OT/IT Archives - Kai Waehner https://www.kai-waehner.de/blog/category/ot-it/ Technology Evangelist - Big Data Analytics - Middleware - Apache Kafka Mon, 17 Mar 2025 12:45:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://www.kai-waehner.de/wp-content/uploads/2020/01/cropped-favicon-32x32.png OT/IT Archives - Kai Waehner https://www.kai-waehner.de/blog/category/ot-it/ 32 32 Modernizing OT Middleware: The Shift to Open Industrial IoT Architectures with Data Streaming https://www.kai-waehner.de/blog/2025/03/17/modernizing-ot-middleware-the-shift-to-open-industrial-iot-architectures-with-data-streaming/ Mon, 17 Mar 2025 12:45:14 +0000 https://www.kai-waehner.de/?p=7573 Legacy OT middleware is struggling to keep up with real-time, scalable, and cloud-native demands. As industries shift toward event-driven architectures, companies are replacing vendor-locked, polling-based systems with Apache Kafka, MQTT, and OPC-UA for seamless OT-IT integration. Kafka serves as the central event backbone, MQTT enables lightweight device communication, and OPC-UA ensures secure industrial data exchange. This approach enhances real-time processing, predictive analytics, and AI-driven automation, reducing costs and unlocking scalable, future-proof architectures.

The post Modernizing OT Middleware: The Shift to Open Industrial IoT Architectures with Data Streaming appeared first on Kai Waehner.

]]>
Operational Technology (OT) has traditionally relied on legacy middleware to connect industrial systems, manage data flows, and integrate with enterprise IT. However, these monolithic, proprietary, and expensive middleware solutionsstruggle to keep up with real-time, scalable, and cloud-native architectures.

Just as mainframe offloading modernized enterprise IT, offloading and replacing legacy OT middleware is the next wave of digital transformation. Companies are shifting from vendor-locked, heavyweight OT middleware to real-time, event-driven architectures using Apache Kafka and Apache Flink—enabling cost efficiency, agility, and seamless edge-to-cloud integration.

This blog explores why and how organizations are replacing traditional OT middleware with data streaming, the benefits of this shift, and architectural patterns for hybrid and edge deployments.

Replacing OT Middleware with Data Streaming using Kafka and Flink for Cloud-Native Industrial IoT with MQTT and OPC-UA

Join the data streaming community and stay informed about new blog posts by subscribing to my newsletter and follow me on LinkedIn or X (former Twitter) to stay in touch. And make sure to download my free book about data streaming use cases, including architectures and customer stories for hybrid IT/OT integration scenarios.

Why Replace Legacy OT Middleware?

Industrial environments have long relied on OT middleware like OSIsoft PI, proprietary SCADA systems, and industry-specific data buses. These solutions were designed for polling-based communication, siloed data storage, and batch integration. But today’s real-time, AI-driven, and cloud-native use cases demand more.

Challenges: Proprietary, Monolithic, Expensive

  • High Costs – Licensing, maintenance, and scaling expenses grow exponentially.
  • Proprietary & Rigid – Vendor lock-in restricts flexibility and data sharing.
  • Batch & Polling-Based – Limited ability to process and act on real-time events.
  • Complex Integration – Difficult to connect with cloud and modern IT systems.
  • Limited Scalability – Not built for the massive data volumes of IoT and edge computing.

Just as PLCs are transitioning to virtual PLCs, eliminating hardware constraints and enabling software-defined industrial control, OT middleware is undergoing a similar shift. Moving from monolithic, proprietary middleware to event-driven, streaming architectures with Kafka and Flink allows organizations to scale dynamically, integrate seamlessly with IT, and process industrial data in real time—without vendor lock-in or infrastructure bottlenecks.

Data streaming is NOT a direct replacement for OT middleware, but it serves as the foundation for modernizing industrial data architectures. With Kafka and Flink, enterprises can offload or replace OT middleware to achieve real-time processing, edge-to-cloud integration, and open interoperability.

Event-driven Architecture with Data Streaming using Kafka and Flink in Industrial IoT and Manufacturing

While Kafka and Flink provide real-time, scalable, and event-driven capabilities, last-mile integration with PLCs, sensors, and industrial equipment still requires OT-specific SDKs, open interfaces, or lightweight middleware. This includes support for MQTT, OPC UA or open-source solutions like Apache PLC4X to ensure seamless connectivity with OT systems.

Apache Kafka: The Backbone of Real-Time OT Data Streaming

Kafka acts as the central nervous system for industrial data to ensure low-latency, scalable, and fault-tolerant event streaming between OT and IT systems.

