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Connecting Industrial Protocols and the Cloud

2022-10-06
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Connecting Industrial Protocols to the Cloud
Illustration: © IoT For All

Industrial protocols are communications between industrial automation products for data acquisition or control. In the infancy of industrial automation, communications were very much a competitive differentiator, and automation vendors invented their own communication protocols to both develop a technical advantage and, to some extent, lock in their customer base. This has, of course, changed over the years and vendors have opened up their protocols, even treating them as industry standards in order to broaden adoption. Vendors realized that suppliers with the largest ecosystem of products to choose from will have a greater likelihood of winning parts of a project, if not the entire project. Vendors also realized that it is challenging to be an expert in all areas of automation. Let’s explore several types of industrial protocols and those that may be compatible with cloud applications.

'Even with the breadth of industrial protocols on the market, it is now possible to connect virtually any automaton solution to the cloud, safely and securely, either directly or using edge gateways.' -Thomas BurkeClick To Tweet

Types of Industrial Protocols

Over time, the manufacturing marketplace became dominated by a set of protocols, understandably from the leading suppliers of automation products. Before discussing which are best for the cloud, we can discuss some of the most common industrial protocols. These include protocol names such as Modbus, EthernetIP, Profinet, CC-Link, EtherCAT, etc.  Many of these protocols are available in different forms, to address varying topologies – dedicated wires vs. Ethernet, for example – and different purposes (general information transfer vs. deterministic control).

Efforts in standardization over the years brought us technology from the OPC Foundation, which was initially Microsoft technology-based, leveraging COM and DCOM Windows technologies for communications between applications. Hence, the delivery of OPC (OLE for Process Control – OLE being an acronym for Object Linking and Embedding – the technology behind COM).

#1: OPC

OPC brought standards for accessing data, either polling or subscribing, and the definition of different data types and how to handle them (Analog and Discrete variables, History Data, Alarms, and Events, among others). In time, this standardization effort moved from being Windows technology-centric to being Operating System-agnostic, to supporting Linux and delivering functionality that would be applicable to Internet-based communications.

#2: OPC UA

The new standard was called OPC UA – with OPC now representing Open Process Communications and UA representing Unified Architecture, one standard to replace the many earlier standards that had developed.

#3: MQTT

Another technology, more focused on the transport of messages and less focused on the content of messages came out of the need for a very distributed infrastructure with limited bandwidth, as can be found in the upstream oil and gas marketplace. This protocol is called MQTT. Its application in the industrial automation marketplace, especially for cloud communications, has become quite popular in recent years.

#4: BACnet

Vertical markets present unique requirements and have fostered the need for unique developments. In the Building Automation Systems (BAS) space, the leading protocol is called BACnet. In the Power Generation and Distribution space, there are a number of protocols, IEC-61850, 60870, DNP-3, among others.

Over time, these protocols have also lived on various topologies, and most today, offer Ethernet compatibility.

Why is the Cloud So Important?

The benefits of cloud computing are numerous and compelling. They include:

  • Conversion of capital expenses to operational expenses
  • No longer needing to focus on infrastructure management
  • Leveraging a continuously scalable architecture
  • Delivering accessibility to your entire organization, anywhere and anytime
  • Leveraging services from domain experts (security, upgrades, solution development)

The cloud can take several forms, from a solution delivered by industry leaders such as Microsoft and Amazon to more scaled offerings for targeted markets. Finally, there are just hosted solutions, moving on-premise servers to virtual servers in the cloud, but still fully managed by the owner’s IT staff.

The purpose of cloud computing is to offer a lower total cost of ownership through reductions in system management and hardware ownership and the ability to leverage solutions provided by others. These third-party solutions are often purpose-built for a market and offer multi-tenant capability, letting the service provider manage many customers while offering data and user isolation. The concept of cloud computing, especially for the industrial marketplace, is still in its infancy and companies are wrestling with both cloud connectivity and the idea of hosting their data outside their four walls.

But again, the benefits are compelling: reduced operating costs and domain experts that have developed vertical market applications that only require connectivity to the right data. There is one other very compelling benefit. Service providers have the ability to leverage knowledge gained over their large array of customers and deliver greater value to an individual customer. So, the failure mode of a product in one environment can be predicted by the failure modes learned from other environments.  This results in the potential for predictive analytics, tuned by the results and anonymization of data from a similar ecosystem of users. When connecting to the cloud, it’s important to consider which industrial protocols will work best for the application.

