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Windows Azure AppFabric
                                   Customer Solution Case Study




                                   Windows Azure AppFabric Enables
                                   Smart Grid Energy Savings for
                                   Manufacturers


Overview                           “The Azure AppFabric Service Bus can
Country or Region: United States
Industry: Manufacturing            provide a valuable vehicle for expediting
                                   the implementation of smart-grid
Customer Profile
Invensys Operations                technologies wherever needed.”
Management is a leading
                                        David Hardin, Staff Engineer, Invensys Operations Management
provider of automation and
information technologies,          Invensys Operations Management, a leader in
systems, software solutions,
services, and consulting to
                                   providing manufacturing execution systems to
global manufacturing and           industry, needed a smart grid communications
infrastructure industries. Based
in Plano, Texas, Invensys has
                                   platform to provide real-time electricity pricing
9,000 employees.                   data from utilities that could be integrated with
Business Situation
                                   metering and automation systems on the factory
The company required a             floor. One barrier was the reluctance of utilities—
scalable, secure way to enable
two-way data exchange
                                   and their customers—to allow direct Internet
between electric utilities and     communication links to their IT systems. Invensys
their commercial customers to
enable a smart grid approach to
                                   solved the problem by incorporating the Service
power distribution.                Bus and Access Control features of Windows
Solution
                                   Azure AppFabric. AppFabric Service Bus provides
Invensys has created a smart       a publish/subscribe platform enabling two-way
grid solution using the
AppFabric Service Bus and
                                   communication between utilities and customers,
AppFabric Access Control           without requiring direct endpoint connections. The
features of Windows Azure
AppFabric.
                                   solution gives energy users real-time pricing
                                   information to guide scheduling of energy-
Benefits
•   Optimization of energy use
                                   intensive industrial processes, and helps utilities
•   Interoperability with other    reduce spikes in demand.
    systems
•   Efficient data delivery with
    Service Bus
•   Faster development, lower
    costs
•   Massive scalability
“Within industrial       Situation                              plants and facilities. The company
                         The once staid fields of electrical    has approximately 9,000
settings we know         generation, distribution, and          employees and is a division of
                         consumption have sprung to             London-based Invensys, which
there will soon be       greater prominence in recent           makes industrial and railway
millions of devices .    years with the advent of smart grids   control systems.
                         and smart meters to help all parties
. . Depending on         involved make better decisions         Smart meter deployments around
                         about power usage. A smart grid        the world are measured in the
the flexibility of the   refers to the digital technology       tens of millions, and industry
manufacturing            being built into power distribution    analysts predict the number will
                         systems to provide massive data        soar past 100 million within the
processes, devices       that can be used in a spectrum of      next few years. While much of the
                         ways to provide greater efficiency     adoption is driven by utilities
can schedule             and reliability, as well as to         upgrading residential meters to
themselves to            support pricing models that            encourage conservation,
                         encourage non-peak usage.              industrial operations have also
operate during           Smart meters refer to a new            been quick to see the value of
                         generation of digital technology       combining a smart grid with
periods of lower-        that give users real-time or near-     smart meters to reduce electrical
demand, and              real-time usage information,           usage and—by incorporating
                         including—especially within            pricing data—reduce
hence lower-cost         industrial settings—detailed           expenditures on electricity
                         information on the quantity of         through scheduling use at non-
electricity.”            power used, and the quality of         peak times whenever possible.
                         power supplied.
                                                                “Within industrial settings we
                         The combination of smart grids,        know there will soon be millions
                         smart meters, and related              of devices, as one plant could
                         systems promises to open new           have dozens or hundreds of
                         potential for energy conservation      monitoring devices throughout
                         around the world. Invensys             their operations,” says Paul
                         Operations Management is a             Forney, System Architect at
                         leading provider of automation         Invensys Operations
                         and information technology,            Management. “Each of these
                         systems, software, computer-           devices will need pricing
                         based hardware, and consulting         information. That’s the beauty of
                         for the global manufacturing and       what can be done with
                         infrastructure industries.             connecting smart devices with
                         Headquartered in Plano, Texas,         the smart grid. Depending on the
                         its solutions are used by more         flexibility of the manufacturing
                         than 40,000 customers around           processes, devices can schedule
                         the world with more than 200,000       themselves to operate during
periods of lower-demand, and          infrastructure typically associated
                                  hence lower-cost electricity.”        with smart grid initiatives. The
                                                                        total power grid in the United
                                  Another benefit is that industrial    States, and in most other places
                                  operations, with the right pricing    around the world, consists of a
                                  information, will be able to pick     patchwork of electricity
                                  the best time to sell to the grid     producers and distributors. With
                                  excess electricity they can           increasing interest in developing
                                  produce from their own power          new energy sources, such as
                                  generation facilities. The key to     solar and wind, the number of
                                  such solutions is the ability to      grid participants is expected to
                                  freely exchange information.          increase.
