Open Smart Grid (OpenSG) Technical Committee Plenary November 2010 Agenda       8:00am – Safety & Welcome (Chris) 8:10am – UCA Chairman’s Report (Erich) 8:20am – Logistics.

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Transcript Open Smart Grid (OpenSG) Technical Committee Plenary November 2010 Agenda       8:00am – Safety & Welcome (Chris) 8:10am – UCA Chairman’s Report (Erich) 8:20am – Logistics.

Open Smart Grid (OpenSG) Technical Committee Plenary

November 2010

      

Agenda

8:00am – Safety & Welcome (Chris) 8:10am – UCA Chairman’s Report (Erich) 8:20am – Logistics / Announcements (Chris) 8:30am – SEP 2.0 Update(Tobin) 8:50am – 2010 Objectives to date (Chris K) 9:00am – WG and TF plan for the week

   

SG Communications (15min) SG Conformity (15min) SG Security (15min) SG Systems (15min) Q&A

2

Welcome & Safety

 Welcome & Safety    CPR 911 Exits & Meeting Point

UCA Chairman’s Report

Erich Gunther 4

UCAIug Corporate Supporters

2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 0 20 40 60 80 100 Corporate Members 120 140 160 180 UCAIug Corporate Supporters By Region Americas Asia/Africa Europe Ocenia

10000

UCAIug Members

9000

UCAIug User Accounts Linear Trend Line

8000

2011

7000

2010

6000

2009

5000

2008

4000 3000

Automated Account Creation

2000

2012 UCAIug 2009 User Accounts By Region

1000 0 A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D -1000

Americas Asia/Africa Europe Oceania

UCAIug Membership Composition

UCAIug Budget

Historic $ (000's)

$800 $700 $600 $500 $400 $300 $200 $100 $0

'02 '03 '04 '05 ' 06 '07 '08 '09 '10 2010 Proposed

Professional Fees Customer Relations Web Presence Marketing Meetings 33% Testing Committee Expansion Plan to Establish Utiliy Forum 4% Daily Operations Bank and Credit Card Fees 9% 2% 1% 1% 13% 4% 33%

Where the Budget Goes

Projected Expense

Professional Fees Customer Relations Web Presence Marketing Meetings Testing Committee Expansion Plan to Establish Utiliy Forum Daily Operations Bank and Credit Card Fees

Total Projected Proposed Budget Expenditures Projected 2009 Income Less Expenditures Balance brought forward from 2009 operations Projected Balance at end of 2010 operations

$9,000 $8,000 $103,400 $31,000 $270,816 $75,000 $30,000 $267,930 $15,400 $810,546 -$98,826 $150,000 $51,174 35% 4% 33% 28% UCAIug CIMug 61850ug OSGug

Announcements

 Internet Information  SSIDs   WestinMeetingRooms WestinGuestRooms  New OpenSG Simulations WG

SEP 2.0 OpenSG Update

Tobin Richardson Director, Smart Energy ZigBee Alliance [email protected]

November 2, 2010 11 11

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ZigBee Smart Energy Profile Update

1.0 Implementation & Market Support

1.x evolution 2.0 Development and Status

ZigBee Smart Energy Public Application Profile 1.0

More than 70 SE-certified devices now

Market implementation support in Texas – ZigFesTX Go-to Market

 

Four ZigFesTX under our belt – May through November Last ZigFesTX for 2010 in Houston, next week – CenterPoint hosting

1.x Revision Nearly Ratified

First certification event passed; now to Architecture Review and SE WG review – includes features like Multiple ESIs, Over the-Air Bootloader, CCBs

Continuing demand for increased functionality in 1.x profile evolution

Prepay; multi-fuel; tunneling, etc.; ongoing evaluation of timing/scope and appropriate level of effort.

  

SEP 2.0

Recap development process Current Status Ongoing work items 14

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ZigBee Process

Market Requirements Document (MRD) Technical Requirements Document (TRD) 0.7 version of Specification (Interop-Ready) 0.9 version of Specification (Certification Ready) 1.0 version of Specification (Certified Devices)

   

Current Status – 2.0

SEP 2.0 TRD comment resolution nearing completion and reballot SEP 2.0 Application Specification (App Spec):

Letter ballot received ~2000 comments

    

Resolution divided into sections led by champions Significant progress made on resolving comments Several meetings (face-to-face this past week in California) Working closely with various external groups (NAESB and IEC, for example) The negative: has not been easy – requirements are a moving target with many external factors and internal contentious items, often caught in middle (61968 vs 61850, for example) Several test events have occurred for IP stack First interop of SE 2.0 Profile event last week!!

