In this webinar, Travis Cox from Inductive Automation and a panel of experienced industrial professionals will discuss how to bring your system up to date in a way that maximizes your investment and minimizes losses. Learn about: • The most compelling reasons to upgrade now • How to get around common upgrade pain points • Real-world upgrade success stories • The benefits of switching to a unified industrial application platform • And more!

2. Presenter & Moderator
Travis Cox
Co-Director of Sales
Engineering,
Inductive Automation

3. Agenda
• Introduction to Ignition
• Upgrade Success Stories
• Major Reasons to Upgrade
• 9 Steps to a Pain-Free Upgrade
• Q&A

4. About Inductive Automation
• Founded in 2003
• HMI, SCADA, MES & IIoT software
• Over 1,900 integrators
• Used by 48% of Fortune 100 companies
• Automation World 2019 Leadership in
Automation First Team Honoree in 6 categories
Learn more at: inductiveautomation.com/about

5. Ignition: Industrial Application Platform
One Universal Platform for HMI, SCADA, MES & IIoT:
• Unlimited licensing model
• Cross-platform compatibility
• Based on IT-standard technologies
• Scalable server-client architecture
• Web-based & web-managed
• Launch on desktop or mobile
• Modular configurability
• Rapid development & deployment

6. Panelists
Henry Palechek
Information & Process
Control Supervisor,
Water District in California
Sam Matson
Director of Energy
Technology,
Commercial Metals Company

7. Upgrade Success Stories
Water District in Southern California
● 50 sq.-mile area, 722 miles of
pipeline, 268,000+ population
● 106 million gallons per day (MGD)
water treatment plant
● Ozone used as primary disinfectant
● Upgraded in 2007

8. Upgrade Success Stories
Commercial Metals Company (CMC)
● Based in Irving, TX, operates throughout
the US
● Leader in metal recycling, mill products,
fabrication, construction services, and
heat-treated specialty steel products
● Upgraded in 2011

9. What is an “Upgrade”?
“Upgrade” can mean:
● Upgrading to a newer version of the current software platform
OR
● Upgrading to a new software platform

10. Major Reasons to Upgrade
Operating system (OS)
● Your OS is going obsolete
● You’re stuck to a specific OS or software version

11. Major Reasons to Upgrade
Expensive yearly software costs
● Maintenance & support
● Is your plan keeping you up-
to-date with technology or
just keeping you up and
running?

12. Major Reasons to Upgrade
OT-IT convergence issues:
● Cybersecurity concerns

13. Major Reasons to Upgrade
OT-IT convergence issues:
● Cybersecurity concerns
● Proprietary software

15. 9 Steps to a Pain-Free Upgrade
Upgrade to a software platform.
● Unified approach
● Single development environment
● Made for working with different solutions and
adding new functions
● Plug-and-play
● Backwards-compatible
● Flexible and scalable
Look for platforms that have the following features ...

16. 9 Steps to a Pain-Free Upgrade
Choose software that is cross-platform compatible
● Avoid software obsolescence or forced upgrades
● Don’t be stuck to a specific OS or version of
software

17. 9 Steps to a Pain-Free Upgrade
Facilitate OT-IT convergence with a software
platform that supports modern cybersecurity
technology:
○ Encryption
○ Pen testing
○ Two-factor authentication
○ Federated identity
○ Auditing
○ Role-/zone-based permission
○ Legacy PLCs

18. 9 Steps to a Pain-Free Upgrade
Facilitate OT-IT convergence with a
software platform that supports open
standards & interoperability:
○ Plug-and-play
○ Third-party integrations
○ Best-in-class solutions
○ Widely used and supported, familiar
to younger operators

19. 9 Steps to a Pain-Free Upgrade
Find tools with complete backwards-
compatibility
● From a vendor committed to
backwards-compatibility
● Standard practice in IT, rare in OT
● Common characteristic of
platforms

20. 9 Steps to a Pain-Free Upgrade
Find software with simple and
flexible licensing
● Helps organizations to
scale in size and to scale
in functionality

21. 9 Steps to a Pain-Free Upgrade
Find software that offers a strong training program,
IT support, and a user forum.
● Much easier
● Less time-consuming
● Less expensive

22. 9 Steps to a Pain-Free Upgrade
Salvage valuable assets from the old system:
● PLC tags
● Historical data
● Project structure

23. 9 Steps to a Pain-Free Upgrade
Focus on the long-term benefits of
upgrading to an open, secure,
interoperable software platform.
● A voluntary upgrade now is better
than a forced upgrade later.
● Future-proof your system.
● Compare upfront costs to the
long-term ROI.

24. Recap
● Major reasons to upgrade: OS, maintenance costs, security, OT-IT
convergence.
● Upgrading may seem scary but you can reduce the pain and turn it into an
opportunity.
● 9 steps to a pain-free upgrade:
○ Upgrade to a software platform.
○ Choose software that’s cross-platform compatible.
○ Choose software that supports modern cybersecurity technology.
○ Choose software that supports open standards & interoperability.
○ Choose software that’s completely backwards-compatible.
○ Choose software with a simple, flexible licensing model.
○ Choose software with a strong training program & IT support.
○ Salvage existing PLC tags, historical data & project structure.
○ Focus on the long-term benefits of upgrading.

25. Dedicated to Improving the Upgrade Experience
● A platform-focused, modular, cross-platform approach
to software
● Modern cybersecurity: SSL, built-in client
authentication & auditing
● Open standards: OPC UA, MQTT, SQL, Python
● Unlimited licensing model
● Free online training, extensive online documentation
& user forum
● Industry-leading tech support