November 2009 doc IEEE 802 15 -09

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 802 Smart Grid Tutorial November 16, 2009 Zig. Bee Smart Energy Hyatt Regency Atlanta, Georgia, USA Submission 1 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Typical Zig. Bee Markets Security HVAC AMR Lighting Control Access Control Patient monitoring Fitness monitoring Demand Response Net Metering AMI, SCADA BUILDING AUTOMATION ENERGY MGT. & EFFICIENCY PC & PERIPHERALS PERSONAL HEALTH CARE Asset Mgt Process Control Environmental Energy Mgt Submission CONSUMER ELECTRONICS TELECOM SERVICES INDUSTRIAL CONTROL TV VCR DVD/CD Universal Remotes M-commerce Info Services Object Interaction (Internet of Things) 2 HOME CONTROL Mouse Keyboard Joystick Security HVAC Lighting Control Access Control Irrigation Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Zig. Bee Network Interoperability Application ZDO Manufacturer Specific Application App Support (APS) SSP NWK Zig. Bee Compliant Platform Medium Access (MAC) Physical Radio (PHY) • Ensures Network Communications but not Product Interoperability • There are multiple Compliant Platforms to choose from Submission 3 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Zig. Bee Product Interoperability Zig. Bee Standard Public Application Profile Zig. Bee Compliant Product • Products with the same application profiles interoperate end to end • Zig. Bee has published a set of Public Application Profiles ensuring end product interoperability Submission 4 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Current Zig. Bee Applications • Zig. Bee Home Automation (ZHA) Zig. Bee Smart Energy (ZSE) Commercial Building Automation (CBA) Zig. Bee Health Care (ZHC) Zig. Bee Telecom Services (ZTS) • Zig. Bee RF 4 CE Remote Control • • Not Final +Future profiles proposed by member companies… Submission 5 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Smart Energy & Home Automation Urgent demand for Smart Energy + compatibility with mainstream Home Automation systems enables customer choice Utility AMI Network Energy Services Portal (Electric Meter or Gateway) Programmable Communicating Thermostat (PCT) In-Home Display Zig. Bee HAN HVAC System Submission Load Control Device Mobile Phone 6 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Utility Requirements for HANs • • Utility AMI Network Energy Gateway Electric Meter Tstat HVAC System Zig. Bee HAN Smart Appliances Water Meter Gas Meter Submission Retail products Competitive market/ No vendor lock-in Low cost Solutions for the Global Market Large pool of people who understand the technology High levels of security • • • Home Automation System Lighting Controls • 7 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Zig. Bee Smart Energy Profile • Supported Features Include: – Basic metering [measurements, historical info, etc] – Demand Response (DR) and Load Control – Pricing [multiple units & currencies, price tiers, etc. ] – Text messages – Device support for Programmable Communicating Thermostats (PCTs), Load Controllers, Energy Management Systems, In Home Displays (IHDs), etc. – Security to allow consumer only, utility only, or shared networks – Support for water and gas Submission 8 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 ZSE Security and Authentication Device Certificate Authority Key Distribution • Security is critical requirement – Smart meter must have secure communications for safe smart grid – HAN devices & meters must have strong authentication to assure authorized devices and use • Utilizes a Certificate Authority for the device keys • Incorporates an Out-of-Band step for an added layer of security Secure Link Submission • Process has been independently audited and approved by Carnegie. Mellon 9 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Centerpoint Energy Vision Submission 10 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 TXU Energy Broadband Project • Zig. Bee enabled thermostats and gateways – Active program launched in June 2008 – Self installation by home owner • Plug and Play • Integrates Zig. Bee technology into home area networks • Internet based demand response program Submission 11 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 TXU System Architecture i. Thermostat Comverge LMS System i. Thermostat Internet Ethernet-Zig. Bee Gateway Connect. Ware Software Submission 12 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 TXU Energy i. Thermostat Website Submission 13 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Zig. Bee - Looking Forward PLC Utility Network Zig. Bee IP Stack Zig. B ee / PRO 802. 15. 4 / PLC / Other Secure Interface Zig. Bee/PRO Enhancements + Zig. Bee Green Power Zig. B ee / PRO New Profile Zig. Bee / PRO Proxy Interface Zig. Bee RF 4 CE Not Final Today Submission Tomorrow 14 Robert F. Heile, Zig. Bee Alliance 14

