TSDSI-M2M-TR-UCD_RemoteAssetManagement-V0.1.0 20150324 Technical Report Machine-to-Machine Communication (M2M) Study on Indian use cases Remote Asset Management 1 Intentionally left blank to fill information on: a. b. c. d. e. Secretariat address Editor with address Chair with address Vice-Chair with address Copyright information 2 Intentionally left blank to fill information on: a. b. c. d. e. Standard number Standard mnemonic Version [for status information] Draft date, if not published [for status information] Publication date of the standard [for status information] 3 Intentionally left Blank for Abstract Remote Asset Management is perhaps the most common M2M requirement across various industry verticals. This document briefly describes common requirements across applications from remote asset management solutions such as: Asset registration and authentication Asset location monitoring Asset remote configuration Asset presence/availability (with location and time stamped) monitoring Asset health monitoring Asset remote diagnostic Asset remote programming Remote Asset operation/control 4 1 Introduction .......................................................................................................................................... 6 2 Purpose ................................................................................................................................................. 8 3 Intended Audience ................................................................................................................................ 9 4 Scope ................................................................................................................................................... 10 5 Definitions, Abbreviations, Acronyms ................................................................................................ 11 6 Use cases for remote asset management........................................................................................... 12 6.1 Overview ..................................................................................................................................... 12 6.2 Indian Ecosystem Specifics.......................................................................................................... 13 6.3 Approach ..................................................................................................................................... 13 6.4 Applications................................................................................................................................. 13 6.5 Sensors ........................................................................................................................................ 16 6.6 Actuators/Controllers ................................................................................................................. 18 6.7 Configuration .............................................................................................................................. 18 6.8 Functionalities ............................................................................................................................. 19 Document Revision History ........................................................................................................................ 23 5 Introduction Communication infrastructure is the foundation of Process Automation, Instrumentation and Control industry, an industry that has been in existence for more than 50 years. Sensor/transducer based Remote Monitoring systems, and PLC/SCADA systems with remote control capabilities have always used dedicated communication wires or wireless (Radio/Satellite etc.) systems for providing connectivity between the end devices in the field and the control centre. In fact, several communication protocols were created in the Industrial Automation space. On a different plane, the scorching pace of innovations in IT technologies has led to “commoditization” of devices. These devices are intelligent, have small and flexible form factor and, more importantly, can “talk”, by integrating standard communication chips/modules of any communication technology, almost in a plug and play fashion. Therefore, the world is now witnessing emergence of devices that can communicate with each other – thus elevating automation and control engineering industry to a new level altogether – the M2M/IoT. Industries, especially in manufacturing and process industries have been leveraging the power of “connectivity enhanced automation systems” to create solutions for improving operational efficiencies and productivity of their assets and processes. They have created industry specific standards and protocols in automation space. While many of these standards are defined at the higher levels of the OSI model, the features have been standardized pre-assuming a certain communication layer to service the application. Till date, in most applications implemented in India in any vertical segment, the communication infrastructure selected is a captive system that is used dedicatedly for the specific solution. In a few cases, in larger organizations, certain dedicated channels of the corporate communication backbone infrastructure (if it exists) are earmarked for such solutions. The primary reason for this is driven by the need for a safe and secure operational regime, instead of operational efficiency improvement. Automation solutions do not have a good business case in several industry