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ARCHITECTURE FOR
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APPLICATIONS
AND ANALYTICS
CONNECT:
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Industrial Control Systems and Edge Computing
ENABLING AN OPERATIONAL ARCHITECTURE
FOR APPLICATIONS AND ANALYTICS
CONTENTS
SECTION 1:
Introduction and Research Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
SECTION 2:
Production Metrics and IIoT Architecture Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
SECTION 3:
Dynamics of Edge Adoption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
SECTION 4:
Edge in Operational Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
SECTION 5:
Use Cases Should Drive Data Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
SECTION 6:
Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
ACRONYM
QUICK REFERENCE
VIEW ON BLOG
lnsresearch.com
SECTION 1
Introduction and
Research Demographics
Introduction
Computing infrastructure is an ever-changing landscape of technol- Establishing an Operational Architecture with the flexibility in
PAGE
ogy advancements. Current changes impact the way companies strategy to utilize distributed computing and virtualized servers
4
deploy Smart Manufacturing systems to leverage advancements. creates a production environment to leverage people, process and
This LNS Research report reflects that shift, and builds on our previous technology in a scalable manner, without the need to lock into a
APPLICATIONS AND ANALYTICS
ENABLING AN OPERATIONAL
research and developments with MESA International. specific vendor or solution construct. However, as many operations
The rise of Edge and Fog computing capabilities coupled with tradi- will rely on legacy systems to fit into an overall architecture, virtual-
ARCHITECTURE FOR
tional industrial control system (ICS) architectures provides increasing ized hosts, data management, and open API tools will be necessary
levels of flexibility. Furthermore, time synchronized applications and to guarantee a future-proof production environment.
analytics augment or in some cases minimize the need for larger Big
Data operations in the Cloud, regardless of cloud premise.
LNS Research believes that current Industrial Internet of Things
(IIoT) technologies support highly distributed intelligence. This
includes distribution of hosting and computing such that companies
TABLE OF can implement a truly distributed control and information system. The
CONTENTS
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production data and analytics to their appropriate constituencies.
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Research Demographics
This research ebook is based on the 2018 edition of the Ana-
PAGE
lytics That Matter survey, ebook, and research project. The
5 19%
focus of that survey was across manufacturing executives 4%
26% 28%
responsible for operational technology (OT), but it was
5%
APPLICATIONS AND ANALYTICS
44%
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6%
of reliable respondents. At the time of publication (June 20%
2018) the total number of responses for the analysis was 20% 28%
approximately 350.
The essential starting points for Industrial Transforma-
tion are somewhat dependent on the specific industry. That
DISCIPLINE / ROLE INDUSTRY
holds true for the application of Edge computing; the defini-
tion, location, and indeed use cases for Edge depend entire- Operations Maintenance Discrete Manufacturing
TABLE OF ly on the unique nature of each organization. Engineering Research and Process Manufacturing
CONTENTS Development
Information Technology Batch Manufacturing
Quality All Others
SECTION
1 2 3
4 5 6
13% 12%
27%
11% 34% 37%
23%
50%
26% 16%
29% 22%
ing to operate. In some cases, architects can — and should — avoid can host apps with significant footprints, store related production
the back and forth. Edge computing could prove more efficient in data, communicate to the Cloud, and perform onboard analytics in
ARCHITECTURE FOR
some areas where cloud computing operates. the footprint of an appliance, a server, or a PC in a PLC rack. For the
Edge computing enables processing of data closer to where it's purpose of this discussion, we will define the functionality just de-
created (i.e., motors, pumps, generators, or other sensors), reducing scribed versus defining the specific hardware footprint it may occupy.
the need to transfer that data back and forth between the Cloud. Above all else, organizations must agree internally on standards
Think of Edge computing in manufacturing as a network of mi- of functionality required for various processes and then on the ap-
cro data centers capable of hosting, storage, computing and analysis propriate hardware and vendor(s) to fulfill the need. When refer-
on a localized basis while pushing aggregate data to a centralized ring to Edge, it will almost always be on-premise or at-asset to avoid
TABLE OF plant or enterprise data center, or even the Cloud (private or public, over-generalizing the IT infrastructure at the plant level.
