X-Change 2007 User Group Conference MDT Software AutoSave.

X-Change 2007 User Group Conference

MDT SoftwareAutoSave

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MDT SoftwareThe Change Management Company

Jean-Claude CornuImplementation Engineer

AutoSave Overview

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Overview

MDT Software is the world leader in change management solutions for automated manufacturing assets.

We focus solely on software solutions for the industrial marketplace.

We empower our clients to:• Gain visibility into changes in plant floor

devices

• Detect unauthorized changes

• Comply with regulatory requirements

• Efficiently manage plant floor devices

• Maximize plant uptime and profitability

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Proven Experience

3MBAA

Brach’s ConfectionsAnheuser-BuschCampbell Soup

CaterpillarChase Brass

ChevronTexacoCoca-ColaConvaTec

Coors BrewingCorn Products

CVRDDaimlerChrysler

DellDelphiDHL

Ford Motor CompanyGeneral Mills

General Motors CorporationHayes-Lemmerz

IAMS

Leprino FoodsLawrence Livermore National Labs

Lorillard TobaccoMozal Aluminum

MitsubishiNational Starch & Chemical

MichelinNestlé

New York TimesNewport News Shipbuilding

Phelps DodgeProcter & Gamble

Roseburg Forest ProductsRustenburg Platinum

Sara LeeSGM

SGMWSnowy Hydro

Siemens Automotive South African BreweriesToyota Motor Company

Weyerhaeuser

Pharmaceutical

Food & Beverage

Automotive

Brewing

Pulp & Paper

Oil & Gas

Ship Building

Metals

We serve over 250 companies in a wide variety of industries. Our customer list includes:

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Change Management – Questions

Protection of Assets & Intellectual PropertyWhere is the latest version of your programs?

Reduced DowntimeWhat program is in the device?

Provide Audit trails for investigationWho made the last changes, and why were they made?

Increase in SafetyWhat was last changed, and when was it changed?

Disaster RecoveryHardware failure, Security, Sabotage; Am I prepared?

Regulatory ComplianceAre we in compliance? (i.e. Sarbanes-Oxley, CFR21 Part 11)

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Change Management & AutoSave

Protection of Assets & Intellectual PropertyFully Automated Program & Document Archival system

Reduced DowntimeWhat program is in the device?





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Reduced DowntimeVersion Tracking & Automated Retreival





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Provide Audit trails for investigationExtensive Change Logs & Database Tracking




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Increase in SafetyDetailed-Comparison Reporting system, identifying changes made



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Disaster RecoveryComplete Data & System backup & recovery, integrated security


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Disaster RecoveryComplete Data & System backup & recovery, integrated security

Regulatory ComplianceCFR21 Part 11 Compliant, as well as contributing to the process & operational control requirements of Sarbanes-Oxley

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MDT’s AutoSave

• AutoSave is a central system that is networked to the operation/machine

• Captures changes as they are made

• Documents the changes

• Automatic checking of operation/machine programs

• Electronic notification of changes

• Historical data of changes

• Reporting on changes

• Disaster recovery of operation/machine programs

• User Access and Security Control.

AutoSave

Plant Network

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Making changes to a device

Launch Editor

Make Changes

Save and Exit Editor

Copy to Backup?

Note changes?

Typical Manual Process

Find the Right Program! Login to AutoSave

AutoSave

Verify user permissionsVerify client permissionsLock programTransfer from server to clientComment files available

Comment PromptCheck-in programNew revision createdSaved on Server

Server periodically verifies PLC to Library copy and emails difference report

Logout of AutoSave

Select Program

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MDT’s AutoSave

Configure Here

Edit Here

Edit Here

BackupHere

Client Workstation

Agent

Client Laptop

Server

• Client/Server Based Architecture• SQL Server Database-based Archive

CNC

Robot

PLC

Gateway

Field bus

PC-BasedControlThe Component of AutoSave that

communicates with the Device Processors – Uploads/Downloads/Compares

The interface through which the user interacts with the AutoSave system.

The Central Location of the Software to which All Agents, Personalities, and Clients

Report – Master Control Center

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Profibus

Agent

SMTP

AutoSave ServerAgent Client 1 Client 2

TCPIP

TCPIP

Current CopyLocal CopyAncestor Copy

Typical WorkflowTypical Workflow

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Profibus

Agent

SMTP

AutoSave ServerAgent Client 1 Client 2

TCPIP

(1) Time-scheduled event

(2) Upload device

(3) Compare to Current Version

(4) Email differences report

(5) Create new Current Version Backupis difference exists (Optional)

TCPIP

PLC Level

Current CopyLocal CopyAncestor CopyProcessor Copy

Scheduled CompareScheduled Compare


AutoSave Screen Tour

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User Interface

NavigationTree

Program Search

Open Program Tabs

Device Network Configuration

Program Information

Version Control & Tracking

Program Status Information

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User Interface

Revis

ion

Date

an

d T

ime

User ID

Clie

nt S

tatio

n

Meth

od

of C

han

ge

User C

om

men

ts

Current Copy

Backup AncestorNamed Version

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User Interface

Ed

it

Up

load

Com

pare

Right Mouse

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Scheduled Compares

1) Create Scheduled Compare Group(s)

2) Define Schedule

3) Select options for Results

4) Assign Programs / Areas

Steps

If Changes are Not made Via Client, Time Scheduled Compares will monitor

and document the change

Maintain a Current Copy of your programs

Why?

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Additional Features

Classes: Pre-Defined privilege groups Client Specific Settings System Reporting System Configuration Parameters Device/Network Configuration User Configuration Approval Groups/Lists (21CFR Part 11)

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Devices Supported

AutoSave supports the most comprehensive range of devices and editors in the industry

• Schneider

• Telemecanique

• Allen-Bradley

• Siemens

• GE

• Indramat

•Toyopuc

•Bosch/Rexroth

• Modicon

• Wonderware

• Rockwell Automation

• Mitsubishi

• Omron

• FANUC / Kuka / ABB

•iFIX / Fix32

…to name a few!!

