New Features of ZigBee Smart Energy Delivering Energy Management to Consumers Today



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New Features of ZigBee Smart Energy Delivering Energy Management to Consumers Today April 11, 2012 Webinar 1

Agenda 1. Introduction to new features in ZigBee Smart Energy Stephen Johnson, Product Line Manager, Itron 2. Smart Meter Texas market and interoperability enhancements in ZigBee Smart Energy Larry Kohrmann, BPL Manager, Oncor Electric Delivery 3. BC Hydro s vision for retail availability of devices, their use of the block tariff functionality David Sussman, Program Lead, Home Area Network, BC Hydro Tony Mauro, Senior Engineer, BC Hydro 4. Upgrading devices in the field, migrating to new versions and Over the Air Upgrades David Mayne, Director Business Development, Digi International 5. Q&A 2

Speaker Presentations 3 3

Introduction to New Features Stephen Johnson Itron 4

ZigBee Smart Energy Evolution VERSION NUMBER REVISION NUMERING Standard Number Feature Additions Bug Fixes (CCBs) 1 +.1 +.X.1 Version number: 1. First version of standard 2. Breaking backwards compatibility or changes specifications Feature additions: Any updates to standard adds.1 to version New features defined in an MRD approved by ZigBee Alliance Backwards compatibility to major version preserved 5

ZigBee Smart Energy v1.1 Builds on existing deployments of ZigBee Smart Energy v1.0 New market requirements emerged after initial deployments: Interoperability enhancements Block tariffs Meter swap-outs Tunneling Over-the-air updates Backwards compatible v1.0 will coexist with v1.1 6

The Texas Energy Market & Its Role in ZigBee Smart Energy Interoperability Larry Kohrmann Oncor Electric Delivery 7

Texas Competitive Electricity Market Power Generation Companies Electric Reliability Council of Texas (ERCOT) acts as Settlement Agent Transmission Service Distribution Service Regulated Utilities deliver electricity Trans/Dist. Service Providers (TDSP) Retail Electric Providers sell to enduse consumers (REP) 8

Advanced Meter Rule Making Surcharge Qualifications Requirements Minimum of 15 minute interval data Communication pathway for REP Home Area Network (HAN) communication (ZigBee, Home Plug, etc.) in meter to communicate to in-home devices Use of TDSP networks to send HAN commands Instant access to meter data by customer and REP Disconnect in every meter 200 amps and below C12.19 and C12.22 Compliant 9

Advanced Meter Rule Making Surcharge Qualifications Requirements Minimum of 15 minute interval data Communication pathway for REP Home Area Network (HAN) communication (ZigBee, Home Plug, etc.) in meter to communicate to in-home devices Use of TDSP networks to send HAN commands Instant access to meter data by customer and REP Disconnect in every meter 200 amps and below C12.19 and C12.22 Compliant 10

Evolution of Smart Meter Texas Portal (SMTP) Required Common Market Interface Needed ability to route information from 120+ REPs through 4 different TDSPs to 7 mil.+ meters Uses a common ERCOT wide customer ID system Jointly owned by participating TDSPs (AEP Texas, CenterPoint, Oncor, TNP) Designed and built by TDSPs with REP input and oversight by Texas PUC Portal was implemented in January, 2010 Customer allowed to self provision HAN devices Continues to receive market driven enhancements (e.g. ESPI/Green Button compliance) 11

Market Information Flow Daily 15 Minute Settlement Transactions and Market Transactions Retail Electric Provider TDSP IT System ERCOT ( Monthly Meter Readings and Daily 15 Minute VEE Data ) Market Transactions Meter / HAN Services ( Daily and 15 Minute Meter Data) Meter / HAN Services (thru TDSP system) and Daily 15 Minute VEE Meter Data Historic Daily 15 Minute VEE Meter Data and limited Meter / HAN Services SMART METER TEXAS Daily and 15 Minute Meter Data Perform HAN Transactions and Meter Transactions Over Utility Infrastructure Consumer 12

Texas Market and ZSE Interoperability ZigFesTx First quarter, 2010, worked out details & test plans May, 2010, CenterPoint & Oncor (with respective meter vendors), and the ZigBee Alliance held the first 3 day event in Ft. Worth Code was written on the spot Success (in many cases) was a successful pairing with a meter 5 additional events were held in 2010 Progress was fast and dramatic 13

Texas ZigFest Results Allowed many manufacturers their first opportunity to work with commercial meters Allowed all parties to quickly find and resolve firmware issues (meters and HAN devices) Identified different interpretations and areas for new features in ZigBee Smart Energy version 1.0 Issues discovered were fed back into CCBs that were incorporated into ZigBee Smart Energy version 1.1 14

Residential Inclining Block and the HAN at BC Hydro David Sussman/Tony Mauro BC Hydro 15

Purpose Overall Objectives: 1. To drive consumer conservation behavior through the adoption of real-time energy feedback devices 2. To seed a viable market for such devices in established retail channels Driving Principles: Meet the customers where they are Let the market decide One size may not fit all Create a sustainable ecosystem 16

The Process I II II IV Product Requirements Vendor Engagement Testing and Approval Retail Market Launch 17

Stage I: Product Requirements Purpose: The Product Requirements outline minimum features to be compatible/eligible for BC Hydro systems and programs. Process: This has been created with input from Internal teams (technology, conservation, procurement, marketing) External contacts in industry External counterparts in other utilities, standards organizations Reviewed hundreds of features and considerations, narrowed them down to a manageable set (abt. 40 items) Outcome: Completed preliminary Requirements 18

Stage II: Vendor Engagement Purpose: Gain feedback from the market, revise, communicate our plans Process: Vendor workshops to review Requirements, describe program details, share customer research, retail partner conversations, review the program, customer adoption patterns, messaging Content: o Sanity Check of Requirements and overall program o Deep dives into specific Requirements o Engagement, relationship building Outcome: Requirements and testing program finalized, communicated 19

Stage III: Testing and Approval Purpose: Enable vendors to build approved devices Process: Test plans/scripts provided to vendors Interoperability testing performed Our lab Meter vendor lab Other (3rd party) labs Devices approved on a rolling basis Outcome: Final list of eligible devices for retailers 20

Stage IV: Retail Market Program Launch Purpose: Facilitate vendors bringing approved devices to market Process: Training of retail channel Integration of needed systems Overall support of partners Support of end-users Outcome: Approved devices on store shelves promoted by retailers The market will decide which devices are worth adopting, we are giving it a push to get the ball rolling 21

Residential Inclining Block Two Tiered Tariff used in BC to encourage conservation 22

Residential Inclining Block ZigBee Smart Energy version 1.0 did not support Block Pricing Worked within the Alliance to develop Block Pricing to support BC Hydro business needs Co-authored the specification for Block Pricing in ZigBee Smart Energy version 1.1 Specification to Certification Strong participation from members From start to finish in testing to certified feature was 4 months 23

ZigBee Smart Energy version 1.1 Over-The-Air Firmware Upgrade Services David Mayne Digi International 24

Who Is Digi Founded in 1985 as Digiboard Public offering in 1989 on NASDAQ: DGII Headquarters in Minnetonka, MN USA; offices in Americas, Europe, Japan, Asia/Pacific R&D / Engineering in US, Europe and India Leader in commercial grade device connectivity ~$200M annual revenue 670+ employees Worldwide 34 consecutive quarters of profitability Leading wireless technology expertise Cellular (2G, 3G, 4G), Wi Fi, ZigBee/Mesh, proprietary 900 MHz Global leader in Cellular Routers and M2M solutions Embedded and non embedded product solutions idigi Cloud services for remote device management and web services FSB 100 America s fastest-growing small public companies 100 Fastest Growing Small Public Companies 25

Why Is Digi Discussing OTA Upgrades? Substantial experience in the energy market: Digi s Partners have deployed over 40,000 Energy gateways Partnerships with Itron, Comverge, ista, Cooper Power, EcoFactor, Calico Energy, Sentinel Works and more First ZigBee Certified ZigBee Smart Energy gateway, First ZigBee Certified ZigBee Smart Energy ready ZigBee module 20+ years of experience solving utility communication challenges First energy gateways deployed in 2007. 3 large scale and many smaller upgrades have occurred since initial deployment. Over 10,000 ZigBee Smart Energy devices remotely upgraded to ZigBee Smart Energy version 1.1 framework 2011. Digi s business model involves partners. Proprietary approaches to handling software upgrades requires cooperation. ZigBee Smart Energy version 1.1 greatly reduces our integration and test time 26

Digi X-Grid HAN Solution Partners Diverse providers of ZigBee Smart Energy devices Partners Diverse providers of software services Partnership Model Maximizes Flexibility This market is evolving and will continue to evolve! 27

Importance of Over-The-Air (OTA) Energy Services need to be delivered from a broad range of device and application service providers Consumer adoption will be driven by an ability to service without dispatching a vehicle ZigBee Smart Energy (as with any industry standard) is ever evolving to deliver new services and capabilities to consumers 28

The World Before ZigBee Smart Energy Each manufacturer implemented their own proprietary method of OTA upgradability Many didn t offer any remote upgrade at all Cooperation and joint development was required for support by meters or gateway vendors Mixed networks are extremely difficult to manage Many gateway providers implemented work around methods of enhancing features or addressing issues 29

ZigBee Smart Energy version 1 HAN AMI Collection/ Smart Meter TX Thermostat and Gateway Operated Independently from the AMI network The Gateway and PCT used manufacturer specific profiles for most communications 30

The Migration to ZigBee Smart Energy version 1.1 AMI Collection/ Smart Meter TX The gateway operates as an ESI/IPD Router and joints the AMI network The PCT is upgraded and joins the AMI network The gateway facilitates key exchanges with the trust center 31

ZigBee Smart Energy version 1.1 Ready for new services AMI Collection/ Smart Meter TX Service Provider Utility Other New Energy Devices are being offered to customers Services can continue to expand increasing value to all Smart Grid participants 32

ZigBee Smart Energy version 1.1 OTA Results Upgrade development and test cut by over 50% in the Digi Interoperability labs Upgrades now available for test on all certified devices Successful upgrade of over 10,000 devices (gateways and peripheral devices) ZigBee Smart Energy 2.0 ready services Field experience with 3 meter manufacturers, and 8 energy device manufacturers through this process 33

Lessons Learned Robust upgrade services ensuring graceful handling of interruptions during the upgrade Gateway and Cloud Service enhancements Managing devices with limited resources Pre- and Post- HAN network image capture and validation services Cooperation and support between vendors is key 34

Q&A Panel Stephen Johnson, Product Line Manager, Itron Larry Kohrmann, BPL Manager, Oncor Electric Delivery David Sussman, Program Lead, Home Area Network, BC Hydro Tony Mauro, Senior Engineer, BC Hydro David Mayne, Director Business Development, Digi International Tobin Richardson, Director of Smart Energy, ZigBee Alliance 35

Thank You! For more information about ZigBee Smart Energy, please visit: www.zigbee.org/smartenergy 36

www.zigbee.org