What to Consider When Connecting to the Cloud

The considerations in leveraging cloud-based solutions fall into two main categories

  1. Security (both access security and cybersecurity associated with a data connection)
  2. Transmission (the reliability and quality of the data transfer)

Security is often managed through the use of VPNs (Virtual Private Networks). This is an excellent solution for bi-directional communications and ad-hoc communications as it is set up for remote troubleshooting purposes. When using VPNs for ad hoc access, customers can leverage solutions to secure and broker access to endpoints in a very methodical and controlled way. This can include approval processes, windows of access and time limitations, and extra levels of authentication.

For information transfer to the cloud, it is becoming more popular to use publish-subscribe models, and connection brokers to maximize security. Remote sites will publish data to a known and very secure connection, and users of the data, cloud applications, will subscribe to the data through a broker, eliminating application knowledge of remote communication details that represent a vulnerability.  Microsoft IoT Hub is an excellent example of this technology.

Industrial Protocols for Cloud Connectivity

Not all industrial protocols are compatible with cloud applications, nor should they be. Without getting into each protocol and defining if it can be connected to a cloud, it will suffice to say that an overall solution to the connectivity issue will be to deploy an edge device technology that will handle the communications to your IT and OT environment on one side and the requirements for cloud data transfer on the other. These devices are beginning to proliferate in the market, some with specific cloud connectivity built in, and others with more of a toolkit approach, which can be flexible in their configuration. Most are designed with data transfer as their only function while others support data modeling, analytics, and visualization, in addition to data transfer.

From an OT perspective, we are again talking about a myriad of protocols and the purpose they have been defined for. And as mentioned before, some networks are designed for deterministic performance, for example, the communications between a PLC and a SERVO Drive. Protocols such as these are difficult to share without impacting their performance. Data sharing will be accomplished by communicating with the controller, not devices on a control network. Other, more general-purpose protocols are often easily connected to a cloud gateway (edge device) in order to share information with the cloud.

Ethernet has been improved significantly over time, both in topology and performance, initially being focused on coax and now over twisted pair and delivering speeds over 1 gigabit. A more recent enhancement is in the area of device synchronization and the ability to shape traffic. These features, and more, fall into an area of Ethernet enhancement called TSN (Time Sensitive Networking). TSN delivers the ability to prioritize communications on Ethernet and also control the bandwidth of traffic. The overall benefits in the long term are a greater ability to troubleshoot – with access to all devices, a reduction in costs – through simplified architectures and the ability to expose all information to cloud systems.

Connecting Safely and Securely

Even with the breadth of industrial protocols on the market, it is now possible to connect virtually any automaton solution to the cloud, safely and securely, either directly or using edge gateways. The challenges we face today are in the area of education and justification, but the benefits are many.

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  • Automation
  • Building Automation
  • Cloud Software
  • Connectivity
  • Ethernet

  • Automation
  • Building Automation
  • Cloud Software
  • Connectivity
  • Ethernet