segments in India (especially in Smart Grids space) due to the high TCO (CAPEX +OPEX) of the required communication systems, if these are dedicated for the solution. Even a common communication backbone at the overall organization level for all business, automation and IT needs does not make the solutions financially attractive. As the IT sector grows in maturity in terms of robust engineering practices, creation and usage of IT tools as “products”, user organizations are willing to migrate to digital shared platforms (example - cloud) in a Platform as a service (PaaS) mode. PaaS platforms help reduce the cost of service to individual clients and at the same time brings bare minimum standard features across all vertical segments. The time is ripe for offering a common communication platform (the “information” highway) for applications from various vertical segments (the “data” vehicles), in order to bring down the TCO of the communication piece to affordable levels. This brings the need for independent M2M platforms that can offer content transport capabilities in a seamless, reliable and affordable manner with universal standards for content handling and quality of service. 6 An independent M2M platform, that is based on a single or heterogeneous communication technology on the one hand, with a set of standard common services (OSS, BSS and much more), and standardized device interfaces, can be leveraged by multiple service providers, multiple user organizations and for multiple applications. Availability of standard interfaces on the communication and device facing sides of such a platform, will foster innovations in the communication and device segments, with assured quality of service. One of the major responsibilities of TSDSI’s M2M group is to define an M2M framework to meet the above objectives. As part of this exercise, the group has undertaken study of various vertical segments to extract business requirements from an M2M/IoT platform perspective. This has helped the team bring out common requirements of all verticals, which in turn will become candidates for M2M platform functionalities. This document is a compilation of application use cases in various verticals studied by the team. 7 Purpose IoT/M2M market is growing at the rate of approximately 8% CAGR (by no. of devices) and is expected to touch 20 billion No. of connected devices by 2020. As on date, “niche” services/solutions are being offered by players in key verticals in India as an end-to-end offering encompassing the devices, communication system and the controlling IT application. A few of these are – Automated Meter Reading in Power and Water Utilities, Electronic Toll Collection Systems in Transportation, OBD based vehicle eCall solutions in Vehicles, Telemedicine in Health, Remote Automated Cell Tower Monitoring, Street light Management systems in Smart City, Home security and Surveillance systems, Building Management Systems, Automated manufacturing in Industrial Automation etc. These qualify as M2M offerings in the specialized vertical segment. In order to define a M2M service platform that can serve the needs of different verticals, it is important to understand the functional requirements of these verticals in sufficient depth for the appreciation of architecturally significant requirements. TSDSI’s M2M group has undertaken study of various vertical segments to extract business requirements from an M2M/IoT perspective. This is intended to help cross pollinate useful features across different verticals for the overall benefit of the user community. Purpose of this exercise is to extract common requirements of all verticals which in turn will become candidates for M2M platform functionalities. It also brings out the India specific implementation experience and learnings. This will help aspiring M2M platform providers to gain an understanding of the drivers for successful field implementation in the Indian ecosystem. It is believed that, India geographical market itself is a representative sample for emerging economies. Therefore, a framework that is defined to address this segment, will help to serve the needs of emerging economies market too. 8 Intended Audience M2M Platform Solution providers (Solution and Technology Architects), Regulatory bodies and Policy makers. Entrepreneurs who aspire to create products/Apps. for deployment on M2M platforms. Underlying network service providers from various communication technology segments. 9 Scope The document gives a brief overview of M2M use case applications in Remote Asset Management for India geographical market. The focus in this document is to identify common asset management functionalities that cut across various domains. It is intended to serve as a reference point for Architects, policy makers and Regulatory bodies to understand India specific requirements and/or drivers in each area. A few “representative” use cases are elaborated in detail describing actors and scenarios with call flows. Architecturally considerations that are significant from an M2M perspective, ranging from information exchange interface requirements, data traffic, performance requirements, deployment considerations from Indian context are covered. Regulatory and statutory compliance requirements, currently prevalent standards are also provided. The elaborated use cases describe Indian Ecosystem specific aspects. Any foreseen constraints and challenges in such implementations are also described. Use cases selected for elaboration were based on the criteria of their perceived architectural significance on the M2M platform and/or market potential. Architectural significance covers differentiated data requirements and India geography specific deployment requirements. The list of use cases provided in this document is not meant to be exhaustive, rather, it is a representative of the verticals, compiled bases on contributions provided by TSDSI members and subject matter experts in this domain area. Some use cases contain evolving/future requirements also. Some use cases can “belong” to more than one vertical. These have been described in the vertical that is currently championing its implementation in India. 