                                  Invensys needed to create a
                                  smart grid communications             “Making smart grid a reality has
                                  platform, but faced the challenge     required that utilities have a
                                  of how to support the data            significant computational capacity
                                  exchange, especially with             to receive, calculate, and
                                  security-minded utilities—and their   rebroadcast pricing data to the
Smart Solution - Energy pricing   equally security-minded               constituents,” says David Hardin,
  information from the utility    commercial customers—that are         Staff Engineer at Invensys
  is combined with metering       resistant to opening up Internet      Operations Management. “We
  data within the                 communication ports.                  want to help utilities—and their
  manufacturing plant to                                                customers—participate in a smart
  facilitate the smart grid       Yet another challenge was             grid right away without having to
  solution.                       helping smaller utilities overcome    wait years or making large capital
                                  the hurdle of investing in the IT     investments.”

                                                                        Solution
                                                                        Invensys has taken a step into the
                                                                        future by deploying a smart grid
                                                                        and smart metering solution in an
                                                                        industrial setting. Invensys is
                                                                        working with what it describes as
                                                                        a “very large manufacturing
                                                                        company with global operations”
                                                                        to deploy a pilot project. The first
                                                                        phase of the project, being
                                                                        deployed now, involves placing
                                                                        smart meters within one of the
                                                                        customer’s large manufacturing
                                                                        plants, and providing a smart grid
                                                                        solution to the electrical utility
                                                                        that supplies power to the plant.
“Our cloud-based                                                        enforces user authentication. The
                                 The Invensys solution delivers         solution stores pricing, MES data,
solution uses the                pricing information downstream         and other information using
                                 from the utility to the                Microsoft SQL Azure, a relational
Service Bus feature              manufacturing plant. Prices are        database for Internet-based, or
and the Access                   automatically updated every time       cloud computing.
                                 a price change occurs, which in
Control service                  unregulated power distribution         The company sees use of the
                                 markets can be as frequent as          Windows Azure platform as
feature of Azure                 every 5 minutes or less. Price         greatly reducing the cost of entry
AppFabric to                     change information is consumed         for utilities and commercial
                                 by Invensys metering equipment         customers seeking the benefits of
enable utilities to              throughout the plant, which uses       smart grid participation. Rather
                                 Invensys Wonderware                    than having to build and manage
publish pricing                  manufacturing execution system         dedicated data centers,
information onto a               (MES) software.                        organizations can simply
                                                                        subscribe to the cloud-based
fabric that can be               The Invensys solution also             Invensys services.
                                 measures variation in the quality
securely                         of the power delivered, as spikes      “There are a limited number of
subscribed to by                 in power intensity can disrupt         utilities, but hundreds of
                                 equipment or processes.                thousands of manufacturing
smart devices."                  Automated onsite monitoring            plants that have huge energy bills
                                 enables a manufacturer to verify       each month and could benefit
Paul Forney, System Architect,
                                 whether service level                  from using real-time pricing
                                 agreements (SLAs) with electric        information to optimize their
                                 utilities have been met.               energy management,” says
                                                                        Forney. “Our cloud-based
                                 A key component of the Invensys        solution uses the Service Bus
                                 solution is its use of Windows         feature and the Access Control
                                 Azure AppFabric’s Service Bus          service feature of Azure
                                 to enable an Internet-based            AppFabric to enable utilities to
                                 neutral container to which utilities   publish pricing information onto a
                                 can publish pricing data, and to       fabric that can be securely
                                 which customers can subscribe.         subscribed to by smart devices.