  • Aggregates and normalizes OT data from sensors, PLCs, SCADA, and edge devices.
  • Bridges OT and IT by integrating with ERP, MES, cloud analytics, and AI/ML platforms.
  • Operates seamlessly in hybrid, multi-cloud, and edge environments, ensuring real-time data flow.
  • Works with open OT standards like MQTT and OPC UA, reducing reliance on proprietary middleware solutions.

And just to be clear: Apache Kafka and similar technologies support “IT real-time” (meaning milliseconds of latency and sometimes latency spikes). This is NOT about hard real-time in the OT world for embedded systems or safety critical applications.

Flink powers real-time analytics, complex event processing, and anomaly detection for streaming industrial data.

Condition Monitoring and Predictive Maintenance with Data Streaming using Apache Kafka and Flink

By leveraging Kafka and Flink, enterprises can process OT and IT data only once, ensuring a real-time, unified data architecture that eliminates redundant processing across separate systems. This approach enhances operational efficiency, reduces costs, and accelerates digital transformation while still integrating seamlessly with existing industrial protocols and interfaces.

Unifying Operational (OT) and Analytical (IT) Workloads

As industries modernize, a shift-left architecture approach ensures that operational data is not just consumed for real-time operational OT workloads but is also made available for transactional and analytical IT use cases—without unnecessary duplication or transformation overhead.

The Shift-Left Architecture: Bringing Advanced Analytics Closer to Industrial IoT

In traditional architectures, OT data is first collected, processed, and stored in proprietary or siloed middleware systems before being moved later to IT systems for analysis. This delayed, multi-step process leads to inefficiencies, including:

  • High latency between data collection and actionable insights.
  • Redundant data storage and transformations, increasing complexity and cost.
  • Disjointed AI/ML pipelines, where models are trained on outdated, pre-processed data rather than real-time information.

A shift-left approach eliminates these inefficiencies by bringing analytics, AI/ML, and data science closer to the raw, real-time data streams from the OT environments.

Shift Left Architecture with Data Streaming into Data Lake Warehouse Lakehouse

Instead of waiting for batch pipelines to extract and move data for analysis, a modern architecture integrates real-time streaming with open table formats to ensure immediate usability across both operational and analytical workloads.

Open Table Format with Apache Iceberg / Delta Lake for Unified Workloads and Single Storage Layer

By integrating open table formats like Apache Iceberg and Delta Lake, organizations can:

  • Unify operational and analytical workloads to enable both real-time data streaming and batch analytics in a single architecture.
  • Eliminate data silos, ensuring that OT and IT teams access the same high-quality, time-series data without duplication.
  • Ensure schema evolution and ACID transactions to enable robust and flexible long-term data storage and retrieval.
  • Enable real-time and historical analytics, allowing engineers, business users, and AI/ML models to query both fresh and historical data efficiently.
  • Reduce the need for complex ETL pipelines, as data is written once and made available for multiple workloadssimultaneously. And no need to use the anti-pattern of Reverse ETL.

The Result: An Open, Cloud-Native, Future-Proof Data Historian for Industrial IoT

This open, hybrid OT/IT architecture allows organizations to maintain real-time industrial automation and monitoring with Kafka and Flink, while ensuring structured, queryable, and analytics-ready data with Iceberg or Delta Lake. The shift-left approach ensures that data streams remain useful beyond their initial OT function, powering AI-driven automation, predictive maintenance, and business intelligence in near real-time rather than relying on outdated and inconsistent batch processes.

Open and Cloud Native Data Historian in Industrial IoT and Manufacturing with Data Streaming using Apache Kafka and Flink

By adopting this unified, streaming-first architecture to build an open and cloud-native data historian, organizations can:

  • Process data once and make it available for both real-time decisions and long-term analytics.
  • Reduce costs and complexity by eliminating unnecessary data duplication and movement.
  • Improve AI/ML effectiveness by feeding models with real-time, high-fidelity OT data.
  • Ensure compliance and historical traceability without compromising real-time performance.

This approach future-proofs industrial data infrastructures, allowing enterprises to seamlessly integrate IT and OT, while supporting cloud, edge, and hybrid environments for maximum scalability and resilience.

Key Benefits of Offloading OT Middleware to Data Streaming

  • Lower Costs – Reduce licensing fees and maintenance overhead.
  • Real-Time Insights – No more waiting for batch updates; analyze events as they happen.
  • One Unified Data Pipeline – Process data once and make it available for both OT and IT use cases.
  • Edge and Hybrid Cloud Flexibility – Run analytics at the edge, on-premise, or in the cloud.
  • Open Standards & Interoperability – Support MQTT, OPC UA, REST/HTTP, Kafka, and Flink, avoiding vendor lock-in.
  • Scalability & Reliability – Handle massive sensor and machine data streams continuously without performance degradation.

