Bridging the Gap between AMIand the Enterprise with MDM

Wendy LohkampDirector, Product Marketing, Itron

Kevin WalshIndustry Principal, SAP for Utilities

Itron’s History

• More than 2,200 customers in over 60 countries– 30 Year history– Global leader in hardware and meter data collection software

• Leading Electricity Meter provider in US and Canada• More than 1,500 AMR customers

– > 50 million endpoints shipped to US, Canada, Australia (electric, gas and water)– AMR endpoints shipped to >70% of US IOUs– Fixed networks at more than 20 customers

• Leading Utility Software provider– Largest market share for technical MDM solution– MV-90 C&I meter data collection software at > 90% of large electric utilities in

US, Australia.– Leader in analytic applications for Load Forecasting, Fraud Detection,

Distribution Design and Asset Analysis, Web-Based Meter Data Analysis

SAP’s History

• More than 1,100 Utility customers in over 70 countries– 35 year history– Global leader in Business Solutions

• Leading Customer Billing and Energy Data Management provider– Over 550 Utilities use our CIS– Over 720 Million Supply Contracts

• Leading Utility Software provider– More than 150 Energy Data Management Customers– Real time price processing– Leader in analytic applications for billing determinants, customer call center

operations and energy usage

Where We Come FromAdapted and modified from Gartner

Rev

enue

C

usto

mer

C

omm

odity

A

sset

Acquisition Transfer Cleansing Storage Delivery Comm. Proc.

AMR MDM / CIS

Itron

SAP

Bridging the Gap

Synch Master Data

Customer/ContractData

Field ServiceIntegration

Invoicing

Contract A/Rand A/P

Scheduling

Interface toRevenue apps

Service PointConfiguration

VEE

OperationalReporting

Interface to AMIOperations

Interface to Non-revenue apps

AggregationCalculations

C&I

CommunicationsConfiguration

Data Collection

AMI

Network & DeviceConfiguration

Data Collection

Manual

WorkforceAssignment

Data Collection

Request / Response

Request Broker

Collection System Integration ?

SAP Solution with Itron

• Provide seamless integration across the technical and commercial processes associated with AMI meter data

• Itron provides– technical integration with AMI systems– commercial-ready meter data to the SAP system– key analytics to support forecasting, fraud detection and

customer decision making• SAP delivers

– billing and customer service business processes– related commercial processes such as market messaging

integration, settlement and enterprise asset management functions

– integration infrastructure

AMI Use CasesBilling & Customer Service

Customer Interface

Delivery Energy Procurement

Field Services & System Recovery

Installation & Maintenance

B1 Multiple clients read demand and energy data

C1 Customer reduces demand in response to pricing and/or grid event

D1 Distribution operator curtails/limits customer load for grid management

E1 Real-time operations curtails/limits load for economic dispatch

S1 AMI system recovers after power outage, communications or equipment failure

I1 Utility installs, provisions and configures AMI system

B2 Utility remotely limits or connects / disconnects customer

C2 Customer has access to and reads recent energy usage and cost at his or her site

D2 Distribution operators optimize network based on data collected by the AMI system

E2 Utility procures energy and settles wholesale transactions using AMI system data

I2 Utility manages end-to-end life-cycle of the meter system

B3 Utility detects tampering or theft at customer site

C3 Customer uses prepayment services

D3 Customer provides distributed generation

I3 Utility upgrades AMI system to address future requirements

B4 Contract meter reading for other utilities

C4 External clients use the AMI system to interact with customer devices

D4 Distribution operator locates outage using AMI data and restores service

Source: Southern California Edison

SAP Solution in Detail

OntarioMDM/R

Set o

f Ent

erpr

ise

Serv

ices

alon

g de

fined

indu

stry

sta

ndar

ds

SAP Solution in Detail (Dereg. Markets)

Metering System Operator

SAP for Utilities

NetWeaver

Meter & EnergyData Management

Meter & DeviceManagement

IntercompanyData Exchange

Enterprise Asset Management

Service MgmtEAM Data

Premise Data

Meter & EnergyData Repository

Enterprise Service Repository

SAP XINetWeaver

Enterprise Management & Business Support

Marketing/Sales/(Self) ServiceBilling/Invoicing/AccRec/C&C

CRM/CIS Data

Meter & Device Master Data

Stan

dard

ized

Mar

ket F

low

s

High Speed Meter Data

Handler

Meter DataRepository

Command Mgr & Event Handler

optional

Distribution System Operator Retailer

• AMI System Unification• High Speed Meter Data Handler

– Reading Import (with/without VEE)– Reading Export (with/without Aggregation)

• Event Data Handler– Outage / Restore– Meter / AMI Device Diagnostic Events– Tamper Alerts

• Command Manager– Synch Master Data / Re-program Meter– On Demand Read / Ping– Remote Disconnect / Connect– Price Signal

• Enterprise Services– Master Data Synchronization– Metering Data– Event Data– Commands

• Meter Data Repository

Command Manager

Itron Enterprise Edition

High Speed Meter Data

Handler

Meter DataRepository

Event Handler

Architectural Components

AMI System Unification(Collection System Integration)

Unification: converting data from multiple AMI systems into one format; abstracting the data from the data collection method; insulating the back office from the devices in the field

• Maintain AMI system, endpoint and meter relationships• Track normal and contingency data collection method for

each meter• Organize meters into groups for command broadcasting

and data retrieval• Normalize status values, tamper flags and event codes

from multiple AMI systems into standard values• Maintain set of enterprise services for AMI integration

Enterprise Services for AMI Integration• Published APIs

maintained by Itron across product releases, must also be maintained by AMI vendors across product releases