                                 This enables distribution of near-     This frees industrial customers
                                 real-time pricing information          from having to expose endpoints
                                 without either party having to         for subscription callbacks which,
                                 open their IT infrastructures to       for security purposes, most are
                                 direct endpoint connectivity—a         reluctant to do.”
                                 major relief to those charged with
                                 enforcing digital security.            Invensys works with the Open
                                 AppFabric Access Control               Access Same-Time Information
System (OASIS), the National               can send messages without
Institute of Standards and                 worrying about closed
Technology (NIST), and other               inbound ports.”
organizations to help guide            •   Access Control. Invensys uses
development of a standards-                the Access Control feature of
based smart grid.                          Windows Azure AppFabric to
                                           extend identity information to
The service-oriented architecture          users of the Service Bus.
(SOA) cloud-based solution                 AppFabric Access Control
Invensys is deploying in its pilot         provides authorization
project contains a number of               services for applications
design elements, including:                connecting over the Internet.
                                           It provides an easy way to
•   AppFabric Service Bus. Invensys
                                           control Web applications and
    uses the Service Bus feature
                                           services while integrating with
    of Windows Azure AppFabric
                                           standards-based identity
    to provide a neutral
                                           providers. Authorization
    messaging relay space to
                                           decisions can be pulled out of
    enable connectivity across
                                           the application and placed in
    trust boundaries.
                                           a set of rules that can
    TheAppFabric Service Bus
                                           transform incoming security
    makes it easy to connect
                                           claims into claims that
    applications over the Internet.
                                           applications understand.
    Services that register on the
                                       •   Publish and subscribe. Invensys
    Service Bus can easily be
                                           uses the Windows
    discovered and accessed
                                           Communication Foundation
    across virtually any network
                                           (WCF) to support the publish
    topology. “The Azure
                                           and subscribe model within
    AppFabric Service Bus solves
                                           Service Bus. WCF supports
    some very important
                                           publish and subscribe
    problems,” Hardin says.
                                           connectivity through a
    “Usually with a notification
                                           directory structure based on
    technology, you have to worry
                                           URLs. This technology,
    about getting around inbound
                                           coupled with AppFabric
    ports that are guarded by
                                           Access Control, provides a
    firewalls. Also, for some IP
                                           scalable infrastructure that
    addresses, you have to use
                                           can technically support the
    network address translation
                                           secure delivery of dynamic
    stations to get to devices.
                                           pricing information, down to
    These barriers make it difficult
                                           five-minute pricing updates,
    to send messages from one
                                           from the wholesale markets
    machine to another. The
                                           to manufacturers and other
    Service Bus solved these
    problems for us because we
“The Azure                           consumers on a massive                 database. SQL Azure can also
                                     scale.                                 be used as an aggregation
AppFabric Service                •   Application server. The Invensys       point for organizations with
                                     application server receives            multiple facilities that store
Bus and Access                       continually updated pricing            data onsite. Information from
Control Service are                  information from the utility as        local databases can be
                                     well as data from Invensys             brought together in the cloud
features that we                     Wonderware System Platform             to enable enterprise-wide
                                     which provides real-time               analytics. The large
feel are unmatched                   operations management                  manufacturer Invensys is
in other cloud                       software to enable customers           working with for the current
                                     to synchronize their                   project will transfer on-
offerings.”                          production operations with             premises data to the SQL
                                     business objectives. Plant             Azure database which
 David Hardin, Staff Engineer,
         Invensys Operations         engineers can work directly            supports a dashboard for
                 Management          with the Invensys application          plant engineers and others
                                     server from the dashboard              interacting with the
                                     interface of the application,          information.
                                     using pricing information, for     •   Local database. The Invensys
                                     example, to schedule energy-           design includes the option for
                                     intensive operations. The SOA          organizations to store data on
                                     design also supports                   premises using Microsoft SQL
                                     programmatic control so                Server 2008 R2 Enterprise
                                     tasks can be self-scheduling,          database software running on
                                     depending upon electricity             the Windows Server 2008 R2
                                     pricing and other criteria. For        Enterprise operating system,
                                     plants with supplemental               in addition to using SQL
                                     power generation capabilities,         Azure. Locally stored data
                                     the application can schedule           can be analyzed for historical
                                     the optimum times for selling          and trending information to
                                     electricity back to the grid.          gain insights into reducing
                                     The application tracks when            electricity needs for different
                                     processes were run, applies            manufacturing operations.