10 Definitions, Abbreviations, Acronyms M2M Machine to Machine SCADA Supervisory Control and Data Acquisition 11 Use cases for remote asset management 6.1 Overview Remote asset management applications are perhaps the most common M2M deployments across industry verticals. While these applications would be covered in depth in respective verticals, the focus of this group is to identify common requirements across applications from remote asset management solutions such as: Asset registration and authentication Asset location monitoring Asset remote configuration Asset presence/availability (with location and time stamped) monitoring Asset health monitoring Asset remote diagnostic Asset remote programming Remote Asset operation/control Current industry focus is on providing end to end solutions for remote asset management. A typical solution would have the following layers: Remote Server: Reporting/Analytics Backhaul Network Aggregator (RTU)/Controller Capillary Network Sensor Controls Typically these layers are closely knit through proprietary implementations resulting in loss of specializations & economies of scale. This document identifies common requirements at each layer & interfaces for standardization. M2M applications linked with operations of remote assets are part of specific industry verticals. However, applications related to asset monitoring and management are considered under Remote Asset Management (RAM) and covered in this document. Example: At a cell tower, M2M applications related to operation of BTS equipment would be considered under a specific vertical, but managing the cell 12 tower site with its equipments as assets to ensure that components are recognized and registered in the system, are operation-worthy and healthy, and can be remotely reconfigured and reprogrammed etc. would come under the purview of RAM. 6.2 Indian Ecosystem Specifics While 3G & 4G network penetration is gradually increasing in India, most Remote Asset Management applications would have to rely upon 2G networks for backhaul connectivity in the foreseeable future. As it is an emerging market with massive diversity over a vast geography, the stakeholders & their interests in different applications are quite different from not just to the developed economies but are also diverse across the country. The relevant requirements would be discussed in specific use cases. 6.3 Approach The approach is to identify various remote asset management applications and common elements like sensors & controls and common requirements with respect to configuration & functionality across remote asset management applications. The various components have been categorized into the following use case categories: Different usage scenarios have been identified in each of these categories. The application use-cases have been typically covered by the different M2M verticals. Commonly used sensors & controls have been analyzed to understand technology requirements. Common functionality RAM requirements across verticals have been highlighted here. 6.4 Applications 6.4.1 Cell Towers The power consumption of assets, energy source utilization, battery health, cooling parameters & asset health are the typical parameters remotely monitored at a cellular base station site. The objective is to ensure high site uptime & maintain conducive environment for BTS & transmission equipment operation while keeping track of energy utilization. For security/theft concerns accurate reporting is more important than immediate preventive action. 6.4.2 Bank ATMs Security is the primary requirement & real –time detection of any theft attempt with actionable insights is critical. Multi-layer detection system based on sensors & cctv is required, with capability for instant feed retrieval from remote server. 13 6.4.3 Logistics fleet management Refrigerated trucks is a typical application of Logistics Fleet management. (Other applications have requirements that are generally a subset of Refrigerated truck fleet requirements). Location tracking, temperature monitoring for different chambers, door open alarm, goods in/out tracking, alerts on route deviation & unexpected delays, energy/fuel monitoring are typical requirements of Refrigerated truck fleet management. 6.4.4 Data Centres Monitor temperature, energy consumption & operational health of equipments in the Data Centre. 6.4.5 Transport Carriers (Railways, Bus, Taxis etc.) Location tracking, secure communication link, Message transfer. 6.4.6 Street Light Controllers Street lights should switch on and off at predefined remotely configurable time instants and/or illumination levels. Street light staggering & dimming and traffic based switching on lonely stretches could be other applications. Street lights maybe centrally monitored for health (detect faulty lights), visibility & availability. Street lights powered by solar panels need to be monitored for charge status. 