A Step-by-Step Approach: Offloading vs. Replacing OT Middleware with Data Streaming

Companies transitioning from legacy OT middleware have several strategies by leveraging data streaming as an integration and migration platform:

  1. Hybrid Data Processing
  2. Lift-and-Shift
  3. Full OT Middleware Replacement

1. Hybrid Data Streaming: Process Once for OT and IT

Why?

Traditional OT architectures often duplicate data processing across multiple siloed systems, leading to higher costs, slower insights, and operational inefficiencies. Many enterprises still process data inside expensive legacy OT middleware, only to extract and reprocess it again for IT, analytics, and cloud applications.

A hybrid approach using Kafka and Flink enables organizations to offload processing from legacy middleware while ensuring real-time, scalable, and cost-efficient data streaming across OT, IT, cloud, and edge environments.

Offloading from OT Middleware like OSISoft PI to Data Streaming with Kafka and Flink

How?

Connect to the existing OT middleware via:

  • A Kafka Connector (if available).
  • HTTP APIs, OPC UA, or MQTT for data extraction.
  • Custom integrations for proprietary OT protocols.
  • Lightweight edge processing to pre-filter data before ingestion.

Use Kafka for real-time ingestion, ensuring all OT data is available in a scalable, event-driven pipeline.

Process data once with Flink to:

  • Apply real-time transformations, aggregations, and filtering at scale.
  • Perform predictive analytics and anomaly detection before storing or forwarding data.
  • Enrich OT data with IT context (e.g., adding metadata from ERP or MES).

Distribute processed data to the right destinations, such as:

  • Time-series databases for historical analysis and monitoring.
  • Enterprise IT systems (ERP, MES, CMMS, BI tools) for decision-making.
  • Cloud analytics and AI platforms for advanced insights.
  • Edge and on-prem applications that need real-time operational intelligence.

Result?

  • Eliminate redundant processing across OT and IT, reducing costs.
  • Real-time data availability for analytics, automation, and AI-driven decision-making.
  • Unified, event-driven architecture that integrates seamlessly with on-premise, edge, hybrid, and cloud environments.
  • Flexibility to migrate OT workloads over time, without disrupting current operations.

By offloading costly data processing from legacy OT middleware, enterprises can modernize their industrial data infrastructure while maintaining interoperability, efficiency, and scalability.

2. Lift-and-Shift: Reduce Costs While Keeping Existing OT Integrations

Why?

Many enterprises rely on legacy OT middleware like OSIsoft PI, proprietary SCADA systems, or industry-specific data hubs for storing and processing industrial data. However, these solutions come with high licensing costs, limited scalability, and an inflexible architecture.

A lift-and-shift approach provides an immediate cost reduction by offloading data ingestion and storage to Apache Kafka while keeping existing integrations intact. This allows organizations to modernize their infrastructure without disrupting current operations.

How?

Use the Stranger Fig Design Pattern as a gradual modernization approach where new systems incrementally replace legacy components, reducing risk and ensuring a seamless transition:

Stranger Fig Pattern to Integrate, Migrate, Replace

“The most important reason to consider a strangler fig application over a cut-over rewrite is reduced risk.” Martin Fowler

Replace expensive OT middleware for ingestion and storage:

  • Deploy Kafka as a scalable, real-time event backbone to collect and distribute data.
  • Offload sensor, PLC, and SCADA data from OSIsoft PI, legacy brokers, or proprietary middleware.
  • Maintain the connectivity with existing OT applications to prevent workflow disruption.

Streamline OT data processing:

  • Store and distribute data in Kafka instead of proprietary, high-cost middleware storage.
  • Leverage schema-based data governance to ensure compatibility across IT and OT systems.
  • Reduce data duplication by ingesting once and distributing to all required systems.

Maintain existing IT and analytics integrations:

  • Keep connections to ERP, MES, and BI platforms via Kafka connectors.
  • Continue using existing dashboards and reports while transitioning to modern analytics platforms.
  • Avoid vendor lock-in and enable future migration to cloud or hybrid solutions.

Result?

  • Immediate cost savings by reducing reliance on expensive middleware storage and licensing fees.
  • No disruption to existing workflows, ensuring continued operational efficiency.
  • Scalable, future-ready architecture with the flexibility to expand to edge, cloud, or hybrid environments over time.
  • Real-time data streaming capabilities, paving the way for predictive analytics, AI-driven automation, and IoT-driven optimizations.

A lift-and-shift approach serves as a stepping stone toward full OT modernization, allowing enterprises to gradually transition to a fully event-driven, real-time architecture.