                                     the electrical rates that were     •   Dashboard interface. Invensys
                                     in force, and gives an exact           used the Microsoft Silverlight
                                     energy cost.                           browser plug-in to create a
                                 •   Cloud database. Organizations          graphical user interface for
                                     not wanting to manage their            interacting with its smart grid
                                     database locally can use a             application.
                                     cloud-based data store using
                                     SQL Azure, part of the             The combination of AppFabric
                                     Windows Azure platform that        Service Bus and AppFabric
                                     provides a full relational         Access Control proved to be a
“The general                        winning combination as Invensys        significant tools in helping its
                                    explored its options for               customers realize the smart-grid
movement of the                     developing and deploying its           promise of optimizing energy use.
                                    smart grid solution. “We               Combining Invensys Wonderware
price of energy                     evaluated Amazon EC2 and               monitoring information with smart
seems to be                         Google cloud products, but no          grid pricing data through the
                                    one had anything comparable to         AppFabric Service Bus will help
upward, and the                     the Azure AppFabric Service            customers reduce their energy
                                    Bus,” Hardin says. “The Service        costs by giving them the
higher the costs                    Bus has the functionality,             information required to better
go, the bigger the                  interoperability, and scalability      plan when to launch energy-
                                    required to provide a                  intensive processes. The solution
rewards will be                     communications infrastructure          also provides savings by flagging
                                    that can be used for large-scale       the best times to reduce
from optimizing                     smart grid applications. The           electrical use (sometimes
energy use."                        Azure AppFabric Service Bus and        referred to as energy shedding),
                                    Access Control service are             and identifying the optimal times
   Bill Schiel, Industry Solution   features that we feel are              to sell back into the grid any
 Manager, Invensys Operations       unmatched in other cloud               excess energy a plant creates on
                                    offerings.”                            its own from a co-generation
                                                                           infrastructure including diesel
                                    Benefits                               power plants, solar power, wind
                                    The smart grid communications          generation, or other sources.
                                    platform Invensys was able to
                                    create using Windows Azure             “We think this is a very important
                                    AppFabric technology will enable       market to be in,” says Bill Schiel,
                                    its industrial customers to            Industry Solution Manager at
                                    achieve optimization of energy         Invensys. “The general
                                    use, and interoperability with         movement of the price of energy
                                    other systems, while benefiting        seems to be upward, and the
                                    from efficient data delivery.          higher the costs go, the bigger
                                    Invensys has enjoyed faster            the rewards will be from
                                    development and lower costs by         optimizing energy use. Some
                                    incorporating Windows Azure            plants have a relatively constant
                                    AppFabric into its design, while its   energy demand, but in many
                                    customers benefit from the             cases there is sufficient flexibility
                                    massive scalability the solution       to schedule energy-intensive
                                    provides.                              operations for low-demand, and
                                                                           hence, lower-cost, hours. With
                                    Optimization of Energy Use             some operations spending $1
                                    Invensys sees the Service Bus          million or more a month for
                                    and Access Control features of         electric power, even a 3 percent
                                    Windows Azure AppFabric as
savings through optimization          manufacturing execution systems
adds up.”                             could enable a deeper degree of
                                      interoperability that could result in
As more organizations create          lower energy costs while
their own power generation            retaining optimal productivity.
solutions, there will be increased
interest in determining the           “The ERP system dictates when
optimal time to sell electricity      a manufacturer needs to build
back into the grid. “Many             automatic transmissions, for
operations already have backup        example, to fill an order,” Forney
generators,” Forney says. “And        says. “Incorporating costing
if an operation has warehouses        information from the utility can
covering acres of ground, with        enable the manufacturing
solar panels on the roofs, they       execution systems to schedule
may want to maximize the value        something like the energy-
of the power they sell into the       demanding extrusion process to
grid by day and move as much of       be accomplished during hours
their energy-intensive operations     when energy was at a lower
as possible to the night.”            cost.”

