Ron Bernstein Echelon Corporation ©2003 Echelon Major Projects Specification Issues

2 Projects

3 Army Corps of Engineers Specifications in final stages –Calls for open, LonMark, LonWorks implementation –Identifies building and integration requirements in different spec docs Final release due “fall 2003” –Industry review meeting held in July –Bacnet camp there in force, lots of issues, all addressed by USACE Proceeding according to plan For a copy of the spec Joe Bush at What We Learned –Extremely thorough analysis of the market –Spec addresses extensive details on the right way to implement LonWorks –Long process – over 2 years

4 L ON W ORKS Open System Specifications Reference material available: –Army Corps of Engineers

5 NYC Schools Scope –1600 buildings – Upgrades to existing pneumatic systems –5 year or more project –Phase 1 to write comprehensive specifications The Spec –Has two components Building level Enterprise connectivity Bidders on the buildings cannot bid on the enterprise and vise versa Due out fall 2003 What we learned –Get IT group involved early in the process –Consulting Engineer was main influencer and has major responsibility –Need for detail level training and education

6 City Of Chicago Scope –487 buildings –Global Building Monitoring System –Spec crafted by Teng –5 year plan to integrate city buildings into central enterprise monitoring system –LonWorks key part of specification –Open Systems mandated by the city –7 year project – could go to 10 Status –RFP released in June –Bids due Sept Issues –Single vendor or team for entire project –Must come up with creative financing –Relegates bidders to larger companies or “creative teams”

7 State of Louisiana Scope –Open Systems with LonWorks for all State buildings – Police, City, Universities, etc –Open to competition –100s of buildings Status –9 – 10 buildings already bid, won and installed –Many more in the works –Big winner, local Invensys rep –JCI has won at least 2 buildings –Honeywell rep involved in multi-building integration Issues –Original spec developed 3-4 years ago –Finger pointing on Enterprise Integration “not part of original scope of work” –Spec needs rework to address – too many missing pieces –Working with state design/construction team to revamp spec

8 Specifying an Open System

9 How Do You Ensure Openness When Specifying An Open System Make sure you are getting a true open system Verify you will not be locked in on any level of the system Encourage multi-subsystem integration for maximum efficiency Start from good open specification framework (see references) Define and understand users expectations Learn the technologies, options, and market directions

10 Specifying An Open System Network Components Nodes or Devices –The controllers on the network Infrastructure –The wire the nodes connect to –The routers that pass the data –Termination –When are gateways necessary? Tools  Design Tools  Commissioning Tools  Database issues  Plugins Host Interface  PC Based  Web Based  Flexibility and Choices  Enterprise Connectivity  Large project architecture  Design for the future  Scalability issues

11 L ON W ORKS Open System Specifications Reference material available: –Echelon OSA Website : Open System Specification Framework and Design Guide –

12 L ON W ORKS Open System Specifications Reference material available: –LonMark Website: LonMark Building Automation System Master Specification

13 Ten Questions To Open Systems

14 The Questions 1. Can the devices from different manufacturers be installed and commissioned on the same physical wire and be capable of true peer to peer communication? "All devices (nodes) on the network shall be capable of true peer to peer communication, without requiring a host or zone controller." 2. Have the devices been tested for interoperable compliance? "All devices (nodes) on the network shall conform to the LonMark Interoperability Standards version 3.0 or higher and be LonMark tested and certified for compliance on the open systems network." 3. Is the integrator meeting the requirements for the network infrastructure? “The network infrastructure shall conform to the published guidelines for wire type, length, number of nodes per channel, termination, and other relevant wiring and infrastructure criteria.”

15 The Questions 4. Are the network management and commissioning tools available from multiple sources and can all the nodes be installed with these tools? If a node needs custom configuration, is there a plugin available for use in a standard tool. "All devices (nodes) on the network shall be able to be installed and configured using a standard network management tool such as LonMaker for Windows or other LNS based tool. No non-open tool set for installation or configuration will be accepted. All tools must be generally available for purchase to any integrator from multiple sources." 5. Are the front end tools proprietary and closed? "Any host PC interface shall use openly available software packages that are non-exclusive. No closed software will be accepted. Software must be generally available on the market from multiple sources." 6. Who is doing the work on your building? “Integration of the controls network shall be performed by a qualified network integrator. A qualified network integrator must have attended at least 40 hours of training and have prior successful open systems jobs experience.”

16 7. Do you have control over your building? “All configuration tools, installation tools, Plugins, databases, software shall remain with the job and be owned by the property. All software tools shall be properly licensed and conveyed at contract sign-off.” 8. Are your tools open? “No exclusive or non-open integration tools, devices, or host software shall be used as part of this open system.” 9. How are you connecting to your data network? “If Internet or IP connectivity is specified all devices connecting to the LAN shall use the IP protocol. Any LAN to LON gateways or routers shall use the standard IP protocol stack and shall be transparent to the devices on the network (layer 3 routing).” 10. What controls are you using? “The control system shall be installed using the best available products from the currently available suppliers that meets the system specification. Controllers from multiple manufactures are encouraged.” Bonus Question: 11. Are you certain your network was designed and installed correctly? “System integrator shall provide a protocol analyzer log summary for each channel for a minimum of 48 hours showing system performance. The statistical summary shall show that all bandwidth utilization and error limits are within acceptable range and that there are no network traffic problems, node communication problems, or system sizing problems. The Questions

17 Resources LonMark Organization – LonUsers Organizations –Located world wide – Open Systems Alliance – LonTalkProtocol Details – – White Papers, Documentation, and more – Chip Manufacturers – – LonWorks Distributors –

18 Contact Information Echelon Corporation 550 Meridian Avenue San Jose, CA ECHELON Fax osa.echelon.com Ron Bernstein Channel Manager, Americas 204 N. El Camino Real #E242 Encinitas, CA fax