www.lipower.org

Case Study:

Leveraging Industry Standards

& Model-Driven Development

for Enterprise Information Management

& Semantic Integration

at Long Island Power Authority (LIPA)

Predrag Vujovic, Phillip Jones , Fran Clark, Stipe Fustar

Arpeggio Technology

LIPA Standards & Model Driven Approach

Topics

Real-world Case Study of how LIPA are using a Model-Driven

approach, leveraging an Enterprise Semantic Model (ESM) to:

– Implement Semantic Integration

– Implement Persistent Data Stores (e.g. for Analytics, Data

Warehouses)

Our Story:

– LIPA Smart Grid Business Drivers (Why?)

– Target Architecture and Enablers (What?)

– Semantic Integration Approach (How?)

– Persistent Data Stores (How?)

LIPA Standards & Model Driven Approach

Foundation – Model-driven process

LIPA has adopted a model-driven process for defining, designing,

developing and deploying:

– Services on the Enterprise Service Bus

– Persistent data stores for analytics (ODS, Data Warehouse, Datamart)

The Model-driven approach leverages industry standards (e.g. CIM)

wherever possible to:

– Promote reusability

– Accelerate development cycles

– Facilitate visibility, governance and change management

Four key models

– Enterprise Semantic Model

– Service Model

– Exchange Model

– Data Model

Process & Governance

LIPA Standards & Model Driven Approach

ODW Conceptual Technical Architecture

LIPA Standards & Model Driven Approach

LIPA Smart Grid Road Map

GIS Data Consolidation

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AMI

Requirem.

ENMAC

UpgradeDMS Implementation

OMS Implementation

DMS

Smart Grid

Requirements

NMMS Implementation EMSEMS

Req.EMS

RFPEMS ImplementationSCADA

NMMS

AMI

Implementation

OMS

Network

Model Req.

AMI

Implementation40% 60%

100%

AMI

RFP20%

AMI

Implementation

Wireless

Proprietary

Communication backbone 85% Communication backbone 90% 100%Communications

Comm

RFP

AMI

PILOTSAMI

Pilots

Lessons

Learned

Data &

Process40% SOA, BI,

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Smart Grid:Optimization,

Visualization,

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OMS

Req.EDM

MDMS MDMS

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LIPA

Document Decision Input Data & Interfaces Implementation Deliverables

LIPA Smart Grid

Roadmap 2009-2013

RFP

OMS

RFP

D

&

I 2015

2015

Integration of phasor relay data with regional system.

Implementation of data back-haul across T&D O&M, AMI, Customer systems

Integrate Capacitor control into DMS and Leverage

Communication backbone for capacitor control.

Integration of existing data with enterprise data and SOA.

Integration of smart relays data into enterprise data and SOA.

Dynamic real-time adjustment of operation and loading of transformers and

overloading protection based on actual operating conditions and individual

asset condition

ASUs, Secure data transport and make communication redundant. Upgrade ASU switches with

reclosing capability

PMH capability, Secure data transport and make communication redundant. Increase use of remote

PMH control with fault detection and remote reporting

Substation online monitoring, Integration with Enterprise-wide data

management system and SOA for asset condition monitoring

Integration of Transmission and Distribution models and Substations model into unified

single model

Web presentment of meter data

Pilot TOU Rate TOU multi step rates

DRSS Phase 2

Rate Design/Rate Case

Upgrade web self-service with outage reporting and ETR

Program

Templates

LIPA Confidential

Siebel

Upgrade

Tariffs &

Billing

Flexible Pricing

Spec. Custom Billing

Periods and

Presentment

Spec

ELI and Renewable Resource Enrollment and

Rebate Implementation

Integration with

Rates Specs

Integration with

Operations Specs

Flexible Pricing Implementation

Custom Bill Periods and Presentment Implementation

Integration with Operations

Integration with Rates Implementation

CAS CAS Upgrade/Repl.

SG IntelligenceOptimiz, Visualiz, Automation

SG infrastructure

Integration Bus/Data/Interfaces/

Applications

EDM Architecture, Data

Modeling, Interoperability

LIPA Standards & Model Driven Approach

LIPA Model-driven Architecture Business Drivers

Reduce cost of implementations and integrations

– including maintenance / change management

Reduce risk to implementations and integrations

Increase speed of implementations and integrations

Improve ability to solve business problems by choosing best of breed

applications and services

Avoid vendor- and technology lock-in’s

Support Multiple Service Providers

Architecture:

– “Near Plug and Play”, Flexibility, Agility & Portability

– Consistent semantics for data in-flight and persisted for analytics

– Flexibility of Business Intelligence Options

– Open to new technology, solutions, applications • the key to leveraging investment in Smart Grid infrastructure and many new players,

functionality, data consumers & -producers

LIPA Standards & Model Driven Approach

LIPA Model-driven Architecture Business Drivers

Accomplish this by:

– Establishing a loosely-coupled SOA architecture through :

• Leveraging an Exchange Model (EXM) for model-driven “development”, that …

• mediates all interfaces through a LIPA Enterprise Semantic Model (ESM), …

• which is based on available industry standards (e.g. CIM)

– Using a model-driven design and development process to:

• Speed development process

• Improve reusability

• Improve governance and change management

– Require that any new vendor applications:

• Where possible, conform to LIPA canonical interfaces

• When not possible, conform to some industry standard interface

• Publish interfaces / APIs so that knowledge of underlying database structures

is not required for integration (transactional or analytical)

LIPA Standards & Model Driven Approach

LIPA Model-Driven approach

End-to-End Model-Driven approach

Paradigm Shift compared with the conventional approach

Bridges the gap (chasm?) between design, development and

run-time

Increased Agility, Responsiveness, Speed

Decreased Time, Cost, Risk

Enabler for implementation of new functionality, processes and

analytics solutions

7

LIPA Standards & Model Driven Approach

LIPA Integration & Standards History

LIPA started pilot projects in utilizing industry standards for

interoperability of systems in 2000

LIPA Recognized the need for an innovative model-driven

approach in 2007

LIPA’s New Model-Driven Approach :

– Enables semantic integration through the use of a common

semantic model

– Supports “automated” maintenance, testing, and updates of

enterprise data model across company systems

LIPA Standards & Model Driven Approach

Projects Track Record

Projects comprised integration solutions and persistent data

stores (ODS’s and Data Warehouses)

The LIPA Model-Driven Semantic Integration approach has

consistently performed under budget and on time under

complex and challenging conditions.

Trend of reduced cost and improved delivery speed is based

on:

– Model-driven approach + governance + processes + tools for

• “automated/integrated” development, testing, implementation, and

maintenance of the model

– Reuse of data and interfaces across company systems and SOA

LIPA Standards & Model Driven Approach

Projects Track Record

Projects completed & in-flight include:

– Energy Trading Solution

– Customer Outage Communication (Web Outage Map)

– Customer Outage Communication (Text Messaging)

– Meter Data Management

– Outage Management (OMS – in progress)

– Customer Consumption Data integration

LIPA Standards & Model Driven Approach

Model-driven Workflow : “Lossless” Metadata

CIM

Schem

a

Integration Team Local requirements

Operations Team

Extend and enhance the

common data model with

local requirements

Implement the Exchange

Model integrating with the

necessary systems and

performs initial data

transformation testing

Schem

a

Schem

a

Information Architecture

XMI

Operations Team

deploys components

in the production

environment.

ESB

EXM

© Xtensible Solutions Inc. Continuous Testing

ESM

Stateless for scalability

Runs in any Java container

Connects to any bus

Distributed run-time Testing

Centralized Mapping, Design

Centralized Data Model

ESM (Semantic Model) EXM (Exchange Model

Run-time components are

generated, re-tested and

passed to the operations

team for deployment

Perform complete

testing, including

process execution and

exception handling.

LIPA Standards & Model Driven Approach

Key Elements of LIPA Semantic Integration

Centrally Managed Semantic (Data) Model (ESM)

– Heterogeneous interfaces mediated through common model

– Based on industry standards (IEC CIM)

Centrally Managed Exchange Model (EXM)

– Semantic Mapping and Business Rules

– Integrate & Reuse Business Rules, transformations, mappings

– Automate gap analysis, documentation

– Centrally Managed Mapping and Run-Time Deployment

– Generate ready-to-go SOA services (Deploy the Model, No code written)

– Continuous testing

– Deploy into any Java runtime environment

– Automate impact analysis on change

12

LIPA Standards & Model Driven Approach

Semantic Integration Value Proposition

Make all run-time interoperability decisions at semantic layer

– Configuration rather than coding

• Automate implementation

– Simplified testing

• Test mappings, transformation and business rules using design-time tool

(DXSI)

– Effective change management, maintenance and updates!!!

LIPA Standards & Model Driven Approach

LIPA ESM and Integration Concept

Enterprise

Semantic

Model

(ESM) &

Exchange

Model

(EXM)

(Mapping)

Design-Time Run-Time

LIPA Standards & Model Driven Approach

LIPA Data Warehouse, BI and Reporting Business Drivers

LIPA Data Warehouse Key Requirements and Drivers

– Provide business users with rapid, reliable and consistent

access to information for making business decisions

• Business Intelligence (Historic perspective) uses ESM-based data warehouse

– Provide data mining features at ODW or DM level for various analyses (e.g.

statistical, time series)

• Operational Intelligence (near-real-time perspective, which includes

Visualization tools) utilize ESM-based near-real time data store, ESM-based

data warehouse and Canonical data services .

– Gain efficiencies by eliminating need for business users to

reconcile semantic interpretation of data

– Show value in near-term but build to support future

• Support both event-driven and batch-oriented data and process integration, as

required.