Interoperability with Other Systems   The same kind of interoperability
Invensys sees the benefits of its     could enable a system to delay
smart grid solution being             the beginning of a complex
magnified the more deeply an          manufacturing process if
organization integrates the           information from the smart grid
information with its other            indicated that demand was so
operations, including the MES         high that a brown-out could
solutions that Invensys develops      occur, which could interrupt the
and deploys using the Microsoft       process, causing the loss of all
Application Platform, and             the raw materials.
enterprise resource planning
(ERP) solutions that customers        “If someone makes an error and
have in place.                        runs a big process that's energy
                                      intensive at the wrong time, they
Of course, manufacturers can’t        could basically kill the profit they
schedule operations solely on the     were going to be making on that
basis of the cost of energy, as       product run,” Forney says. “This
they need to satisfy orders, deal     sort of energy management—tied
with backlogs, maintain inventory,    to dynamic pricing information
and respond to other real-world       that we're getting from the
pressures. But combining smart-       independent system operators,
grid data with ERP ordering           as well as qualitative information
information, and linking this with    on anticipated power supplies—
“We are using                       combined with needs from MES               “Utilities and their industrial
                                    and ERP systems, could have a              customers all have stringent IT
Azure AppFabric to                  big impact. Imagine if every plant         security measures in place,”
                                    had 500 meters monitoring all              Forney says. “Whether it is a
create real-world                   different aspects of a process             nuclear-powered utility on one
solutions for today,                and each of these meters had               side or a chemical plant on the
                                    connectivity to Azure AppFabric            other, no one wants to expose
and we are using                    to pull down their pricing                 endpoints to enable services to
                                    information and do their                   cross the firewall. A virtual private
the same tools to                   calculations and then send the             network (VPN) couldn’t really
create the energy                   information over to their SQL              replace what the Azure AppFabric
                                    Azure databases. Invensys                  Service Bus does because a VPN
solutions that will                 already makes intelligent                  opens a network to everything on
                                    manufacturing execution                    the other end of the tunnel.
be needed in the                    systems. Adding smart-grid                 Another alternative would be
future.”                            information and ERP data will              pinging an outgoing response
                                    make them even more                        service, but if that one endpoint is
   Bill Schiel, Industry Solution   intelligent.”                              being pinged by millions of
                      Manager,                                                 devices, you run into scalability
                                    Looking ahead, Schiel notes,               problems in a hurry. The
                                    “We are using Azure AppFabric              enhanced security provided by
                                    to create real-world solutions for         our approach to deployment is
                                    today, and we are using the same           one of the reasons the Azure
                                    tools to create the energy                 AppFabric Service Bus is so
                                    solutions that will be needed in           important to us.”
                                    the future.”
                                                                               The efficiency of the AppFabric
                                    Efficient Data Delivery with Service Bus   Service Bus could help open the
                                    AppFabric Service Bus proved to            doors to smart grid solutions
                                    be exactly the solution that               throughout the industry. “The
                                    Invensys needed because it                 Azure AppFabric Service Bus can
                                    enables data transfer without              provide a valuable vehicle for
                                    having to expose endpoints on              expediting the implementation of
                                    either the utility’s side or the           smart-grid technologies wherever
                                    manufacturer’s side. The                   needed,” Hardin says. “It can be
                                    solution also enables smaller              accessed widely and securely,
                                    utilities to immediately deploy            paid for as used, and expanded
                                    smart-grid solutions without               as needed. It provides the
                                    having to invest in the creation           security, interoperability, and
                                    and management of data                     performance required for large-
                                    centers.                                   scale smart grid applications, at a
                                                                               significantly lower cost than
                                                                               building data centers.”
"We benefit from                                             Windows Azure AppFabric and
                      Faster Development, Lower Costs        SQL Azure.
the fact that,        Invensys says that using the
                      AppFabric Service Bus and              “We require the scalability and
because our           AppFabric Access Control not           reliability to supply information to
solution              only lowered its development           an ever-growing number of
                      costs, but made the solution           subscribers,” Forney says. “We
incorporates Azure    possible in the first place.           need scalability, robustness, and
                      “Without the Azure AppFabric           the ability to offer whatever SLAs
AppFabric and         Service Bus, we might not even         might be required. We benefit
other parts of the    have tackled this project,” Hardin     from the fact that, because our
                      says. “Building an Internet-based      solution incorporates Azure
Azure platform,       service bus with this capability       AppFabric and other parts of the
                      and performance would have             Azure platform, Microsoft is the
Microsoft is the      been a monumental development          one responsible for keeping the
one responsible for   challenge and expense costing          services up and running, secure,
                      hundreds of thousands of               up-to-date, scalable, and
keeping the           dollars.”                              available. That’s a whole lot of
                                                             data center responsibility that we
services up and       Massive Scalability                    don’t have to worry about.”
