The Future ofBoundless Automation
October 24, 2022

1

AgendaPeter Zornio

Boundless Automation

Laura Schafer

The Intelligent FieldPeter Zornio

The CloudClaudio Fayad

The EdgePeter Zornio

Summary and Q&A

2

Buzzword Bingo – What is the Future of Automation Architecture?

OPC UA

Dockerflexible

MQTT

AMQP
3

Automation Inflection Points Move Industry Forward
Intelligent Sensors

COTS* Equipment

Distributed Field

FutureBoundlessAutomation

30+ Years* COTS = Commercial Off The Shelf

4

Today’s Automation is Vertically and Horizontally
Siloed Creating Pockets of Data and Expertise
SaaSOfferings

ConnectedServicesWorkflow
Visualization

Operational
Analytics

Reporting
Dashboard

PURPOSE BUILT AUTOMATION
Hierarchical automation networks• Hard segmentation between OT/IT• “Here’s your data – now go away”

L5EnterpriseSoftware• Complex security constructs between thelayers – “in-depth”

OT Data Lake

• Hardware products designed for specific“layers” with associated software

DatacenterCloud
L3 / L4
Site Operations
On-Premise
Windows

Operator Apps

Engineering Aps

Operator Apps

Prediction

Inventory Mgmt.

Engineering Apps

Validation Tools

Eng. Apps

CMMS

Workflows

Historian

Proof Testing

Diagnostics

Equip. Monitor

Sample Tracking

Batch and APC

Diagnostics

Local Panels

Asset Mgmt.

Data archival

L1 / L2
Site Control
WinTelPurpose-built

A “one-way” architecture• Data flow from bottom to top

Purpose built for automation
applications• Reliability, safety, energy – separate silos

L0
Field Devices
ControlSystem

SafetySystemPackaged
Equipment

Reliability

LIMS

Since its inception, automation has
followed the “Purdue Model”– captured in ANSI/ISA-95
5Market Needs Have Created an Inflection Point and Demand for a
New Automation Paradigm
Modern Technologies

Market Needs

DigitalTransformation

IT / OT
Convergence

Remote &AutonomousOperations

AssetOptimization

New Automation
Paradigm

Data
Democratization

CloudEdge

AI / ML

Sustainability

ComputerVision

Wireless /Cellular

Virtual Reality

Software-Defined

Data Centric

Secure by Design

Extensible

IT Friendly

Simplified Network

Enterprise-Wide

Visualization Anywhere

Flexible Subscriptions
6

Leading the Way to the Next
Architecture Paradigm

Functional “systems” (control, reliability,etc.) as suites of software distributed
across common compute infrastructure

LIMSIntelligent
Field

Reliability

Zero trust security architecture provides
dynamic functional “zones” ofauthorization

CohesiveSoftwarePlatformPackaged Equipment

A common, consistent data model
provides ease of use and application ofusable data at all levels

Edge

Safety System

Flexible computing domains
seamlessly interact and exchange

CloudControl System

BoundlessAutomation

7

Tomorrow’s Automation Architecture: Connected and BoundlessIntelligent Field

The Edge

The CloudThe Intelligent devices continue
to expand into domains otherthan automation and add
applications and compute power

The Edge securely placescomputing power closest towhere it’s needed

The Cloud provides infinite
scalability, global connectivity,
attractive lifecycle costs and richanalytics technologies

Devices connected to physicalassets that include measuring orcontrolling elements of thoseassets; capable of digitalconnection

Computing devices hosted close
to data generation; typically,
where data has not traversed
public internet

Remote banks of computing
capability with an integrated
compute fabric to hostworkloads; typically, external
companies

Cohesive Software Environment
Common data models and API’s drive customer ease of use, rich integration and solution-level security
8

A Cohesive Software Platform is Key to Unlock the New Automation Paradigm

Integrated by design

Ease of use
Data democratization
Solution level security certification
Unrestricted innovation
Interoperability
Extensibility

CloudCohesive
Software Platform

Edge

Cohesive Software
UnifiedData ModelPlatform
Published APIs
Multi-vender Apps
Standards
Secure by DesignIntelligent Field

Unlimited Scalability

9

The Intelligent Field
Laura Schafer

Connectivity Options For All Applications Will Coexist in the Future
Discrete & Hybrid Manufacturing

