

engineering / simulation

models

Incident / Event Database

Process Historian Archives

Mechanical Integrity

Inspections

Asset Information

Real-time data

Operating Envelope / alarms

Operator Training and Certification

Production Schedule

Benefits of a Converged System: Cognitive Learning

27VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group

Initial situation• Upgrade outdated automation systems

• Decreasing tax base

• Increased regulations

• Reduced resources

Results

Increased efficiency:• Fault-tolerant virtualized platform from Stratus

eliminates unplanned downtime• Simple to operate and service - no IT expertise

needed for maintenance• Data always available for regulatory scrutiny

Reduced costs:• Single virtualized platform at each location• Automated support model reduces equipment

monitoring saving manpower• Single copy of s/w required controlling costs

Key issues

• Multiple remote control rooms• Cost effective solution to limit

server costs• Prevent control room “blindness”

through unplanned downtime• No data loss to meet new EPA

regulations• Integration into new IT

infrastructure• Maximize efficiency

Workload managed

• 71 million gals clear water• 30 million gals waste water• 4.2 million residents• 24 communities• 2,000 miles of pipe• 13 field wells• 5 surface water sources• 3 wastewater facilities• 350 lift stations

Case study – Pinellas County Utilities

VISION, EXPERIENCE, ANSWERS FOR INDUSTRY © ARC Advisory Group 28

Next steps

Talk with an expert• For more information on Stratus, or to schedule a live demo, contact Greg Paden at

[email protected] (978) 461-7579

• For more information on ARC Advisory Group, or the author, contact Mark Sen Gupta at [email protected]

Follow us• Stratus Website: www.stratus.com• Stratus LinkedIn: www.linkedin.com/company/stratus-technologies• Stratus Blog: www.stratus.com/stratus-blog/• ARC Website: www.arcweb.com• Industrial IoT Blog: www.industrial-iot.com

Learn more• Blog: Modern water control systems boost public safety, plant efficiency

• On-demand Webinar: Process Magazine - Best Practices to Modernize and Simplify Your Industrial Control Systems

• FtServer Demo Video – Simple to deploy, simple to manage, simple to service

Sponsored by:

Thank you!