Using facilities as a data source to drive business

1. Paul Ehrlich, PE Business Development Leader Trane Global Controls Using facilities as a data source to drive business

2. Today, facilities are viewed as strategic resources... elevating the facility manager to the role of asset manager supporting the organization's overall business goals. ... managing facilities as a true profit center. (From an E-mail promoting a new book “Total Productive Facilities Management - By Richard Sievert)

3. Background • Paul Ehrlich - Trane Global Controls • Business Development leader for Trane’s controls business - focus on new technology • 20 years in industry • Current Chair of CABA XML/ Web Services for Building Control (oBIX) • Former chair of: • ASHRAE SGPC-13 (DDC Control Specifications) • BACnet interoperability task force

4. Perspective • Building owners are looking for: • Building Controls to utilize the infrastructure of their existing intranets and Internet • Facilities to be a data source to help them better run their business or organization • Easy integration of all facility management tasks so that they can operate more efficiently

5. Open Standards • Open standards are an expectation by owners today • Single seat operations and the need for future options are driving forces • BACnet and LonTalk are great solutions - but neither was designed for the web and are not readily integrated with business systems

6. BACnet / LonTalk Challenges • Security (authentication and encryption) • Database and other application compatibility • Acceptance outside of HVAC industry • Support through network firewalls • Network routing of broadcast messages

7. Internet Standards • Internet standards (Web Services) are the future. These include • Physical - Ethernet, TCP/IP • Human readable - HTML, JAVA, Active X • Machine readable - XML, SOAP, SNMP, SMTP • Web pages for user interface • IT data standards for open communications between devices These standards will dominate in the future

8. oBIX (Ethernet / TCP/IP/XML / HTTP) Proposed architecture Client PC’s with Web Browser Intranet Network based controller Network based controller Other XML based system Room Controller Controller LonTalk Controller Enterprise Application Servers Other Protocols LonTalk Controller Room Controller Controller BACnet LonTalk LonTalk Controller

9. Standards • Industry specific standards are required to define: • Data Modeling, units, accuracy, time standards, etc. for exchange of data. • Definition of services for functions such as alarms, schedules, trends, etc. • Security in terms of both data authentication and encryption • Methods for network discovery and configuration. • These need to work for all facility management (HVAC, Lighting, Security, Energy, Electrical, Blinds, etc.)

10. Challenges • Today many vendors are using XML and web services in their products in a non-standard method • Standards are needed sooner rather then later • These will not replace BACnet and LonTalk • A commitment is being made by the industry to accomplish this work

11. oBIX • In April of 2003 CABA created a committee to look at using Internet standards for interoperable facility management • Presently there are 90 members involved from around the world • Committee has 5 working groups • Data Model, Services, Security, Network Management and Marketing • Goals are to move fast and create a non-binding guideline

12. oBIX • Committees are all active - strong focus on the data model • Goal is to release the first draft in early 2004 • Interested in more information? • Membership is open to all! • Encourage end user participation • Most meetings are “virtual” • See www.obix.org, or www.caba.org for more information • Join us for a committee meeting tonight if interested!

13. Questions