6.4.7 Digital Signages Location specific content display, management of Digital signage as an asset (registration, location, & health management) would be typical requirements. Content can have static and dynamic information. Dynamic information can be sent remotely or be updated from a local control unit. Digital signage content management - remote content upgrade. Content can have a static element and some real-time dynamic data. 6.4.8 Power Grid Sites (Substations) Monitor health and operating parameters 6.4.9 Industrial Equipment (Chillers, Pumps etc.) Remote management of distributed industrial equipment such Chillers, Pumps, Compressors, Generators, Wind Turbines etc. includes centralized monitoring of operational performance on the field, remote diagnostics and tracking of mobile assets. Remote operations monitoring and/or management, operational performance monitoring is the application (Industrial Automation). Remote diagnostics and tracking of the asset (its visibility, availability, and health can be covered in RAM horizontal). Asset connectivity monitoring is also part of RAM (note – not all assets are required to be 14 online all the time). These features are currently considered as part of the specific Industrial Automation solution. This improves asset visibility, availability and utilization thus resulting in reduced operational costs. 6.4.10 Oil/Gas Pipelines Oil/gas pipelines transmit crude oil/natural gas from point of production to processing facilities and subsequently to point of end use. They are high risk, high value assets in remote locations running into thousands of kilometres and hence require continuous monitoring to detect leaks, tampering, potential damage due to encroachment or environmental factors like floods etc. Near real-time visibility enables the oil/gas companies to respond to any abnormalities quickly to prevent any further damage to the pipeline or to the environment. This application comes under Pipeline SCADA segment. Remote Asset Monitoring and Management (visibility, availability and health of the assets is an inherent part of the SCADA solution). 6.4.11 Storage Tanks Remote tanks are deployed in various industries to store liquids, solids or gases. Remote tank monitoring helps in better inventory management, immediate actionable information in case of abnormalities and optimal re-filling trips resulting in reduced operational costs. 6.4.12 Home Appliances/Equipment Remote status monitoring of home appliances. Remote control of appliances (start/stop). Remote scheduling of appliances to start/stop at a certain time. Energy consumption insights for the applications. Aspects of asset visibility, availability and health are an intrinsic part of the main home automation solution. 6.4.13 Health Care Equipment Monitor health of the equipment. 6.4.14 Elevators Remote monitoring enables automated collection of elevator performance and usage data to detect any issue quickly. The trends allow better visibility of degradation of performance, if any and identify any potential issue to readjust the equipment maintenance cycle. This results in improved uptime of the elevators. 15 6.4.15 Forests/Protected Environment Remote monitoring of forests could help in early detection of forest fires which thus can be quickly brought under control. It also enables prevention/detection of cutting of high value trees and movement of animals in the forest environment. 6.4.16 High Value Structures (ex. Bridges) Critical and remote infrastructural assets like bridges have to comply to rigid safety demands. These structures may have to bear harsh environmental and operational conditions throughout their expected life which is ever increasing. This calls for continuous monitoring of the structures for cracks, movements, vibration etc. which might indicate a potential problem. Remote monitoring enables remote gathering and analysis of this data which reduces overall cost of inspection, maintenance and repair. 6.4.17 Utility Meters Management of utility meters (visibility, availability and health) is currently treated as an inherent part of the AMI/AMR solution. 6.5 Sensors Sensors can be classified into 3 categories: passive intelligent smart We have listed few commonly used sensors in remote asset management applications: Sensors Description Temperature Sensor The temperature sensor measures temperature ranges inside a cabinet or equipment room, or the temperature of a specific component if applied directly to that component. Humidity Sensor It measures relative humidity level in one compact device. It can be integrated with RTU seamlessly. Smoke sensor It monitors the presence of smoke and/or fire. When detected, it sounds 16 an alarm and sends analog signals to RTU for remote sensing through UDMP central server. Air Flow Sensor The air-flow sensor will indicate via a contact closure if the airflow of a fan goes above or below a threshold. This is useful for determining the loss of AC to server and equipment rooms. Water Sensor Use this device to detect water accumulation or leakage. When water or water-based fluids come into contact with this device, it signals by closing its contact outputs. Power Sensor Measure Voltage, Current and Power in AC/DC power systems. Select from a wide variety of powermeasurement sensors to fit your needs. Attaching them to RTU to detect and correct site power problems