PLCs

Robots

CNCs

Welders

Drives

HMI's (OIT)

Workstations

Project Files

Documents

}


Approval and Workflow Enhancements to support a more formalized change control process

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CurrentECO-1ECO-2

Edit

RFA

Partial Approval

APV

Testing

Validated

Implemented

Implemented

Approval Process Workflow

New changes follow an approval process prior to plant floor implementation

Start New Change


Future Paths

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ClientSupport for Multi-Lingual ClientFind tab improvementsDrag-n-Drop moving of programs or areasProgram / Area names can contain spaces

Depends on support by 3rd party programs

Time Scheduled CompareTSC Email to include summary informationSupport a Processor to Version compareImprovements to agent selection processPre-Kill Process INI File

AutoSave LicensingSupport for multiple machine idsSupport for demo licenses or trials of specific module typesNew automated License Registration process

AutoSave 5.04 (2Q 2007)

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Document PackMicrosoft Word (DOC)Microsoft Excel (XLS)Microsoft PowerPoint (PPT)Adobe Reader (PDF)Drawing Files (DWG)

FTP Plugin Module (FTPWin)Standard FTP with configurable filelist

GE iFIX Plugin ModuleSupports GE iFIX v3.5

Wonderware InTouch v8-v9 Plugin ModuleSupport v9.5 New updates and bug fixes

Omron CX Programmer Plugin ModuleSupports CX Programmer v6.0 - v6.1

Schneider ProWORX Plus Plugin ModuleSchneider Unity XL Pro Plugin Module

New Beta of Unity-Diff in Development

Rockwell RSLogix 5000 v16 Plugin ModuleRockwell RSLogix 500 v5-7 Plugin Module

Now supports Forced-Bit comparison

Rockwell RSViewME v3.2-4.0 Plugin ModuleSiemens Step7 5.4 Plugin ModuleSiemens WinCC Plugin ModuleToyoda PCWin (toyopuc) Plugin Module

2007 Plug-In Update

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Web-based Reporting ToolThe new AutoSave Web-based reporting tool will allow customer to drill down into the

logs and AutoSave data for many additional customizable reporting of data. In addition, reports can be scheduled and e-mail notification is possible.

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AutoSave Geneva Flexible Interface

AutoSave functionality will be readily accessible outside of the standard

Client GUI, as well as administration. This will allow customers to develop their own Client Interface, if desired.

Examples:

• Web Browser Integration

• HMI/SCADA Integration

• Desktop Icons

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AutoSave Geneva

AutoSave 6.xx will support a new highly functional scriptinglanguage. This should allow customers to create custom

applications or executables to address any custom needs notsolved by current application interface.

1. Execute initial application2. Download program from AutoSave3. Process downloaded data using

using external application4. Restore program back to AutoSave

Sample Script

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Conclusion

AutoSave is the industry's most advanced feature-rich change management software.

Today over 5,000 end users in a variety of industries worldwide use our AutoSave software

suite to effectively manage change and minimize downtime.

We are dedicated to customer satisfaction.

Thank You!

www.mdtsoft.com


AutoSave for Highly Regulated Industries

continued in more detail…

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Starting the Change Process

Create a new version within the appropriate AutoSave Program

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Starting the Change Process

Engineering / Maintenance personnel can now develop the appropriate set of changesChanges are made offlineAny number of edit sessions can be performed

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Making the change offline

Edit changes like normal.

An update to the version occurs after a comment is entered

You cannot cancel a change

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Starting the Approval Process

When the changes requested have been developed, the user making the changes initiates the approval processEmail sent to applicable users who can then approve the change

EmailNotification

Quality

Management

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Who Approves changes

Users who approve changes are set up once administratively. One user representing each group must approve the change before implementation can occur

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Approving Changes

An approver logs in and selects role to approve the changeA comment and control number will be enteredAutoSave automatically records all events and converts the status to APV (Approved Pending Validation) when one user in each group in the approval list approves the change

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Completing the ApprovalWhen last approval is entered

Version automatically converted to APV (Approved Pending Validation)

Allows for time lag to occur from approval to the start of plant floor testing

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Testing Changes Prior to Rollout

Testing is required to ensure that the approved changes actually produce the desired product on the plant floor.

Product produced at this time is typically quarantined until such time that the changes made have become validated.

Time lag from APV to Testing is very realistic due to the need to coordinate the actual testing on the plant floorWhen the status is switched, downloading of this ‘approved but not validated’ change is enabled.The conclusion of the testing should be a switch either back to the edit state (due to a reject) or a transition to a validated state

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The Validated Change

Software has passed all testing and is ready for deploymentOften a time lag will occur from when the change is validated to the time it is ready to be implementedAn appropriate user can transition the change from validated to implemented only at this point.

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Implementing an Approved Change

Executed as a command “Implement Change”

Changes the selected version from Validated to ImplementedEnables this version for download by those with download privilegeChanges the previously implemented version to PA (Previously Approved) Logs all relevant events in this process

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Downloading an Implemented Change

The change can now be downloaded into the deviceIf the device must ever be reset, then this implemented version is the only one that can be used

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Rejecting Changes During the Process

Any user in the approval cycle can reject the change anywhere during the approval process

The change is sent back to an “Edit” state allowing the engineer to make the necessary changes.Comments are added by the person rejecting the change.

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Acquiring Real Time Updates

At any point in the cycle, a user can double-click on the version and see the current state of the approval process.

X-Change 2007 User Group Conference MDT Software AutoSave.

Documents

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