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Remote Troubleshooting: Telemedicine for Your Equipment

Just as it did for consumers’ willingness to visit their doctors over a video call, the pandemic signaled a shift in how food and beverage producers view remote troubleshooting from their OEMs. Sometimes it’s just what the doctor ordered.

Remote troubleshooting can enable technicians to get support from experts, even if they’re not physically in the same room with them.
Remote troubleshooting can enable technicians to get support from experts, even if they’re not physically in the same room with them.
Tetra Pak

The COVID-19 pandemic made a big difference in how consumers see the need to visit their doctors in person. By avoiding in-person visits, patients could protect themselves and/or others in the waiting room. And in many cases, in-person visits simply weren’t available because of guidelines put in place to curb the spread of the virus.

Remote troubleshooting in food manufacturing shares many similarities with telemedicine. In much the same way, we’re trying to get our systems up and running again (feeling better) as quickly as possible. Both rely on remote communication technologies to diagnose and solve problems, and both require skilled professionals to navigate complex systems and make critical decisions.

A major multinational CPG, which asked not to be identified because of the sensitivity of some of the information, has been using remote troubleshooting on its equipment for more than a decade. An automation engineer for the company likens an OEM’s ability to solve particular problems on a machine to the ease with which a doctor can understand some medical symptoms. “You go to the doctor, and he’ll ask, ‘What are your symptoms?’ ‘Well, I have chest pain, I have this,” and the doctor will say, “Hmm, well, if you have chest pain, you need to do that,’” he explains. “Same thing, you call the OEM and you say, ‘I have this problem, this is what I was doing.’ That helps the OEM.” Sometimes it can be a simple solution.

The technology to make connections between OEMs and their equipment residing on customers’ plant floors has been around for years. Willingness to use that technology, on the other hand, has been scant. However, many food and beverage producers found, during the pandemic, that there really was no other way to get the problems diagnosed. And since lockdowns have eased, remote troubleshooting continues to be essential for maintaining continuity in the face of disrupted supply chains, reduced staffing, and other challenges.

Labor—or the lack thereof—remains one of the biggest challenges in the food and beverage industry, with facility maintenance being a highly affected area, notes Jonathan Darling, CPG industrial automation market segment leader at Schneider Electric. “The ability to access equipment, troubleshoot equipment, maintain equipment, be able to remote in and walk through a more technical aspect of a piece of equipment if it’s down—those types of things have to be adopted,” he says. “Because we’re not getting more labor into food and beverage manufacturing.”

Even before COVID, some food manufacturers had already seen the benefit of saving time and money when something went wrong with the equipment. The CPG mentioned above has been using remote troubleshooting for more than a decade and has worked to standardize the connections with its OEMs for increased security.

“We needed a mechanism to have remote support because having the OEM come to the facility—to travel to every single issue—is very expensive,” the automation engineer says. “And it’s not only expensive, sometimes it’s not timely. The OEM may not be available for, say, 48 hours. Whereas if they had a mechanism just to log in, we’ve seen many times that it can be resolved remotely.”

Tetra Pak is one large equipment maker driving more and more toward gaining connections to its systems at customer sites. “Connectivity enables a lot of service and solutions that can provide value to our customers,” says Livia Marra, solution design manager, PSE Automation & Solutions, for Tetra Pak. As such a large company with a wide range of equipment, it helps to be able to access particular expertise wherever it resides in the world. “This possibility of having someone that is based in a different location supporting a customer with the right knowledge necessary for that demand, for example, it’s incredible because we are saving costs internally as well. The customer, they are paying less for the service, but also the downtime is reduced, and it results in less waste.”

Tetra Pak also provides connectivity for sending analytical data to the cloud for predictive maintenance solutions, Marra adds. “Connectivity is something that was already important before COVID, but once it hit, it became top priority.”

Bring OT together with IT

One key piece of advice—brought up by one expert after another—is to make sure that your IT and OT departments know how to play nicely together. That was an important reason the CPG was able to get remote support set up earlier than many companies in this industry.

“We are very integrated with our friends in IT,” the engineer says. “In most organizations, there are two different worlds—IT lives in their own world, and OT, which is the operational technology world, lives somewhere else. In our case, we are very converged.”

The shop floor has tended to avoid IT as possible, comments Dan Barrera, product manager for ctrlX Automation at Bosch Rexroth. “But COVID accelerated things; it created that demand to really incorporate the IT and the OT world together.”