CONTENTS
on-premise or off) for further analysis, deeper learning, or to feed an
SECTION
artificial intelligence (AI) engine hosted elsewhere.
1 2 3
4 5 6
SECTION 2
Production Metrics
and IIoT Architecture Impact
Industry 4.0 and Smart Manufacturing: Impact of Operational Architecture
Apps and analytics provide visibility and potential prescriptive re-
PAGE
sponses for immediate impact on key performance metrics (KPIs). The
8
Operational Architecture a company deploys will affect the degree of
impact on those metrics.
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37% 30% 6%
37% 29%
Industry 4.0 and Smart Manufacturing: Impact of Operational Architecture (Cont.)
Manufacturing organizations benefit as they leverage the IIoT for
PAGE
the Operational Architecture of the future. Technology and tools
9
that are continuously evolving will bring about the widely discussed
Smart Manufacturing models. There are dozens of associated
APPLICATIONS AND ANALYTICS
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INDUSTRIAL INTERNET
INDUSTRIAL INTERNETOFOF
THINGS PLATFORM
THINGS PLATFORM
APPLICATION ENABLEMENT
TABLE OF
CONTENTS • Integrated Development • Workflow and Business • Search • Engineering Content Integration / Digital Twin
Environment: JAVA, HTML5 Logic Modeler • Location Services
• SaaS - Traditional Enterprise Applica-
SECTION • IIoT Data Model and • Collaboration, Social tions, Next-Gen IoT Enabled Applications • Industrial Cyber-Security - Authentication,
Execution Engine • Mobile • 3rd Party App Store Access Control, Configuration Management,
1 2 3 Cryptography, Logging, Compliance
4 5 6
CONNECTIVITY
• Network Infrastructure - • Communications Stan- • Complex • Industrial Cyber-Security - Authentication, Access Control, Intrusion
Wired, Wi-Fi, Cellular, Device dards / Protocols / Data Event Detection/Prevention, Firewalls, Application Whitelisting, Antivirus/
Management, Device/Asset Acquisition - OPC-UA, Processing / Spyware, Cryptography, Logging, Data Tagging, Compliance, Anomaly
Inventory and Visibility MQTT, AMQP, DDS, APIs Edge Analytics Detection, Asset Inventory, Secure Media, Risk Management, etc.
TABLE OF
CONTENTS MAINFRAME • Less IT infrastructure
CLOUD, ERP
Finance and analytics apps, • Deeper learning Finance and analytics apps,
SECTION
supply chain supply chain, AI and ML
1 2 3
4 5 6
DATACENTER ON PREMISE CLOUD
Production scheduling,
• Less IT infrastructure
Production scheduling, EDGE COMPUTE
• Flexible hosting
records, inventory records, inventory AND ANALYTICS:
As close to the source
as required by
L2/MES SERVERS EDGE COMPUTE response timing
• Real-time compute,
SCADA, runtime history, MES, SCADA, runtime history,
host, store
operator workflows operator workflows, app hosting
CONTROL CONTROL
• Network / control
Control, sensing, Control, sensing,
bandwidth
peer communications peer communications
Reference Model for Analytics and Apps Requires Multiple Compute Layers
The new LNS Research take on Operational Architecture based on
PAGE
the IIoT platform views analytics in the same context as all other
12
applications. It also supports the concept of Cloud to Edge without
GUIDE TO OPERATIONAL ARCHITECTURE
implying any difference between them. The definition of Edge leans
Common Data, Apps, and Analytics
APPLICATIONS AND ANALYTICS
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exists) is considered part of the Edge. That’s not a hard and fast rule,
but excellent guidance to further the discussion about Operational
Architecture with distributed applications.