running, secure,      Using the AppFabric Service Bus
                      as their communications highway,       Summary
up-to-date,           utilities using the Invensys           In summary, Invensys was able to
                      solution can easily scale their        create the smart-grid
                      smart grid infrastructure to keep      communications platform it
                      pace with need. “The Service           needed, including the solution for
                      Bus has massive scalability at         securely exchanging data
                      very reasonable costs and can          between utilities and commercial
                      elastically scale up or down as        customers, by building its solution
                      need demands,” Hardin says.            using the Service Bus and Access
                      “There’s no physical on-               Control features of Windows
                      premises infrastructure to deploy      Azure AppFabric.
                      or depreciate, and a utility can
                      bump up capacity on demand,
                      paying only for the
                      communications traffic that they
                      use.”

                      The company sees scalability—
                      and reliability—benefits in the fact
                      that Microsoft hosts the Windows
                      Azure platform that supports
For More Information                   Windows Azure AppFabric
For more information about             Windows Azure AppFabric is a
Microsoft products and                 set of application services
services, call the Microsoft           focused on improving the
Sales Information Center at            performance and management of
(800) 426-9400. In Canada, call        cloud-based applications. To
the Microsoft Canada                   deliver these benefits, Windows
Information Centre at (877)            Azure AppFabric comprises
568-2495. Customers in the             AppFabric Service Bus to provide
United States and Canada who           a neutral messaging relay space
are deaf or hard-of-hearing can        to enable connectivity across
reach Microsoft text telephone         trust boundaries, and AppFabric
(TTY/TDD) services at (800)            Access Control to extend identity
892-5234. Outside the 50               information to users of the
United States and Canada,              Service Bus.
please contact your local
Microsoft subsidiary. To access        For more information about
information using the World            Windows Azure AppFabric,
Wide Web, go to:                       please visit:
www.microsoft.com                      www.microsoft.com/windowsazu
                                       re/appfabric/
For more information about
Invensys Operations
Management products and
services, visit the Web site at:
www.invensys.com




                                        Software and Services               •     Technologies
                                        •       Windows Azure Platform          − Microsoft Silverlight for
                                            −   Windows Azure AppFabric           Windows
                                            −   SQL Azure                       − Windows Communication
                                        •       Microsoft Server Product          Foundation
                                                Portfolio
                                            −   Microsoft SQL Server 2008   Hardware
                                                R2 Enterprise               •    Varies by customer
                                            −   Windows Server 2008 R2

This case study is for informational
purposes only. MICROSOFT MAKES NO
WARRANTIES, EXPRESS OR IMPLIED, IN
THIS SUMMARY.

Document published May 2010

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Microsoft Windows Azure - Invensys Manufacturing Enables Smart Grid Energy Savings Case Study

  • 1. Windows Azure AppFabric Customer Solution Case Study Windows Azure AppFabric Enables Smart Grid Energy Savings for Manufacturers Overview “The Azure AppFabric Service Bus can Country or Region: United States Industry: Manufacturing provide a valuable vehicle for expediting the implementation of smart-grid Customer Profile Invensys Operations technologies wherever needed.” Management is a leading David Hardin, Staff Engineer, Invensys Operations Management provider of automation and information technologies, Invensys Operations Management, a leader in systems, software solutions, services, and consulting to providing manufacturing execution systems to global manufacturing and industry, needed a smart grid communications infrastructure industries. Based in Plano, Texas, Invensys has platform to provide real-time electricity pricing 9,000 employees. data from utilities that could be integrated with Business Situation metering and automation systems on the factory The company required a floor. One barrier was the reluctance of utilities— scalable, secure way to enable two-way data exchange and their customers—to allow direct Internet between electric utilities and communication links to their IT systems. Invensys their commercial customers to enable a smart grid approach to solved the problem by incorporating the Service power distribution. Bus and Access Control features of Windows Solution Azure AppFabric. AppFabric Service Bus provides Invensys has created a smart a publish/subscribe platform enabling two-way grid solution using the AppFabric Service Bus and communication between utilities and customers, AppFabric Access Control without requiring direct endpoint connections. The features of Windows Azure AppFabric. solution gives energy users real-time pricing information to guide scheduling of energy- Benefits • Optimization of energy use intensive industrial processes, and helps utilities • Interoperability with other reduce spikes in demand. systems • Efficient data delivery with Service Bus • Faster development, lower costs • Massive scalability
  • 2.
