T&D Philly Presentation

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PGE owns nearly 2800 MW of generating capacity, 1500 pole-miles of transmission line, and supplies electricity to over 800,000 Oregon customers in a 4,000 sq. mile service territory. As part of their regular server vintage schedule, PGE upgraded from PI Server 3.4.375, operating on 32-bit Windows 2003 Server, to PI System 2010, operating on virtualized 64-bit Windows 2008 R2 Server. This presentation will share how PGE performed the PI System 2010 upgrade in-house, and a discussion of lessons-learned and suggestions for others interested in a DIY upgrade.

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T&D Philly Presentation

  1. 1. 2011 T&D Users Group Meeting, Philadelphia, Sept 21-23 DIY – PI 2010 Migration Upgrade Andi Greisel, Portland General Electric PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 1
  2. 2. A Quick Look at PGE Established 1889 – First long distance transmission electric company 800,000+ retail customers 4,000 sq. mile service territory 1,500+ miles transmission line 26,000+ miles of distribution line PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 2
  3. 3. PGE’s PI Usage Separate PI Environments – Generation – Marketing – Transmission & Distribution • 130 users – Engineering – Operations – Planners • ProcessBook – Substation onelines – Some redundancy with EMS • DataLink Image source: http://bobsmisanthropicadventures.blogspot.com/2011/05/wednesdays-pics.html – Analysis • 40,000+ PI tags PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 3
  4. 4. Why We Did It Ourselves? For the challenge To better learn the software Lots of custom applications Can always get help PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 5
  5. 5. Why We Upgraded? Retiring old servers – Part of IT’s regular vintage schedule Move to virtual servers – IT strongly encouraging a virtual environment • Shared resources • Easier rebuild on failure • Snapshots! In need of a PI upgrade (3.4.375) – AF sounds interesting – Interest in PI Notifications Want to use Active Directory to control access – PI Users are not secure PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 6
  6. 6. System Comparison Existing system – Windows Server 2003 – 32-bit – 3.4.375 – Four servers Replacement system – Windows Server 2008 R1 & R2 – Virtual – 64-bit – 3.4.385 (PI 2010 R2) – Five servers • SQL database PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 7
  7. 7. Server Layout – Primary Site  Batch  PI Server  SQL Express  DNP  AF Server  Custom Apps  ICCP  OPC PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 8
  8. 8. Server Layout – Backup Site  DNP  PI Server  IIS 6.0  ICCP  PI SDK  OPC PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 9
  9. 9. Our Approach Setup parallel systems – Different server names and IP addresses – Redundant interfaces • Most data via ICCP • Some RTU data direct via DNP – Potentially create server name alias on corporate DNS Rewrite custom applications – Alarm notification program • Email and SMS – MV90 batch processing Administer our servers separate from IT – Drove decisions for SQL DB location PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 10
  10. 10. Biggest Design Decisions PI and AF on one server, SQL on another – No AF redundancy • Not sure how much will use AF – Splitting up single install procedure • Page 16 – PI AF 2010 R2 – Opening firewall between AF and SQL servers • Page 44 – PI AF 2010 R2 Structuring Active Directory groups – Previously setup to control access to share drive SQL flavor (Express, Standard or Enterprise) – Understanding licensing scheme • Potentially use corporate cluster PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 11
  11. 11. Decision: Running Parallel Systems Pros – No rush to upgrade – Less downtime – Data comparison • Reassurance Cons – Maintaining two systems • Tag structure slightly different – Windows Security • Like production once archives moved – Setting up redundant interfaces • Required DNP upgrade – Multiple connections to RTU PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 12
  12. 12. Decision: SQL Server Express 2008 R2 Pros – Free – Easy to upgrade to Standard or Enterprise Cons – No database redundancy – Maximum database size of 10 GB per database • 4 GB for SQL Server Express 2008 (non R2) – Single physical CPU, but multiple cores allowed – 1 GB of RAM • Runs with any RAM amount, but max use is 1 GB Useful comparison resource – http://www.microsoft.com/sqlserver/en/us/product-info/compare.aspx PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 13
  13. 13. Snag: Migrate, then Upgrade Tried to freshly install PI 2010 Issues – Backup and Restore not compatible • 32-bit to 64-bit architecture difference – Archives not compatible – Few weeks lost Resolution – Uninstall PI 2010 and install 3.4.375 64-bit Salvageable – AF installation – Interface configuration – SQL server setup PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 15
  14. 14. Snag: SISCO AX-S4 ICCP & RDP SISCO AX-S4 doesn’t work over RDP – Virtual servers require remote desktop – Licensing limitation Issue – Licensing doesn’t work over RDP Resolution – Special licensing request – Update should be available now PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 16
  15. 15. Snag: PI Users and piadmin Account No user with administrator privileges after install Issue – Copied across users and groups – Disabled piadmin as part of install – Using Active Directory instead of PI Users – No user had administrator privileges Resolution – Elevated PI User over Windows Security in PI SMT3 – Mapped piadmin to relevant user accounts PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 17
  16. 16. Where Are We Now? Cutting over October 17th – Had expected to have cutover last month • Don’t schedule for summer! System is running and being tested Custom applications need to be completed Complete client tests Verify batch data is up-to-date Verify archives are good PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 18
  17. 17. Time Consumers Internal IT policies and processes – Largest time consumers • Building virtual servers • Firewall changes • Creating service accounts and AD groups • Setting up and testing ICCP connections Moving archives – Unregister, move, reregister: script it! Converting PI displays – Find and replace server names Updating PI tags – A few PI ownership attributes removed PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 19
  18. 18. Summary Good learning experience Larger project than expected, a few hiccups OSIsoft Technical Support rocks! – Logged around 10 calls, relatively complex – Incredibly helpful and responsive PI T&D Users Group @2011 OSIsoft, LLC - – Rights Reserved @2010 OSIsoft, LLC - AllAllRightsReserved © 2009 OSIsoft, Inc. All Rights Reserved 20

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