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Enhanced Zig. Bee Smart Energy • Integration with Zig. Bee IP stack and PLC • Exploits the benefits of wireless and wired • Support for Forward-Thinking Developments (PHEVs, Distributed Generation, etc. ) • Working closely with IEC, EPRI, AHAM, SAE, ESMIG, and others on requirements • Other Improvements based on continuing feedback and Market needs • One of the initial 16 on the NIST list for the Smart Grid Submission 15 Robert F. Heile, Zig. Bee Alliance

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Why a Zig. Bee IP stack? • • • The United States Congress suggested it in relation to Stimulus Funding access and US utilities are now requiring it as part of their future networks. Offers alternatives not new capabilities What will be in it? – MAC – 15. 4 2006 with MAC security – 6 low. PAN packet format and fragmentation – ROLL routing – Plus other features essential to effective sensor networks Submission 16 Robert F. Heile, Zig. Bee Alliance 16

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Smart Energy 2. 0 and Zig. Bee IP Background • US National Institute of Standards and Technology (NIST) – Direction on standards selection • UCA International Open. SG – Open. HAN System Requirements Specification (SRS) – Market Requirements Document (MRD) and Use Cases for Smart Energy 2. 0 • Zig. Bee – Developing IETF based IP stack for IEEE 802. 15. 4 based platforms based on Open. HAN SRS and Smart Energy 2. 0 MRD • Home. Plug – Developing IEEE P 1901 compliant powerline carrier solutions: Home. Plug AV and Home. Plug SE • Recognized Standards Development Organizations (SDOs) – IETF, IEC, IEEE, W 3 C Submission 17 Robert F. Heile, Zig. Bee Alliance 17

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Zig. Bee IP Architecture Overview • Meets Smart Energy 2. 0 MRD: – “Shall source existing standards from internationally recognized standards bodies with preferential treatment given to the following standards bodies: IEEE, IETF, IEC, ISO, and the W 3 C • Where standards do not exist, new standards shall be proposed and developed within these organizations “ – “Clean layered architecture” Submission 18 Robert F. Heile, Zig. Bee Alliance 18

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Zig. Bee IP Standards Selection • IEEE 802. 15. 4 -2006 with some extensions proposed in task group 4 e • IETF networking standards: – – 6 Low. PAN (RFC 4944) IPv 6 (RFC 2460) UDP, ICMP (probably not TCP) ROLL (in Internet-Draft form now) • IEC standards – 61968 CIM – Extensions from Zig. Bee SE and OASIS (harmonized back into the CIM) • W 3 C standards – EXI (probably, though could be another tokenized XML solution) • Missing technology we are working on in other standards groups : – Binary HTTP, SOAP over UDP or similar binary web services transport protocol (though IETF 6 Low. APP or Transport Work Group) – Embedded Service Location Protocol (SLP) (through IETF) – MAC enhancements (in IEEE 802. 15 task group 4 e) – Meter Access Side Communications standard (in IEEE 802. 15 task group 4 g) Submission 19 Robert F. Heile, Zig. Bee Alliance 19

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Zig. Bee Smart Energy 2. 0 Development Plan • MAC/PHY – IEEE 802. 15. 4 -2006 – Home. Plug AV/SE – Interoperate with any other MAC/PHY (Wi. Fi, Ethernet, etc. ) • Networking – IETF standards • Application – Aligned with IEC 61968 CIM – Message syntax defined through XML Submission 20 Robert F. Heile, Zig. Bee Alliance 20

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 ZSE 2. 0 -- Process Going Forward • IETF IP networking stack (aligns with PAP 1) • PAP 3, 4, 9 and 10 align with the IEC 61968 CIM. Zig. Bee SE 2. 0 and OASIS will create syntax from the model • IEEE 802. 15. 4 aligns with PAP 2 • NIST Phase 3 – Certification (defined at the end of 2009) – Align Zig. Bee Smart Energy V 2 certification and interoperability process around NIST approved certification process Submission 21 Robert F. Heile, Zig. Bee Alliance 21

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 Why Zig. Bee+Power Line Carrier? • Simplified installation for new smart energy applications in large apartment or commercial buildings with no other control networks • Further expansion of the Home Area Network market by enhancing the ease of use and commercial viability of Smart Energy • Advent of PHEVs in 2010 requires energy management system to address technical and business problems related to charging/discharging, billing, and access management. • Common system architecture and application profile interface for home energy devices independent of networking technology Submission 22 Robert F. Heile, Zig. Bee Alliance 22

November 2009 doc. : IEEE 802. 15 -09 -0770 -00 QUESTIONS? Submission 23 Robert F. Heile, Zig. Bee Alliance