Process

Distributed Assets

The Field In Boundless Automation
Wide Area Networks

11Wireless Devices to “Drop-in Data” for Pervasive Monitoring
Stationary High-Density IIoTEnterprise

Mobile Single Asset

IIoT Apps

IIoT Apps

publictelcopublicorprivate
Hazardous Area

DC Poweror battery• Location tracking• Multi-tenancy• SaaS

NB-IoT/LTE-M

Customer Value
Increased density

Longer range

Reduced cost

Geographically dispersed
mobile assets

Communicate
anywhere
12APL Unlocks Ethernet in Hazardous Areas
Over 10 billion ethernet devices globallywith numbers expected to triple by 2030•

Not in process environments

Ethernet
DC Power

Analog

4-20mA+HART In

4-20mA+HART Out

Discrete In

Discrete Out

RTD

Thermocouple

Traditional ethernet is not suitable forexplosion hazardous locations•Easiest migration path with CHARMs•APL•••OT Sensors

Ethernet-APL is ideal for process environments

An “APL switch” that can also input conventional
analog signals
Fully redundant backhaul
Connects control, edge, and cloud
Simple, fast, secure

IIoT Devices
13Leverage of NAMUR PA-DIM Unified Data Model Will Enable
Easy Integration
PA-DIM

Persona Based Content Delivery

Process Automation –Device Information ModelEnterprise
Systems

PA-DIM

Applications& Solutions

PA-DIM

PA-DIM

FDI Data Server

Tank Level
Signal Quality
Interfaces

Temperature

Pressure

Sensor Health
Process Alerts

Sensor Module Temp.
Loop Integrity
Process Alerts

pH LevelSensor Health
Process Alerts
Field eXchange (FX)

14

Greater Intelligence in Field Devices
Delivers New Application Value
Valve Condition Monitoring

Compressed Air Optimization

More variables delivered fromfield devices

Computation and networking
capability continues to grow•
EdgeController•

Partnered with edge or cloud deliver
new applications
Field devices become edge platforms

Analytics run at device or edge
have low latency, communication
cost and privacy benefits~ZeroUnplanned
Downtime for
Critical Valves

50%Lower Major
Maintenance
Event Costs$80K/YrAverage
Maintenance
Costs Savings

20-30%

Less Compressed
Air Consumption

Available for demo at
Technical Exhibit Hall15

The CloudOT and Cloud

Cloud vendors are offeringhorizontal applications

Cloud has conquered IT and will have an increasing role in OT•

Based on data•

Offered as SaaS

• Initial skepticism disappearing rapidly, driven by digital transformation programs• Not just a HW platform but a computing model for software deployment and support• Will bring IT benefits to OT, but with some data access challenges

Azure TimeSeries Insights

Cloud providers adding OT-like services natively in the cloudAzure
IoT Hub

PaaS “Toolkits”
Information
Technology (IT)Enterprise Systems
and Software

ERP

EMAIL

HRCRM

PLM

New Cloud-Native
Software (PaaS)

Non-Cloud-Native
Software (SaaS as IaaS)

ANALYTICS

Hist
ASSET
MGMT

OPERATIONS(OT)
Automation Systems
and Software

CONTROLMES

OT suppliers will continue
to offer domain-centric
applications•Based on domain expertise•

Offered on-prem or SaaS
Industry
Specific MES

Industry SpecificAnalytics

Process Control
Applications

Process
Simulation
17

Cloud Enables OT to Enjoy
IT Value Proposition
Vendor takes on infrastructureand some cybersecurity responsibility

No software to deploy on clients
Universal access from multiple clients
Elastic scalability
Pay as you go18

Enterprise Level Coverage, Capability, & Access
Unified data model enables easy enterpriseapplication development• Consolidated reporting and dashboarding• Compare and contrast performance of various plants

Integrate OT data with enterprise functions• Business level optimization

Centralized expertise leveraged across the enterprise• Both in-house and external partners
Operational redundancy• Secure visualization anywhere
Customer
Instance

Regional
EmersonInstance19

Cloud Enables On-Demand, Tailored Customer SupportMyPreferences

MyWorkspace“I want to set new preferences so my experiencecan be tailored to what I like”“I want help sizing a DP flow meter, including
a CAD model so I can quickly check dimensions”

Key capabilities
Manage communication and accountpreferences.