FIRST
PRINCIPLES
STATISTICS -
INDUSTRIAL ANALYTICS + APPS BASED
ARTIF ICIAL
INTEL LIGEN CE ( AI )
DE
VE / MACHINE T
LO
PM LEAR NING ( ML ) O NM
EN
EN
TABLE OF TE N VIR
CONTENTS NV TE
IRO
NM M EN
EN L OP
T VE
DE
SECTION
TIME
1 2 3 SERIES
ED
4 5 6 BIG DATA MODEL T UR
R UC
STRU CTURED ST
UN
DIGITAL TRANSFORMATION
FRAMEWORK by LNS Research describes
COMPUTE + STORAGE ON CLOUD
a systematic approach to simultaneous and - PR
EM GE
interconnected digital initiatives, in order to CO ISE ED
NN IV IT Y
EC CT
manage transformation across all levels and TIV
IT Y NN
E
CO
functions of the organization.
PRODUCTIO N
ASSE T
Click to learn more about the INDUSTRIAL OPERATIONS
Digital Transformation Framework
BUSINESS
Edge is in the Eye of the Beholder
Depending on organizational viewpoint, Edge infrastructure
PAGE
can be complementary to or inclusive of level 1 or 2 control and
13
information layers of the production process. An organization can
define industrial Edge as an extension of Cloud activities or as an
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TABLE OF
ROLE AFFECTS PERCEPTION OF EDGE
CONTENTS
SECTION
1 2 3 SMART CONNECTED ENTERPRISE
IT EXECUTIVE OPERATIONS EXECUTIVE
4 5 6 VIEW OF THE WORLD VIEW OF THE WORLD
Cloud Cloud
On-Premise
On-Premise
Edge
Edge
Edge Adoption Lags Cloud; Edge Services Not Well Defined
Edge is still in early stage adoption, but one thing is clear: Edge devices use case. While Cloud level interfaces and apps will migrate to the
PAGE
are subject to large-scale investments from cloud suppliers to offload Edge, and industrial application hosting and analytics will become
14
bandwidth and latency issues caused by an explosion of Internet of common at the Edge, using virtual servers and simplified operational
Things (IoT) data in both industrial and commercial applications. technology (OT) friendly hardware and software.
APPLICATIONS AND ANALYTICS
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In the near future, Edge will likely increase in adoption where Benefits in network simplification, security and bandwidth
there are questions to the applicability of cloud for the specific accompany the IT simplification.
ARCHITECTURE FOR
SECTION Plant data center 14% 13% 11% 18% 15% 13%
1 2 3 Edge device / asset 5% 6% 5% 5% 12% 8%
4 5 6
None 6% 6% 6% 9% 7% 12%
complexity and latency. analytics that span machines or lines providing visibility, historians,
This compression of compute power will ultimately result in tracking and analytic functions.
ARCHITECTURE FOR
TABLE OF
CONTENTS
EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS
AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS
tures fail to address the distribution of compute and hosting activities Operational Architecture allows us to simplify data flows, security
necessary for effective production management and analytics. and network traffic while maintaining the integrity of the converged
ARCHITECTURE FOR
Plant Data
Center /
TABLE OF Firewall Application
CONTENTS External DMZ/Firewall External DMZ/Firewall Server
Big Data Analytics, Collaboration, and Mash-Up Apps
4 5 6 CELL 3
Edge
CELL 4
Device
EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS EDGE ANALYTICS
AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS AND APPLICATIONS
SMART CONNECTED
Drive
Distribution DEVICES AND MACHINES
Switch
SUPPLIERS OPERATIONS CUSTOMERS & PRODUCTS
ON
TI SECURIT Y
A
UR
FIG
Gateway to
D AT
ON
SE TUP AND C
Edge Plant or
A
Controller
Device IoT Network
HARDWARE SETUP
Controller with
Y
& INSTALLATION
Edge Device
VIT
I/O
TI
EC
FUNCTIONS NN
CO
Mobile Device
CELL 1 HMI Instrumentation CELL 2
PLANT
ENTERPRISE
INTERNET
Edge Is Powering Up
Manufacturing is only one of many IoT universes where Cloud and Edge a company could decide to provide sufficient processing power in a
PAGE
coexist. However, the growing number of IoT devices and applications PLC to run local analytics. That might be cost-effective and fit with
18
requiring immediacy of response dictates that more cloud-like the analytics goals, but it doesn’t preclude the company from running
functions will move back to the Edge where on-sight management and analytics elsewhere, as long as there is a logical connection to the
APPLICATIONS AND ANALYTICS
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response can be managed similarly to a hosted public environment. architecture without being tied to hardware.
