Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE

 
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
GUIDELINE

                                  2019

                                         Created in collaboration with

Which criteria do Industrie 4.0
products need to fulfil?
Guideline 2019
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
Imprint

Published by
Federal Ministry for Economic Affairs and Energy (BMWi)
Public Relations
10119 Berlin
www.bmwi.de
Text and editing
Plattform Industrie 4.0
Bertolt-Brecht-Platz 3
10117 Berlin
Design and production
PRpetuum GmbH, Munich
Status
April 2019
Illustrations
zhu difeng – istock; Alexander Limbach – fotolia (title and p. 5),
arrow – fotolia (p. 3), zoranm – gettyimages (p. 5), rost9 –
fotolia (p. 6), nd3000 – fotolia (p. 9), yewkeo – fotolia (p. 10),
MH – fotolia (p. 12), elen31 – fotolia (p. 15)                         This publication as well as further publications
                                                                       can be obtained from:
                                                                       Federal Ministry for Economic Affairs and Energy (BMWi)
This brochure is published as part of the public relations work
                                                                       Public Relations
of the Federal Ministry for Economic Affairs and Energy. It is
                                                                       E-mail: publikationen@bundesregierung.de
distributed free of charge and is not intended for sale. The dis-
                                                                       www.bmwi.de
tribution of this brochure at campaign events or at information
stands run by political parties is prohibited, and political party­-   Central procurement service:
related information or advertising shall not be inserted in,           Tel.: +49 30 182722721
printed on, or affixed to this publication.                            Fax: +49 30 18102722721
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
2

Table of contents

1.                    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2. 	 Principles for defining criteria for Industrie 4.0 products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
      2.1 Self-examination  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
      2.2 Simplicity  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
      2.3 Own identifier instead of a general label . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
      2.4 Free usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
      2.5 Free of charge and for everyone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
      2.6 Implementing entity  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3.                    Product characteristics 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
                      3.1 Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
                      3.2 Product labelling  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

4.                    Selecting the criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
                      4.1 Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
                      4.2 Industrie 4.0 communication  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                      4.3 Industrie 4.0 semantics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                      4.4 Virtual description  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                      4.5 Industrie 4.0 services and states . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
                      4.6 Standard functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
                      4.7 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

5. 	 Procedure for criteria and product characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
      5.1 Milestone plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

6. 	 Criteria for Industrie 4.0 products and their product characteristics 2019  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

7. 	 Further development of the criteria for Industrie 4.0 products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
      7.1 Probable criteria and product characteristics – mid-term . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
      7.2 Outlook for criteria and product characteristics – long-term . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

8.                    Product examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
                      8.1 Nexo industrial cordless Wi-Fi nutrunner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
                      8.2 Energy efficiency module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
                      8.3 FDI-based software for device management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
                      8.4 S7-1500 Advanced Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
                      8.5 Modicon M251 Logic Controller  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
                      8.6 LiDAR Sensor R2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
3

1. Introduction
Industrie 4.0 is the fully digitalised and networked production                      These criteria help providers in the market to decide which
approach of the future and it is relentlessly moving into the                        products can already be labelled as Industrie 4.0-capable
factories. There is an almost inflationary use of terms such                         today. At the same time, companies can use these criteria
as “IoT Ready”, “RAMI 4.0-compliant” and “Industrie 4.0 seal”.                       as a guide for product development. For customers, the
Moreover, consulting companies are offering to test products                         ZVEI definition provides clarity about the performance and
and entire enterprises for their Industrie 4.0 fitness. All too                      features that Industrie 4.0 products1 should provide. This
often, the services offered define Industrie 4.0 in completely                       ensures more transparency and security for the market as
different ways, causing far more confusion than clarity.                             a whole. Indirectly, it also becomes clear what is not Indus-
How can we shed some light onto this mix of terms and                                trie 4.0-compliant.
offers? What does the customer gain and what is behind the
terms and consulting services? ZVEI has developed general                            This guideline continues and supersedes the yearly updated
and universal criteria for Industrie 4.0 products.They are                           guidelines since 2015.
described in this guideline. The guideline was created in
collaboration with the working group 1 on reference archi-
tectures, standards and norms of Plattform Industrie 4.0.

Figure 1: Why criteria for Industrie 4.0 products are important: initial universal guidance for customers and manufacturers

    General
    • Guidance on what Industrie 4.0 is                                         Implementing entity
      AND what it is not                                                        • Not dependent on a single manufacturer
    • Not every product is Industrie 4.0                                        • Knowledge of Industrie 4.0 standardisation work
    • Positioning for the market                                                • Standardisation work implemented by
                                                                                  manufacturers via criteria
    Customers
    • Future-proof as a result of
      cross-company terminology                                                 Important prerequisites
    • Universal definitions                                                     • Self-examination, deliberately no certification
                                                                                • Autonomous Industrie 4.0 label can be linked
    Manufacturers
                                                                                   to the criteria
    • Guidance on what qualifies as                                             • Autonomous decision on use
      Industrie 4.0                                                               (in catalogues, on products, in advertising etc.)
    • Properties as guidance for                                                • Free of charge and available to everyone
      product developments

Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG

1     This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, systems, machines or software.
      It does not describe criteria for Industrie 4.0 complete solutions (hardware, software, service, application etc. as a complete package).
      Industrie 4.0 complete solutions should contain at least one Industrie 4.0 product that complies with the criteria for Industrie 4.0 products
      and thus the minimum product properties.
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
4

2. P
    rinciples for defining criteria for
   Industrie 4.0 products
The criteria for Industrie 4.0 products are to be established    For example, they can use them in product catalogues,
quickly and simply as far as possible. The following prereq-     at trade fairs or for advertising.
uisites have therefore been defined.
                                                                 Public use is explicitly requested, always contributing
                                                                 to the spread of the criteria for Industrie 4.0 products.
2.1 Self-examination ✔

Each company or organisation checks itself, based on the         2.5 Free of charge and for everyone ✔
criteria for Industrie 4.0 products, whether its own products
have the properties or not. They are also responsible for        The use of the criteria for Industrie 4.0 products and their
developing any properties lacking in their products.             product properties is free of charge for companies and
                                                                 organisations. Anyone can use them for their products.
Certification is explicitly not necessary for the self-exami-
nation.
                                                                 2.6 Implementing entity ✔