3. Full OT Middleware Replacement: Cloud-Native, Scalable, and Future-Proof

Why?

Legacy OT middleware systems were designed for on-premise, batch-based, and proprietary environments, making them expensive, inflexible, and difficult to scale. As industries embrace cloud-native architectures, edge computing, and real-time analytics, replacing traditional OT middleware with event-driven streaming platforms enables greater flexibility, cost efficiency, and real-time operational intelligence.

A full OT middleware replacement eliminates vendor lock-in, outdated integration methods, and high-maintenance costs while enabling scalable, event-driven data processing that works across edge, on-premise, and cloud environments.

How?

Use Kafka and Flink as the Core Data Streaming Platform

  • Kafka replaces legacy data brokers and middleware storage by handling high-throughput event ingestion and real-time data distribution.
  • Flink provides advanced real-time analytics, anomaly detection, and predictive maintenance capabilities.
  • Process OT and IT data in real-time, eliminating batch-based limitations.

Replace Proprietary Connectors with Lightweight, Open Standards

  • Deploy MQTT or OPC UA gateways to enable seamless communication with sensors, PLCs, SCADA, and industrial controllers.
  • Eliminate complex, costly middleware like OSIsoft PI with low-latency, open-source integration.
  • Leverage Apache PLC4X for industrial protocol connectivity, avoiding proprietary vendor constraints.

Adopt a Cloud-Native, Hybrid, or On-Premise Storage Strategy

  • Store time-series data in scalable, purpose-built databases like InfluxDB or TimescaleDB.
  • Enable real-time query capabilities for monitoring, analytics, and AI-driven automation.
  • Ensure data availability across on-premise infrastructure, hybrid cloud, and multi-cloud deployments.

Journey from Legacy OT Middleware to Hybrid Cloud

Modernize IT and Business Integrations

  • Enable seamless OT-to-IT integration with ERP, MES, BI, and AI/ML platforms.
  • Stream data directly into cloud-based analytics services, digital twins, and AI models.
  • Build real-time dashboards and event-driven applications for operators, engineers, and business stakeholders.

OT Middleware Integration, Offloading and Replacement with Data Streaming for IoT and IT/OT

Result?

  • Fully event-driven and cloud-native OT architecture that eliminates legacy bottlenecks.
  • Real-time data streaming and processing across all industrial environments.
  • Scalability for high-throughput workloads, supporting edge, hybrid, and multi-cloud use cases.
  • Lower operational costs and reduced maintenance overhead by replacing proprietary, heavyweight OT middleware.
  • Future-ready, open, and extensible architecture built on Kafka, Flink, and industry-standard protocols.

By fully replacing OT middleware, organizations gain real-time visibility, predictive analytics, and scalable industrial automation, unlocking new business value while ensuring seamless IT/OT integration.

Helin is an excellent example for a cloud-native IT/OT data solution powered by Kafka and Flink to focus on real-time data integration and analytics, particularly in the context of industrial and operational environments. Its industry focus on maritime and energy sector, but this is relevant across all IIoT industries.

Why This Matters: The Future of OT is Real-Time & Open for Data Sharing

The next generation of OT architectures is being built on open standards, real-time streaming, and hybrid cloud.

  • Most new industrial sensors, machines, and control systems are now designed with Kafka, MQTT, and OPC UA compatibility.
  • Modern IT architectures demand event-driven data pipelines for AI, analytics, and automation.
  • Edge and hybrid computing require scalable, fault-tolerant, real-time processing.

Industrial IoT Data Streaming Everywhere Edge Hybrid Cloud with Apache Kafka and Flink

Use Kafka Cluster Linking for seamless bi-directional data replication and command&control, ensuring low-latency, high-availability data synchronization across on-premise, edge, and cloud environments.

Enable multi-region and hybrid edge to cloud architectures with real-time data mirroring to allow organizations to maintain data consistency across global deployments while ensuring business continuity and failover capabilities.

It’s Time to Move Beyond Legacy OT Middleware to Open Standards like MQTT, OPC-UA, Kafka

The days of expensive, proprietary, and rigid OT middleware are numbered (at least for new deployments). Industrial enterprises need real-time, scalable, and open architectures to meet the growing demands of automation, predictive maintenance, and industrial IoT. By embracing open IoT and data streaming technologies, companies can seamlessly bridge the gap between Operational Technology (OT) and IT, ensuring efficient, event-driven communication across industrial systems.

MQTT, OPC-UA and Apache Kafka are a match in heaven for industrial IoT:

  • MQTT enables lightweight, publish-subscribe messaging for industrial sensors and edge devices.
  • OPC-UA provides secure, interoperable communication between industrial control systems and modern applications.
  • Kafka acts as the high-performance event backbone, allowing data from OT systems to be streamed, processed, and analyzed in real time.