参考译文
连接工业协议和云
工业协议是工业自动化产品之间用于数据采集或控制的通信。在工业自动化的初期,通信在很大程度上是一种竞争差异,自动化供应商发明了他们自己的通信协议,以发展技术优势,并在某种程度上锁定他们的客户群。当然,这几年来已经发生了变化,供应商开放了他们的协议,甚至将其视为行业标准,以扩大采用范围。供应商意识到,拥有最大的产品生态系统的供应商将更有可能赢得项目的部分,如果不是整个项目。供应商也意识到要成为所有自动化领域的专家是很有挑战性的。让我们探索几种类型的工业协议以及那些可能与云应用程序兼容的协议。随着时间的推移,制造市场被一组协议所主导,可以理解的是,这些协议来自自动化产品的领先供应商。在讨论哪些最适合云计算之前,我们可以先讨论一些最常见的工业协议。这些协议名称包括Modbus、ethertip、Profinet、CC-Link、EtherCAT等。这些协议中有许多以不同的形式可用,以解决不同的拓扑——例如,专用电缆vs.以太网——和不同的目的(一般信息传输vs.确定性控制)。多年来在标准化方面的努力为我们带来了来自OPC基金会的技术,它最初是基于微软的技术,利用COM和DCOM Windows技术在应用程序之间进行通信。因此,OPC (OLE用于过程控制——OLE是对象链接和嵌入的缩写——COM背后的技术)的交付。OPC带来了访问数据(轮询或订阅)的标准,以及不同数据类型的定义和如何处理它们(模拟变量和离散变量、历史数据、告警和事件等)。随着时间的推移,这一标准化工作从以Windows技术为中心转变为与操作系统无关的,进而支持Linux并交付适用于基于internet的通信的功能。新的标准被称为OPC UA - OPC现在代表开放过程通信,UA代表统一架构,一个标准取代了许多早期已经开发的标准。另一种技术更关注消息的传输,而不太关注消息的内容,这是由于对带宽有限的分布式基础设施的需求,正如在上游油气市场中可以发现的那样。这个协议称为MQTT。近年来,它在工业自动化市场的应用,特别是在云通信领域,已变得相当流行。垂直市场提出了独特的要求,促进了对独特发展的需求。在楼宇自动化系统(BAS)领域,主要的协议称为BACnet。在发电和配电领域,有许多协议,其中包括IEC-61850、60870、DNP-3等。随着时间的推移,这些协议也存在于各种拓扑中,而且目前大多数协议都提供以太网兼容性。云计算的好处数不胜数,引人注目。云可以有多种形式,从微软和亚马逊等行业领袖提供的解决方案到针对目标市场的更大规模的服务。最后,还有托管解决方案,将内部服务器移动到云中的虚拟服务器,但仍然完全由所有者的IT人员管理。 云计算的目的是通过减少系统管理和硬件所有权,以及利用他人提供的解决方案的能力,提供更低的总体拥有成本。这些第三方解决方案通常为某个市场专门构建,并提供多租户功能,让服务提供商在提供数据和用户隔离的同时管理多个客户。云计算的概念,尤其是对工业市场而言,仍处于起步阶段,企业正在努力解决云连接和将数据托管在公司之外的问题。但同样,好处是令人信服的:降低了运营成本和领域专家开发的垂直市场应用程序,只需要连接到正确的数据。还有一个非常引人注目的好处。服务提供者有能力利用从大量客户中获得的知识,为单个客户提供更大的价值。因此,产品在一个环境中的失效模式可以通过从其他环境中学习到的失效模式来预测。这带来了预测分析的潜力,通过来自类似用户生态系统的数据的结果和匿名化进行调整。当连接到云时,重要的是要考虑哪种行业协议最适合应用程序。利用基于云的解决方案的考虑主要分为两大类:安全通常通过使用vpn(虚拟专用网络)进行管理。对于双向通信和特别通信,这是一个极好的解决方案,因为它是为远程故障排除目的而设置的。当使用vpn进行临时访问时,客户可以利用解决方案以一种非常有条理和可控的方式来保护和代理对端点的访问。这可能包括审批过程、访问窗口和时间限制,以及额外的身份验证级别。对于将信息传输到云中,使用发布-订阅模型和连接代理来最大化安全性正变得越来越流行。远程站点将向已知且非常安全的连接发布数据,数据的用户云应用程序将通过代理订阅数据,从而消除代表漏洞的远程通信细节的应用程序知识。微软物联网中心就是这种技术的一个很好的例子。并非所有的工业协议都与云应用程序兼容,也不应该兼容。在不深入了解每一个协议并定义它是否可以连接到云的情况下,可以这样说,连接问题的总体解决方案将是部署一种边缘设备技术,它将处理与您的it和OT环境的通信,并在另一端处理云数据传输的需求。这些设备开始在市场上大量涌现,其中一些内置了特定的云连接,而另一些则更多地采用了工具包方法,可以灵活配置。大多数都将数据传输作为其唯一功能来设计,而其他的除了支持数据传输之外,还支持数据建模、分析和可视化。从OT的角度来看,我们再次讨论了无数的协议以及定义它们的目的。如前所述,有些网络是为确定性能而设计的,例如,PLC和伺服驱动器之间的通信。这样的协议很难在不影响其性能的情况下共享。数据共享将通过与控制器通信来完成,而不是与控制网络上的设备通信。其他更通用的协议通常很容易连接到云网关(边缘设备),以便与云共享信息。 随着时间的推移,以太网在拓扑和性能上都有了显著的改进,最初专注于同轴电缆,现在转向双绞线,并提供超过1gb的速度。最近的一个增强是在设备同步和塑造流量的能力方面。这些特性以及其他特性都属于以太网增强的一个领域,称为TSN(时间敏感网络)。TSN提供了对以太网上的通信进行优先级排序的能力,还可以控制流量的带宽。从长远来看,总体的好处是通过简化的体系结构和向云系统公开所有信息的能力,提高了故障排除能力——可以访问所有设备,降低了成本。即使市场上有大量的工业协议,现在也可以直接或使用边缘网关安全地将几乎任何自动机解决方案连接到云上。我们今天面临的挑战是在教育和辩护领域,但好处是多方面的。
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