2.2 Simplicity ✔                                                 An entity which is independent of manufacturers defines
                                                                 and publishes the criteria for Industrie 4.0 products in a
The criteria for Industrie 4.0 products and their product        fixed and transparent process.
properties are to be presented as simply as possible so that
any company or organisation can apply them independently         Specifically, the criteria are developed in the committees
without third party assistance.                                  ‘ZVEI-SG models & standards’ and the Plattform Industrie
                                                                 4.0 working group AG1 on reference architecture, norms &
                                                                 standards. Both committees are staffed with cross-manu-
2.3 Own identifier instead of a general label ✔                  facturer members from the IT industry, automation engi-
                                                                 neering, mechanical and plant engineering and process
A general label is not associated with the criteria for Indus-   engineering. The two committees have sufficient knowledge
trie 4.0 products and the requisite product properties. Each     of the ongoing standardisation work on a reference archi-
company or organisation can use its own label to reference       tecture for Industrie 4.0.
the criteria and refer customers to the criteria.
                                                                 This ensures that the criteria for Industrie 4.0 products are
Conversely, customers can also actively query whether a          generally valid and that the right and necessary technical
company label meets the criteria for Industrie 4.0 products.     product properties are used.

                                                                 The stipulated criteria for Industrie 4.0 products can only
2.4 Free usage ✔                                                 be changed through (by) these two committees.

Each company and organisation is free to decide whether          The aim is for the criteria and the requisite product proper-
to publicly use the criteria for Industrie 4.0 products and      ties to also be used in a standardisation process in the
their product properties.                                        future.
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
5

3. Product characteristics 2019
“Product characteristics 2019” describe minimum features       3.1 Migration
that a product on the market today must have if it is to
satisfy the criteria for Industrie 4.0 products. This also     The description and stipulation of the minimum character-
includes products with features that can be loaded sub­        istics for the individual criteria are checked once per calendar
sequently and with updates for future requirements.            year. Changes are made where necessary. This ensures that
                                                               the characteristics of the criteria for Industrie 4.0 products
The characteristics are primarily aimed at customers and       are adapted in line with technical progress. New norms and
list which products are available to be procured today for     standards can be added in the future and the characteristics
an Industrie 4.0 network. Minimum requirements for             outlined in increasing detail.
norms and standards are described here so that a product
can participate in an Industrie 4.0 network. Products can
of course also have features that exceed these minimum         3.2 Product labelling
requirements.
                                                               The criteria for Industrie 4.0 products and their respective
The criteria for Industrie 4.0 products and the product        characteristics should be used for the labelling of products.
characteristics are checked and adjusted on an annual basis.   ZVEI recommends labelling the products “I4.0” or “Industrie
                                                               4.0” and adding these terms to the manufacturers’ catalogues,
                                                               for example. Products with this labelling satisfy the currently
                                                               stipulated minimum requirement of features, and a migra-
                                                               tion to comply with future features is ensured.
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
6

4. Selecting the criteria
The Reference Architecture Model Industrie 4.0 (RAMI 4.0)2            The minimum required product characteristics for each
was created as part of the standardisation work. It represents        criterion are described in the following and must be satis-
the entire scope of solutions for Industrie 4.0.                      fied cumulatively.

Technical standards from the three axes “Architecture Layer”,         The degree of fulfilment establishes which characteristics
“Lifecycle & Value Stream” and                                        are mandatory and which are optional (use case-dependent).

“Functional Hierarchy” can be found in RAMI 4.0. The                  The lifecycle is roughly divided into two phases of type
various Industrie 4.0 committees are currently working                (development) and instance (production, service). The prod-
on activities in this area.                                           uct characteristics for the criteria may differ depending on
                                                                      the lifecycle phase and must then be fulfilled cumulatively
The second reference model is the similarly published                 (both criteria) to achieve them.
“Industrie 4.0 Components”2. It describes how an Industrie
4.0 product is integrated into an Industrie 4.0 network. An
administration shell2 with the corresponding Industrie 4.0            4.1 Identification
communication is required here.
                                                                      A necessary prerequisite for Industrie 4.0 is the globally
This means that an Industrie 4.0 product is always an                 unique identification of all products, i.e. assets and admin-
Industrie 4.0 component consisting of “asset”, i. e. the              istration shells, in the Industrie 4.0 network. For this pur-
object, and “administration shell”.                                   pose, each product requires an identifier that can be used
                                                                      to clearly identify it worldwide.
Both reference models set requirements and are the start-
ing point for deriving the criteria for Industrie 4.0 products.       The same also applies to data, standard functions, adminis-
                                                                      tration shells, etc … that belong to the product. A globally
Criteria were selected which involve major changes or are             unique identifier is also required so that the relationship
an essential requirement for Industrie 4.0.                           between the data and functions can be established on a
                                                                      cross-manufacturer basis.
Each criterion is divided into its product characteristics,
degree of fulfilment and the phases of its lifecycle.                 Two preferred schemes for identifiers have already been
                                                                      specified in the second part of the description of Industrie 4.0
                                                                      components (according to ISO 29002-5 or as URI; see:
                                                                      “Structure of the Administration Shell”, Plattform Industrie
                                                                      4.0, 2016).

2   The publications marked with a 2 can be obtained here:
    www.zvei.org/presse-medien/publikationen/das-referenzarchitekturmodell-industrie-40-rami-40
    www.zvei.org/presse-medien/publikationen/die-industrie-40-komponente/
    www.zvei.org/presse-medien/publikationen/das-referenzarchitekturmodell-industrie-40-rami-40/
    Further links: www.din.de/de/wdc-beuth:din21:250940128 und https://webstore.iec.ch/publication/30082
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
4. SELECTING THE CRITERIA                7

Figure 2: Deriving criteria for Industrie 4.0 products

                 I4.0 components                                                           RAMI 4.0                          Criteria for Industrie 4.0
                I4.0 communication                                                     Architecture layers
                                                                                                                               Standard functions
                                                                                                                               Basic functions that are the same
                                                                                              Business                         regardless of device

                   Administration                                                                                              Industrie 4.0 semantics
                                                                                             Functional
                                                                     Digital world

                       shell                                                                                                   A shared language
                                                                                                                               (vocabulary and syntax)
                                                                                            Information                        Virtual description

                            Asset                                                        Communication                          Industrie 4.0 services & states
                       e.g. machine*
                                                                                                                               Industrie 4.0 communication
                                                                                            Integration                        that can map the new services

                                                                                                                               Identification
                                                                     Real

                                                                                                Assets                         Unique labelling of physical things
                                                                                                                               and data

                                                                                                                               Security
    * Also refers to individual components such as sensors, actuators, controllers, software etc.

Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG

The identification is required in RAMI 4.0 in the asset,                                                 in the form of data and functions and also a common
information and functional architecture layers.                                                          syntax that creates the right context for the data.

                                                                                                         Some initial good candidates for Industrie 4.0 semantics
4.2 Industrie 4.0 communication                                                                          are being discussed in the ZVEI and Plattform Industrie 4.0
                                                                                                         standardisation committees. In addition to candidates such
Industrie 4.0 follows a service-oriented architecture in                                                 as eCl@ss or IEC 61360 with IEC CDD, other options for the
which services can be provided and data exchanged. For                                                   potential sorting of syntax under discussion are, for example,
this purpose, requirements for message transfer between                                                  Automation ML. The first standardised data and file formats
two Industrie 4.0 components have been formulated,                                                       will be added to the criteria as necessary product character-
known as Industrie 4.0 communication.                                                                    istics.

The specifications for Industrie 4.0 communication are                                                   In RAMI 4.0, the Industrie 4.0 semantics are located in
currently being defined. To this end, preferential standards                                             the information layer. All data and functions that are not
are filtered out of existing standards and standards already                                             standardised according to Industrie 4.0 are located here
at the development stage which are best suited for Indus-                                                in the integration layer.
trie 4.0 communication.

In RAMI 4.0, Industrie 4.0 communication is represented by                                               4.4 Virtual description
the communication layer. All other communication types
as well as protocols are located in the integration layer here.                                          The virtual description reflects the entire content of the
                                                                                                         digital product representation.

4.3 Industrie 4.0 semantics                                                                              There is a digital compilation of important data in Industrie
                                                                                                         4.0 semantics as well as other information such as product
Components, machines, plant and IT systems require a                                                     descriptions, catalogue pages, images, technical features,
common language if they are to understand each other                                                     data sheets, security features, simulation models etc.
regardless of manufacturer. This involves shared vocabulary
Which criteria do Industrie 4.0 products need to fulfil? - Guideline 2019 - GUIDELINE
8          4. S E L E C T I N G T H E C R I T E R I A

This information provides a digital description of the prod-               a machine. Such functions, which will then be located in
uct, parts of which are also accessible for customers.                     the functional layer of the RAMI 4.0, are currently being
                                                                           standardised/normed and will also be a good criterion for
Information can be accessed on the product, made freely                    Industrie 4.0 products in future.
available on the Internet, connected with the product or
retrieved online by user ID.
                                                                           4.7 Security

4.5 Industrie 4.0 services and states                                      Security is one of the central topics for Industrie 4.0 and
                                                                           must be ensured throughout the entire lifecycle in all
Components, systems and machines should be able to find                    architecture layers and hierarchy levels. In the same way as
each other in an Industrie 4.0 network and conduct an ini-                 a building reinforced with steel, security thus ensures the
tial negotiation by communicating between themselves.                      stability of RAMI 4.0 and protects against possible attacks.

This also includes exchanges on the available data, functions              Initial security capabilities should already be in place today.
and capabilities. Once agreement has been reached in these                 Which capabilities these are should typically be shown by
negotiations, the first data can be exchanged. Basic services              a threat analysis and already be clearly documented. Further-
are necessary for these processes, and both communication                  more, a suitably secure identity should already be available,
partners must be able to operate them.                                     at least for the product instance. In the future, the partial
                                                                           security model will describe the necessary capabilities
Accordingly, these Industrie 4.0 services must be described                (authentication of the identifiers, user and role manage-
and implemented independently of manufacturers so that                     ment, secure communication, logging of security-related
an Industrie 4.0 network can function. These Industrie 4.0                 changes) and optional capabilities of an Industrie 4.0 com-
services must be open, standardised (preferably normed)                    ponent that need to be taken into account for Industrie 4.0
and accessible to all, and must also not be dependent on a                 products. It will be possible to access the inherent security
single provider. They are necessary basic services that every              capabilities online. IEC 62443 will play a key role here.
Industrie 4.0 product must support and provide – staggered
from initial implementation to full expansion. This also in­               The security capabilities of a product property will have to
cludes, for example, a general interface for all loadable ser-             be evaluated, in the long term (ten years), with a measurable
vices and messages on the states of the Industrie 4.0 products.            quality based on a scale that has yet to be determined. In
                                                                           addition, the security capabilities3 alongside safety capabili-
                                                                           ties, privacy capabilities, resilience and reliability will have to
4.6 Standard functions                                                     be the characteristic properties of a trustworthy Industrie 4.0
                                                                           component. A multi-level scale for trustworthiness will then
For machine builders and end customers in particular, it is                allow estimates of an Industrie 4.0 component’s usability in
extremely helpful for certain functions to be standardised                 an overall system, and it will be possible to determine the
for all components and systems. A good example of functions                level of trustworthiness of an added value network auto-
is the PLCopen Motion modules which are standardised                       matically based on the current networking of the participants
independently of manufacturer. Simple condition monitor-                   in the added value network. When components are inte-
ing functions are also suitable for this; if the starting values           grated into a machine, the resulting level of trustworthi-
are standardised across all manufacturers, it is much easier               ness must arise from the composition of the components.
to implement cross-manufacturer condition monitoring in

3   This goes in a similar direction to the “trustworthiness” proposed by the IIC
9

5. P
    rocedure for criteria and product
   characteristics
Initially, the criteria for Industrie 4.0 products and their     Figure 3: Generic annual cycle for checking the criteria
product characteristics will be defined and stipulated in                  for Industrie 4.0 products including product
the “ZVEI-SG models and standards” and then released in                    characteristics
the “Plattform Industrie 4.0 working group 1 on reference
architecture and standards”.                                                                                           January
                                                                               November                                 Usage
The further process for the criteria and product character-                    Publication                          Manufacturers
istics is to be designed openly and, in the future, could also                                                      and customers
be implemented by means of a DINSPEC that performs an
annual check and makes adjustments to the criteria and
their product characteristics where necessary.
                                                                                                                                   Up to July
                                                                  October                                                         Collection of
5.1 Milestone plan                                               Approval by                                                  adjustment requests
                                                                 committee                                                   for the following year
The annual process will roughly be as follows: a publication
of the criteria for Industrie 4.0 products and their product                                           Up to
characteristics will always be made in November of each                                            September
year. Manufacturers and customers will then be able to work                                       Coordination
with these specifications in the following year. By the middle                                    of adjustment
of the following year, any adjustment requests will have been                                        requests
collected (contact: trs@zvei.org) and discussed in the com-      Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG

mittee up to September. The decisions taken by the com-
mittee will be approved in October so that the adjustments
for the following year can again be published in November.
10

6. C
    riteria for Industrie 4.0 products and
   their product characteristics 2019
                NB: In the following tables, the term Industrie 4.0 will be abbreviated to I4.0 for simplicity’s sake.