Whether lifting and shifting, optimizing hybrid processing, or fully replacing legacy middleware, data streaming is the foundation for the next generation of OT and IT integration. With Kafka at the core, enterprises can decouple systems, enhance scalability, and unlock real-time analytics across the entire industrial landscape.

Stay ahead of the curve! Subscribe to my newsletter for insights into data streaming and connect with me on LinkedIn to continue the conversation. And make sure to download my free book about data streaming use cases and industry success stories.

The post Modernizing OT Middleware: The Shift to Open Industrial IoT Architectures with Data Streaming appeared first on Kai Waehner.

]]>
Industrial IoT Middleware for Edge and Cloud OT/IT Bridge powered by Apache Kafka and Flink https://www.kai-waehner.de/blog/2024/09/20/industrial-iot-middleware-for-edge-and-cloud-ot-it-bridge-powered-by-apache-kafka-and-flink/ Fri, 20 Sep 2024 06:48:31 +0000 https://www.kai-waehner.de/?p=6738 As industries continue to adopt digital transformation, the convergence of Operational Technology (OT) and Information Technology (IT) has become essential. The OT/IT Bridge is a key concept in industrial automation to connect real-time operational processes with business-oriented IT systems ensuring seamless data flow and coordination. By leveraging Industrial IoT middleware and data streaming technologies like Apache Kafka and Flink, businesses can achieve a unified approach to managing both production processes and higher-level business operations to drive greater efficiency, predictive maintenance, and streamlined decision-making.

The post Industrial IoT Middleware for Edge and Cloud OT/IT Bridge powered by Apache Kafka and Flink appeared first on Kai Waehner.

]]>
As industries continue to adopt digital transformation, the convergence of Operational Technology (OT) and Information Technology (IT) has become essential. The OT/IT Bridge is a key concept in industrial automation to connect real-time operational processes with business-oriented IT systems ensuring seamless data flow and coordination. This integration plays a critical role in the Industrial Internet of Things (IIoT). It enables industries to monitor, control, and optimize their operations through real-time data synchronization and improve the Overall Equipment Effectiveness (OEE). By leveraging IIoT middleware and data streaming technologies like Apache Kafka and Flink, businesses can achieve a unified approach to managing both production processes and higher-level business operations to drive greater efficiency, predictive maintenance, and streamlined decision-making.

Industrial IoT Middleware OT IT Bridge between Edge and Cloud with Apache Kafka and Flink

Industrial Automation – The OT/IT Bridge

An OT/IT Bridge in industrial automation refers to the integration between Operational Technology (OT) systems, which manage real-time industrial processes, and Information Technology (IT) systems, which handle data, business operations, and analytics. This bridge is crucial for modern Industrial IoT (IIoT) environments, as it enables seamless data flow between machines, sensors, and industrial control systems (PLC, SCADA) on the OT side, and business management applications (ERP, MES) on the IT side.

The OT/IT Bridge facilitates real-time data synchronization. It allows industries to monitor and control their operations more efficiently, implement condition monitoring/predictive maintenance, and perform advanced analytics. The OT/IT bridge helps overcome the traditional siloing of OT and IT systems by integrating real-time data from production environments with business decision-making tools. Data Streaming frameworks like Kafka and Flink, often combined with specialized platforms for the last-mile IoT integration, act as intermediaries to ensure data consistency, interoperability, and secure communication across both domains.

This bridge enhances overall productivity and improves the OEE by providing actionable insights that help optimize performance and reduce downtime across industrial processes.

OT/IT Hierarchy – Different Layers based on ISA-95 and the Purdue Model

The OT/IT Levels 0-5 framework is commonly used to describe the different layers in industrial automation and control systems, often following the ISA-95 or Purdue model:

  • Level 0: Physical Process: This is the most basic level, consisting of the physical machinery, equipment, sensors, actuators, and production processes. It represents the actual processes being monitored or controlled in a factory or industrial environment.
  • Level 1: Sensing and Actuation: At this level, sensors, actuators, and field devices gather data from the physical processes. This includes things like temperature sensors, pressure gauges, motors, and valves that interact directly with the equipment at Level 0.
  • Level 2: Control Systems: Level 2 includes real-time control systems such as Programmable Logic Controllers (PLCs) and Distributed Control Systems (DCS). These systems interpret the data from Level 1 and make real-time decisions to control the physical processes.
  • Level 3: Manufacturing Operations Management (MOM): This level manages and monitors production workflows. It includes systems like Manufacturing Execution Systems (MES), which ensure that production runs smoothly and aligns with the business’s operational goals. It bridges the gap between the physical operations and higher-level business planning.
  • Level 4: Business Planning and Logistics: This is the IT layer that includes systems for business management, enterprise resource planning (ERP), and supply chain management (SCM). These systems handle business logistics such as order processing, materials procurement, and long-term planning.
  • Level 5: Enterprise Integration: This level encompasses corporate-wide IT functions such as financial systems, HR, sales, and overall business strategy. It ensures the alignment of all operations with the broader business goals.