16

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Current Status (cont’d)

Ramping up collaboration with multiple MAC/PHYs (HomePlug, Wi-Fi) on developing profile (app support specification) Continuing work with harmonization efforts with sister organizations (and newly emerging ones)

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OpenHAN NAESB PAPs etc.

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Major Work Items Ongoing

Harmonizing with SAE on plug-in vehicle comms Harmonizing with DER / inverter / 61850 / SunSpec Harmonizing with NAESB Harmonizing with NIST PAPs (3, 4, 9, 10, 11, etc.) Cleanup and additional detail (transactions, schemas, boot-strap, device discovery, resource discovery, multiple ESIs, etc.) Certificate Authority selection (downselection, finalizing negotiations – will announce publicly soon) 18

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External Influences Reminder

OpenSG US NIST and SGIP NAESB IEC EU (ESMIG, etc.) AU (WSAA, etc.) SAE 19

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External Outreach

Working with many SDOs Developing new standards:

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IETF ROLL / RPL IETF CoRE / CoAP IETF 6LoWPAN (ND, etc.) Refining existing standards:

   

IETF PANA IETF TLS IEC 61968 (CIM) IEEE 802.15.4

20

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Recent European/Int’l Collaboration

IEC – TC57 – WG 12 – in process CEN/CENELEC/ETSI – European focus

 

Liaisons in place and in process M441 European Mandate Many others in progress and ongoing collaboration UK Smart Metering Mandate – Prospectus

    

Key Upcoming Events/Milestones

TRD reissue & public comment (30 day re-ballot when complete) 0.7 AppSpec reissue & public comment (30-day re-ballot when complete) ZigFesTX – Houston, Nov. 9-11, CenterPoint ZigBee Alliance member meeting – Nov. 15-19, Dublin, Ireland More liaisons, ever-expanding tent of participants in SE 2.0 profile

Thank You!

www.zigbee.org

    

Reveiw: 2010 OpenSG Strategic Goals

General conformity requirements documents Complete HAN 2.0 SRS Expand OpenHAN to be all encompassing around edge devices – evolve from HAN to include C&I Complete OpenADE SRS 1.0 and associated compliance requirements Focus on program management

2010 OpenSG WG Specific Objectives

SG Systems

OpenADR

  

OpenADE

OpenADE 1.0 SRS: February 2010

Build CIM into OpenADR specifications Harmonize OpenADR with other TFs (OpenHAN, OpenADE, Conformance, etc.) OpenADE 2.0: User Requirements Q2 2010

 

OpenADE 2.0: System Requirements / Service Definitions Q4 2010 OpenHAN

OpenHAN 2.0 SRS ratified by OpenSG

 

SG Communications

  

Continue work on SG-NET System Requirements Specification (interim release 5) Get the Network Interoperability task group work organized for next quarter Meet with NIST on PAP 1 and agree to SG-NET responsibilities SG Conformance

  

Agree upon (simple) definitions for Conformance and Interoperability and “Abstract Test Cases” and “Concrete Test Cases” Agree upon a language (framework, taxomomy) upon which to build abstract test cases Edge Conformance

Complete Certification Process Reference Manual

SG Security

Establish coordinated support for other OpenSG working groups & task forces

Revise the AMI Security Profile

Address additional security profiles as produced by ASAP-SG

Shaping 2011 OpenSG Strategic Goals

      SG Simulations WG   define how edge devices integrate as a closed-loop system Impact on distribution system and closed loop design constraints for stability Communications Strategy for Broad Coverage (Dist Sys level)  -SG comms work with UTC/WCA Integrated Demand Response/Advanced Load Control  Address edge devices as an integrated systems approach incorporating all edge devices and market interfaces/services ASAP-SG Security Profiles next round, weave into SG Security/SGIP-CSWG Enterprise Information Management w.r.t. CIM interoperability projects, Data Reference Architecture Open Source repository for test cases and lab artifacts

2011 Meeting Dates

March 7-10, San Antonio, TX (SWRI)  Not yet confirmed, looking for alternative  July 18-21, Vancouver, BC (BC Hydro, DeYagher)  November 14-17, Buffalo? Pittsburgh? Baltimore? Charlotte? Atlanta? Jacksonville?

Note: These are tentative dates. Please do not plan travel until you receive a registration notice.