Key capabilities
Increase efficiency with engineering tools to sizeand configure, generate drawings, and collaborate.

MyTraining

MyTransactions“I want to select relevant training courses andhave a central place to access them”
Key capabilities
Manage purchased courses and training
records. View recommended courses.

MySoftware“I want access to my organization’s quote andorder history for faster transactions”

MyEmerson

Key capabilities
Improve digital commerce processes withvisibility to price, quotes, and order history.

MyAssets“I want to access, download, and manage
my licensed software”“I want to access, download, and manage
my licensed software”

Key capabilities
Manage cloud and downloadable software
licenses. Easily view upgrades and hotfixes.

Key capabilities
View asset records to access product documents,
order spare parts, and schedule service.

20Cloud Technologies Have Revolutionized Software Development and Deployment
Containers

Fleet Management

Multi-Tenant Capability

SW Platform-as-a-Service

Modular deployment,functionality and security

Orchestrated provisioning
and upgrade of entire
software fleets

Lower execution costand provides single
instance upgrades

Speeds app development
and outsources software
infrastructure management

APP21

Edge
Claudio Fayad

The Edge is a New Paradigm for
Software Workload Deployment
and Connection

Leverages Cloud Technologies
Built on Current OT Infrastructure
Deploys Software as Orchestrated Workloads

Redefines the Communication Architecture
Data Centric

Secure by Design
The Edge is where IT andOT innovation come together

23

Emerson and AspenTech Have Enabled the Evolution of the Industrial Edge withDistributed Compute Nodes, Smart Protocols and Cohesive Software Environment

Cohesive
SoftwareEnvironment

Subsurface
Modeling

Operations& Alarm
Management

Advanced
Process
Control

Planning &Scheduling

Plant AssetManagement

ControlEngineering

Training,
Simulation,
Digital Twin

Real-time
Optimization

Advanced
Distribution
Management

Asset
Performance
Management

Engineering& Design

Control & Optimization
SoftwareProduction
Management

Asset Reliability& Performance

ComputeNodes
Process Control& Safety Systems

EnergyTransportation

Discrete And
Machine Control

Machinery Health& Protection

SmartProtocols
24The Edge Automation Environment Removes
Functional Silos, Converging Embedded
Functionality as a Software-Defined Workloads
Containerized Automation
Functions
On-Demand Scalability

Software-Defined Automation
Software-Defined Networking
Software-Defined Storage
Hyperconverged OSServerServer

Hyperconverged Infrastructure

Available for demo at Technical Exhibit Hall

Fault Tolerance &Redundancy
Easy Deployment &Upgrades
Improved Performance

Efficient Data Distribution

25

A Flexible Connectivity Approach Eliminates
the Silos Created by the Purdue Model

CloudRemove horizontal silos
Eliminate bottlenecks

IT Edge

Combines OT and IT
protocolsAdapts to required latency

Software-Defined
Automation Environment

Enable workloads to be
executed on most effective
locations
Increases data accessibility

Intelligent Field26

Data Democratization Requires an Integratedand Contextualized Data Model
Data Silos

Unified Data Model
AreasSites
SafetyUnits
Production
Equipment

Real Time
Data
Historical
Data

Flow

100

Temperature

50 C

Calendar

Instruments

Personnel Data
Real Time Data

Reliability
Data

Raw Material

Time Series

Reliability

Production
Data

Knowledge Base

Weather27

What Happened to My Plant Today???
Data Silos

Real Time
Data

Flow

100

Temperature

50 C

Historical
DataReliability
Data

Production
Data28What Happened to My Plant Today???

