n Real-world Case Study of how LIPA are using a Model-Driven approach, leveraging an Enterprise Semantic Model (ESM) to:
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1 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?)
2 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
3 ODW Conceptual Technical Architecture!
4 LIPA LIPA Smart Grid Road Map! LIPA Confidential 2013 Gaps, Goals, Schedule System Operation Infrastructure Customers AMI Pilots AMI PILOTS Program Templates EDM D&I Flexible Pricing Spec. Custom Billing Periods and Presentment Spec ELI and Renewable Resource Enrollment and Rebate Implementation Lessons Learned MDMS Spec Smart Grid Requirements ENMAC Upgrade D & AMI Requirem. MDMS RFP Comm RFP Network Model Req. AMI RFP D & I D & I GIS Data Consolidation MDMS Implementation DMS Implementation AMI Implementation NMMS Implementation DMS I 20% Wireless Proprietary 100% OMS Implementation SCADA NMMS AMI Implementation EMS Req. EMS RFP AMI 40% 60% Implementation Communication backbone 85% Communication backbone 90% Communications 100% 1 st Generation I Data & D Smart Grid: & SG infrastructure 40% SG Intelligence 60% SOA, BI, Optimization, Process I Optimiz, Visualiz, Automation Visualization, 20 Automation Pilot TOU Rate Integration of phasor relay data with regional system. EDM Architecture, Data Modeling, Interoperability Tariffs & Billing D & I Integration with Rates Specs Integration with Operations Specs OMS Req. RFP D & I Web presentment of meter data Rate Design/Rate Case Siebel Upgrade DRSS Phase 2 Implementation of data back-haul across T&D O&M, AMI, Customer systems Flexible Pricing Implementation Custom Bill Periods and Presentment Implementation D & I OMS RFP D & I Integration Bus/Data/Interfaces/ Applications TOU multi step rates Integrate Capacitor control into DMS and Leverage Communication backbone for capacitor control. Integration of existing data with enterprise data and SOA. Integration with Rates Implementation Integration with Operations 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 MDMS OMS Upgrade web self-service with outage reporting and ETR Integration of Transmission and Distribution models and Substations model into unified single model D & I EMS Implementation Substation online monitoring, Integration with Enterprise-wide data management system and SOA for asset condition monitoring CAS CAS Upgrade/Repl. LIPA Smart Grid Roadmap MDMS EMS 2015 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 Document Decision Input Data & Interfaces Implementation Deliverables
5 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 Event-driven Flexibility of Business Intelligence Options Open to new technology, solutions, applications
6 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)
7 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
8 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
9 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
10 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
11 LIPA Smart Grid Conceptual Architecture! LIPA Legend Standards is & on Model slide Driven 9! Approach 11!
12 Model-driven Workflow : Lossless Metadata! ESM (Semantic Model) CIM ESM Centralized Data Model XMI EXM (Exchange Model Implement the Exchange Model integrating with the necessary systems and performs initial data transformation testing Centralized Mapping, Design EXM Perform complete testing, including process execution and exception handling. Run-time components are generated, re-tested and passed to the operations team for deployment Testing Operations Team deploys components in the production environment. Distributed run-time ESB Local requirements Extend and enhance the common data model with local requirements Information Architecture Schem a Schem a Schem a Xtensible Solutions Continuous Inc. Testing Integration Team Operations Team Stateless for scalability Runs in any Java container Connects to any bus
13 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 13
14 Exchange Model! Exchange model Includes all the service definitions, data source models, enterprise semantic model, transformations and test cases for a particular service package Represents both design-time and run-time as the exchange model is interpreted at run-time during service execution.
15 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!!!
16 LIPA ESM and Integration Concept! Design-Time Run-Time Enterprise Semantic Model (ESM) & Exchange Model (EXM) (Mapping)
17 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
18 Logical View of LIPA Analytics Vision! 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 Advanced Apps App #1 Business Vocabulary Freedom to use any BI or DV Tool on the dataset(s) Business Intelligence (historic perspective) Analytics / Reporting / Visualization Customer BI Solution (Siebel Analytics, Bus Objects or Spotfire) BI Presentation Oracle BI Server Operations BI Solution (Siebel Analytics, Bus Objects or Spotfire) Spotfire Solution #1 Spotfire Solution #2 Business Vocabulary Enterprise Data Layer Customer DW Integration Layer Events, Alarms, Measurements (PI) ODS (ESM) ESB ETL Operational Data Warehouse (ESM) Staging Data Marts DB Schema Data Models Harmonization Mediation & Mapping Standardizes/canonical interface definition LIPA ESM LIPA ESM & EXM De-coupled Layers; Common Analytic Models & Services Data Sources Layer (e.g. Applications DBs) OMS CAS GIS EMS Maximo LI Aspen, Cascade, LI Insp. Data, LI CYME Cloud- based Data Sources (e.g. Weather, etc) Applications can be upgraded or replaced without impacting the Analysis & Reporting functions
19 Model Driven Approach Integration Services & Persistent Datastore (Database) Design Develop Deploy Cycle (information perspective)! Design- & Development Run-Time Industry Standards Reference Model LIPA ESM (Semantic Model) Implementation Model DM DDL Business Vernacular Application Meta-Data XSD CopyBook Reference Model Reference Model Gap analysis & extension Gap analysis Extension SM Context Semantic Model import import Service Design Inputs Process Design Inputs LIPA EXM (Exchange Model) Data Store Stateless for scalability Runs in any Java container Connects to any bus API etc Reference Model Gap analysis Extension CIM Inside Model Driven Development Map once & Develop Mapping Reports Gap Analysis Impact Analysis Test Deploy Versioning Impact Analysis Run-time Components
20 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
21 LIPA Enterprise Data Management Change and Release Management (PSM 2009)!
22 Meta Model for Service Model Realized in the LIPA Service Taxonomy! Service Service Use Case Service is categorized through association with Abstract Component Use Cases pertain to information exchange / integration and are derived from business analysis Policy Context Service Classification 1..* Specified Operation Abstract Component «taggedvalue» Business Capability Abstract Component, Business Capability and Business Function are derived from the IEC IRM «taggedvalue» «taggedvalue» Service Classification Group Policy Context Business Function «taggedvalue» Policy Context Service Domain LIPA 2/18/13! Standards & Model Driven Approach 22!
23 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
24 Thank You! Predrag Vujovic Phillip Jones Fran Clark, Arpeggio Technology Stipe Fustar Arpeggio Technology
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