Development & Implementation of Honeywell BMA at ExxonMobil Refineries

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Development & Implementation of Honeywell BMA at ExxonMobil Refineries Honeywell Users Group 2010 Rueyder Jeng, ExxonMobil Research and Engineering George Ridding, ExxonMobil Research and Engineering Francine Van Olst, ExxonMobil Research and Engineering Release or Publication must be authorized by ExxonMobil Research and Engineering Company

Table of Contents Strategic Technology Vision for a Common Solution OM&S Operations Automation Work Process Architecture Overview Integration with DCS and Business Systems Development & Testing Activities Support Activities Future Developments and Enhancements Summary BMA=Blending Movement Automation OM&S=Oil Movements & Storage ERP=Enterprise Resource Planning DCS=Distributed Control System OpenBPC=Open Blend 2Property Control EBC=Experion Blend Controller

A Strategic OM&S Technology Replaces existing refinery legacy systems (e.g. IBM ACS / HW Series 40 / Custom Applications) for refining OM&S process control and blending optimization Blend optimization migration to OpenBPC started in 2003 OM&S phase started with three European sites + 2 of 3 sites started with OpenBPC earlier + Cutover in progress at 2 sites and will be fully online by 4Q10 + Site sizes: 200-300 KBD + Well established OM&S automated work processes Later phases for other sites in the ExxonMobil circuit + Seven more sites already planned + Others to follow 3

Vision of a Common Solution Global project team delivers a common solution across sites Different site requirements met by the comprehensive BMA functionality Minimize site specials / customization Extensive configurability of the software building blocks + Selective components based on local business requirements + Add elements to match local site facilities + Interfaced through Experion, keeping BMA common + Varying work practices and security models are well handled + Local language capability 4

BMA Automates OM&S operations Order Control (i.e. Dispatching operations) for both Custody Transfer and Internal Movements + Order download from ERP / scheduler systems + Receipt and Shipment, Unit Feed and Rundown, Tank Transfer, Recirculation, Blend etc + Modes of Transportation (e.g. Marine, Pipeline, Truck, Railcar) + Reconciliation of loaded quantities + Actuals reporting back to ERP for invoicing + Shipping documents (legal requirements) Task and Equipment Control + Path selection, sequence definition and execution + Equipment handling (e.g. Pump group, Vapor Recovery, Meter, Sampler, Additive Injection) Inventory and Equipment Monitoring Product Certification and Release 5

Work Process WORKPROCESS Order Takers Order Takers Integrated Order definition Defined Order ERP Order handling Completed Order Level 4+ Automated Offsite Operations Dispatcher Order creation data Order figures Offsite Operations Dispatcher Segregation of Duties additional data or Manual Order definition Defined Order Order Control Completed Order Order verification, cleanup & close-out Order completion additional data Operator Console Task creation data Task figures Document & COA Printing Operator Console Level 3- Task definition and execution Defined task Task Control Completed task Task control commands Meter readings Equipment Control Level 1-6

Architecture Overview Wks Scheduling ERP LIMS Business Servers Distributed Standardized Security L4/L3 Secure Gateway L3 Switch EPKS Gateway Level 3 Level 4 L3 HMI Blend Optimization Server Level 2.5 Document Print Servers L4 Interface Servers MAI Subsystems WPC Infrastructure External Loading Systems Redundancy Console Experion Servers LIMS Viewer Servers OM&S Control Servers FTE Switches Level 2 MAU MAC Level 1 Subsystems Controllers I/O 7

Integration with DCS and Business Systems Experion input/output from/to instrument sub-systems (including tank gauging systems) Experion UI (User Interface) and alarm/event functions + Extensive event capture capabilities Interfaces from/to Terminal Automation Systems ERP (e.g. SAP) for order information using XML Service Bi-directional Lab data using LIMS Viewer and/or PHD Blend archiving using Blend Management Interfaces to external business systems (e.g. government agencies) 8

Typical BMA Tank Farm Graphic ASM Guidelines Coordinated shapes Integrated Alarming Order Creation Degraded Mode 9

Order Detail for ERP data Primary UI Configurable Easy operator training 10

Task Detail Operations Monitoring Configurable Single window for blending tasks 11

Application Development & Testing ExxonMobil worked hard to satisfy our criterion for Technical Readiness + Team of site engineers, operations power users, central engineering experts + Two centrally located development systems plus one at each site + Fifteen functionality test areas with hundreds of test scripts + Frequent reporting to Honeywell with feedback + Testing and qualification for all new major, point, and patch releases Concurrent with project work by Honeywell for other customers 12

Application Development & Testing Benefits Derived + Increased development of customer driven functionality in the base product + Improved reliability and performance + Improved capability to efficiently use configuration to modify behavior + Helped develop in-house troubleshooting skills for implementation Expecting Efficiencies in Future Projects + Maturing engineering tools + Decreased rate of software updates 13

Establishing the Support Mechanism Jointly established support framework more than a year before cutover Tiered support structure + Limited number of expert resources at each site provides Tier 1 + Honeywell local or regional ATS resources provides Tier 2 + Central engineering experts from ExxonMobil and Honeywell provide Tier 3 + ExxonMobil central engineering supports common configuration and upgrades + Benefits Guardianship plus 24x7 support Integrated BMA into the existing support agreements and structure + Work process is the same as for Experion 14

Support in Action Established patch / hot fix process used to meet high technical quality needs + Provides updates in a timely and efficient manner + Very important at this early stage in the BMA life cycle Sites use telephone, email and website access to report issues depending on priority Monthly review of Service Requests at each site Continued improvements in Honeywell s SR/PAR reporting will help customers stay informed on status of their issues 15

BMA Future Developments Expectation that Honeywell will continually improve BMA throughout its life cycle Influence direction through BMA Customer Advisory Board Items for consideration: + Further internationalization and tools for easier maintenance and upgrades + Increased capacity and performance to handle very large OM&S sites + Improvements to property tracking functions for tanks and lines + Simple ratio blender functionality to complement the complex EBC capabilities + EBC platform change Stretch life expectancy to protect investment 16

Summary BMA is a strategic, fit for purpose, standard solution for multiple sites Complexity that comes with configurability requires skilled resources, but yields positive value in benefits Support and software upgrade philosophy needs to be responsive to rapidly changing technology to protect the initial investment 17