migrating your legacy dcs system to plantpax

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Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PUBLIC INFORMATION Migrating Your DCS to PlantPAx® Mike Vernak – Program Manager Process Marketing

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Are today's optimization and innovation demands hampered by your old process control system? Is support for your legacy DCS diminishing? This session will explore the advantages of migrating to the PlantPAx system. You'll learn about the multitude of tools--scanners, cables, code conversion, wiring harnesses, etc.--available from Rockwell Automation that can help you migrate your system at a pace that's comfortable for you.

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Page 1: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

PUBLIC INFORMATION

Migrating Your DCS to PlantPAx® Mike Vernak – Program Manager Process Marketing

Page 2: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 2

Agenda

Phased Migration or Rip and Replace

Migration Tools – Reduce Risk and Cost

Legacy DCS Market Outlook

Success Story

How We Can Help

Page 3: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

PlantPAx – It’s a Modern DCS

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It’s a process automation system that gives you everything you want in a world-class, contemporary DCS plus. . . Plant-wide control capabilities Open, flexible architecture Integrated control, power, safety, and information Support by a global network of local experts

Page 4: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 4

Agenda

Phased Migration or Rip and Replace

Migration Tools – Reduce Risk and Cost

Legacy DCS Market Outlook

Success Story

How We Can Help

Page 5: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 5

Global DCS Migration Market Outlook

65B worth of existing Process Automation systems nearing end of life 12B are 25 years or older

• End-User Challenges • Financial Justification (Economics) • Limited Downtime (JIT Inventory strategies) • Loss of Technical resources • Future road mapping (What? When?)

• End-User Persona • Risk Averse • System/Application Centric

Page 6: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

End-User Challenges: Financial Justification – TCO vs Benefit Analysis

- HW, SW, networks (multi-systems PLC, drives, DCS) - Engineering - Simulation - Commissioning/decommissioning - Support contracts - Energy - Spare parts (multi- systems)

- Floor space - Training - Operator, Maint, IT - Upgrade, expansion - Off-spec product - EPA Compliance - Un-planned downtime - Obsolescence planning - Consulting

Typical Total Lifecycle Costs Typical Benefits of a DCS Migration - Enhanced optimization capabilities - Reduced life-cycle costs - Increase yield and quality - Decrease product variability - Digital Bus enabled - More data – faster decision making - Easier integration with 3rd party (OEMs, ERP, MES, etc) - PWC scalable (10 to 10K I/O) - Integrated power

End-users require high value upgrades to help justify a DCS migration

Page 7: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Where We are Engaged…Industries

Metals W/Wastewater Mining Specialty Chem Power Oil and Gas

Page 8: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 8

Agenda

Phased Migration or Rip and Replace

Migration Tools – Reduce Risk and Cost

Legacy DCS Market Outlook

Success Story

How We Can Help

Page 9: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 9

DCS Migration and Modernization Solutions

Yes Yes Yes Yes No Yes Yes Yes Yes No Yes No Yes Yes

Partner No No Yes Yes No Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes No Yes

Partner Yes Yes Yes No No Yes Yes Yes Yes Yes No No Yes

Partner No No Yes No No Yes SSB No No Yes TRIO I/O No Yes SSB Yes Yes No No No Yes No Yes Yes No No No Yes N/A N/A N/A N/A N/A N/A Yes

Bailey NET90/INFI90

Honeywell IPC Honeywell TDC/TPS

Moore APACS Fisher PROVOX

Others

Rosemount RS3 Foxboro I/A Westinghouse WDPF Taylor MOD300 Emerson DeltaV Yokogawa mXL

Page 10: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

OPC Servers

Copyright © 2010 Rockwell Automation, Inc. All rights reserved. 10

• Commercially available, field proven • For use in architectures using “Whitebox”

PCs, or SAM’s – XP based PC in a ’56 rack • Can be loaded directly on FactoryTalk®

View Server

Page 11: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 11

Integrated Gateway’s

HDL

Ethernet

PROVOX Data Highway

Benefits Peer-to-peer communication Increases performance Same environmental specs as ControlLogix® system ControlLogix controller is data repository Integrated solution Optimized data server