Table 1: Product characteristics 2019 for the criteria for Industrie 4.0 products

Criteria                 Requirements                                                  L   E   Product characteristics 2018
                         Cross-manufacturer identification of the asset with                   For 1) material number4 (electronic) in
                                                                                       T   M
                         unique identifier (ID) attached to the product6,                      accordance with ISO 29002-55 or URI
                         electronically readable.
                                                                                               For 2) serial number or unique ID
                         Identification in:
1. Identification                                                                              For 3) manufacturer + serial number or unique ID
                         1) Development
                                                                                       I   M   With 2) and 3) electronically readable, for
                         2) Goods transport (logistics), production
                                                                                               physical products via 2D code or RFID
                         3) Sales, service, marketing
                                                                                               For 4) participant identification via IP network
                         4) Network
                                                                                               Manufacturer makes data available/accessible
                         Transfer of product data and data files for
                                                                                               online. The data should be relevant to customers
                         interpretation or simulation, for example;                    T   M
                                                                                               and available/accessible with the assistance of
                         product data in standardised form.
                                                                                               identification/e. g. pdf via http(s) and URI
2. I4.0 communication
                                                                                               Administration shell of the product6 can be
                         Product6 can be addressed via the network, supplies and               addressed (at any time) with the assistance of the
                                                                                       I   M
                         accepts data, Plug & Produce via I4.0-compliant services.             identification online via TCP/UDP&IP with at
                                                                                               least the information model from OPC-UA
                         Standardized data with manufacturer-independent unique                For 2)–3) Catalog data and technical data sheet
                                                                                       T   M
                         identification in the format of Properties with syntax for            in an open standard online accessible.
                         (as example):
                                                                                               For 2)–3) Catalog data and technical data sheet
                         1) Data related to business (Commercial data)
                                                                                               in an open standard online accessible.
3. I4.0 semantics        2) Catalog data                                               I   M
                                                                                               Dynamic data via I4.0 communication online
                         3) Technical data: Mechanics, Electric, Function, Location,
                                                                                               accessible.
                         Capabilities
                         4) Dynamic Data                                                       For 5) Data regarding the life cycle of the product
                                                                                       I   O
                         5) Data describing the life cycle of the product instance.            instance online accessible
                                                                                                                                                 →
6. C R I T E R I A F O R I N D U S T R I E 4 . 0 P R O D U C T S A N D T H E I R P R O D U C T C H A R A C T E R I S T I C S 2 0 1 9         11

Table 1: Product characteristics 2019 for the criteria for Industrie 4.0 products (continued)

 Criteria                            Requirements                                                         L      E    Product characteristics 2018
                                     Virtual representation in I4.0-compliant semantic.                               Customer-relevant information can be retrieved
                                     Virtual representation for the complete life cycle. Impor-                       digitally based on type-identification (Product
                                                                                                          T      M
                                     tant properties of the physical component, information                           description, catalog, picture, technical features,
                                     regarding the relation between Properties, relations                             datasheet, security properties, etc.)
 4. Virtual Description
                                     relevant for production and production process-relevant
                                                                                                                      Digital contact to service and to information
                                     relationships between Industrie 4.0 components, formal
                                                                                                          I      M    regarding product support (including spare parts
                                     description of relevant functions of the actual component
                                                                                                                      information) possible from the field.
                                     and its processes.
                                     Definition still open (service system)                               T      O    Digital description of device interface available
 5. I4.0- Services and              General interface for loadable services and report of states.                    Information like states, error messages, warnings,
    States                           Necessary base services, which have to be supported and              I      O    etc. according to an industrial specification available
                                     provided by an I40-product.                                                      via OPC-UA information model
                                     Basic standardized functions, which can be executed                              Functions described in Administration shell in
                                     manufacturer-independently and which provide same data               T      N
                                                                                                                      format of I4.0 sub models.
 6. Standard functions               in same functions. These basic functions serve as base for
                                     the functionality, on which every manufacturer can build                         Functions implemented in Administration shell
                                                                                                          I      N
                                     their own extensions.                                                            in format of I4.0 sub models.
                                                                                                                      A threat analysis has been executed.
                                                                                                          T      M    Appropriate security features were considered
 7. Security                         Minimum requirements for providing security functions.                           and publicly documented.
                                                                                                                      Available security capabilities are documented.
                                                                                                          I      M
                                                                                                                      Appropriate secure identities are available.
Product characteristics for the criteria L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory,
O: Optional, use-case-dependent, may be mandatory and N: Not relevant

4      Material number is used here as umbrella term for the type designation, manufacturer part number, order number, product classification etc.
5      A manufacturer-specific identification will probably be required as a rule for the above directly connected assets. ISO 29002-5 does not
       currently provide for this.
6      This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.
12

7. F
    urther development of the criteria for
   Industrie 4.0 products
Industrie 4.0 is not fully described at present. The first      This description is directed in particular at the norming
stipulations were included in the criteria for Industrie 4.0    and standardisation committees and highlights the fields in
products. Which implementations and standards for Indus-        which standrads and norms are still to be added. A need for
trie 4.0 products will be relevant in the future? A timeframe   research can also be derived from this.
is relevant for manufacturers and customers as well as for
examining the product criteria and product characteristics.     Whether and when these descriptions will become minimum
For the purposes of classification, the outlook has been        product characteristics and part of criteria for Industrie 4.0
divided into mid-term and long-term.                            products is completely unknown at present. Potential can-
                                                                didates will first be included in the mid-term product char-
                                                                acteristics as part of the annual checks.
7.1 P
     robable criteria and product
    characteristics – mid-term                                  The time horizon here is distinctly more than five years
                                                                until a more precise description and definition is available.
The mid-term outlook describes which further product
characteristics are already being discussed today and could
be implemented in the various products over the coming
years.                                                          Figure 4: Further development of the criteria and product
                                                                          characteristics including migration path
It is directed particularly at manufacturers and shows which
product characteristics regarding the criteria will have to
be developed and implemented for Industrie 4.0 products
over the next few years as a minimum. The time horizon                              Industrie 4.0
here is up to five years.                                                           Totality of all
                                                                                    standards

