IIoT Readiness & Edge Architecture Checklist

{ "Title": "IIoT Readiness & Edge Architecture Checklist", "IntroductionHtml": "

Use this checklist to validate the most common technical and organizational gaps that cause noisy or untrustworthy IIoT-to-MES/SCADA dataflows. For each item mark the current status, add remediation notes, and assign an owner. Save the checklist to create a record you can track and revisit.

", "SubmitLabel": "Save checklist", "SuccessMessage": "Checklist saved. Consider assigning remediation tasks and scheduling a follow-up review.", "DataType": "IIoTReadinessChecklistResponse", "SchemaVersion": "1.0", "Fields": [ { "Key": "asset_inventory_ok", "Label": "Is there a complete asset inventory with unique IDs, locations, and device types?", "FieldType": "yesno", "HelpText": "Inventory should include PLCs, RTUs, sensors, gateways, HMI nodes and responsible owner for each asset." }, { "Key": "asset_inventory_notes", "Label": "Remediation notes for asset inventory", "FieldType": "textarea", "HelpText": "List missing items, data owners, and next steps (who will add/update records and by when)." }, { "Key": "network_segmentation_ok", "Label": "Is OT network segmented from IT and restricted to controlled gateways/VLANs?", "FieldType": "yesno", "HelpText": "Segmentation reduces risk and limits broadcast/noise. Verify firewalls, ACLs, and gateway policies." }, { "Key": "network_segmentation_notes", "Label": "Remediation notes for network segmentation", "FieldType": "textarea", "HelpText": "Describe gaps, devices bypassing segmentation, or required firewall rule changes." }, { "Key": "tag_naming_standard_ok", "Label": "Is there a documented tag naming and metadata standard applied consistently?", "FieldType": "yesno", "HelpText": "Standards should include tag IDs, descriptions, units, precision and lifecycle status." }, { "Key": "tag_naming_notes", "Label": "Remediation notes for tag naming standards", "FieldType": "textarea", "HelpText": "List naming collisions, undocumented tags, or mapping actions required." }, { "Key": "timestamps_units_ok", "Label": "Are timestamps synchronized (NTP/PTP) and units standardized/recorded?", "FieldType": "yesno", "HelpText": "Inconsistent timestamps or units are a frequent source of analytic error. Check timezone handling, format and conversions." }, { "Key": "timestamps_units_notes", "Label": "Remediation notes for timestamps and units", "FieldType": "textarea", "HelpText": "Note systems out of sync, conversion rules to implement, or monitoring to enable." }, { "Key": "sampling_rates_ok", "Label": "Are sampling and reporting rates documented and matched to control and analytics needs?", "FieldType": "yesno", "HelpText": "Avoid over-sampling (noise, cost) and under-sampling (missed events). Document edge vs. historian rates." }, { "Key": "sampling_rates_notes", "Label": "Remediation notes for sampling rates", "FieldType": "textarea", "HelpText": "List tags needing rate changes, expected new rates, and owners." }, { "Key": "edge_processing_defined", "Label": "Is the required edge processing defined (filtering, aggregation, smoothing, local alarms)?", "FieldType": "yesno", "HelpText": "Define which transformations happen at the edge vs. centrally and why." }, { "Key": "edge_processing_notes", "Label": "Remediation notes for edge processing", "FieldType": "textarea", "HelpText": "Specify missing functions, CPU/latency constraints, and deployment plan." }, { "Key": "buffering_strategy_ok", "Label": "Is edge buffering configured to handle network outages (durable queue, local storage)?", "FieldType": "yesno", "HelpText": "Buffering prevents data loss during outages and avoids time gaps in analytics." }, { "Key": "buffering_capacity_hours", "Label": "If buffering exists, how many hours of data can the edge safely buffer?", "FieldType": "number", "HelpText": "Enter an approximate number of hours." }, { "Key": "buffering_notes", "Label": "Remediation notes for buffering strategy", "FieldType": "textarea", "HelpText": "Describe gaps (e.g., insufficient local disk, no replay support) and mitigation steps." }, { "Key": "auth_mtls_ok", "Label": "Are devices and gateways authenticated (mutual TLS or equivalent) and credential lifecycle managed?", "FieldType": "yesno", "HelpText": "Device identity prevents impersonation and unauthorized data injection." }, { "Key": "auth_notes", "Label": "Remediation notes for authentication", "FieldType": "textarea", "HelpText": "Note unmanaged credentials, certificate expiry risks, and planned remediation." }, { "Key": "mes_mappings_ok", "Label": "Are MES/ERP mappings and semantic mappings for tags/messages documented and tested?", "FieldType": "yesno", "HelpText": "Document how raw signals map to MES data structures and business semantics." }, { "Key": "mes_mappings_notes", "Label": "Remediation notes for MES/ERP mappings", "FieldType": "textarea", "HelpText": "List ambiguous mappings, missing semantic metadata, or required transformation rules." }, { "Key": "data_quality_monitoring_ok", "Label": "Is data quality monitoring in place (latency, loss rate, duplicates, drift, outliers)?", "FieldType": "yesno", "HelpText": "Monitoring builds trust. Track key signal health metrics and alerts." }, { "Key": "data_quality_metrics", "Label": "Which data-quality metrics are actively monitored?", "FieldType": "checkbox", "HelpText": "Select all that apply.", "Options": [ { "Value": "latency", "Label": "Latency" }, { "Value": "loss", "Label": "Missing data / Loss" }, { "Value": "duplicates", "Label": "Duplicates" }, { "Value": "drift", "Label": "Sensor drift / bias" }, { "Value": "outliers", "Label": "Outliers / implausible values" } ] }, { "Key": "data_quality_notes", "Label": "Remediation notes for data quality monitoring", "FieldType": "textarea", "HelpText": "Describe missing alerts, thresholds to add, or dashboards to create." }, { "Key": "ownership_sla_ok", "Label": "Is data ownership, access control, and SLAs defined for streams/tags?", "FieldType": "yesno", "HelpText": "Clarity on ownership prevents neglected data and unclear remediation responsibility." }, { "Key": "ownership_notes", "Label": "Remediation notes for ownership and SLAs", "FieldType": "textarea", "HelpText": "List owners to assign, SLA targets (latency, availability) and review cadence." }, { "Key": "overall_readiness", "Label": "Overall readiness rating", "FieldType": "scale", "HelpText": "Rate 1 (high risk) to 5 (ready for integration).", "Options": [ { "Value": "1", "Label": "1 - High risk" }, { "Value": "2", "Label": "2 - Significant gaps" }, { "Value": "3", "Label": "3 - Some gaps" }, { "Value": "4", "Label": "4 - Minor gaps" }, { "Value": "5", "Label": "5 - Ready" } ] }, { "Key": "final_comments", "Label": "Final comments and next steps", "FieldType": "textarea", "HelpText": "Summarize the highest-priority remediation actions, owners and target dates." } ] }