• Leverage IEC 61968-9 (CIM) message types wherever possible

• Meter readings may arrive as web services, but may be processed in batch

Master Data

Meter Data

Commands

Event Data

DR DataIndicates system of transaction origin

High Speed Meter Data Handler(High Volume Reading Import)

• Standardized XML format supported by multiple AMI vendors– Web service or file based– Alternative formats available for handheld, probe and MV-90

• Validate transactions• Format readings• Validate readings• Estimate missing intervals• Insert readings into enterprise class database• Manage transaction exceptions• Manage validation exceptions

High Speed Meter Data Handler(High Volume Reading Export)

• Triggered by request in standardized XML format– Web service or file based– Daily, on demand– Can be triggered automatically on-cycle (with cycle calendar)

• Aggregation calculation performed if needed– All intervals within specified date range– Intervals aggregated to call-time calculation– Intervals aggregated to previously synchronized calculation

• Format export in standardized XML format– Alternative formats simulate handheld, probe, MV-90 or Lodestar

formats

Aggregated by day for the customer

Aggregated by billing period on requestTo SAP for commercial

processes

Interval Data to TOU

From the meter

To SAP for commercial processes

Event Data Handler(Event Management)

Event: randomly occurring message indicating previous, current or future trouble; received for meters or AMI devices

• Event types– Outage / Momentary (blink) / Restore – Meter / AMI Device Diagnostic Events (voltage sag/swell, buffer overflow, etc.)– Tamper (removal, tilt, generic tamper)

• Receive events in standardized XML format– Real-time or batch, web service or file– Embedded with readings or stand-alone

• Normalize event codes to single standard• Filter events based on various criteria• Export value to multiple destinations in standardized XML format• Insert into enterprise class database for historical reporting• Correlate with usage during validation and revenue protection activities

Command Manager(Two-way Controls)

Command: instruction issued to meter or AMI device over two-way AMI network; typically real-time and addressed by meter ID

• Commands to be supported– Synch Master Data– On Demand Read / Ping– Remote Disconnect / Connect– Price Signal / Load Control

• Queue, acknowledge request• Verify security of requestor• Format command for appropriate AMI system• Manage synchronous and asynchronous responses • Format completion or exception conditions

1

Customer Back officemonitoring Smart meter

Meter Reading Operations

AMISAP for Utilities

Customer Service and Billing

2

7

3 6 4

5

Customer portal log-on

Customer requests Final Bill

Service order created to retrieve final meter read

AMI delivers (raw) meter data

Meter reading operations initiates Smart Meter reading

Meter reading operations returns data

Service order completed, bill created and emailed to customer

1

2

3

4

5

6

7

Enterprise SOA as an Enabler

IEE MDM

Enterprise Services for SAP IntegrationSAP for UtilitiesItron Enterprise

Edition

Aggregated Data

Detailed Data

Sync Master Data

Configuration Details

On Demand Read

Ping

Disconnect

Connect

Events

Price Signal

Master Data

Meter Data

Commands

Event Data

• Published APIs maintained by Itron across product releases, must also be maintained by SAP across product releases

• Leverage IEC 61968-9 (CIM) message types wherever possible

• High Volume Reading Export will not be web service but low volume export can be web service with same export format

Indicates system of transaction origin

Example: Remote Disconnect Request

1. Request remote disconnect

2. Receive and validate remote disconnect request3. Format and transport remote disconnect command

4. Receive and validate remote disconnect command5. Broadcast remote disconnect command

6. Relay remote disconnect command

7. Receive remote disconnect command8. Disconnect power

UID

1

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Example: Remote Disconnect Complete

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15. Receive remote disconnect complete

13. Receive remote disconnect complete14. Format and transport remote disconnect complete

11. Receive remote disconnect complete12. Format and transport remote disconnect complete

10. Relay remote disconnect complete

9. Confirm remote disconnect complete

Meter Data Repository

• Fully versioned data store• Enterprise class database (Oracle or SQL Server)• Minimal master data required

– Service point or premise– Meter– Endpoint– Transformer– Billing determinant calculation (based on rate assignment)

• Minimal historical data stored– 30 - 60 days (retroactive rate changes)– 90 days (for best validation, DR baselines)– 6 months (cancel/re-bill)– 13 months (for best estimation, analytics)

Why Use a Repository at All?• Security

– Verify sender has rights to send data for meter– Verify requestor has rights to receive data for meter or perform commands

• Exception handling – Event or meter data arrives for unknown meter– No meter data arrives for known meter– Usage for inactive meters, zero usage for active meters

• Linking meter data to operations– Outages by premise or transformer rather than endpoint– Energy usage combined with AC cycling or thermostat settings– Meter diagnostic events over time

• Filtering– Storm mode for outages– Outage/tamper combinations– Tamper and usage changes

• Validation– Actual vs. historical averages

• Billing Determinant Calculations– Peak Time Rebate for non-TOU customers – Net meters, check meters, usage allocation

Bridging the Gap with Itron and SAP

Benefits of using SAP

• Comprehensive asset management, billing and customer service

• Ability to manage simple and complex rates in single solution

• Packaged software application, continuously maintained by SAP

• Business process focus• Proven scalability

Benefits of using IEE

• Flexible deployment options– VEE and aggregation in IEE or SAP or both– Other meter reading sources beyond AMI– Manage the transition to AMI

• Packaged software application, continuously maintained by Itron

• Business process focus• Multi-vendor meter and network support• Proven scalability• Existing MDM customer deployments

Thank YouWendy Lohkamp

Director, Product Marketing, Itronwendy.lohkamp@itron.com

Kevin WalshIndustry Principal, SAP for Utilities

kevin.walsh@sap.com

white paper available at www.itron.com(Itron Enterprise Edition Connects AMI to the Enterprise)