7.2 Outlook for criteria and product character-
    istics – long-term
                                                                                                                                 Criteria &
The long-term outlook describes the entire Industrie 4.0                                                            product characteristics
spectrum with all of its norms and specifications.                                                                  Minimum requirements
                                                                                                                          for Industrie 4.0
Many of these topics have not yet been conclusively defined
and cannot as yet be considered in full. It is shown here         today                               mid-term                                  long-term
what could belong to Industrie 4.0 product characteristics
in the future.                                                  Source: ZVEI Leaderchip circle Industrie 4.0, Martin Hankel, Bosch Rexroth AG
7. F U RT H E R D E V E LO P M E N T O F T H E C R I T E R I A F O R I N D U S T R I E 4 . 0 P R O D U C T S       13

Table 2: Outlook for criteria and product characteristics

Criteria          Requirements                                             L    C        Medium term ≤ 5 years           C Long term ≤ 10 years
                  Manufacturerindependent identification of the            T    M    As in 2019                          M As in 2019
                  asset with unique identifier (ID) attached to the
                  product7, electronically readable.                                 As in 2019, but also further
1. Identifica-   Identification in:                                                 wireless identification possible.   As for medium term, but also
   tion           1) Development                                           I    M    More detailed identification data M indoor and outdoor localisation,
                  2) Supply chain (logistics), production                            and de-referencing of further       pattern recognition, etc. possible.
                  3) Sales, service, marketing                                       identifiers (e.g. GS1) possible.
                  4) Network
                  Transmission of product data and data files regard-                As in 2019, but administration      As for medium term and new
                  ing the product, e.g. for planning or simulation,        T    M    shells and its data can be        M technologies such as ledger
                  data regarding the product in standardised form.                   communicated digitally.             technologies (blockchain).
                                                                                     As in 2019, but administration
                                                                                     shell of the product[3] can
2. I4.0-Com-                                                                   M    communicate via OPC-UA;           O As for medium term but com-
   munication     Product3 accessible via network, provides and                      basic services I4.0 also imple-     munication can use communi-
                  receives data, Plug & Produce based on I4.0-             I         mented.                             cations standards (e. g. DDS,
                  compliant services.                                                Additionally MQTT for above         AMQP, Bluetooth etc.). Flexible
                                                                                     production line level.              network topologies.
                                                                                O
                                                                                     TSN and 5G are possible in
                                                                                     communication stack.
                                                                                     As in 2019, but with I4.0-com-      As for medium term
                                                                                     pliant self-description. 1–5)       1–3) + other candidates
                                                                                     structured in manufacturer-         + data in public catalog
                                                                                     independent sub-models with         Also autonomous negotiation
                  Standardized data with manufacturer-independent                    uniform minimum standards.          of business relationships.
                  unique identification in the format of Properties                  1–4) preferably ecl@ss, but
                  with syntax for (as example):                            T    M    also IEC CDD/W3C/ IEC             M
                  1) Data related to business (Commercial data)                     62832, IEC61360/ISO13584
3. I4.0-         2) Catalog data                                                    and IEC61987-compliant data
   Semantic       3) Technical data: Mechanics, Electric, Function,                 2) BMEcat
                     Location, Capabilities                                          2-3) Automation ML
                  4) Dynamic data                                                    2-4) Models for simulation and
                  5) Data describing the life cycle of the product                  virtual commissioning
                      instance                                                                                           3–5)
                                                                                     As in 2019.
                                                                                                                         + other candidates
                                                                                     3–5) preferably ecl@ss, but
                                                                           I    M                                      M + data in public databases
                                                                                     also IEC CDD/ W3C/ IEC
                                                                                                                         Also autonomous negotiation
                                                                                     62832-compliant data.
                                                                                                                         of business relationships.
                                                                                     As in 2019, but further customer-
                                                                                     relevant data are available in
                                                                                     I4.0-compliant formats.
                  Virtual representation in I4.0-compliant semantic.                                                     All data and descriptions
                                                                                     Data on product types can
                  Virtual representation for the complete life cycle.                                                    available digitally in I4.0 seman-
                                                                           T    M    also be transferred to public     M
                  Important properties of the physical component,                                                        tics for cross-manufacturer
                                                                                     or private clouds
4. Virtual       information regarding the relation between Proper-                                                     exchange.
                                                                                     (Administration shell via a
   Description    ties, relations relevant for production and produc-
                                                                                     type).
                  tion process-relevant relationships between Indus-
                  trie 4.0 components, formal description of relevant
                                                                                     Representation of all production      All data and descriptions
                  functions of the actual component and its processes.
                                                                                     and service documents as well         available digitally in I4.0
                                                                           I    M                                        M
                                                                                     as data present and available         semantics for cross-manu­
                                                                                     internally in a transparent manner.   facturer exchange.
                                                                                                                                                          →

7    This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.
14              7. F U RT H E R D E V E LO P M E N T O F T H E C R I T E R I A F O R I N D U S T R I E 4 . 0 P R O D U C T S