Page 12: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 12

Dedicated Interfaces – RA56-cATM-BLY90 (for Bailey)

CIU/ICI

Serial

Bailey Plant Loop

Benefits Peer-to-peer communication Increases performance Same environmental specs

as ControlLogix system ControlLogix controller is

data repository Data is native to

FactoryTalk® applications Integrated solution Optimized data server

Page 13: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 13

SX010UCN ENet

UCN network

Dedicated Honeywell UCN Gateway – Using UCN Interface – SX101UCN

Benefits Peer-to-peer communication Increases performance ControlLogix controller is data repository Data is native to FactoryTalk applications Integrated solution Optimized data server

Releases in July 2014

Page 14: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 14

Database Conversion Tools

Converts Legacy DCS DB tags to FactoryTalk View OPC tags or CLX tags

Used in conjunction with OPC Servers, (whitebox) PC’s, or the Oldi SAM

Page 15: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 15

PROVOX I/O Scanner – CLX-PVX module from ProSoft

PROVOX Serial I/O network

PROVOX Series10 or Series20 I/O

Benefits Operates in two modes – shadow and scanner Retains legacy I/O – significantly reducing front-end migration costs Fast and row risk legacy controller cutover Can be deployed in redundant configurations Supported by TechConnectSM

Page 16: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 16

APACS I/O Scanner – CLX-APX module from ProSoft

I/O bus

Remote Modulrac

Benefits Operates in two modes – shadow and scanner Retains legacy I/O – significantly reducing front-end migration costs Fast and row risk legacy controller cutover Can be deployed in redundant configurations Supported by TechConnect

Releases in July

2014

Page 17: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Custom Cable Solutions

Page 18: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Foxboro I/A DCS Migration – Custom Cable Solutions for FBM100 I/O

New Release for 2013

Page 19: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 19

Agenda

Phased Migration or Rip and Replace

Migration Tools – Reduce Risk and Cost

Legacy DCS Market Outlook

Success Story

How We Can Help

Page 20: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 20

DCS Migration – Phased Approach

Phase I – HMI Migration Phase II – Interoperate Phase

Phase III – Controller and I/O Migration

Remove the least supported component of the Legacy System first – the HMI consoles

Interoperate new PAx controllers – leveraging the new HMI

Remove the Legacy controllers and, or I/O – leveraging the I/O Scanners or custom cabling solutions

Image courtesy of Evans Consoles

Page 21: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Legacy DCS Migration – What We Need from the Customer

Exported console database – need the .dbf, .txt, .csv, or other files

Hardcopy printouts of the legacy graphics

Actual I/O counts and I/O module types

Legacy controller configuration hardcopy printouts

Existing loop descriptions and loop drawings

Existing P&ID drawings

Page 22: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Copyright © 2012 Rockwell Automation, Inc. All rights reserved.

Legacy DCS Migration – What We Need from the Customer

We interview: Operators for their opinions and comments on current system operation – and how they control their processes Maintenance Personnel to understand how they troubleshoot and maintain the current system Systems Engineering/Plant Engineering to understand what they expect from their new process automation system Plant Managers to understand their production schedules, challenges, and how PlantPAx can improve production

Page 23: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 23

Plant Loop or Infi Loop

TU TU

PCU 1 PCU 2

CIU CIU

Bailey EWS

CIU

OIS Op Station 2

Bailey Net90 / Infi90 Existing Architecture

OIS Op Station 1

Page 24: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 24

Plant Loop or Infi Loop

TU TU

PCU 1 PCU 2

CIU CIU

Bailey EWS

CIU

OIS Op Station 2

Redundant Servers

Ethernet

Op Station 1 RA EWS Op Station 2

Bailey Net90 / Infi90 Migration – Phase 1

Bailey Gateway

OIS Op Station 1

Page 25: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 25

Plant Loop or Infi Loop

TU

PCU 1 PCU 2

CIU CIU

Bailey EWS

Redundant Servers

Ethernet

Op Station 1 RA EWS Op Station 2

Bailey Net90 / Infi90 Migration – Phase 2

Bailey Gateway

CLX 1

TU

Page 26: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

MTA MTA

MTA MTA

MTA

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APACS Migration – Phase 2 Op Station 1

