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Enterprise Integration CIM Users Group Meeting Austin, Texas October 25, 2007 Jovita Williams Oncor Electric Delivery Jovita.Williams@oncor.com Greg Robinson Xtensible Solutions grobinson@xtensible.net

Current State Topics Future State Goals First Project Up to Bat - SmartGrid 3 Key Concepts for Making Goals Achievable First 3 Steps Underway - Today - Future State 2

Application Portfolio: Present State Assessment Electric Delivery has over 175 applications in its portfolio Many applications used by different internal departments cater to similar needs Same Commercial Off the Shelf (COTS) products are used differently by various departments Sub optimized processes developed by individual departments Separate solutions and implementations covering similar processes - E.g. Multiple Mapping solutions / home grown mapping solutions Complex network of interfaces Inconsistent and often inaccessible reports Major integration and maintenance issues 3

Our Goal 4

How do we move ahead? Technology Guiding Principles: Business Alignment Technology Governance Application Portfolio Management Utility Standards Adoption Industry Standards Adherence Technology Strategic Plan: Multi-year view Charts course for all upgrades, enhancements, replacements SmartGrid is the first project to apply this set of principals 5

Future IT Systems Meter Data Management System Future Systems Enterprise Service Bus Data Data Power Information Platform by emeter (PIPe) AMR System 1 AMR System 2 Existing AMR System Cellular IDR, POTS IDR, MV90 Meter Data Portal ERCOT ERCOT Market Market 6

SmartGrid Vision Applications OMS/DMS/SCADA/MWM BPL Smart Grid EMS/SCADA Control & Telemetry AMi (PLC and BPL) Substation Monitoring Distribution Automation Communications Infrastructure BPL Fiber Network PLC, Cellular, Paging and Satellite 7

SmartGrid Functional Objectives 1. Replace aging mobile workforce management (MWM) system that is no longer supported by vendors 2. Implement a fully integrated OMS/DMS/MWM system suite replacing a legacy home-grown Outage Management System (OMS) and several unrelated distribution control systems 3. Leverage the new data available through AMIS into system operations activities 4. Utilize intelligent field mounted equipment in true smart grid activities 5. Provide near real-time data and control to distribution operations control centers 6. Improve reliability to customers while controlling costs 8

SmartGrid Interoperability Objectives 1. Utilize completely off the shelf (COTS) applications wherever possible and work with vendors to update/improve applications 2. Implement utility standards, such as those based on the CIM, to allow improved interoperability between various applications 3. Leverage the new technologies available for enterprise application integration (EAI) by using a state-of-the-art middleware suite for new application implementations 4. Utilize service oriented architecture (SOA) concepts to keep access to vital information open and easily accessed by any application 5. Provide near real-time data and value-added information to all market participants (customers, retail electric providers, ERCOT, and other participants) via Web Portals and specialized information transfers 9

Enterprise integration will be the Integrates disparate systems Enables Business Process Management across systems Service Flow key! Portal SOAP Service Request (e.g. J2EE,.NET) B2B Interactions Presents a real-time view of data Creates business process flexibility by assembling components Speeds development through improved tools and reuse Supports both internal processes and business to business activities Data Existing Applications New Service Logic 10

This is Not a Good Practice For Wires Integration; It s Not Good For Data Integration Either! Wires Integration Anarchy! 11

Implementing Typical Approaches on New Technology Will Result in the Same Old Problems Data Integration Anarchy! OMS GIS CIS A Typical ESB WMS DMS Integration anarchy is a chaos of: (1) duplicated logic, (2) duplicated data, (3) duplicated effort, (4) newly acquired integration difficulties, (5) lack of ability to easily create new application functionality from services, and (6) lack of ability to support business processes with applications 12 AMR

Key Concept: Incremental Integration - in Step With Business Needs IEC 61968 IRM Interface OMS OR GIS CIS TT Semantically Consistent ESB WMS DMS AMR Information Flow Design CIS OMS DMS 13 Trouble Ticket Outage Record TT OR

Key Concept: Replace Large Monolithic Applications a Chunk at a Time Other Apps Other Apps Other Apps MDI/CIM Messages Design Work Scheduling Construction Maintenance & Inspection Field Recording WMS 14

Today: Service Work 15

Step 1: Service Work with new Mobile Workforce Management (MWM) System Polaris CDW MDSI MWM (Legacy) AMR AMR Manual FMIS PIPe (MDM) ERCOT CIS (Legacy) TIBCO ESB MQ Vendor API TX Set EDI TX Set EDI MDI/CIM Interface MDI/CIM Interface ESB (Tibco) MDI/CIM Interface Vendor API Intergraph MWM (New) 16

Today: Outage Management 17

Step 2: Outage Management System (OMS) Replacement AMR AMR Manual FMIS PIPe (MDM) MQ IVR CIS TIBCO ESB (RV) Vendor API MDI/CIM Interface MDI/CIM Interface MDI/CIM Interface ESB (Tibco) MDI/CIM Interface MDI/CIM Interface MDI/CIM Interface MDI/CIM Interface Vendor API Vendor API Vendor API MWM (New) OMS (New) DNA/DSCADA (New) DIS (Legacy) 18

Today: Data Management With Vision and Guiding Principals, Oncor Electric Delivery has declared its direction for true enterprise integration However, specificity is currently at too high of a level and insufficient to realize the business value sought. Need more detailed processes to guide projects to achieve concrete deliverables in a manner that fits appropriately into the enterprise context IEC standards provide a good jump start but there are many integration matters that need to be specified as part of ESB services: -E.g., Data management that governs how data is managed through it s life-cycle (mastership, synchronization, transaction mgmt., persistence, etc.) These issue are being addressed in an overall Enterprise Information Management (EIM) program. 19

Enterprise Information Management (EIM) Gartner s definition of EIM: 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) 20

Key Concept: Leveraging the CIM in an EIM Context Open Standards Application Information Process Integration BPM/Workflow Business Intelligence Business Definitions Enterprise Semantic Model Model Enterprise Integration Platforms Applications Metadata 21

Step 3: Building the EIM Roadmap Enterprise Vision & Strategy Enterprise Architecture Enterprise Business & IT Core Processes Enterprise Business & IT Organizations Enterprise Infrastructure EIM Vision & Strategy EIM Governance EIM Core Processes EIM Organization EIM Infrastructure Vision Mission Strategy Goals & Objectives Value Propositions Sponsorship Stewardship Policies, Principles & Tenets Alignment Structure Data Quality Data Integrity Data Security & Protection Data Lifecycle Management Data Movement Semantics Management Database Management Master Data Management Information Services Services & Support CSFs & KPIs Structure (Virtual, Hybrid ) Roles & Responsibilities Functional Services Business Value and Relationship Management Information Architecture Blueprint Management Technologies (DBMS, Content Mgmt, ETL, EAI, EII, Data Modeling, BI/DW, Collaboration..) Knowledgebase and Repositories Standards & Best Practices 22

Questions 23