Table 2: Outlook for criteria and product characteristics (continued)
 Criteria             Requirements                                                        L      C         Medium term ≤ 5 years           C Long term ≤ 10 years
                                                                                                                                             All I4.0 services required in the
                                                                                                       As in 2019, but additional first      development process such as
                      Definition still open (service system)                              T     M                                          M
                                                                                                       services online loadable.             simulation services available
 5. I4.0-                                                                                                                                   online.
    Services                                                                                           As in 2019, but also basic
    and States        General interface for loadable services and report                               services I4.0 implemented
                                                                                                                                               As for medium term, but all I4.0
                      of states. Necessary base services, which have to                    I    M      (e. g. self-description, remote     M
                                                                                                                                               services for Plug&Produce.
                      be supported and provided by an I40-product.                                     update capability, new
                                                                                                       loadable functions etc.).
                                                                                                                                             All defined standard functions
                                                                                                       First mandatory Sub-models
                                                                                                                                             for development support are
                                                                                                       e. g. identification, name plate
                                                                                                                                             available.
                                                                                                       and simulation model for vir-
                                                                                          T      O                                         M New methods from machine
                                                                                                       tual commissioning available.
                                                                                                                                             learning and artificial intelligence.
                      Basic standardized functions, which can be                                       Methods from machine learn-
                                                                                                                                             Autonomous products in life
                      executed manufacturer-independently and which                                    ing and artificial intelligence.
                                                                                                                                             cycle.
 6. Standard         provide same data in same functions. These basic
                                                                                                       For example, PLCopen for
    functions         functions serve as base for the functionality, on                                                                      All defined standard functions
                                                                                                       Motion functions, description
                      which every manufacturer can build their own                                                                           for users are available and can
                                                                                                       and access to primary user
                      extensions.                                                                                                            be executed.
                                                                                                       functions of the asset, condi-
                                                                                           I     O                                         M New methods from machine
                                                                                                       tion monitoring standard
                                                                                                                                             learning and artificial intelligence.
                                                                                                       according to VDMA 24582,
                                                                                                                                             Autonomous products in life
                                                                                                       Methods from machine learn-
                                                                                                                                             cycle.
                                                                                                       ing and artificial intelligence.
                                                                                                       Security by design.
                                                                                                       Security capabilities are
                                                                                                       described at the respective             Security by design.
                                                                                                       level (Authentication of the            Additional (level of trust),
                                                                                          T     M                                          M
                                                                                                       identifiers, user and role man-         Capabilities of the intended
                                                                                                       agement, secure communica-              level of trust are described.
                                                                                                       tion, logging of the securi-
                      Minimum requirements for providing security
 7. Security                                                                                           ty-relevant changes).
                      functions
                                                                                                       Security capabilities are availa-
                                                                                                       ble digitally at the intended
                                                                                                                                             Also available digitally (level of
                                                                                                       level (Authentication of the
                                                                                                                                             trust), Capabilities of the
                                                                                           I    M      identifiers, user and role man-     M
                                                                                                                                             intended level of trust are
                                                                                                       agement, secure communica-
                                                                                                                                             implemented.
                                                                                                       tion, logging of the securi-
                                                                                                       ty-relevant changes).
Product characteristics for the criteria
L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory, O: Optional, use-case-dependent, may be mandatory and N: Not relevant
15

8. Product examples

A few product examples are shown in the following with          Figure 5: Nexo cordless Wi-Fi nutrunner
the aim of making classification and characteristics some-
what more transparent and manageable.

 Overview of examples:

 1 Bosch Rexroth – Nexo cordless Wi-Fi nutrunner

 2 Festo – Energy efficiency module

 3 ABB – Field Information Manager (software)

 4 Siemens – Programmable logic controller

 5 Schneider Electric – Programmable logic controller

 6 Pepperl & Fuchs – Sensor

8.1 Nexo industrial cordless Wi-Fi nutrunner

The nutrunner works fully independently. The complete
control unit is integrated in the nutrunner and is accessible
via open interfaces using WLAN. The parameters are con-
figured using a web browser. Numerous sensors are inte-
grated. Functions can be subsequently loaded and all of the
nutrunner’s data can be retrieved via an open interface
using WLAN. Condition monitoring and diagnostic func-
tions are already integrated into the nutrunner. Communi-
cation to all common protocols can be adjusted by way of
software                                                        Source: Bosch Rexroth
16           8. P R O D U C T E X A M P L E S

Table 3: Characteristics of the Nexo cordless WiFi nutrunner

Criteria                    Requirements                                  L   C   Product characteristics 2018        Nexo nutrunner
                                                                                  For 1) material number4
                                                                          T   M   (electronic) in accordance          1) Material number (electronic)
                            Cross-manufacturer identification of the
                                                                                  with ISO 29002-55 or URI
                            asset with unique identifier (ID) attached
                                                                                  For 2) serial number or unique ID
                            to the product6, electronically readable.
                                                                                  For 3) manufacturer + serial
                            Identification in:
1. Identification                                                                 number or unique ID                 2) QR code
                            1) Development
                                                                                  With 2) and 3) electronically       3) QR code
                            2) Goods transport (logistics), production    I   M
                                                                                  readable, for physical products     4) Participant identification via
                            3) Sales, service, marketing
                                                                                  via 2D code or RFID                    TCP/UDP and IP network
                            4) Network
                                                                                  For 4) participant identification
                                                                                  via IP network
                                                                                  Manufacturer makes data availa-
                                                                                  ble/accessible online. The data
                            Transfer of product data and data files for
                                                                                  should be relevant to customers
                            interpretation or simulation, for example;    T   M                                       Step Files, CAD drawings etc.
                                                                                  and available/accessible with the
                            product data in standardised form
                                                                                  assistance of identification,
                                                                                  e. g. pdf via http(s) and URI
2. I4.0 communication
                                                                                  Administration shell of the prod-
                            Product6 can be addressed via the                     uct6 can be addressed (at any
                                                                                                                      Yes, torque, rotary angle,
                            network, supplies and accepts data,                   time) with the assistance of the
                                                                          I   M                                       tightening curve etc. can be
                            Plug & Produce via I4.0-compliant                     identification online via TCP/
                                                                                                                      read online
                            services                                              UDP&IP with at least the infor-
                                                                                  mation model from OPC-UA
                            Standardised data in the form of attrib-              For 2) catalogue data can be
                            utes with cross-manufacturer unique           T   M   accessed online in an open          Yes, via QR code
                            identification and syntax for:                        standard
                            1) Commercial data
                            2) Catalogue data
3. I4.0 semantics                                                                 For 2) and 5) catalogue data and
                            3) Technical data: mechanics, electronics,
                                                                                  data on the lifecycle of the prod-
                               functionality, location, performance       I   M                                      Yes, via QR code
                                                                                  uct instance can be accessed
                            4) Dynamic data
                                                                                  online
                            5) Data on the lifecycle of the product
                                instance
                            Virtual representation in I4.0-compliant              Relevant information for cus-
                            semantics                                             tomers can be accessed digitally    The product description,
                            Virtual representation across the entire              based on the type identification    catalogue, image, technical
                                                                          T   M
                            lifecycle. Characteristic attributes of the           (product description, catalogue,    features, datasheet etc. are
                            actual component, information on rela-                image, technical features, data     available online
4. Virtual description      tionships between the attributes, produc-             sheet, security properties etc.)
                            tion and production process-relevant
                                                                                  Digital contact to service and
                            relationships between Industrie 4.0 com-                                                  QR code leads directly to
                                                                                  information for product support
                            ponents, formal description of relevant       I   M                                       services and offers information
                                                                                  including spare part information
                            functions of the actual component and                                                     on spare parts
                                                                                  from the field possible
                            its processes.
                                                                                  Digital description of the device
                            Definition still open (service system)        T   O                                       Interfaces are described openly
                                                                                  interface available
                                                                                  Information such as states, error
5. I4.0 services and       General interface for loadable services
                                                                                  messages, warnings etc. availa-     Data at the interface for all
   states                   and for the reporting of states. Necessary
                                                                          I   O   ble via OPC-UA information          states are disclosed and can
                            basic services which an I4.0 product must
                                                                                  model in accordance with an         be requested
                            support.
                                                                                  industry standard