Ethernet

Redundant Servers RA EWS Op Station 2

MTA

MODULRAC 2

Modulbus

ProcessSuite Client/Server Node

ProcessSuite Development Node

Ethernet

APACS Gateway

IEM

Ethernet

CLX w/APACS I/O Scanner

MODULRAC 1

Page 27: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

MTA MTA

MTA MTA

MTA

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APACS Migration – Phase 3 Op Station 1

Ethernet

Redundant Servers RA EWS Op Station 2

MTA

Modulbus

ProcessSuite Client/Server Node

ProcessSuite Development Node

Ethernet

APACS Gateway

IEM

Ethernet

CLX w/APACS I/O Scanner

MODULRAC 2

CLX 2

Page 28: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 28

Rip and Replace of a Foxboro I/A DCS

Nodebus

Fieldbus

CP30/40/60 CP30/40/60

FBM’s FBM’s

WP51 Console 1

WP51 Console 2

AW51 EWS

Redundant Servers

Ethernet

Op Station 1 RA EWS Op Station 2

CLX 1 CLX 2

Page 29: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 29

Comparison of the Conversion Strategies

Rip and Replace Does require extended shutdown

for entire project Requires capital expense $

approval (full system) Can be funded with maintenance $

(vertical slice or by area) Is considered high risk to customer Can replace entire system in

weeks (lower TCO) Requires less legacy DCS

expertise for delivery engineering team

Cannot be easily switched back to legacy system

Phased Does not require shutdown for HMI

replacement Can be funded with maintenance $ Is considered low risk to customer Can be easily switched back to the

legacy system as part of a contingency plan

Requires more legacy DCS expertise for delivery engineering team

Can take multiple years to migrate entire system (higher TCO)

Page 30: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 30

Agenda

Phased Migration or Rip and Replace

Migration Tools – Reduce Risk and Cost

Legacy DCS Market Outlook

Success Story

How We Can Help

Page 31: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Global Solutions – Honeywell TDC conversion

Industry/application of the migration project Tissue Manufacturing

Wet and Dry end controls Legacy System(s) converted

Honeywell TDC3000 DCS High Performance Process Manager CL (Honeywell Control Language) code Code originally written 20+ years ago Many obsolete code sections that were not disabled or

removed over time Allen Bradley PLC-5®

1771 I/O was to stay

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Page 32: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Why Migrate?

Obsolescence and high cost of hardware

Difficulty in obtaining spare parts.

High cost of Honeywell system support.

Skills and training of internal support team.

Standardization of controls.

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Page 33: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Migration Project Plan

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General Requirements Control platform standardization Common HMI for tissue manufacturing

process Reverse engineer and recreate

Hardware All TDC I/O upgraded to 1756 I/O 19” Subpanels IFMs replaced the FTAs DHRIO to access 1771 I/O DHRIO to 17 process VFDs ControlLogix L7x series

Page 34: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Migration Project Plan

34

Deploy PlantPAx using a Virtual Server system

Used screen captures of HMI to reverse engineer and duplicate in FactoryTalk

View SE

Convert stand alone FactoryTalk View applications and merged into distributed

application

Use PlantPAx architecture with Rockwell Automation GEMS process objects

Convert the CL code to SFCs

Convert PLC-5 logic and merged with recreated Honeywell logic

Develop touchscreen based graphics

Page 35: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Risk Mitigation Plan

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Project Manager and Lead Engineer consistent throughout project.

Regular communications/reviews with key stakeholders

Customer contracted a system expert to consult (retired employee)

Testing

Off-line simulation testing on site at the plant.

Interface testing with OEM equipment suppliers.

Integrated commissioning effort with the customer’s engineering team and plant maintenance and operations groups

Page 36: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Migration Project Execution

6 month project

Parallel project with 5 other projects

10 resources total (4 core members)

Local Rockwell Automation Field Engineering assisted in startup and support

Used tools to assist with converting logic and to mine data values from old code.