It’s important to maintain transparency between IT and OT, and between brand owners and their OEMs. “If you are not clear, if you say, ‘We are just going to have a device,’ the IT organization will never allow you in,” the engineer says. “You have to be very open with them and say, ‘Guys, this is our standard. This is how we connect, and this is how we talk to each other.’” With that sort of conversation, it is much easier for the IT team to accept the connection and also help the OEM make that connection.

The cybersecurity part of this discussion could fill its own article, but it’s a vital consideration as any CPG works toward a troubleshooting solution. According to a 2020 survey of CPGs done by PMMI, cybersecurity concern was the top barrier to setting up remote access.


Read article   Read how to safeguard your food or beverage operations from cyber attacks.

“Users are very suspicious of hooking anything up behind their firewall. And there’s a raging battle right now between the IT department and the OT department about who even should get to control the what and who hooks up the equipment on the factory floor behind the firewall,” says Spencer Cramer, founder, chairman, and CEO of ei3, and a pioneer in the remote connectivity space. “So if you’re a machine builder, and you don’t have a fully featured staff of experts who are putting together your IoT solution, you’re going to find that the end customer is going to be very suspicious of putting your system online.”

There is plenty of reason to be concerned about the security of connections within your manufacturing facility. “The internet is a place that is full of vulnerabilities waiting to be exploited,” Cramer comments. “Many in the food and beverage industry will be concerned about losing intellectual properties if they connect equipment and put the wrong data in the wrong hands; it’s possible that they could lose some valuable recipes or processes that are unique to their company.”

The benefits are too real to be ignored, however. So rather than deny the connections, Cramer recommends partnering with companies that can help address those vulnerabilities.

A key element of remote access is that everyone has a unique capability and also their own way of doing it, notes Mark Fondl, vice president of product management for remote access at ei3. He also leads the Digital Transformation Workgroup at The Organization for Machine Automation and Control (OMAC), working on best practices for remote connectivity. “Some are more secure than others; others require a lot more planning,” he says. “All these different variations can be very difficult. For companies that allow so many different variations into their plant, they’re essentially creating all these various holes, because every solution is slightly different, which means that the IT group is going to go crazy in trying to figure out a way of doing it. There needs to be a collaborative acceptance between the IT organization and the OT organization for how to handle safe and secure access and then limit that to a specific type of technology—so that you can control it and manage it.”

Key to this success is coming up with a connectivity solution that not only satisfies the demands of IT but also enables OT to be flexible when there’s a problem. Otherwise, OT will go right back to ignoring IT and putting in a solution that bypasses the IT organization, Fondl says.

The PMMI Manufacturing Excellence (MaX) Member Forum recently released a document on bridging the IT-OT gap on cybersecurity. “It’s all about how do we make sure that we’re asking the right questions to get secure platforms and secure connections based on the differences between IT needs and OT needs,” says Bryan Griffen, senior director of industry services for PMMI.

Need for standardization?

The vast majority of OEMs will adapt to a food or beverage producer’s needs, according to the CPG. “But there are some who are new to this. They may have developed one solution and they just offer that solution. That is where we will get into trouble, if they are not nimble,” the engineer says.

Though a less experienced end user might welcome accepting whatever the OEM is prepared to provide, a larger company with a higher level of maturity will likely have different demands, he notes. “That company will say, ‘We are not going to allow a foreign device that can get unrestricted access to our network. You have to come through our system so we can manage who comes into our system, and we can monitor what is being done.’”

That’s exactly the sort of thing this large multinational company is able to do. To standardize on how OEMs from all over the world can access their respective equipment, the CPG developed engineering stations at each of its plants and asks that the OEMs log in through those stations. The CPG uses Rockwell Automation’s FactoryTalk AssetCentre as a repository and disaster recovery for all its software. It’s through this that OEMs get access—after logging onto the server through the VPN—to the software and documentation they need to get the job done.

The engineering station setup doesn’t always work, though, if an OEM has a special type of software it’s using; they might need direct access to the machine. And this large CPG might not always be the biggest player in the room. The engineer points to Tetra Pak, for example, as an OEM with more pull—and with its own global standard.

INTRODUCING! The Latest Trends for Food Products at PACK EXPO Southeast
The exciting new PACK EXPO Southeast 2025 unites all vertical markets in one dynamic hub, generating more innovative answers to food packaging and processing challenges. Don’t miss this extraordinary opportunity for your business!
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INTRODUCING! The Latest Trends for Food Products at PACK EXPO Southeast