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ThinManager
Distributed SCADA Systems
John Tertin; ESE, Inc.
Who Am I

John Tertin
Director of Manufacturing Information Systems
Who We Are

•
•
•
•

Founded in 1981
Headquartered in Marshfield, Wisconsin
100% Employee-Owned
Primary focus in Food and Beverage industries
– Process Automation
– Analytical Instrumentation
– Manufacturing Business System (MES / ERP) Integration
Who We Are
•
•
•
•
•
•

Rockwell Automation Solution Partner
GE Solution Provider
WonderWare Solution Provider
CSIA Certified Member
ACP ThinManager Platinum Integrator
UL 508A Panel Shop
Architecture Progression
Progression of Distributed SCADA System
Low number of thick clients initially

System continues to grow (more maintenance)
Introduce Microsoft Terminal Services (consolidates maintenance)

SCADA becomes critical system
- Additional terminal servers with ThinManager redundancy
- Convert thick clients to thin clients using PXE booting
- Deploy thin clients going forward to realize cost savings
Why ThinManager
ECONOMIC FACTORS
• Lower Cost
– 20 Allen-Bradley 200R Industrial PCs
– 20 Advantech thin clients including software

$48,000
$32,175
$15,825 (32.9%)

• Decreased maintenance costs
– SCADA patches for 20 clients @ 15 minutes
– SCADA patches for 2 servers @ 15 minutes

5.0 hours
0.5 hours
4.5 hours (90%)
Why ThinManager
OTHER FACTORS
•
•
•
•
•
•
•
•

Decreased IT liability since clients no longer require virus protection
Increased reliability using multiple terminal servers (SmartSession)
Efficient use of software licensing using Shadow Display Clients
Increased usability using SmartSession to switch between TS’s
Ability to directly support operators using terminal shadowing
Ease of touch screen calibration – not a trivial issue
Ability to swap a failed thin client in minutes
Central management for restarting or repurposing clients
Existing Architecture
Domain
Controller

Terminal servers are not load
REDUNDANT SERVERS
balanced
Primary
Secondary
Terminal
Terminal
SCADA Svr.
SCADA Svr.
Server
Server

OR
Windows OS = Vulnerabilities
SCADA Thick Clients
New Architecture
REDUNDANT SERVERS
Domain
Controller

Primary
SCADA Svr.

Secondary
SCADA Svr.

LOAD BALANCED
Terminal
Terminal
Server
Servers

REDUNDANT

ThinManager (Stored in memory, downloaded to
SmartSession
client at every restart = No viruses)
SCADA Thin Clients
Deployment Roadmap
• Installation took place over 3-day down period
• Installation and configuration of additional terminal servers
• Installation of fully redundant ThinManager
–
–
–
–

Create Display Servers
Configure Smart Session (for load balancing)
Create Display Clients with App Link (to run SCADA Client)
Create Terminal Groups and configure credentials and modules

• Configuration of controls network DHCP server
• Addition and configuration of TermMon ActiveX control to
SCADA application
• Conversion of 20 clients from thick clients to thin clients
• Calibrate terminal touch screens and test
Create Display Servers
•

Create Display Servers and enable SmartSession

Enable SmartSession for all
Display Servers to enable load
balancing

Configure each server’s CPU,
Memory, and Session load
balancing parameters
Create Display Clients
•
•

Display Servers determine how the clients will act after they connect
AppLink bypasses the desktop and starts the SCADA Client

Set weights for created
Display Servers and Min/
Max connection frequency

Configure AppLink with the
application parameters to run
upon client connection
Create Terminal Groups (1)
•
•

Terminal groups apply “group settings” to the clients they contain
Use to set the Display Server and Hardware Modules specific to clients

Allow offline replacement in
case of thin client failure

Enable interactive
shadowing for
troubleshooting and
demonstration for operators
Create Terminal Groups (2)
• Set group to use Display Clients to cascade AppLink settings

Set the group to “Use
Display Clients”

Select the configured SCADA
Display Client
Create Terminals
• Create terminals specifying hardware and credentials