                                                                                                                                                           →
8. PRODUCT EXAMPLES                         17

Table 3: Characteristics of the Nexo cordless WiFi nutrunner (continued)

 Criteria                        Requirements                                             L       C    Product characteristics 2018         Nexo nutrunner
                                 Basic standardised functions that run on                 T       N    Not defined
                                 various products regardless of manufac-
                                 turer and provide the same data in the                                                                     First diagnosis and condition
 6. Standard functions          same functions. They serve as the founda-                                                                  monitoring functions, also
                                                                                          I       N    Not defined
                                 tion for the functionality on which all                                                                    monitoring of the process with
                                 manufacturers can build their own                                                                          diagnosis outputs
                                 enhancements.
                                                                                                       A threat analysis was conducted.
                                 Minimum requirements to ensure secu-                                  Appropriate security capabilities    Is discussed and documented
                                                                                          T       M
                                 rity functionality.                                                   were considered and publicly         in the customer projects
 7. Security                                                                                           documented.
                                                                                                       The existing security capabilities
                                                                                                                                            Is discussed and documented
                                                                                          I       M    are documented.
                                                                                                                                            in the customer projects
                                                                                                       Suitably secure identities exist.
Product characteristics for the criteria
L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory, O: Optional, use-case-dependent, may be mandatory and N: Not relevant

    Conclusion: The Nexo cordless WiFi nutrunner therefore meets all stipulated product characteristics 2018.
    The manufacturer has thus given it the “Industrie 4.0 logo” available in this area.

                                                                                                                                                     Source: Bosch Rexroth

4     Material number is used here as umbrella term for the type designation, manufacturer part number, order number, product classification etc.
5     A manufacturer-specific identification will probably be required as a rule for the above directly connected assets. ISO 29002-5 does not
      currently provide for this.
6     This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.
18          8. P R O D U C T E X A M P L E S

8.2 Energy efficiency module                                                 consumption of the downstream system and, thanks to
                                                                             machine learning, can distinguish between resting state,
The energy efficiency module combines pressure and flow                      operating state and abnormal states. Fixed limits can also
sensors, independent data processing, a 2/2 way shut-off                     be set for the individual states. The shut-off valve allows
valve and an Ethernet communication interface. The com-                      an auto-stop function which automatically blocks the com-
munication parameters of the interface (usual field buses,                   pressed air supply after a configurable amount of time in
OPC-UA, Modbus/TCP) are open. Functions can be subse-                        a resting state to prevent leaks. The sensor data, operating
quently loaded through the integration of a CODESYS                          states and shut-off valve behaviour can all be accessed via
control unit. The module continuously monitors the air                       the communication interface.

Table 4: Characteristics of the energy efficiency module

Criteria                   Requirements                                  L   C   Product characteristics 2018         Energy efficiency module
                                                                                 For 1) material number4              1) Parts number and product
                                                                         T   M   (electronic) in accordance           key of the manufacturer
                           Cross-manufacturer identification of the
                                                                                 with ISO 29002-55 or URI             (electronically) readable
                           asset with unique identifier (ID) attached
                                                                                 For 2) serial number or unique ID
                           to the product6, electronically readable.
                                                                                 For 3) manufacturer + serial
                           Identification in:
1. Identification                                                                number or unique ID                  2) DM code of the manufacturer
                           1) Development
                                                                                 With 2) and 3) electronically        3) DM code of the manufacturer
                           2) Goods transport (logistics), production    I   M
                                                                                 readable, for physical products      4) Participant identification via
                           3) Sales, service, marketing
                                                                                 via 2D code or RFID                  TCP/UDP and IP network
                           4) Network
                                                                                 For 4) participant identification
                                                                                 via IP network
                                                                                 Manufacturer makes data availa-
                                                                                 ble/accessible online. The data
                           Transfer of product data and data files for                                                CAD drawings, EPLAN macros,
                                                                                 should be relevant to customers
                           interpretation or simulation, for example;    T   M                                        instructions, device description
                                                                                 and available/accessible with the
                           product data in standardised form                                                          etc.
                                                                                 assistance of identification,
                                                                                 e. g. pdf via http(s) and URI
2. I4.0 communication
                                                                                 Administration shell of the
                                                                                                                      Yes, sensors and states can be
                                                                                 product6 can be addressed (at
                           Product6 can be addressed via the net-                                                     read out. Valve can be controlled
                                                                                 any time) with the assistance of
                           work, supplies and accepts data, Plug &       I   M                                        for which purpose a control
                                                                                 the identification online via TCP/
                           Produce via I4.0-compliant services.                                                       module with OPC-UA applica-
                                                                                 UDP&IP with at least the infor-
                                                                                                                      tion is plugged in.
                                                                                 mation model from OPC-UA
                           Standardised data in the form of features             For 2) catalogue data can be
                           with cross-manufacturer unique identifi-      T   M   accessed online in an open           Yes, via link of the DM code
                           cation and syntax for:                                standard
                           1) Commercial data
                           2) Catalogue data
3. I4.0 semantics                                                               For 2) and 5) catalogue data and
                           3) Technical data: mechanics, electronics,
                                                                                 data on the lifecycle of the prod-
                              functionality, location, performance       I   M                                      Yes, via link of the DM code
                                                                                 uct instance can be accessed
                           4) Dynamic data
                                                                                 online
                           5) Data on the lifecycle of the product
                               instance