• Leverage existing and future data services for ensuring minimal latency

between data in applications and the data warehouse / datamart / ODSs’

LIPA Standards & Model Driven Approach

Enterprise Data Layer

Business Intelligence (historic perspective) Analytics / Reporting / Visualization

ODS (ESM)

Data Sources Layer (e.g. Applications’ DBs)

Operations BI Solution(Siebel Analytics, Bus Objects or Spotfire)

SpotfireSolution #1

OMS

SpotfireSolution #2

CAS GIS EMS

Events, Alarms, Measurements(PI)

Customer BI Solution (Siebel Analytics, Bus Objects or

Spotfire)BI Presentation

Cloud-based Data Sources

(e.g. Weather, etc)

Data Marts

Integration Layer

ETL

Operational Data Warehouse (ESM)

LIP

A E

SM

Business Vocabulary

DB Schema

Mediation &Mapping

Staging

LI Aspen, Cascade, LI Insp.

Data, LI CYME

Customer DW

Standardizes/canonical

interface definition

Data Models Harmonization

Oracle BI Server

ESB

Maximo

Operations Intelligence (near-real time perspective) Analytics / Reporting / Visualization

Operational Dashboard/Visualization(Could be any one of Siebel Analytics, Bus

Objects, Spotfire or Composite apps)

Solution #1

Solution #2

Business VocabularyAdvanced Apps

App #1

LIP

A E

SM

& E

XM

Logical View of LIPA Analytics Vision

De-coupled

Layers;

Common

Analytic Models

& Services

Applications can be

upgraded or replaced

without impacting the

Analysis & Reporting

functions

Freedom to

use any BI or

DV Tool on the

dataset(s)

LIPA Standards & Model Driven Approach

Design- & Development

Semantic

Model

Model Driven Approach

Integration Services & Persistent Datastore (Database) Design – Develop – Deploy Cycle (information perspective)

Application

Meta-Data

etc

CopyBook

XSD

API

LIPA ESM (Semantic Model)

Reference

Model

Reference

Model

Reference

Model

Reference

Model

Business Vernacular

Gap analysis

& extension

Gap analysis

Extension

Gap analysis

Extension

Run-Time

SM

Context Service

Design

Inputs

Test Map once

& Develop

Gap

Analysis

Impact

Analysis

Mapping

Reports Deploy

Model Driven

Development

Versioning

LIPA EXM (Exchange

Model)

Process

Design

Inputs

import

Impact Analysis

Run-time

Components

Industry

Standards

Data Store

import

DDL

Implementation

Model DM

CIM

Inside

Stateless for scalability

Runs in any Java container

Connects to any bus

LIPA Standards & Model Driven Approach

Governance and Change Management

Guiding Principles

– Models are central to all governance and change management activity

– Automated processes will be used to reduce effort and errors

Change Management

– Version and Source Control – Process for managing and packaging changes to services

– Defect Fixing

– Enhancements

Governance – Process for managing all of the above and insuring highest quality and reusability

– Design Time – checks and controls to insure best possible design prior to implementation

– Runtime – enforcement of defined policies

LIPA Standards & Model Driven Approach

LIPA Enterprise Data Management – Change and Release

Management (PSM 2009)

LIPA Standards & Model Driven Approach

Meta Model for Service Model Realized in the

LIPA Service Taxonomy

20 10/24/2012

Service

Serv ice

Serv ice

Classification

Group

Policy Context

Serv ice Classification

Specified

Operation

Policy Context

Business

Function

Business

Capability

Policy Context

Serv ice Domain

Abstract Component

Use Case

«taggedValue»

«taggedValue»

«taggedValue»

1..*

«taggedValue»

Service is categorized

through association with Abstract Component

Abstract Component,

Business Capability and Business Function are

derived from the IEC IRM

Use Cases pertain to information

exchange / integration and are

derived from business analysis

LIPA Standards & Model Driven Approach

Key Take-Away Points

Innovative Integration approach with benefits of

– “Near Plug and Play” for systems and Analysis Solutions

– Model Driven Development, End-to-End

– Benefits of automation for integration, testing, maintenance,

updates

– Significantly Lower Life Cycle Cost and more effective system

deployments

Model-driven approach that leverages Industry Standards

(CIM) for interoperability

Scalable (Structured, planned, model-driven approach)

Semantic understanding is guaranteed (explicit, not implicit) ;

– availability of strongly typed syntactical interfaces is not a

requirement for success any more

Easier updating and tracking of standards development

LIPA Standards & Model Driven Approach

Thank You

Predrag Vujovic

– pvujovic@lipower.org

Phillip Jones

– pjones@xtensible.net

Fran Clark, Arpeggio Technology

– fclark@arpeggiotech.com

Stipe Fustar

– sfustar@powergrid360.com

Arpeggio Technology