Select appropriate hardware
for each new client

Configure credentials for the
client to use when connecting
to the terminal server
TermMon ActiveX Control
• Control located in persistent location
on HMI (Alarm Banner in this case)
• Provides detailed terminal information
• Watchdog function for automatically
restarting an unresponsive client
• Use ActiveX control to perform reboot,
touch screen calibration, and failover
terminal servers without ever leaving
the HMI software
DHCP Configuration
• We are using an existing DHCP server to distribute IP addresses
• DHCP Option 66 tells PXE clients where to get configuration
(primary and secondary ThinManager server IP addresses)
• DHCP Option 67 tells PXE clients what “image” (the ThinManager
bootloader) to request from the PXE server
Terminal Shadow Display Clients
• Efficiently use SCADA licenses by using Terminal Shadow Display Clients
• Commonly used for Utility / Maintenance SCADA terminals

REFRIGERATION

REFRIGERATION
ThinManager in a Distributed SCADA Environment
ThinManager in a Distributed SCADA Environment

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ThinManager in a Distributed SCADA Environment

  • 2. Who Am I John Tertin Director of Manufacturing Information Systems
  • 3. Who We Are • • • • Founded in 1981 Headquartered in Marshfield, Wisconsin 100% Employee-Owned Primary focus in Food and Beverage industries – Process Automation – Analytical Instrumentation – Manufacturing Business System (MES / ERP) Integration
  • 4. Who We Are • • • • • • Rockwell Automation Solution Partner GE Solution Provider WonderWare Solution Provider CSIA Certified Member ACP ThinManager Platinum Integrator UL 508A Panel Shop
  • 5. Architecture Progression Progression of Distributed SCADA System Low number of thick clients initially System continues to grow (more maintenance) Introduce Microsoft Terminal Services (consolidates maintenance) SCADA becomes critical system - Additional terminal servers with ThinManager redundancy - Convert thick clients to thin clients using PXE booting - Deploy thin clients going forward to realize cost savings
  • 6. Why ThinManager ECONOMIC FACTORS • Lower Cost – 20 Allen-Bradley 200R Industrial PCs – 20 Advantech thin clients including software $48,000 $32,175 $15,825 (32.9%) • Decreased maintenance costs – SCADA patches for 20 clients @ 15 minutes – SCADA patches for 2 servers @ 15 minutes 5.0 hours 0.5 hours 4.5 hours (90%)
  • 7. Why ThinManager OTHER FACTORS • • • • • • • • Decreased IT liability since clients no longer require virus protection Increased reliability using multiple terminal servers (SmartSession) Efficient use of software licensing using Shadow Display Clients Increased usability using SmartSession to switch between TS’s Ability to directly support operators using terminal shadowing Ease of touch screen calibration – not a trivial issue Ability to swap a failed thin client in minutes Central management for restarting or repurposing clients
  • 8. Existing Architecture Domain Controller Terminal servers are not load REDUNDANT SERVERS balanced Primary Secondary Terminal Terminal SCADA Svr. SCADA Svr. Server Server OR Windows OS = Vulnerabilities SCADA Thick Clients
  • 9. New Architecture REDUNDANT SERVERS Domain Controller Primary SCADA Svr. Secondary SCADA Svr. LOAD BALANCED Terminal Terminal Server Servers REDUNDANT ThinManager (Stored in memory, downloaded to SmartSession client at every restart = No viruses) SCADA Thin Clients
  • 10. Deployment Roadmap • Installation took place over 3-day down period • Installation and configuration of additional terminal servers • Installation of fully redundant ThinManager – – – – Create Display Servers Configure Smart Session (for load balancing) Create Display Clients with App Link (to run SCADA Client) Create Terminal Groups and configure credentials and modules • Configuration of controls network DHCP server • Addition and configuration of TermMon ActiveX control to SCADA application • Conversion of 20 clients from thick clients to thin clients • Calibrate terminal touch screens and test
  • 11. Create Display Servers • Create Display Servers and enable SmartSession Enable SmartSession for all Display Servers to enable load balancing Configure each server’s CPU, Memory, and Session load balancing parameters
  • 12. Create Display Clients • • Display Servers determine how the clients will act after they connect AppLink bypasses the desktop and starts the SCADA Client Set weights for created Display Servers and Min/ Max connection frequency Configure AppLink with the application parameters to run upon client connection
  • 13. Create Terminal Groups (1) • • Terminal groups apply “group settings” to the clients they contain Use to set the Display Server and Hardware Modules specific to clients Allow offline replacement in case of thin client failure Enable interactive shadowing for troubleshooting and demonstration for operators
  • 14. Create Terminal Groups (2) • Set group to use Display Clients to cascade AppLink settings Set the group to “Use Display Clients” Select the configured SCADA Display Client
  • 15. Create Terminals • Create terminals specifying hardware and credentials Select appropriate hardware for each new client Configure credentials for the client to use when connecting to the terminal server
  • 16. TermMon ActiveX Control • Control located in persistent location on HMI (Alarm Banner in this case) • Provides detailed terminal information • Watchdog function for automatically restarting an unresponsive client • Use ActiveX control to perform reboot, touch screen calibration, and failover terminal servers without ever leaving the HMI software
  • 17. DHCP Configuration • We are using an existing DHCP server to distribute IP addresses • DHCP Option 66 tells PXE clients where to get configuration (primary and secondary ThinManager server IP addresses) • DHCP Option 67 tells PXE clients what “image” (the ThinManager bootloader) to request from the PXE server
  • 18. Terminal Shadow Display Clients • Efficiently use SCADA licenses by using Terminal Shadow Display Clients • Commonly used for Utility / Maintenance SCADA terminals REFRIGERATION REFRIGERATION