                                                                                                                                                         →
8. PRODUCT EXAMPLES                          19

Table 4: Characteristics of the energy efficiency module (continued)

 Criteria                        Requirements                                             L       C    Product characteristics 2018         Energy efficiency module
                                 Virtual representation in I4.0-compliant                              Relevant information for cus-        Product description, catalogue,
                                 semantics                                                             tomers can be accessed digitally     image, technical features, data
                                 Virtual representation across the entire                              based on the type identification     sheet, CAD drawings, EPLAN
                                                                                          T       M
                                 lifecycle. Characteristic attributes of the                           (product description, catalogue,     macros, instructions, device
                                 actual component, information on rela-                                image, technical features, data      description etc. are available
 4. Virtual description         tionships between the attributes, produc-                             sheet, security properties etc.)     online
                                 tion and production process-relevant
                                                                                                       Digital contact to service and
                                 relationships between Industrie 4.0 com-                                                                   DM code leads directly to service
                                                                                                       information for product support
                                 ponents, formal description of relevant                  I       M                                         and offers information on spare
                                                                                                       including spare part information
                                 functions of the actual component and its                                                                  parts
                                                                                                       from the field possible
                                 processes.
                                                                                                       Digital description of the device
                                 Definition still open (service system)                   T       O                                         Interfaces are described openly
                                                                                                       interface available
                                                                                                       Information such as states, error
 5. I4.0 Services and           General interface for loadable services
                                                                                                       messages, warnings etc. availa-      Data at the interface for all
    states                       and for the reporting of states. Necessary
                                                                                          I       O    ble via OPC-UA information           states are open and available
                                 basic services which an I4.0 product must
                                                                                                       model in accordance with an          online
                                 support.
                                                                                                       industry standard
                                 Basic standardised functions that run on                                                                   First diagnosis and condition
                                                                                          T       N    Not defined
                                 various products regardless of manufac-                                                                    monitoring functions
                                 turer and provide the same data in the
 6. Standard functions          same functions. They serve as the founda-
                                                                                                                                            Also monitoring of the process
                                 tion for the functionality on which all                  I       N    Not defined
                                                                                                                                            with diagnosis output
                                 manufacturers can build their own
                                 enhancements.
                                                                                                       A threat analysis was conducted.
                                 Minimum requirements to ensure                                        Appropriate security capabilities    Documentation shows that no
                                                                                          T       M
                                 security functionality.                                               were considered and publicly         security capabilities exist
                                                                                                       documented.
 7. Security
                                                                                                       The existing security capabilities
                                                                                                       are documented.                      Documentation shows that no
                                                                                          I       M
                                                                                                       Suitably secure identities exist.    security capabilities exist

Product characteristics for the criteria
L: Lifecycle with T: Type and I: Instance
C: Coverage with M: Mandatory, O: Optional, use-case-dependent, may be mandatory and N: Not relevant

    Conclusion: The energy efficiency module therefore meets all stipulated product characteristics 2019.
    The manufacturer has not given the product a special Industrie 4.0 logo.

4     Material number is used here as umbrella term for the type designation, manufacturer part number, order number, product classification etc.
5     A manufacturer-specific identification will probably be required as a rule for the above directly connected assets. ISO 29002-5 does not
      currently provide for this.
6     This guideline deals with criteria for products, whereby the term ‘products’ can refer to devices, modules, machines or software.
20            8. P R O D U C T E X A M P L E S

8.3 FDI-based software for device management

The Field Information Manager (FIM) is a software solution                     of the FIM enables online parameter configuration of
for field-device configuration and diagnostics on handheld                     HART devices. The handheld edition permits offline device
devices. FIM provides easy access to standardised device                       configuration, the use of templates and document genera-
parameters and helps people to work securely with                              tion. The Field Information Manager can be downloaded
different device types. It is based on FDI technology                          from: www.abb.com/fieldinfo
(www.fieldcommgroup.org). The DeviceWindow edition

Figure 6: Field Information Manager with HART modem and field device

Source: ABB

Table 5: Characteristics of the Field Information Manager

                                                                                                                                  Field Information
Criteria                     Requirements                                  L   C   Product characteristics 2018
                                                                                                                                  Manager
                                                                                   For 1) material number4 (electronic) in
                             Cross-manufacturer identification of the      T   M                                                  www.abb.com/fieldinfo
                                                                                   accordance with ISO 29002-55 or URI
                             asset with unique identifier (ID) attached
                                                                                   For 2) serial number or unique ID
                             to the product6, electronically readable.
                                                                                   For 3) manufacturer + serial number or
                             Identification in:
1. Identification                                                                  unique ID                                      Every installed version
                             1) Development
                                                                           I   M   With 2) and 3) electronically readable,        of the FIM has a unique
                             2) Goods transport (logistics), production
                                                                                   for physical products via 2D code or RFID      “machine ID”
                             3) Sales, service, marketing
                                                                                   For 4) participant identification via IP
                             4) Network
                                                                                   network
                                                                                   Manufacturer makes data available/
                             Transfer of product data and data files for           accessible online. The data should be rel-
                                                                                                                                  Product data available
                             interpretation or simulation, for example;    T   M   evant to customers and available/acces-
                                                                                                                                  online
                             product data in standardised form                     sible with the assistance of identification,
                                                                                   e. g. pdf via http(s) and URI
2. I4.0 communication
                                                                                   Administration shell of the product6 can
                             Product6 can be addressed via the net-                be addressed (at any time) with the assis-     Device data can be
                             work, supplies and accepts data, Plug &       I   M   tance of the identification online via TCP/    requested with OPC-UA
                             Produce via I4.0-compliant services.                  UDP&IP with at least the information           clients (planned)
                                                                                   model from OPC-UA
                             Standardised data in the form of features             For 2) catalogue data can be accessed          Product guide available
                             with cross-manufacturer unique identifi-      T   M
                                                                                   online in an open standard online              online
                             cation and syntax for:
                             1) Commercial data
                             2) Catalogue data
3. I4.0 semantics                                                                 For 2) and 5) catalogue data and data on
                             3) Technical data: mechanics, electronics,                                                          Version number is avail-
                                functionality, location, performance       I   M   the lifecycle of the product instance can
                                                                                                                                  able in the software
                             4) Dynamic data                                       be accessed online
                             5) Data on the lifecycle of the product
                                 instance
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