1 Digital I&C Systems Configuration Management Presented By: David E Woods Senior Engineer – Electrical/I&C Design Engineering June 21, 2011

2 Digital I&C Systems Configuration Management  Gaps  Digital I&C Systems  Standards, Guides and Regulatory Requirements  EPRI Digital I&C CM Guidelines

3 Gaps The proliferation of diverse digital I&C equipment for plant upgrades and equipment replacements has challenged station personnel to develop and implement effective configuration management methods.

4 Gaps High level requirements and guidance provided by industry standards are not being effectively translated into practical methods to manage the configuration of digital I&C equipment.

5 Digital I&C Systems Wide Range of Applications & Technology

6 Digital I&C Systems Architecture and Expanse of a Complex Digital System

7 Digital I&C Systems Hardware & Software Tightly Integrated  Digital systems hardware and software are much more tightly integrated and far more pervasive throughout plant systems. Therefore, the traditional approach to handling software design (and configuration management) in digital systems is not always adequate.  The hardware and software components of a digital system cannot be adequately controlled separately from each other.  The integration of the hardware and software is paramount to achieving a high quality system and adequate system integrity.

8 Digital I&C Systems Digital Systems Configuration Items more than just software they include –hardware items –configuration data items –document and media items –setpoints, tuneable parameters, end user parameters

9 Digital I&C Systems © 2002 ProDesCon - Used with permission

10 Standards, Guides and Regulatory Requirements CM is governed by an elaborate array of industry committees, regulatory bodies, and benchmarking activities.

11 EPRI Digital I&C CM Guideline EPRI Guideline on Configuration Management for Digital Instrumentation & Control Equipment and Systems Project Manager: Ray Torok - Program Manager: Robert Austin -

12 EPRI Digital I&C CM Guideline  Provides focused guidance for implementing configuration management for digital I&C equipment and systems. It addresses both software and hardware issues.  Best practices and effective methods are identified and developed into practical guidance for utility engineers and their contractors.

13 EPRI Digital I&C CM Guideline  Identifies the requirements, explain the issues and options, and provides examples of effective methods and good practices, including detailed guidance that can be used by utility engineers in developing procedures.  Addresses the finer points of digital CM, including methods for identifying hardware and software configuration items, controlling application logic, controlling configuration data, and optimizing and controlling documentation.

14 EPRI Digital I&C CM Guideline  Differentiates methods for user-controlled data, tunable parameters, Technical Specification (T/S) set points and other data sets.  Complements existing methods for design control, document control, parts control, and other Appendix B program criteria.

15 Basic principles underlying Digital Configuration Management Digital CM is not a program separate from other safety or management programs and serves as an integrating activity rather than a stand- alone functional or operational program. Digital CM must, therefore, be integrated with existing plant programs and policies.

16 Interfacing Plant Programs

17 Digital I&C CM Guidelines - Topics  Definition of the critical elements of digital systems configuration management  Digital systems configuration management processes that address the unique and integrated nature of digital system hardware and software  Documentation methods that address the needs of various users (e.g., design & system engineers, vendors, operations and maintenance personnel)

18 Digital I&C CM Guidelines - Topics Change control methods that are rigorous, but flexible enough to address various kinds of changes such as: –Design & Equivalent Engineering Changes –Set points –Minor Changes below the threshold of an Engineering Change –Field Configurable Parameters –Field Tuning –Calibration Settings –Maintenance Changes –Problem/Error Correction

19 Digital I&C CM Guidelines - Topics  Methods to achieve integration with the overall Plant Configuration Management Processes  Sample/Guide Procedures that incorporate effective, best practice methods

20 Digital Configuration Management Methods and Procedures  Identifying Configuration Items  Configuration Control  Configuration Status Accounting  Configuration Audits, Internal Reviews and Self Assessments  Interface Control  Contractor/Vendor Control

21 Identifying Configuration Items Identifying Software Configuration Items (CI) Identifying Data Configuration Items Identifying Backup and Disaster Recovery Libraries Identifying Engineering Tool Configuration Items Identifying Document Configuration Items Relationship Between Digital CIs and Existing Plant CM Programs Configuration Items that May Require Digital Configuration Controls

22 Configuration Control Establishing Baselines Changes to Configuration Items Change Initiation Changes Under the Engineering Change Process Other Changes Software Configuration Management Plans (SCMP) Media Control Graded approach

23 Configuration Status Accounting Software Configuration Item Releases and Versions Software Configuration Item Libraries System Images Backup and Restoration Configuration Status Accounting Metrics

24 Configuration Audits, Internal Reviews and Self Assessments Configuration Audits Configuration Reviews Self Assessments

25 Interface Control Interface with Plant Design Basis Requirements Interfaces Between Software Configuration Items System Data Interfaces System Boundaries

26 Contractor/Vendor Control Contractor Activities and Products Vendor Products Lifeycle Interfaces

27 EPRI Digital I&C CM Guideline Planned to be published by the end of 2011 EPRI Guideline on Configuration Management for Digital Instrumentation & Control Equipment and Systems Project Manager: Ray Torok - Program Manager: Robert Austin -

28 Digital I&C Systems Configuration Management COMMENTS / QUESTIONS?