Unified Data ModelAreas

The Yield Today was 95% due to an
Unexpected Shutdown of Unit A.
There were 3 alarms on Unit A
before the shutdown associatedwith instruments connected toPump 101
The Unexpected Shutdown was
most likely caused by a combinationof lack of lubrication and inclement
weather, causing excessive
vibration on the pump

Sites

SafetyUnits
Production
Equipment

Calendar

Instruments

Personnel Data

Real Time Data

Raw MaterialTime Series

Reliability

Weather

Source: https://neo4j.com/blog/introducing-neo4jbloom-graph-data-visualization-for-everyone/

Knowledge Base29

“Secure by Design” Augments Traditional “Perimeter Defense” to Enable
Easy, Next-Level Cybersecurity in a Hyper-Connected Ecosystem
Traditional Approach – Perimeter Defense

New Additional Protection – Secure by Design• Antivirus & Allow-Listing• Secure Remote Access• Smart Switches• Backup & Recovery

Secure Development• All Developers Trained

Zero Trust Architecture• No Intrinsic Trust• Two Factor Authentication• USB Protection• Integrated Patch Mgmt.
• Security Info & Event Mgmt.

• Smart Firewalls• Network Security Monitor• Assess and Monitor 3rdParty Software• ISA Secure Certified• EncryptedCommunications• Node Authentication

Containerized Isolation• Isolated Secure Sandbox• Only Pre-ApprovedConnections

Perimeter Defense• App Containerization

OS Defense

Security Control Plane
Secure by Design

NodeNode30

The First Products are Focused into Connectivity and Extensibility
DeltaV Edge Environment

PACedge

Hosted Apps
LinuxDockerContainers

HYPERVISED CONTROL

Edge Controller

Data Diode• Secure replica of DeltaV data and context• Secure sandbox to run analytics and custom code
• Connectivity with Cloud and other Edge Workloads

IIoT Software• Integrated real-time and non-critical workloads
without compromise• Connect islands of automation

Available for demo at Technical Exhibit Hall31

The Future Automation System is Software-Defined, Data-Centric & Flexible
Enterprise Ops Platform
1995-20102011-20182018-PresentAutomation Edge

Operations Mgmt. Software

Operations Mgmt. Software

Operations Mgmt. Software

Automation Software

Automation Software

Automation SoftwareEnterprise Operations
Platform

Automation
Infrastructure

Automation
Infrastructure

Automation
Infrastructure
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Virtualization

Virtualization

Electronic
I/O
Controller
Marshalling
Cabinets
Cabinets

Electronic Controller
Marshalling Cabinets

Distributed
CHARMsOperations Anywhere

Software-Defined
Infrastructure

Distributed
CHARMswith APL
32

SummaryIndustrial Automation
Architecture
Now vs. Future
NowFuture

Siloed system architectures
Data islands

Cybersecurity defense in depth
Hardware-centric perception

Boundless Automation

CloudEdge
Cohesive
SoftwarePlatform

Device administration
Single-site operations
Mostly CAPEX

Unified data model

Inherently secure by design
Software-defined and data-centric
Fleet administration

Intelligent
Field

Cloud-enabled enterprise operations
Mostly OPEX

34

Emerson and AspenTech Form a Unique Opportunity to Unify the Broadest Suite
of Best-in-Class Software on a Next-Gen Software Platform
Operational Historian / Data Platform

Collect &Visualize

Enterprise Collaboration & Workflow Automation
Supervisory Control and Data Acquisition (SCADA)
Edge Applications
Digital Grid Management
Subsurface Science & Engineering

Device configuration
Real-Time Modeling System

Cost Estimation & Engineering Tools
Process & Knowledge MGMT
Asset Reliability Modeling

Planning & Scheduling
Procedural Automation & Production Accounting
Advanced Control & Dynamic Optimization

Process Simulation

Multivariate Analysis

Software Support
Operator Training System
Asset Performance Management

Alarm Management
Control Software

Design & Plan

OperateMaintain35

Safety
Zero injuries.
Zero incidents.

BoundlessAutomation

Reliability
No unplanned downtime
at minimal costProduction

Sustainability

Production optimizedto market conditions

Recognizedsustainability leader

Workforce
Empowered digital workers drive even more value

Truly optimizing operations requires
tensioning multiple domains
simultaneously

New computational architecture allows
optimal execution based on specificrequirements

Enabled by uniform data accessand context across the enterprise

Inherent security, fleet deployment and support,
elastic scalability and software defined36

The Plantweb Digital Ecosystem
Powers World Class Performance
Sensing & visualization
to optimize insight and decision making
Predictive diagnostics & monitoring
for maximum asset reliability
Precision control
to ensure safe, responsive operations
Modeling & AI-powered analytics
for performance optimization37

Q&A38