In summary, Levels 0-2 focus on the OT (Operational Technology) side—real-time control and monitoring of industrial processes, while Levels 3-5 focus on the IT (Information Technology) side—managing data, logistics, and business operations.

While the modern, cloud-native IIoT world is not strictly hierarchical anymore (e.g. there is also lots of edge computing like sensor analytics), these layers are still often used to separate functions and responsibilities. Industrial IoT data platforms, including the data streaming platform, often connect to several of these layers in a decoupled hub and spoke architecture.

Industrial IoT Middleware

Industrial IoT (IIoT) Middleware is a specialized software infrastructure designed to manage and facilitate the flow of data between connected industrial devices and enterprise systems. It acts as a mediator that connects various industrial assets, such as machines, sensors, and controllers, with IT applications and services such as MES or ERP, often in a cloud or on-premises environment.

This middleware provides a unified interface for managing the complexities of data integration, protocol translation, and device communication to enable seamless interoperability among heterogeneous systems. It often includes features like real-time data processing, event management, scalability to handle large volumes of data, and robust security mechanisms to protect sensitive industrial operations.

In essence, IIoT Middleware is critical for enabling the smart factory concept, where connected devices and systems can communicate effectively, allowing for automated decision-making, predictive maintenance, and optimized production processes in industrial settings.

By providing these services, IIoT Middleware enables industrial organizations to optimize operations, enhance Overall Equipment Effectiveness (OEE), and improve system efficiency through seamless integration and real-time data analytics.

Relevant Industries for IIoT Middleware

Industrial IoT Middleware is essential across various industries that rely on connected equipment, sensors or vehicles and data-driven processes to optimize operations. Some key industries where IIoT Middleware is particularly needed include:

  • Manufacturing: For smart factories, IIoT Middleware enables real-time monitoring of production lines, predictive maintenance, and automation of manufacturing processes. It supports Industry 4.0 initiatives by integrating machines, robotics, and enterprise systems.
  • Energy and Utilities: IIoT Middleware is used to manage data from smart grids, power plants, and renewable energy sources. It helps in optimizing energy distribution, monitoring infrastructure health, and improving operational efficiency.
  • Oil and Gas: In this industry, IIoT Middleware facilitates the remote monitoring of pipelines, drilling rigs, and refineries. It enables predictive maintenance, safety monitoring, and optimization of extraction and refining processes.
  • Transportation and Logistics: IIoT Middleware is critical for managing fleet operations, tracking shipments, and monitoring transportation infrastructure. It supports real-time data analysis for route optimization, fuel efficiency, and supply chain management.
  • Healthcare: In healthcare, IIoT Middleware connects medical devices, patient monitoring systems, and healthcare IT systems. It enables real-time monitoring of patient vitals, predictive diagnostics, and efficient management of medical equipment.
  • Agriculture: IIoT Middleware is used in precision agriculture to connect sensors, drones, and farm equipment. It helps in monitoring soil conditions, weather patterns, and crop health, leading to optimized farming practices and resource management.
  • Aerospace and Defense: IIoT Middleware supports the monitoring and maintenance of aircraft, drones, and defense systems. It ensures the reliability and safety of critical operations by integrating real-time data from various sources.
  • Automotive: In the automotive industry, IIoT Middleware connects smart vehicles, assembly lines, and supply chains. It enables connected car services, autonomous driving, and the optimization of manufacturing processes.
  • Building Management: For smart buildings and infrastructure, IIoT Middleware integrates systems like HVAC, lighting, and security. It enables real-time monitoring and control, energy efficiency, and enhanced occupant comfort.
  • Pharmaceuticals: In pharmaceuticals, IIoT Middleware helps monitor production processes, maintain regulatory compliance, and ensure the integrity of the supply chain.

These industries benefit from IIoT Middleware by gaining better visibility into their operations. The digitalization of shop floor and business processes improves decision-making and drives efficiency through automation and real-time data analysis.

Industrial IoT Middleware Layers in OT/IT

While modern, cloud-native IoT architectures don’t always use an hierarchical model anymore, Industrial IoT (IIoT) middleware typically operates at Level 3 (Manufacturing Operations Management) and Level 2 (Control Systems) in the OT/IT hierarchy.