  • 3. “Within industrial Situation plants and facilities. The company The once staid fields of electrical has approximately 9,000 settings we know generation, distribution, and employees and is a division of consumption have sprung to London-based Invensys, which there will soon be greater prominence in recent makes industrial and railway millions of devices . years with the advent of smart grids control systems. and smart meters to help all parties . . Depending on involved make better decisions Smart meter deployments around about power usage. A smart grid the world are measured in the the flexibility of the refers to the digital technology tens of millions, and industry manufacturing being built into power distribution analysts predict the number will systems to provide massive data soar past 100 million within the processes, devices that can be used in a spectrum of next few years. While much of the ways to provide greater efficiency adoption is driven by utilities can schedule and reliability, as well as to upgrading residential meters to themselves to support pricing models that encourage conservation, encourage non-peak usage. industrial operations have also operate during Smart meters refer to a new been quick to see the value of generation of digital technology combining a smart grid with periods of lower- that give users real-time or near- smart meters to reduce electrical demand, and real-time usage information, usage and—by incorporating including—especially within pricing data—reduce hence lower-cost industrial settings—detailed expenditures on electricity information on the quantity of through scheduling use at non- electricity.” power used, and the quality of peak times whenever possible. power supplied. “Within industrial settings we The combination of smart grids, know there will soon be millions smart meters, and related of devices, as one plant could systems promises to open new have dozens or hundreds of potential for energy conservation monitoring devices throughout around the world. Invensys their operations,” says Paul Operations Management is a Forney, System Architect at leading provider of automation Invensys Operations and information technology, Management. “Each of these systems, software, computer- devices will need pricing based hardware, and consulting information. That’s the beauty of for the global manufacturing and what can be done with infrastructure industries. connecting smart devices with Headquartered in Plano, Texas, the smart grid. Depending on the its solutions are used by more flexibility of the manufacturing than 40,000 customers around processes, devices can schedule the world with more than 200,000 themselves to operate during
  • 4. periods of lower-demand, and infrastructure typically associated hence lower-cost electricity.” with smart grid initiatives. The total power grid in the United Another benefit is that industrial States, and in most other places operations, with the right pricing around the world, consists of a information, will be able to pick patchwork of electricity the best time to sell to the grid producers and distributors. With excess electricity they can increasing interest in developing produce from their own power new energy sources, such as generation facilities. The key to solar and wind, the number of such solutions is the ability to grid participants is expected to freely exchange information. increase. Invensys needed to create a smart grid communications “Making smart grid a reality has platform, but faced the challenge required that utilities have a of how to support the data significant computational capacity exchange, especially with to receive, calculate, and security-minded utilities—and their rebroadcast pricing data to the Smart Solution - Energy pricing equally security-minded constituents,” says David Hardin, information from the utility commercial customers—that are Staff Engineer at Invensys is combined with metering resistant to opening up Internet Operations Management. “We data within the communication ports. want to help utilities—and their manufacturing plant to customers—participate in a smart facilitate the smart grid Yet another challenge was grid right away without having to solution. helping smaller utilities overcome wait years or making large capital the hurdle of investing in the IT investments.” Solution Invensys has taken a step into the future by deploying a smart grid and smart metering solution in an industrial setting. Invensys is working with what it describes as a “very large manufacturing company with global operations” to deploy a pilot project. The first phase of the project, being deployed now, involves placing smart meters within one of the customer’s large manufacturing plants, and providing a smart grid solution to the electrical utility that supplies power to the plant.