early. Power sensors can be used to monitor Battery, DG, Wind, Solar Equipment etc. Door Sensor The door sensor indicates the opening or closing of any door, window, access lid, or cover upon which it is installed. There is also possibility to remotely control lock/unlock state of gate through relay output of RTU to sensor. Fuel Level Sensor Fuel sensors monitor the tank’s fuel level and measure fuel usage by replacing the standard mechanical fuel level gauge with a more capable electronic one. RTU can be integrated with complete line of fuel sensors that allow 17 you to collect daily or even hourly statistics to help you schedule tank refills and establish billing. Battery State of Charge Sensor Hall Effect Sensor Fuel level Sensor Location (Lat/Long) Measure latitude, longitude and altitude of the system Magnetometer Acceleration/Motion/Vibration/Tilt Measure dynamic acceleration on a single axis, two or three axes Measure movement, vibration and tilt Luminosity Measure ambient light in terms of lux Combustion gases - CO,CO2 Detects presence of CO/CO2 in the surrounding environment. Measures the concentration in parts per million Liquid flow Measure rate of fluid flow Proximity Detects presence of nearby object. Reports information in binary form i.e. object present or object absent 6.6 Actuators/Controllers These are devices like valves, robotic arms, switches. These can operate automatically or on command from controller. 6.7 Configuration This covers: One time initialization configuration: This can be done in factory; onsite at the time of installation OR remotely before activating the asset. Operational parameters configuration - Run time settings. This can be done in factory; on site at the time of installation or remotely before activating. This can be modified onsite or remotely. Threshold/Trigger point configurations – this is generally done onsite or remotely. It can be modified onsite or remotely. 18 6.8 Functionalities 6.8.1 Registration & Authentication Detect or acknowledge presence of a new asset in the field. This asset may be configured in the system and is therefore a "Valid" asset or it may be a "new" asset that is still to be configured OR a "Strange" asset that is not meant to be configured in the system. Example - system detects a new meter # that got installed in the field but not yet configured in it. Here the system does not "Actively" look for the asset, but is notified of its presence. Example - a new SIM card that "pops" up in the network is detected. Discover an asset that is preconfigured in the system. Here, the system actively looks for the particular asset. Authenticate the asset by validating its actual location and other parameters with expected location/parameters. This may be required after every power cycling event of the asset/system. Register the asset into the system after validating its authenticity. This may be required after every power-cycling event at the asset/system. Assets could be “business” assets like transformer/C.B./RMU/Digital signage/RMU; system assets like meter/gateway/transducer/ RTU/DCU 6.8.2 Asset location management Asset geographical time based tracking Asset proximity sensing - detected through RFID locator or NFC/bluetooth. Some assets are stationary like meters, cell towers & ATMs but some assets are mobile - like hand-heldunits/meter reading instruments etc. therefore location monitoring has a time element. Asset proximity locator - Previously geotagged devices should pop up when they are within communication range. Example- Walkby meter reader where the meter reading instrument carried by the meter reader is able to detect meters in the vicinity over bluetooth/WiFi and then perform remote meter reading. Another example - radio cabs locator. Asset geo-fencing: Monitor location of asset and raise alert in case it crosses a predefined geo-fenced area. Example - pet animals straying out of designated "Safe" areas; Asset network location if applicable (example of network location of a meter in the electrical network (is it on feeder or Distribution transfomer or on consumer end?). Asset maybe linked to a local communication module (that may have an IP) and a SIM card. Maintaining integration mapping of device (example meter) to communication modem (if applicable) to SIM no. (if applicable) to IP # to the GIS location marker (example GIS coordinates). 6.8.3 Asset presence check & health diagnostics Monitor the asset (example - loading condition of a distribution transformer, 19 Monitor "health" of the Asset - example its power supply/battery status, communication signal quality etc. Diagnostic monitoring of asset - example: if an asset is not communicating, perform remote troubleshooting of the asset. Following functionalities maybe required: 6.8.4 Remote diagnostic Remote programming Remote operation/control Data accumulation Various types of data can be captured from the asset as follows Asset location data – especially for mobile assets to track their location Asset usage data – the period for which asset has been used Asset status/operating data – for monitoring of health and performance of an asset Asset environment data – monitor environment data like temperature, humidity etc. around the asset. This is important for some assets e.g. perishable assets like dairy products for which maintaining a proper ambient temperature during storage and transit is of utmost important 6.8.5 Aggregation & Transmission Transmission of the collected/aggregated data to a remote centralized location for analytics and visualization. The data could be sent by an asset directly to the RAM application or aggregated for a number of assets by a gateway and then sent to RAM application. 