Eventually, the Cloud will be overwhelmed by smart transportation, Ultimately, decisions about PLC versus Edge versus Cloud-based
ARCHITECTURE FOR
cities, infrastructure, agriculture, and healthcare providers and the hosting and analytics depend on data volume, structures, and velocity
dilemma of too much cloud data will sacrifice time-critical applications. accompanied by the response latency and the degree of difficulty in
Further, the sophistication of algorithms and the data thirst of machine data normalization between disparate data producers.
learning will require ever more compute power in the Cloud. For example, a PC in a PLC may host a historian or light analytic
Every major cloud provider recognizes that the growth of IoT apps but may not be suitable to aggregate other sensor or machine
devices will require more localized cloud services with less latency data outside its specific vendor's legacy network without extensive
and deterministic closed-loop response. Therefore they are investing programming across PLC platforms. An on-premise, supplemental,
TABLE OF billions of dollars into Edge compute infrastructure. Similarly, PLC edge device may be:
CONTENTS
vendors are providing more robust in-rack solutions for compute and
SECTION • Simple to configure as a virtual host;
minor app hosting to provide high response without the dependencies
1 2 3
on outside providers. The ultimate answer will be a compute power • Capable of hosting multiple (and larger) apps and analytics
4 5 6
shift to smaller, at-the-asset devices that OT staff can manage with across more machines;
minimal support post-startup.
• Easier to execute necessary data normalizing and protocol
Response, reasoning, and reaction in real time will be in the fluid
conversion techniques;
edge domain, shared by PLC-based compute and stand-alone edge
hosts. This, in turn, will save cloud services for non-time critical data • Better at unburdening in-rack processing for more reliable
aggregation and analytic functions. speeds and memory utilization;
We don’t differentiate between applications and analytics
• Easier to configure for high-reliability situations;
running at the Edge from those running in the Cloud. An Operational
Architecture is primarily software-based, and applications and • Easier to upgrade and update for evergreen operations; and
analytics can run anywhere in the enterprise architecture that • Better to eliminate cloud latency issues while still utilizing
makes sense. This approach means you can build the Operational cloud for more extensive data operations.
Architecture without concern for hardware limitations. For example,
The Evolving Role of Edge Computing
Distributed control and compute will merge as cloud applications This movement to the Edge, regardless of platform, solves many
PAGE
become more portable and edge devices become more powerful, issues relating to IT infrastructure and cloud-based hosting or
19
including additional power at the controller. aggregation: network availability, latency, bandwidth, and security
Real-time analytics, artificial intelligence (AI) and app hosting specifically.
APPLICATIONS AND ANALYTICS
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TABLE OF
CONTENTS
PLC/PAC/PC
SECTION Control /
1 2 3 Network EDGE AGILE
4 5 6
COMPUTE
Process
DCS Control / APP
HOSTING CLOUD
Network AGGREGATION
EDGE AGILE BIG DATA
=
Robotic HOSTING
ANALYTICS
LATENCY
Control /
Network
EDGE
Network ANALYTICS
LATENCY
Appliance
COMPUTE CAPABILITIES
Edge Gains Traction
Edge computing will become more necessary as analytics become want to be able to store fast and voluminous data locally for a short
PAGE
more mainstream and Cloud becomes more crowded. As we move time while we conduct local analytics. Longer term decision making
20
into more advanced fields such as Edge analytics and Big Data ana- will take place at a higher level in the data stack (perhaps in MOM
lytics in the Cloud, data abstraction and cleansing will become ever or in the Cloud) and require reduced velocity and volume through
APPLICATIONS AND ANALYTICS
ENABLING AN OPERATIONAL
more important. Managing local analytics at the deep Edge (e.g., on consolidation. Similarly, the longer-term feedback loops will not re-
a motor controller) and directly feeding the control system changes quire much speed or volume, but they must deliver the necessary
ARCHITECTURE FOR
the dynamics of data. We often talk about the “four V's” of data – feedback to the system as designed.
