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Open Smart Grid (OpenSG) Technical Committee Plenary

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) 8:50 am – 2010 Objectives to date (Chris K)

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Open Smart Grid (OpenSG) Technical Committee Plenary

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  1. Open Smart Grid (OpenSG)Technical Committee Plenary November 2010

  2. 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

  3. Welcome & Safety • Welcome & Safety • CPR • 911 • Exits & Meeting Point

  4. UCA Chairman’s Report • Erich Gunther

  5. UCAIug Corporate Supporters UCAIug Corporate SupportersBy Region UCAIug Corporate Supporters

  6. UCAIug Members Linear Trend Line UCAIug 2009 User Accounts By Region

  7. UCAIug Membership Composition

  8. UCAIug Budget 2010 Proposed Historic

  9. Where the Budget Goes

  10. Announcements Internet Information SSIDs WestinMeetingRooms WestinGuestRooms New OpenSG Simulations WG

  11. SEP 2.0 OpenSG UpdateTobin RichardsonDirector, Smart Energy ZigBee Alliance trichardson@zigbee.org November 2, 2010 11

  12. ZigBee Smart Energy Profile Update • 1.0 Implementation & Market Support • 1.x evolution • 2.0 Development and Status

  13. 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.

  14. SEP 2.0 • Recap development process • Current Status • Ongoing work items

  15. 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)

  16. 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!!

  17. 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) • OpenHAN • NAESB • PAPs • etc.

  18. 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)

  19. External Influences - Reminder • OpenSG • US NIST and SGIP • NAESB • IEC • EU (ESMIG, etc.) • AU (WSAA, etc.) • SAE

  20. External Outreach • Working with many SDOs • Developing new standards: • IETF ROLL / RPL • IETF CoRE / CoAP • IETF 6LoWPAN (ND, etc.) • Refining existing standards: • IETF PANA • IETF TLS • IEC 61968 (CIM) • IEEE 802.15.4

  21. 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

  22. 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

  23. Thank You! www.zigbee.org

  24. 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

  25. 2010 OpenSG WG Specific Objectives • SG Systems • OpenADR • Build CIM into OpenADR specifications • Harmonize OpenADR with other TFs (OpenHAN, OpenADE, Conformance, etc.) • OpenADE • OpenADE 1.0 SRS: February 2010 • 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

  26. 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

  27. 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.

  28. SG Communications

  29. 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

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

  31. 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

  32. 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

  33. 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

  34. 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

  35. 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

  36. SG Communications Agenda Thursday 8-10am SG Network / PAP 2 10:30-noon SG Network / PAP 2 Slide 36 Don Sturek, PG&E

  37. SG Conformity Bruce Muschlitz

  38. 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 July2010 Slide 38 Bruce Muschlitz, EnerNex

  39. SG Conformity Overview Chair Bruce Muschlitz, EnerNex Vice chair Zahra Makoui, PG&E Task Groups: Edge Conformity: Phil Beecher, John Lin Security Conformity: Bobby Brown, Sandy Bacik Enterprise Conformity: Mark Ortiz, (co-chair presently vacant) July2010 Slide 39 Bruce Muschlitz, EnerNex

  40. 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: OPENSG-xxx@SMARTGRIDLISTSERVE.ORG 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 July 2010 Slide 40 Bruce Muschlitz, EnerNex

  41. 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(InteropTesting and Certification Authority) for OpenSG groups Roundtable – Requests from the OSG Working groups on conformity needs July 2010 Slide 41 Bruce Muschlitz, EnerNex

  42. 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) July 2010 Slide 42 Bruce Muschlitz, EnerNex

  43. 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

  44. 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

  45. 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

  46. 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

  47. November 2010 Edge/Enterprise Conformity TGAgenda • Monday, Nov 1st • PM2, SG Conformity Boot Camp • Note: Session is an overview for newcomers • Tuesday, Nov 2nd • AM2 SG Conformity Work Session • PM1 Edge Conformity, Review OpenHAN Test Cases Document • PM2 Edge/Enterprise – Overview of test scenarios / methodologies • Wednesday, Nov 3rd • 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

  48. November 2010 Edge/Enterprise Conformity TG • Email reflector: • OPENSG-SGCONFORM-EDGE@SMARTGRIDLISTSERV.ORG • OPENSG-SGCONFORM-ENT@SMARTGRIDLISTSERV.ORG • 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 minutes and documents: http://osgug.ucaiug.org/conformity/edge/Shared%20Documents/Forms/AllItems.aspx Slide 48 Phil Beecher

  49. SG Security Darren Highfill

  50. 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

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