SG Communications

SG Communications Charter

 Identify and articulate Smart Grid communications requirements and work with Standards Development Organizations (SDOs) and vendor consortiums to realize those requirements.

 Engage with the NIST Smart Grid Roadmap activities and address communications related OpenSG tasks in the various NIST Priority Action Plans (PAPs).

Slide 29 Don Sturek, PG&E

SG Communications Organization

Chair  Don Sturek, PG&E  Task Groups:  SG-NETWORK:  Network Interoperability: Chair: Matt Gillmore, Consumers Energy Vice Chair: Ron Cunningham, AEP Tom Herbst, Silver Spring Networks Slide 30 Don Sturek, PG&E

Progress since Detroit

 SG-NETWORK     NIST PAP 2 Tasks:  Interim release 4 released  1400 additional requirements created Draft white papers on RF Spectrum Allocation for Smart Grid use cases Database for Communication Requirements modeling has had major improvements.

System Requirements Specification document is progressing to align better with the 2800+ requirements identified to date.

Slide 31 Don Sturek, PG&E

Objectives for This Meeting

SG Communications  Network Interoperability Task Group deliverables for the next quarter  SG-NETWORK   Continue work on the SG-NETWORK System Requirements and System Requirements Specification (SRS) for Interim Report #5 Support NIST with PAP 1 & 2 for completion by end of year.

 Network Interoperability  Agree on deliverables for the next quarter  Plan work to meet deliverables Slide 32 Don Sturek, PG&E

      

SG-NETWORK Objectives This Week

Joint SG-SEC/SG-NETWORK meeting to review security portions of requirements System requirements Specification working sessions Vet SG-Network System requirements for version 4.1

Discuss the use of SG-Network requirements for RF Spectrum allocation white papers.

Review Requirements Database Plan scope of the next interim release PAP 2 joint meeting Thursday Slide 33 Don Sturek, PG&E

SG Communications Agenda

 Monday, PM1 (SG Communications)   Boot Camp Note: Session is an overview for newcomers  Tuesday  10:30-noon SG Communications & SG-Network agenda review   1-3pm SG Security / SG-Network – e.g. CIA vetting 3:30 – 5:30 System Requirements Specification (DA content review) Slide 34 Don Sturek, PG&E

SG Communications Agenda

 Wednesday      8-10am Requirements Database Working session – release planning, payload ties to interfaces/dataflows, user feedback 10:30-12noon – SG-Network requirements and Spectrum Requirements 1-3pm System Requirement Specification & payload attribute data review 3:30 -5pm Requirements and SRS working session 6-8pm TBD additional meeting Slide 35 Don Sturek, PG&E

SG Communications Agenda

Thursday

 

8-10am SG Network / PAP 2 10:30-noon SG Network / PAP 2

Slide 36 Don Sturek, PG&E

SG Conformity

Bruce Muschlitz

July 2010

SG Conformity Charter

 Certification requirements for SG systems       Develop Quality Assurance Plan Explore use of a Product Mark (logo) Create repository of best practices Define sustainable conformity programs Provide coordination between OpenSG and 61850 and CIM testing groups Explore tester accreditation Slide 38 Bruce Muschlitz, EnerNex

July 2010

 

SG Conformity Overview

Chair  Bruce Muschlitz, EnerNex Vice chair  Zahra Makoui, PG&E  Task Groups:    Edge Conformity: Security Conformity: Enterprise Conformity: Phil Beecher, John Lin Bobby Brown, Sandy Bacik Mark Ortiz, (co-chair presently vacant) Slide 39 Bruce Muschlitz, EnerNex

July 2010

Progress since Detroit

       Paused main conformity meetings to focus on CPRM (Certification Process reference Manual) Identified ITU standard X.291 (IEC 9646-2) as basis for abstract test definitions Progressed CPRM to Rev.9 (now on hold awaiting NIST SGIP TCC IPRM completion) (IPRM=Interoperability Process Reference Manual) CPRM to be restructured as modification to IPRM to avoid duplicative work) Security Conformity Group progress slowed due to lack of participation Mail lists: [email protected]

 SGCONFORMITY    SGCONFORM-EDGE SGCONFORM-SEC SGCONFORM-ENT Working with NIST TCC (Testing and Conformance Committee     Ensure no duplication of efforts TCC WG3 Assessment of NIST standards for suitability toward interoperable products TCC WG4 Interoperabilty Process Reference Manual TCC WG5 Laboratory qualification criteria Slide 40 Bruce Muschlitz, EnerNex

July 2010

Objectives for This Meeting

      Status update on NIST TCC IPRM completion Discuss long-term relationship with SGIP Restructure CPRM as additions/changes to IPRM Outline Quality Assurance Program for OpenSG Discuss how Conformity WG can help create ITCA (Interop Testing and Certification Authority) for OpenSG groups Roundtable – Requests from the OSG Working groups on conformity needs Slide 41 Bruce Muschlitz, EnerNex

July 2010

        

SG Conformity Agenda

Monday, PM1 (SG Conformity Boot Camp) Tuesday, AM2 (SG Conformity Main meeting) Tuesday, PM1 (Edge Conformity) Tuesday, PM2 (Joint Enterprise / Edge Conformity) Wednesday, AM1 (Joint Network Interop / Enterprise / Edge Conformity) Wednesday, AM2 (Joint Enterprise / Edge Conformity) Wednesday, PM1 (Joint Edge Conformity / Network Interop ) Thursday, AM1 (Security Conformity) Thursday, AM1 (SGIP TCC WG4, IPRM) Slide 42 Bruce Muschlitz, EnerNex

November 2010

Edge/Enterprise Conformity TG Charter

 Develop Certification, Testing and Interoperability Policy and Requirements for ADE, ADR, AMI-Ent and HAN Slide 43 Phil Beecher

November 2010

Edge/Enterprise Conformity TG Overview

  Chair Phil Beecher, (Edge), Mark Ortiz (Ent)   Co-chair John Lin, (Edge), John Simmins (Ent)   Collaboration: OpenADE, OpenADR, OpenHAN, AMI-Ent Slide 44 Phil Beecher

November 2010

Edge / Enterprise Conformity Activity

  Edge and Enterprise Conformity Task Groups worked on a single combined Certification Process Reference Manual Content frozen, pending release of SGTCC IPRM  Next step will be ensuring CPRM is complementary to IPRM   Abstract Test Case Documents development in progress Started work on OpenHAN document  Need to agree scope, then start work on OpenADE and OpenADR Slide 45 Phil Beecher

November 2010

Objectives for November F2F Meeting

  

Edge/Enterprise Conformity TG work sessions

Agree Scope of Abstract Test Case documentation Define Test Methodologies and requirements for OpenADE, OpenADR and Enterprise.

Other Joint Sessions

 Network Interop    Understand scope of work Overview of Test Methodologies Collaboration on Abstract Test Cases Slide 46 Phil Beecher

November 2010

Edge/Enterprise Conformity TGAgenda

         Monday, Nov 1 st PM2, SG Conformity Boot Camp Note: Session is an overview for newcomers Tuesday, Nov 2 nd AM2 SG Conformity Work Session PM1 Edge Conformity, Review OpenHAN Test Cases Document PM2 Edge/Enterprise – Overview of test scenarios / methodologies Wednesday, Nov 3 rd AM1 Edge/Enterprise/Network Interop – Enterprise test scenarios / methodologies   AM2, Edge/Enterprise - Abstract Test Cases PM1, Edge/Network Interop – HAN test scenarios / methodologies Slide 47 Phil Beecher

November 2010       

Edge/Enterprise Conformity TG

Email reflector: [email protected]

[email protected]

GotoMeeting information : Provided via email to all members of Edge and Enterprise Conformity reflector Announced on the OpenSG sharepoint in the Edge Conformity calendar Meeting times:

Meeting Day PST MST CST EST

Edge/Ent Conformity

Wednesday

10:00 am 11:00 am  Meeting minutes and documents: http://osgug.ucaiug.org/conformity/edge/Shared%20Documents/Forms/AllItems.aspx

noon 1pm Slide 48 Phil Beecher

SG Security

Darren Highfill

SG Security Charter

  Scope: Develop detailed security and assurance requirements and security best practice guidance for organizations throughout the lifecycle of smart grid technology.

 Technology-specific, but vendor-agnostic  Feed and accelerate SDO work (IEC, IEEE, etc.) Mission: Influence development of a higher level of cyber security and governance tied to mission reliability than is required for traditional IT applications.

Slide 50 Darren Highfill, SCE

  

SG Security Overview

Chair

 Darren Highfill, SCE

Vice Chair

 Bobby Brown, EnerNex

Secretary

 Nick Gerbino, Dominion 

Task Forces:

 AMI-SEC   Security for Advanced Metering Infrastructure systems and components CyberSec-Interop  Configuration profiles for security features and functionality Slide 51 Darren Highfill, SCE

Progress since Detroit, MI

     CyberSec-Interop Task Force  Published IPSec Configuration Profile document  Developing configuration profiles for Syslog, and LDAP Usability Analysis Task Force   Completed review of Third Party Data Access Security Profile Beginning review of Distribution Management Security Profile AMI Security Profile  Mapped to NISTIR and NERC CIP SG Network support  Continued collaboration with SG Network, PAP02, and CSWG on C-I-A rankings Embedded Systems Interest Group  New work being scoped and defined Slide 52 Darren Highfill, SCE

   

Objectives for November F2F Meeting

Support relationships with other OpenSG working groups and task forces   SG Network Others?

Review / share information on industry issues   ASAP-SG progress & status Stuxnet, vulnerability handling / responsible disclosure Consider needs for new task forces  Embedded Systems Interfaces with external groups    NIST CSWG NERC CIP SDT IEC TC57 WG15 Slide 53 Darren Highfill, SCE

Day

Monday Tuesday

SG Security Agenda

Wednesday

Timeslot

1500-1700 1030-1200 1300-1500 0800-1000 1030-1200 1300-1500 1530-1730

Subject

SG Security Boot Camp Agenda & Status updates IEC TC57 WG15 Usability Analysis TF SG Sec / SG Net CyberSec-Interop ASAP-SG: Blueprint review NERC CIP SDT Update Stuxnet Demo & Discussion Software Security NIST CSWG Update Embedded Security Interest Group Vulnerability Disclosure & Information Handling Planning & Prioritization

Group

SG Sec WG SG Sec WG Joint Session SG Sec WG SG Sec WG SG Sec WG SG Sec WG Slide 54 Darren Highfill, SCE

SG Systems WG

    EIM (new) – Greg Robinson ADE – Dave Mollerstuen or Steven van Ausdall ADR – Albert Chiu or Ed Koch HAN – Erich Gunther

Smart Grid Challenges…

Requires Integration – LOTS of integration   Onslaught of new applications and technologies  AMI, MDMS, HAN, DR, ADE, etc.

 In a complex IT environment  A plethora of changing technologies with disparate methodologies/philosophies over many years      Many custom systems, legacy technologies Departmental objectives tend to encourage “silos” Project funding gives priority to project-focused implementations  Without fitting into an enterprise context Aging / outsourced systems and IT workforce Historically, extremely low R&D expenditures

It’s More Than Just Technical Matters

Driving Forces 1.

2.

3.

4.

5.

6.

7.

Consistent enterprise-wide data One version of the truth Access to data regardless of source Business transformation agility Reduced project implementation costs Reduced maintenance costs Reduced IT risks 8.

Availability of external services 9.

Scalable business process automation 10. Scalable business activity monitoring 11. Accurate reporting – regulatory, KPIs 12. Mergers and acquisitions Restraining Forces 1.

2.

3.

4.

5.

6.

7.

8.

9.

Lack of stable industry standard definitions Vendor’s way = lower project costs Vendors pushing for ‘proprietary lock-in’ Consultants pushing to be ‘thought leaders’ Hours-sold revenue driving System Integrators Internal system experts want to remain experts Project managers striving for control Inertia – why change?

Our situation’s unique – standards hinder us For further information, please refer to the article on page 56 of the January issue of Utility T&D Automation & Engineering: http://www.uae-digital.com/uae/200801/

Defining EIM (Gartner)

Enterprise Information Management (EIM) is:

An organizational commitment to structure, secure and improve the accuracy and integrity of information assets,

  

to solve semantic inconsistencies across all boundaries, and support the technical, operational and business objectives within the organization's enterprise architecture strategy .

A commitment to EIM is recognition that information in the enterprise is as important as process (application development) and infrastructure (technology)

Overall EIM Framework

Enterprise Vision & Strategy EIM Vision & Strategy Enterprise Architecture EIM Governance Vision Mission Strategy Goals & Objectives Value Propositions Sponsorship Stewardship Policies, Principles & Tenets Alignment Structure Enterprise Business & IT Core Processes EIM Core Processes Data Quality Data Integrity Data Security & Protection Data Lifecycle Management Data Movement Semantics Management Database Management Master Data Management Information Services Services & Support Enterprise Business & IT Organizations Enterprise Infrastructure EIM Organization CSFs & KPIs Structure (Virtual, Hybrid……) Roles & Responsibilities Functional Services Business Value and Relationship Management EIM Infrastructure Information Architecture Blueprint Management Technologies (DBMS, Content Mgmt, ETL, EAI, EII, Data Modeling, BI/DW, Collaboration…..) Knowledgebase and Repositories Standards & Best Practices

New EIM Task Force Organizational Meeting

   Meets during second slot of SG-Systems WG  (3:30 on Tuesday) Agenda  Overview of EIM     Roundtable to hear about experiences and expectations of members Form strategy that will help members to mitigate risk and lower costs for their companies Establish key points for charter Develop milestones Subsequent meeting(s) possible on Wednesday if members are available

SG Systems – OpenADE

Dave Mollerstuen, Chair

OpenADE Overview

Charter: The Open Automatic Data Exchange (OpenADE) Task Force within the UCAIug Open Smart Grid Subcommittee is responsible for developing business requirements, use cases, system requirements specifications, and reference definitions that allows a consumer to grant a third party access to their electric data and in accordance with that authorization, the utility to deliver the consumer data to the third party using a standard interoperable machine-to-machine (M2M) interface   Chair: Dave Mollerstuen, Tendril Networks: [email protected]

Co-chair: Steve Van Ausdall, Xtensible Solutions: [email protected]

 Participants     Utilities Vendors Regulators Consumer Advocates  Meetings: Weekly (?) webconference working meetings: Thursdays 10a PT / 1p ET  Mailing List: OpenADE list at Slide 62 OpenADE TF

Progress since Detroit (July 2010)

  Ongoing contributions (data model, manpower) to PAP10 Energy Usage Information model in NAESB Helped establish, initiate NAESB Energy Services Provider Interface (ESPI) Task Force: to standardize requirements, services initially developed in OpenADE.

Slide 63 OpenADE TF

Objectives for November F2F Meeting

    Review updated PAP10 Energy Usage Information Model “Evangelize” NAESB ESPI work Develop plan for next four months (through Spring 2011 OpenSG F2F), twelve months  Weekly OpenADE webconference meetings have been “on hiatus” this fall, pending initial traction in ESPI. Is it time to reconvene requirements effort towards OpenADE 2.0?

  Sample implementation of ESPI standard?

Testing and Certification for OpenADE / ESPI?

Ongoing discussion of OpenADE 2.0 scope Slide 64 OpenADE TF

OpenADE TF Agenda

Day

Tuesday

Date

Nov 2

Time

3:30p to 5:30p Wednesday Nov 3 1:00p to 3:00p

Topic

• • Review SGIP PAP10 and Energy Usage Information Model “Evangelize” NAESB ESPI Work • • OpenADE Roadmap (four month, twelve month) OpenADE 2.0 Scope Slide 65 OpenADE TF

SG Systems - OpenADR

Albert Chiu

OpenADR Charter

     Identify and articulate DR signals requirements (based on LBNL OpenADR specification) and work with Standards Development Organizations (SDOs) and vendor consortiums to realize those requirements.

Engage with the NIST Smart Grid Roadmap activities and address communications related OpenSG tasks in the various NIST Priority Action Plans (PAP09, etc.).

OpenADR focuses on DR from an application point of view and specifically on the interactions between the Utility and Facility whereas other groups within UCAIug are more focused on platforms or systems that may support DR applications within their specific domains.

Work closely with horizontal OpenSG groups. Some overlap with OpenHAN (facility side) and AMI Ent (Utility head end side). Develop requirements and harmonize with CIM efforts.

Slide 67

 

OpenADR Organization

Chair  Albert Chiu, PG&E Vice chair  Ed Koch, Akuacom  Task Groups:  Use Case Team  Incrementally build up a set of generic use cases that are expressed in similar format for the scope of AMI-Enterprise.

  Ralph Martinez ([email protected]), chair Kay Stefferud ([email protected]), co- chair   System Requirement Specification (SRS) Team  Generate System Requirements Specification  Joe Zhou ([email protected]), chair Services Definition Team  Define integration requirements and service definitions   Jerry Gray ([email protected]), chair Shawn Hu ([email protected]),co chair Slide 68

Progress since Detroit

 Completed OpenADR SRS version 1.0  Documents was approved by OpenSG TC on September   Using LBNL OpenADR Specification as basis and utilizing CIM where applicable Utilized requirements from a number of different efforts – NAESB, EIS alliance, SEP 2.0, EMIX, WS-Calendar   Continue to work with IRC to merge the wholesale and retail data table in NAESB office Completed OpenADR SD draft version 1.0

 Common  Web services implementation Profile Slide 69

Objectives for This Meeting

NIST PAP09 joint meeting    OpenADR TF updates NAESB updates Zigbee/SEP updates    OASIS updates Discuss OASIS EI TC draft document Discuss NAESB retail and wholesale data models  Continue Service Definition work  Common  Web services implementation Profile  Finalize comments period and prepare SD for voting  Target date: December Slide 70

OpenADR Agenda

       Monday, PM (SG-System)   Boot Camp Note: Session is an overview for newcomers Tuesday, PM (PAP09/OpenADR joint session) Wednesday, AM1 (OpenADR)  Continue SD work Wednesday, AM2 (PAP09/OpenADR joint session) Wednesday, PM1 (OpenADR)  Continue SD work Wednesday, PM2 (OpenADR)  OpenADR 2.0 vision Thursday, AM (OpenADR)   Finalize SD work Plan for next F2F Slide 71

SG Systems – OpenHAN TF

Erich Gunther / Mary Zientara

OpenHAN TF Overview

Chair

 Erich W. Gunther, EnerNex – [email protected]

Co-chair

 Mary Zientara, Reliant Energy - [email protected]

Task Groups:

 OpenHAN 2.0

    Mary Zientara, Reliant Energy, chair Charlie Smith, GE, co-chair Charles Spirakis, Google, co-chair Zahra Makoui, PG&E, co-chair

   

OpenHAN TF

Email reflector:  [email protected]

Web meeting information:   Provided via email to all members of OpenHAN reflector Announced on the OpenHAN calendar Web meeting times:

Meeting

OpenHAN 2.0

Day Tuesday PST

9:00 am

MST

10:00 am

CST

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Scope of HAN SRS in the NIST conceptual model

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UCAIug HAN SRS v2.0

Purpose

 Define the system requirements for an open standard Home Area Network system   Promote open standards-based HANs that are interoperable Provide the vendor community with a common set of principles and requirements around which to build products    Ensure reliable and sustainable HAN platforms Support various energy policies in a variety of states, provinces, and countries Empower consumers to manage their electricity consumption by giving them the information and control they need to make decisions on their energy use 76

OpenHAN History

2007 2008 2009 2010 OpenHAN TF is formed to develop system requirements for the HAN August 2008 UtilityAMI 2008 HAN SRS v1.04 released June 2009 Utility AMI 2008 HAN SRS v1.04 selected as a customer domain standard in the NIST Smart Grid Interoperability Standards Roadmap Jan – July 2010 OpenHAN 2.0 collaboration effort August 30, 2010 UCAIug HAN SRS v2.0 ratified and released October 2009 OpenHAN 2.0 formed to develop the next version of the HAN SRS 77

OpenHAN 2.0 Effort

Over 130 individuals representing over 80 companies participated in the development of the HAN SRS v 2.0 over a 10 month period

Participating Companies

I’m in Control 4home DTE Energy Proto6 Aclara AEP APS Aridhio Technologies AT&T BC Hydro BGE BSH CPUC Capgemini Carrier CenterPoint Cisco Coincident, Inc Comverge, Inc. Consumers Energy Certicom Corp Deloitte Consulting DotUI Drummond Group DS2 Duke Eaton Ecologic Analytics, LLC Emerson /White-Rogers emeter Enernex EPRI FPL Ford GE General Motors Georgia Power Co. google Granitekey Gridata Inc heyCoop, LLC Home Automation, Inc Honeywell HP Hypertek Inc IBM Infineon Technologies Invaluable Technologies Itron Kaapco / ASR Systems KCP&L Konnected Universe LLC LG Electronics USA. Inc. LonMark International MicroSoft MultiSpeak NextGEN Consultancy Pvt. Ltd. N-Dimensions Solutions NV Energy Oncor Electric Delivery PA Consulting Panasonic Pentair Water Pool & Spa People Power PG&E Portland General Electric Progress Energy PSU Reliant Energy RIM Sacramento Municipal Utility District SCE Schneider Electric Southern Company Subzero SunSpec Alliance Tendril Trilliant UISOL U-SNAP Alliance Visible Energy Xtensible.net ZigBee Alliance

UCAIug HAN SRS v2.0

The audience for the HAN SRS include:

   Utilities considering deploying AMI systems that interact with HANs Vendors that make AMI systems for Utilities that interact with HANs Vendors that make consumer products (e.g. programmable communicating thermostats, energy management systems, load control switches, in-home displays, smart appliances, Plug-in Electric Vehicles (PEV), distributed energy resources (DER), etc.)     Service Providers developing smart grid enabled programs for consumers (e.g. demand response, energy management, pre-pay, PEV programs, DER programs, etc.) Policy makers looking to understand how Utility AMI deployments that interact with HANs benefit and impact consumers Industry alliances and standards organizations NIST Smart Grid Interoperability Panel (SGIP) activities (e.g. Smart Grid Architectural Committee (SGAC), Cyber Security Working Group (CSWG), Smart Grid Testing and Certification Committee (SGTCC), etc.) 79

UCAIug HAN SRS v2.0

Architectural Considerations

 HAN SRS applies from the edge of the AMI System, where the Energy Services Interface (ESI) resides, to all relevant HAN Devices in the premises  Energy Services Interface (ESI) o o o o An interface which enables communication between authorized parties and HAN devices that are registered to it There may be more than one ESI in the premise (e.g. Utility ESI, 3 rd party ESI) Utility ESI – provides interface between the Utility AMI network and HAN devices, including the AMI meter Other ESI – provides interface between other communication media (e.g. internet, cell phone, EMS, etc.) and HAN devices registered to it 80

This figure shows the type of communication a HAN Device may engage in, which is dependent upon its relationship with the ESI and the Service Provider.

Energy Services Interface (ESI) Enrolled HAN Device (must be Registered) Registered HAN Device (must be Comissioned) Commissioned HAN Device Service Provider Network (e.g. AMI Network, Internet, etc.) Communication Types Service Provider Messages including Control Signals

(Two-way communications between Service Provider and Enrolled HAN Devices)

Consumer Specific Information

(One-way and Two-way communications between ESI and Registered HAN Devices as well as among Registered HAN Devices)

Public Information

(One-way communications to Commissioned HAN Devices)

Service Provider to ESI

(Two-way communications to the ESI which may elicit further communication between the ESI and Registered HAN devices and Public Information from the ESI to Commissioned HAN devices) 81

UCAIug HAN SRS v2.0

Network admission of HAN device on HAN Authentication established between HAN device and ESI Service Provider granted rights to access HAN device 82

UCAIug HAN SRS v2.0

HAN System Requirements

     Application Requirements Communication Requirements Security Requirements Performance Requirements Operations, Maintenance, and Logistics Requirements 83

Mapping Requirements to Functional Devices

 In order to provide guidance to service providers and vendors, the OpenHAN Task Force mapped each requirement to functional HAN Devices in tables at the end of each requirement section.  The tables indicate which requirements the OpenHAN Task Force considered necessary for the Commissioning Process (CP), for the Registration Process (RP), for Security (S), for application functionality (BF), as Optional (O), or if the requirement was Not Applicable (NA) for the function of the device.  These tables may be used as a template or starting point for Service Providers in their discussions with vendors and in their procurement process.  Vendors may use these tables as guidance for producing devices and software which enables basic HAN functionality and for providing additional functionality in order to provide competitive differentiation.  The tables are for reference only and should not limit the needs of Service Providers nor limit vendor innovation.

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Mapping Requirements to Functional Devices

1 2 3 4 5

ID HAN System Requirements Table 3: Control Requirements Mapping Utility ESI ESI PCT IHD EMS Load Control AMI Mete r HAN Meter (non electric)

HAN Device shall accept Control Signals from one or more authorized parties (e.g. Utility, Service Provider, EMS, Consumer).

HAN Device shall limit or reduce energy consumption in response to Control Signal receipt.

HAN Device shall resume previous operational state (as appropriate) following receipt of Control Signal that cancels, expires, or overrides a previous Control Signal in effect HAN Device shall acknowledge receipt of Control Signal, when requested.

HAN Device shall acknowledge execution of Control Signal, when requested.

NA NA NA NA NA NA NA NA NA NA BF BF BF BF BF NA NA NA NA NA BF BF BF BF BF BF BF BF BF BF NA NA NA NA NA NA NA NA NA NA Smart Appliance EVSE PEV EUMD BF BF BF BF BF BF BF BF BF BF BF BF BF BF BF NA NA NA NA NA

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Questions????

UCAIug HAN SRS v2.0

is located on the OpenHAN sharepoint: http://osgug.ucaiug.org/sgsystems/openhan/default.aspx

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 Q&A