velocity, volume, variety, and veracity. In the deep Edge example, we
TABLE OF
CONTENTS
Live Data In
SECTION
1 2 3 Aggregate Data
4 5 6
ANALYTICS APP
MACHINE
PLC
EDGE CLOUD
STORAGE
Prescriptive Advice
Control Command
SECTION 5
TABLE OF
CONTENTS
Remote monitoring 29%
Energy efficiency 25%
SECTION
1 2 3 Asset reliability 24%
4 5 6 Quality improvement 23%
Production visibility 23%
Internet enabled products 22%
Business model transformation,
e.g. selling capacity
19%
Asset and material tracking 19%
Traceability and serialization 17%
Customer access to information 15%
Improving safety 12%
Supplier visibility 6%
Improving environmental
performance 5%
0% 5% 10% 15% 20% 25% 30% 35%
Use Case Scenarios: Edge Application Hosting and Analytics
Thin client hosting of operator intelligence, historians, light analytics.
PAGE
23
Sub-second decision making, large volumes of streaming data with
bandwidth constraints, including:
APPLICATIONS AND ANALYTICS
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• Quality inspections
• Device failure
TABLE OF
EDGE APPLICATION HOSTING AND ANALYTICS SMART CONNECTED
CONTENTS
DEVICES AND MACHINES
SECTION
Connectivity: Industrial Networking
1 2 3
4 5 6 ON
ENTERPRISE TI SECURIT Y
A
UR
FIG
Plant Data
Center /
Firewall Application
D AT
ON
External DMZ/Firewall External DMZ/Firewall Server
SE TUP AND C
A
Plant Data Center /
Application Server
Core Switches
Firewall
Controller
CELL 3 CELL 4
Edge
Device
HARDWARE SETUP
SMART CONNECTED
Controller with
Y
& INSTALLATION
Drive
Distribution DEVICES AND MACHINES
Edge Device
Switch
VIT
ON
TI SECURIT Y
A
UR
FIG
Gateway to
TI
D AT
ON
SE TUP AND C
Edge Plant or
A
Controller
Device IoT Network
EC
NN
HARDWARE SETUP
Controller with
Y
& INSTALLATION
FUNCTIONS
Edge Device
VIT
I/O
CO
TI
EC
FUNCTIONS NN
CO
Mobile Device
CELL 1 HMI Instrumentation CELL 2
PLANT
Mobile Device
CELL 2
PLANT DEMILITARIZED ZONE
ENTERPRISE
INTERNET
Use Case Scenarios: Edge On-Premise Analytics
Seconds or longer decision making, sufficient bandwidth, supporting
PAGE
existing on-premise applications, data type limitations, or data sharing
24
limitations, including:
• Reliability-centered maintenance
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SECTION 6
Recommendations
Aligning People, Processes and Technology
When mapping out an Edge strategy, manufacturers should avoid PROCESS
PAGE
making it just a discussion about technology; indeed it’s about Don’t underestimate the potential for Edge to offload cloud-based
27
properly aligning people, processes and technology to create the algorithms and AI to on-premise edge appliances. This scenario
right environment to drive outcomes. may signal the need for changes in process control and operator
APPLICATIONS AND ANALYTICS
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service and rising dependence on virtualization. in high demand. Simplicity at the OT level is key to enabling the
workforce. Industrial companies will need to up their production
• The potential for machine-as-a-service and evergreen
optimization game without becoming dependent on service
upgrades will grow dramatically using edge computing
providers or IT resources to manage hosting.
on-machine.
TABLE OF
CONTENTS • Production problem resolution will accelerate with
the rise of scalable analytics and IA on small footprint
SECTION
1 2 3
edge computing devices. It will require less network PEOPLE PROCESS
4 5 6 bandwidth and sidestep many Cloud security risks
when they use Edge on-premise.
TECHNOLOGY
Recommendations
Regardless of where the company is in its Industrial Transformation,
PAGE
it should think and act strategically to ensure greatest success, and
28
maximum benefit:
Author:
APPLICATIONS AND ANALYTICS
matthew.littlefield@lns-global.com
2. ESTABLISH CONSENSUS ABOUT DATA MANAGEMENT, the analytics
strategy, and the artificial intelligence implications of Industrial
Transformation initiatives: