November 2009 802 Smart Grid Tutorial November 16, 2009 ZigBee Smart Energy Hyatt Regency Atlanta, Georgia, USA Robert F. Heile, ZigBee Alliance

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

ZigBee Network Interoperability <month year> doc.: IEEE 802.15-<doc#> November 2009 ZigBee Network Interoperability Application ZDO Manufacturer Specific Application SSP App Support (APS) { NWK ZigBee Compliant Platform Physical Radio (PHY) Medium Access (MAC) Ensures Network Communications but not Product Interoperability There are multiple Compliant Platforms to choose from Robert F. Heile, ZigBee Alliance <author>, <company>

ZigBee Product Interoperability <month year> doc.: IEEE 802.15-<doc#> November 2009 ZigBee Product Interoperability { ZigBee Standard Public Application Profile ZigBee Compliant Product Products with the same application profiles interoperate end to end ZigBee has published a set of Public Application Profiles ensuring end product interoperability Robert F. Heile, ZigBee Alliance <author>, <company>

Current ZigBee Applications November 2009 Current ZigBee Applications ZigBee Home Automation (ZHA) ZigBee Smart Energy (ZSE) Commercial Building Automation (CBA) ZigBee Health Care (ZHC) ZigBee Telecom Services (ZTS) ZigBee RF4CE Remote Control +Future profiles proposed by member companies… Not Final Robert F. Heile, ZigBee Alliance

Smart Energy & Home Automation November 2009 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 ZigBee HAN Load Control Device HVAC System Mobile Phone Robert F. Heile, ZigBee Alliance

Utility Requirements for HANs <month year> doc.: IEEE 802.15-<doc#> November 2009 Utility Requirements for HANs 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 Utility AMI Network Energy Gateway Electric Meter Tstat HVAC System ZigBee HAN Gives us: Cost reduction on entire vertical (silicon to applications and devices) Public vetting (sometimes painful exposing your baby to the world, but the feedback is invaluable) The entire industry working together to protect assets, insulating against future technology changes and protecting infrastructure investments Smart Appliances Water Meter Home Automation System Lighting Controls Gas Meter Robert F. Heile, ZigBee Alliance <author>, <company>

ZigBee Smart Energy Profile November 2009 ZigBee 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 Robert F. Heile, ZigBee Alliance

ZSE Security and Authentication November 2009 ZSE Security and Authentication Device Certificate Authority Key Distribution Secure Link 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 Process has been independently audited and approved by Carnegie-Mellon Robert F. Heile, ZigBee Alliance

Centerpoint Energy Vision November 2009 Centerpoint Energy Vision Robert F. Heile, ZigBee Alliance

TXU Energy Broadband Project November 2009 TXU Energy Broadband Project ZigBee enabled thermostats and gateways Active program launched in June 2008 Self installation by home owner Plug and Play Integrates ZigBee technology into home area networks Internet based demand response program Robert F. Heile, ZigBee Alliance

TXU System Architecture <month year> doc.: IEEE 802.15-<doc#> November 2009 TXU System Architecture iThermostat Comverge LMS System iThermostat Internet Ethernet-ZigBee Gateway ConnectWare Software Robert F. Heile, ZigBee Alliance <author>, <company>

TXU Energy iThermostat Website November 2009 Robert F. Heile, ZigBee Alliance

ZigBee - Looking Forward November 2009 PLC Utility Network ZigBee / PRO ZigBee IP Stack 802.15.4 / PLC / Other Secure Interface Secure Interface ZigBee/PRO Enhancements + ZigBee Green Power ZigBee / PRO New Profile ZigBee / PRO Proxy Interface Proxy Interface ZigBee RF4CE Not Final Not Final Today Tomorrow Robert F. Heile, ZigBee Alliance 14

Enhanced ZigBee Smart Energy November 2009 Enhanced ZigBee Smart Energy Integration with ZigBee 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 Robert F. Heile, ZigBee Alliance

November 2009 Why a ZigBee 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 6lowPAN packet format and fragmentation ROLL routing Plus other features essential to effective sensor networks Robert F. Heile, ZigBee Alliance 16

Smart Energy 2.0 and ZigBee IP Background November 2009 US National Institute of Standards and Technology (NIST) Direction on standards selection UCA International OpenSG OpenHAN System Requirements Specification (SRS) Market Requirements Document (MRD) and Use Cases for Smart Energy 2.0 ZigBee Developing IETF based IP stack for IEEE 802.15.4 based platforms based on OpenHAN SRS and Smart Energy 2.0 MRD HomePlug Developing IEEE P1901 compliant powerline carrier solutions: HomePlug AV and HomePlug SE Recognized Standards Development Organizations (SDOs) IETF, IEC, IEEE, W3C Robert F. Heile, ZigBee Alliance 17

ZigBee IP Architecture Overview November 2009 ZigBee 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 W3C Where standards do not exist, new standards shall be proposed and developed within these organizations “ “Clean layered architecture” Robert F. Heile, ZigBee Alliance 18

ZigBee IP Standards Selection November 2009 IEEE 802.15.4-2006 with some extensions proposed in task group 4e IETF networking standards: 6LowPAN (RFC 4944) IPv6 (RFC 2460) UDP, ICMP (probably not TCP) ROLL (in Internet-Draft form now) IEC standards 61968 CIM Extensions from ZigBee SE and OASIS (harmonized back into the CIM) W3C 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 6LowAPP or Transport Work Group) Embedded Service Location Protocol (SLP) (through IETF) MAC enhancements (in IEEE 802.15 task group 4e) Meter Access Side Communications standard (in IEEE 802.15 task group 4g) Robert F. Heile, ZigBee Alliance 19

ZigBee Smart Energy 2.0 Development Plan November 2009 ZigBee Smart Energy 2.0 Development Plan MAC/PHY IEEE 802.15.4-2006 HomePlug AV/SE Interoperate with any other MAC/PHY (WiFi, Ethernet, etc.) Networking IETF standards Application Aligned with IEC 61968 CIM Message syntax defined through XML Robert F. Heile, ZigBee Alliance 20

ZSE 2.0-- Process Going Forward November 2009 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. ZigBee 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 ZigBee Smart Energy V2 certification and interoperability process around NIST approved certification process Robert F. Heile, ZigBee Alliance 21

Why ZigBee+Power Line Carrier? November 2009 Why ZigBee+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 Robert F. Heile, ZigBee Alliance 22

November 2009 QUESTIONS? Robert F. Heile, ZigBee Alliance