virtualization in manufacturing industries
DESCRIPTION
In this session, we will cover the use of virtualization in the manufacturing segment, considerations for implementing a virtualized solution and the set of virtualized templates offered by Rockwell Automation.TRANSCRIPT
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
PUBLIC INFORMATION
TF02 – Virtualization in Manufacturing
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 2
Agenda
Software Licensing Considerations
Virtualization and Rockwell
Virtualization for Production
Virtualization for Engineers
Overview
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Hypervisor Operating System
Application
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
What can be virtualized in Automation?
4
Level 5
Level 4
Level 3
Level 2
Level 1
Level 0
Terminal Services
Patch Management AV Server
Application Mirror Web Services Operations Application Server
Enterprise Network
Site Business Planning and Logistics Network E-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 Control Continuous
Process Control Safety Control
Sensors Drives Actuators Robots
Enterprise Zone
DMZ
Industrial Zone
Cell/Area Zone
Web E-Mail
CIP
Firewall
Firewall
Site Operations and Control
Area Supervisory Control
Basic Control
Process
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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 Manufacturing Manufacturing 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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
HW 8 HW 8 HW 8
VMware ESX 5.x+3 VMware ESX 5.x VMware ESXi 5.x+1 VMware 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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Operating System Support
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)
MS Hyper-V R2 with SP1
Total: 25
vSphere = Most guest OSs; More versions of Windows See http://www.vmware.com/technical-resources/advantages/guest-os.html
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
Citrix XenServer 6
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)
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
VMware vSphere 5
Data collected Mar 1, 2012
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Virtual Machine Deployment Projection
Source: IDC
9
“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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 10
Agenda
Software Licensing Considerations
Virtualization and Rockwell
Virtualization for Production
Virtualization for Engineers
Overview
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Type 2 / Hosted Virtualization
Hosted or “Desktop” Hypervisor runs as an application on another OS such as Linux or Windows
Advantages:
• Low cost
• Self administered
• Independent of IT management and controls
APP
APP
Windows, Linux or MacOS
Hypervisor
AP
P
AP
P
AP
P
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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.
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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.
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
VMware Workstation Main UI
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VMware Workstation VM Summary
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 18
Agenda
Software Licensing Considerations
Virtualization and Rockwell
Virtualization for Production
Virtualization for Engineers
Overview
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Type 1 / Server Virtualization
Hypervisor
Bare Metal or “Server” 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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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.
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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)
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Manageability: vMotion
VMware ESXi VMware ESXi VMware ESXi
Resource Pool
Operating Server Operating Server Operating Server
• Migrate a running VM from one physical server to another
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Manageability: DRS
VMware ESXi VMware ESXi VMware ESXi
Resource Pool
Operating Server Operating Server Operating Server
• Management server monitors host load and virtual machine placement vs. defined rules.
• Either suggests or automatically executes vMotion operations
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
VMware ESXi VMware ESXi VMware ESXi
Resource Pool
Failed Server 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.
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
VMware ESXi VMware ESXi VMware ESXi
Failed Server OperatingServer OperatingServer
No Reboot Seamless Cutover
OperatingServer
Reliability: VMware Fault Tolerance
• Virtual machines execute simultaneously on two physical servers
• Bumpless failover in the event of a HARDWARE failure
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Increasing Uptime and Availability
Local Availability
vSphere High Availability
vSphere Fault Tolerance
vMotion and Storage vMotion
Data Protection
vSphere Data Recovery
Storage APIs for Data Protection
Local Site Failover Site
Disaster Recovery
vCenter Site Recovery Manager
Includes vSphere Replication
vSphere vSphere vSphere vSphere vSphere
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Client Virtualization
Thin Client
Desktop
Laptop
VMWARE VIEW MANAGER
Centralized Virtual Desktops
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 30
Agenda
Software Licensing Considerations
Virtualization and Rockwell
Virtualization for Production
Virtualization for Engineers
Overview
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Process System Today
Process Control Ethernet
Plant Ethernet
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Hardware Consolidation
- Process Automation System Server
- Operator Workstations x 16
- Engineering Workstation
- Batch Server
Process System with Virtualization
Servers (3)
SAN Device Virtualization Management Console
Infrastructure Clients
Centralized Infrastructure
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Rockwell Virtualization Progression
Design & Configuration
Production Management
Data Management
Quality & Compliance
Asset 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
November 2009 – “RA Products Supported with Vmware”
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
2009 2010 2011 2012 2013
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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.
34
Rockwell Automation Participates in two VMware partner programs
Rockwell and VMware will continue to strengthen our partnership and add programs that benefit our shared customers.
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Gartner, Inc. Magic Quadrant for x86 Server Virtualization Infrastructure, Thomas J. Bittman, Philip Dawson, Mark Margevicius, George J. Weiss, 30 June 2011.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Citrix XenServer 6
>1 GB
Size Does Matter
VMware ESXi 5 144 MB
Windows 2008 R2 SP1 Server Core with Hyper-V
3.4 GB
Hyper-V with full Windows Server 2008 R2 SP1 is even bigger at…
9.8 GB
Hyper-V Server 2008 R2 SP1 expands to
5.6 GB
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Rockwell Virtualization Progression
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
2009 2010 2011 2012 2013
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Rockwell Virtualization Progression
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
3
8
ASSESS DESIGN IMPLEMENT VALIDATE MANAGE
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Rockwell Virtualization Progression
Virtual Templates offer System 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
EWS Engineering Workstation
Virtual Appliances FY2012 - Virtual Appliance Development
2009 2010 2011 2012 2013
App
Process Control Enet
Plant Enet
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!
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
9528-PAXVTENE, US List 2250.00
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
40
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Rockwell Virtualization Progression
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
2009 2010 2011 2012 2013
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 42
Agenda
Software Licensing Considerations
Virtualization and Rockwell
Virtualization for Production
Virtualization for Engineers
Overview
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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