At Level 3, IIoT middleware integrates data from control systems, sensors, and other devices, coordinating operations, and connecting these systems to higher-level IT layers such as MES and ERP systems. At Level 2, the middleware handles real-time data exchange between industrial control systems (like PLCs) and IT infrastructure, ensuring data flow and interoperability between the OT and IT layers.

This middleware acts as a bridge between the operational technology (OT) at Levels 0-2 and the business-oriented IT systems at Levels 4-5.

Edge and Cloud Vendors for Industrial IoT

The industrial IoT space provides many solutions from various software vendors. Let’s explore the different options and their trade-offs.

Traditional “Legacy” Solutions

Traditional Industrial IoT (IIoT) solutions are often characterized by proprietary, monolithic architectures that can be inflexible and expensive to implement and maintain. These traditional platforms, offered by established industrial vendors like PTC ThingWorx, Siemens MindSphere, GE Predix, and Osisoft PI, are typically designed to meet specific industry needs but may lack the scalability, flexibility, and cost-efficiency required for modern industrial applications. However, while these solutions are often called “legacy” do a solid job integrating with proprietary PLCs, SCADA systems and data historians. They still operate the shop floor in most factories worldwide.

Emerging Cloud Solutions

In contrast to legacy systems, emerging cloud-based IIoT solutions offer elastic, scalable, and (hopefully) cost-efficient alternatives that are fully managed by cloud service providers. These platforms, such as AWS IoT Core, enable industrial organizations to quickly deploy and scale IoT applications while benefiting from the cloud’s inherent flexibility, reduced operational overhead, and integration with other cloud services.

However, emerging cloud solutions for IIoT can face challenges:

  • Latency and real-time processing limitations, making them less suitable for time-sensitive industrial applications.
  • High network transfer cost from the edge to the cloud.
  • Security and compliance concerns arise when transferring sensitive operational data to the cloud, particularly in regulated industries.
  • Depending on reliable internet connectivity, which can be a significant drawback in remote or unstable environments.
  • Very limited connectivity to proprietary (legacy) protocols such as Siemens S7 or Modbus.

The IIoT Enterprise Architecture is a Mix of Vendors and Platforms

Threre is no black and white comparing different solutions. The current IIoT landscape in real world deployments features a mix of traditional industrial vendors and new cloud-native solutions. Companies like Schneider Electric’s EcoStruxure still provide robust industrial platforms, while newer entrants like AWS IoT Core are gaining traction due to their modern, cloud-centric approaches. The shift towards cloud solutions reflects the growing demand for more agile and scalable IIoT infrastructures.

The reality in the industrial space is that:

  • OT/IT is usually hybrid edge to cloud, not just cloud
  • Most cloud-only solutions do not provide the right security, SLAs, latency, cost
  • IoT is a complex space. “Just” a OPC-UA or MQTT connector is not sufficient in most scenarios.

Data streaming with Apache Kafka and Flink is a powerful approach that enables the continuous flow and processing of real-time data across various systems. However, to be clear: Data streaming is NOT a silver bullet. It is complementary to other IoT middleware. And some modern, cloud-native industrial software is built on top of data streaming technologies like Kafka and Flink under the hood.

In the context of Industrial IoT, data streaming plays a crucial role by seamlessly integrating and processing data from numerous IoT devices, equipment, PLCs, MES and ERP in real-time. This capability enhances decision-making processes and operational efficiency by providing continuous insights, allowing industries to optimize their operations and respond proactively to changing conditions. The last-mile integration is usually done by complementary IIoT technologies providing sophisticated connectivity to OPC-UA, MQTT and proprietary legacy protocols like S7 or Modbus.

In data center and cloud settings, Kafka and Flink are used to provide continuous processing and data consistency across IT applications including sales and marketing, B2B communication with partners, and eCommerce. Data streaming facilitates data integration, processing and analytics to enhance the efficiency and responsiveness of IT operations and business; no matter if data sources or sinks are real-time, batch or request-response APIs.

Apache Kafka as an OT/IT Bridge

Kafka serves as a critical bridge between Operational Technology (OT) and Information Technology (IT) by enabling real-time data synchronization at scale. This integration ensures data consistency across different systems, supporting seamless communication and coordination between industrial operations and business systems.

At the edge of operational technology, Kafka and Flink provide a robust backbone for use cases such as condition monitoring and predictive maintenance. By processing data locally and in real-time, these technologies improve the Overall Equipment Effectiveness (OEE), and support advanced analytics and decision-making directly within industrial environments.