Notes de l'éditeur

  1. Engineering offices in Marshfield, WI and Eau Claire, WI.
  2. Low number of thick clients initially.System continues to grow – more maintenance time applying patches. Thick clients prone to virus infections. More thick clients = more virus protection and removal costs.Terminal services minimizes maintenance (patch) time. Thick clients are still prone to virus infection.FTView SE becomes critical system as it is used to control a larger portion of the facility.ThinManager is installed and provides redundancy between terminal serversAdditional terminal servers are added and load balanced for reliabilityA-B 200R thick clients are converted to thin clients by PXE booting. Since the ThinManager operating system is not persistent (it is erased when the client restarts), thin clients are not prone to virus infections.Switched from A-B 200R industrial PCs to lower cost thin clients.
  3. Equipment:A-B 200R’s = $2,400 ea. X 20 = $48,000Advantech UNO-2173A = $650 X 20 = $13,000ACP ThinManager 20 Licenses w/ comp support = $19,175Savings of $15,825 for entire installation (32.9%)Maintenance Cost:From a FactoryTalk View SE Patch-Rollup standpoint alone, not including any time to perform Windows updates, maintain domain computer group policies, virus protection software, or virus removal.20 clients @ 15 minutes each (best case) = 5 hours2 terminal servers @ 15 minutes = .5 hoursSavings of 4.5 hours worth of labor on updates alone
  4. Decreased IT liability/involvement for maintaining thick-client software (including virus protection, windows updates, domain group policies, etc.)ThinManager’s SmartSession allows for load balancing and redundancy between multiple terminal servers.ThinManager’s Shadowing function allows you to control any SCADA terminal in real time for troubleshooting or answering operator questions. (Efficient use of $2,570 licenses)ThinManager stores each terminal’s touch screen calibration data and sends it to the client at boot – this means touch screens can be recalibrated any time directly from the SCADA terminal and the touch screen calibration is maintained even if the thin client hardware is replaced.Thin client hardware can be replaced in minutes – it will take longer to physically replace the client than it will to configure.Hardware is managed from a single point – hardware profiles (handheld scanners, RFID readers, printers, etc) can be installed to one or groups of thin clients in moments. Clients can also be repurposed – either permanently or for short testing periods – in minutes.
  5. Terminal servers not load balanced – there are two icons on the desktop that users use to connect to the terminal server – over time (even if they are set to startup to a load-balanced state) they end up migrating to only one server. The thick-clients, running Windows XP Professional, are also vulnerable to the virus and management concerns mentioned earlier.
  6. Terminal Shadowing Display Clients allow one terminal to shadow another terminal (remote control). Useful in areas where terminals are rarely used, or used by common personnel. For example, a SCADA terminal in a utilities area is rarely used, and when it is used, it is usually by maintenance personnel. Since the maintenance personnel would either be working on an air compressor ora boiler, we can have SCADA terminals in both areas, but have them shadow each other. This allows for maintenance personnel to have local access to a SCADA terminal, but does not require additional client licensing.Even though only one terminal can effectively be used at a time since one is remotely controlling the other, this isn’t a problem since the maintenance worker will only be at one of the terminals at a time.