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Page 37: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Lessons Learned What would you do the same or different on the next migration project?

Spend more time upfront defining and validating migration standards/approach

Invest in creating a Functional Spec

Direct conversion (recreate what is there) often does not result in the most efficient

code given the advantages of new platforms

For CL code consider structured text vs SFCs where appropriate

Look for behind the scenes scripting

embedded logic in the Honeywell HMI graphics that had to be recreated.

Appropriate training is important for all stakeholders and is often underestimated by

the end user.

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Page 38: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Results

Project started up on time and on budget.

Machine performance has set production records.

Standardization of controls: Replaced both PLC-5 and TDC systems and created a common HMI application for process control on the machine with a PlantPAx system.

The customer is now looking to take advantage of the PlantPAx platform to expand capabilities in recipe control, alarm management, and root cause analysis.

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Page 39: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 39

Agenda

Phased Migration or Rip and Replace

Migration Tools – Reduce Risk and Cost

Legacy DCS Market Outlook

Success Story

How We Can Help

Page 40: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Process Tech Consultants (GPTC’s) Primary task is to work with delivery partners to assist in the technology

adoption of Rockwell Automation process control to the application

Main Customer Types Large End Users – Consult work with corporate engineers to establish

standard for operations. Solution Provider – Train on the best practices of using PlantPAx A&E – Develop specifications for these firms to establish the Rockwell

Automation platform Process OEMs – Work with the OEM to re-write their application on a

Rockwell Platform

DCS Migrations – Help customers understand how we can migrate from legacy DCS to Rockwell

Work across global regions and key customers to assist in project implementation (A&E, contractor, SI, and end user)

Page 41: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Global Solutions Bringing You a World of Experience

Copyright © 2010 Rockwell Automation, Inc. All rights reserved. 41

Combining technology &

application knowledge All major industries Best practices from multiple

industries

Domain Expertise

Manage projects that span multiple geographies

Standard business & project processes

The right team for your project from our worldwide talent

Global Execution

Helping you exceed your business goals.

Information | Process | Discrete Automation Power & Motion | Sustainable Production | Technology Migration | Hardware Integration

80 Countries I 20 Languages I 2500 + employees Single point of contact I Average 13+ Years Experience I

|

Based on PMI ® PMBOK®

Certified project managers Repeatable, measurable,

auditable Risk Management

Project Management

Page 42: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Services & Support Global Support. Local Address. Peace of Mind.

Optimize Plant Assets

Maximize Productivity

Improve Financial

Performance

80 Countries I 20 Languages I 6 Remote Support Centers I 10 Remanufacturing Depots I 9 Exchange Hubs I Average 13+ Years Experience

Meet Your Everyday Technical Needs Online & Phone Support

Training Services OnSite Services Repair Services

Maximize Your Automation Investment MRO Asset Management

Safety Services Energy Services

Network & Security Services Legacy System Migration Plans

Legacy System Migration Turn-Key Projects

Page 43: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

Partner Ecosystem

Business Enterprise Partners …Strategic Alliances with companies like Cisco Systems,

Endress+Hauser, and Microsoft

Product and Technology Partners …Over 1000 products from over 100 companies worldwide

help to extend our technology into adjacent areas

Sales and Solutions Partners …Approximately 320 Distributors and over

100 Solution Providers worldwide for local support

A large global ecosystem for solutions and support of your Rockwell Automation installed base

Page 44: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 44

Who should you call for help?

• Your local Distributor Sales representative • Your local Rockwell Automation Sales representative

• Your local NA District or Regional Process Sales Leader • Your local Systems Integrator or Solution Partner

[email protected]

Page 45: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 45

White Papers Published…

DCS Migration White Papers available on Literature Library: * Justification for a Legacy Control System Migration PROCES-WP005A-EN-P * DCS Migration Strategy and Project Implementation PROCES-WP006A-EN-P * Optimization after Migration PROCES-WP008A-EN-P http://Literature.rockwellautomation.com > Support > Product Resources >

Page 46: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

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Page 47: Migrating Your Legacy DCS System to PlantPAx

Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.

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