IoT Success Story: Industrial Edge Intelligence with Helin and Confluent

Helin is a company specializes in providing advanced data solutions focusing on real-time data integration and analytics, particularly in the context of industrial and operational environments. Its industry focus on maritime and energy sector, but this is relevant across all IIoT industries.

Helin presented about its Industrial Edge Intelligence Platform at Confluent’s Data in Motion Tour in Utrecht, Netherlands in. 2024. The IIoT platform includes capabilities for data streaming, processing, and visualization to help organizations leverage their data more effectively for decision-making and operational improvements.

Helin - Industrial IoT Edge Intelligence Platform
Source: Helin

Helin’s platform bridges the OT and IT worlds by seamlessly integrating industrial edge analytics with multi-tenant cloud solutions:

Helin - Edge to Cloud IIoT Architecture
Source: Helin

The above architecture diagram shows how Helin maps to the OT/IT hierarchy:

  • OT – 0,1,2,3
    • 1: Sensors, Actuators, Field Devices
    • 2: Remote I/O
    • 3: Controller
  • DMZ / Gateway – 3.5
  • BIZ (= IT) – 4,5
    • 4 OT Applications (MES, SCADA, etc)
    • 5 – outside of Helin – IT Applications (ERP, CRM, DWH, etc)

The strategy and value of Helin’s IoT platform is relevant for most industrial organizations: Making dumb assets smart by extracting data in real-time and utilize AI to transform it into significant business value and actionable insights for the maritime & energy sectors.

Business Value: Fuel Reduction, Increased Revenue, Saving Human Lives

Helin presented three success stories with huge business value:

  • 8% Fuel reduction: Helin’s platform reduced the fuel consumption for Boskalis 8% by delivering real-time insights to vessel operators offshore.
  • 20% Revenue: An increase of revenue for the solar parks of Sunrock with 20% by optimizing their assets by the platform.
  • Saving human lives: Optimization of drilling operations while increasing the safety of the crew on oil rigs by reducing human errors.

Why does the Helin IoT Platform use Kafka? Helin brought up a few powerful arguments:

  • Flexibility towards the integration between the edge and the cloud
  • Different data streams at different velocity
    • Slow cold storage data
    • Real time streams for analytics
    • Data base endpoint for visualization
  • Multi-cloud with a standardized streaming protocol
    • Reduced code overhead by not having to build adapters
    • Open platform so that customers can land their data anywhere
    • Failover baked in

Helin’s Data Streaming Journey from Self-Managed Kafka to Serverless Confluent Cloud

Helin started with self-managed Kafka and cumbersome Python scripts…

Self-Managed Apache Kafka
Source: Helin

… and transitioned to fully managed Kafka in Confluent Cloud:

Fully Managed Apache Kafka and Flink Confluent Cloud
Source: Helin

As a next step, Helin is migrating from cumbersome and unreliable Python mappings to Apache Flink for scalable and reliable data processing.

Please note that the last-mile IoT connectivity at the edge (SCADA, PLC, etc.) is implemented with technologies like OPC-UA, MQTT or custom integrations. You can see a common best practice: Choose and combine the right tools for the job.

Data streaming plays a crucial role in bridging OT and IT in industrial automation. By enabling continuous data flow between the edge and the cloud, Kafka and Flink ensure that both operational data from sensors and machinery, and IT applications like ERP and MES, remain synchronized in real-time. Additionally, data consistency with non-real-time systems like a legacy batch system or a cloud-native data lakehouse are guaranteed out-of-the-box.

The real-time integration powered by Kafka and Flink improves the overall operational efficiency (OEE) and enables specific use cases such as enhanced predictive maintenance, condition monitoring. As industries increasingly adopt edge computing alongside cloud solutions, these data streaming tools provide the scalability, flexibility, and low-latency performance needed to drive Industrial IoT initiatives forward.

Helin’s Industrial Edge Intelligence platform is an excellent example for an IIoT middleware. It leverages Apache Kafka and Flink to integrate real-time data from industrial assets and enabling predictive analytics and operational optimization. By using this platform, companies like Boskalis achieved 8% fuel savings, and Sunrock increased revenue by 20%. These real world scenarios demonstrate the platform’s ability to drive significant business value through real-time insights and decision-making in industrial projects.

How does your OT/IT integration look like today? Do you plan to optimize the infrastructure with data streaming? How does the hybrid architecture look like? What are the use cases? Let’s connect on LinkedIn and discuss it! Stay informed about new blog posts by subscribing to my newsletter.

The post Industrial IoT Middleware for Edge and Cloud OT/IT Bridge powered by Apache Kafka and Flink appeared first on Kai Waehner.

]]>