6.8.6 Data Analytics & Insights 6.8.6.1 Alarm/Event notification Ability for a user to define rules against which the asset data may be continuously validated to flag any alarms or events. The validation can happen on real-time or historic data. The rules could be defined in the RAM application or on the edge close to the asset e.g. on the gateway. The rules could be to detect a threshold being exceeded to take an appropriate action or it could be some action based on changing state of an asset. Multiple parameters may be correlated to come up with an actionable event. Alarm/event notification could be done using SMS or email etc. 6.8.6.2 Operational Analytics Static information about assets e.g. asset ID, asset type, owner etc. Trends – Time series trends of the operating parameters of the asset. Detect patterns and anomalies. 20 Key performance indicators – Monitor current asset performance e.g. Overall Equipment Effectiveness, Energy consumption etc. 6.8.6.3 Predictive Analytics Optimization – Compute optimal decision based on the sensor data and the defined system constraints. For example, predicting optimal route for vehicles in a fleet , optimal route maintenance personal to reach a remote asset, optimal maintenance schedule for a fleet instead of unit-based maintenance to reduce overall operational costs Condition based maintenance/predictive maintenance – use of operational data to predict failures and schedule maintenance accordingly. Also, predict remaining useful lifetimes (RUL) of equipment Recommendations – context aware recommendations. E.g. promotions/offers on digital kiosks based on user browsing, context aware promotions/information on products etc. 6.8.7 Remote device management Remote over the air firmware upgrades of the asset Remote configuration of the equipment e.g. sampling interval, threshold etc. Bulk provisioning and configuration Remote SIM management if an interface is provided to CSPs SIM management platform e.g. SIM activation/deactivation, SIM data usage information etc. Remote diagnosis 6.8.8 Integration with Enterprise Systems The sensor data and related analytics results from the asset may need to be transferred from the RAM to other Enterprise IT systems to trigger business workflows. Following are few examples Ticketing systems – Alerts from RAM could trigger automated generation of trouble tickets in a ticketing system Spare parts Inventory – Predictive maintenance information could be fed to inventory system to ensure availability of spare parts on time Product Engineering IT systems – Asset usage information data may be integrated with product engineering systems to give an insight on how the asset features are being used by end users. This may provide inputs in deciding asset roadmap 6.8.9 Security User authentication –through a login and password validated against a user database stored in the RAM application or interfacing with an external Identity management system Role based access control – Ensure that access to the asset data and operations on the asset/data will be based on the authority and the responsibility pre-defined for a role which is assigned to a user e.g. Only 21 Administrator role can configure the assets or regional offices can only view assets operating within their region. Data Integrity and Confidentiality – Protect data at rest and data-in-transit. The data stored on the asset could be encrypted if required. Strong encryption mechanisms between communicating systems to ensure a secure data transfer. Support for secure connectivity with assets which could be behind firewall Audit trail – Maintained for user actions for traceability 6.8.10 Remote Equipment Management Geographical spread of install based of equipments is generally difficult to manage. For example, remote agriculture pump, submersible water pumps, utility substation, power banks, telco-tower sites or at times medical units or industrial/plant equipments (AC/Refrigerators etc.). They are generally installed where the resident population is less, no population area or in case of medical/consumer equipments technically less literate population. It is therefore, it becomes extremely important for such remote assets to be monitored from central monitoring units. Some of the cases also come into the possibility of remote monitoring as well as control, or complete remotely managed equipments. Some of the important aspects of remote equipment management are; Throughput/efficiency or production level monitoring Condition Monitoring Maintenance & repair M2M technology can help tremendously and has provided several successful use cases where such implementations have been made. Remote windmill/windturbine and substation automation are successful example of Remote equipment management using Remote Terminal Units (RTU) with analog/digital interfaces for sensing & digital interfaces for actuation with cellular/non-cellular mode of communication. 22 Document Revision History Version Date Released by Change Description Version 0.1.0 20150324 24th March, 2015 Principal Author: Rushabh Shah, Panchsheel Research; Draft Release Contributors: Anuj Ashokan, TTSL; Mandar Patankar, TCS; Vaibhav Vijay, Teramatrix; Bindoo Srivastava, IIT Bombay; Jayeeta Saha, TSDSI 23
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