  • 5. “Our cloud-based enforces user authentication. The The Invensys solution delivers solution stores pricing, MES data, solution uses the pricing information downstream and other information using from the utility to the Microsoft SQL Azure, a relational Service Bus feature manufacturing plant. Prices are database for Internet-based, or and the Access automatically updated every time cloud computing. a price change occurs, which in Control service unregulated power distribution The company sees use of the markets can be as frequent as Windows Azure platform as feature of Azure every 5 minutes or less. Price greatly reducing the cost of entry AppFabric to change information is consumed for utilities and commercial by Invensys metering equipment customers seeking the benefits of enable utilities to throughout the plant, which uses smart grid participation. Rather Invensys Wonderware than having to build and manage publish pricing manufacturing execution system dedicated data centers, information onto a (MES) software. organizations can simply subscribe to the cloud-based fabric that can be The Invensys solution also Invensys services. measures variation in the quality securely of the power delivered, as spikes “There are a limited number of subscribed to by in power intensity can disrupt utilities, but hundreds of equipment or processes. thousands of manufacturing smart devices." Automated onsite monitoring plants that have huge energy bills enables a manufacturer to verify each month and could benefit Paul Forney, System Architect, whether service level from using real-time pricing agreements (SLAs) with electric information to optimize their utilities have been met. energy management,” says Forney. “Our cloud-based A key component of the Invensys solution uses the Service Bus solution is its use of Windows feature and the Access Control Azure AppFabric’s Service Bus service feature of Azure to enable an Internet-based AppFabric to enable utilities to neutral container to which utilities publish pricing information onto a can publish pricing data, and to fabric that can be securely which customers can subscribe. subscribed to by smart devices. This enables distribution of near- This frees industrial customers real-time pricing information from having to expose endpoints without either party having to for subscription callbacks which, open their IT infrastructures to for security purposes, most are direct endpoint connectivity—a reluctant to do.” major relief to those charged with enforcing digital security. Invensys works with the Open AppFabric Access Control Access Same-Time Information
  • 6. System (OASIS), the National can send messages without Institute of Standards and worrying about closed Technology (NIST), and other inbound ports.” organizations to help guide • Access Control. Invensys uses development of a standards- the Access Control feature of based smart grid. Windows Azure AppFabric to extend identity information to The service-oriented architecture users of the Service Bus. (SOA) cloud-based solution AppFabric Access Control Invensys is deploying in its pilot provides authorization project contains a number of services for applications design elements, including: connecting over the Internet. It provides an easy way to • AppFabric Service Bus. Invensys control Web applications and uses the Service Bus feature services while integrating with of Windows Azure AppFabric standards-based identity to provide a neutral providers. Authorization messaging relay space to decisions can be pulled out of enable connectivity across the application and placed in trust boundaries. a set of rules that can TheAppFabric Service Bus transform incoming security makes it easy to connect claims into claims that applications over the Internet. applications understand. Services that register on the • Publish and subscribe. Invensys Service Bus can easily be uses the Windows discovered and accessed Communication Foundation across virtually any network (WCF) to support the publish topology. “The Azure and subscribe model within AppFabric Service Bus solves Service Bus. WCF supports some very important publish and subscribe problems,” Hardin says. connectivity through a “Usually with a notification directory structure based on technology, you have to worry URLs. This technology, about getting around inbound coupled with AppFabric ports that are guarded by Access Control, provides a firewalls. Also, for some IP scalable infrastructure that addresses, you have to use can technically support the network address translation secure delivery of dynamic stations to get to devices. pricing information, down to These barriers make it difficult five-minute pricing updates, to send messages from one from the wholesale markets machine to another. The to manufacturers and other Service Bus solved these problems for us because we
  • 7. “The Azure consumers on a massive database. SQL Azure can also scale. be used as an aggregation AppFabric Service • Application server. The Invensys point for organizations with application server receives multiple facilities that store Bus and Access continually updated pricing data onsite. Information from Control Service are information from the utility as local databases can be well as data from Invensys brought together in the cloud features that we Wonderware System Platform to enable enterprise-wide which provides real-time analytics. The large feel are unmatched operations management manufacturer Invensys is in other cloud software to enable customers working with for the current to synchronize their project will transfer on- offerings.” production operations with premises data to the SQL business objectives. Plant Azure database which David Hardin, Staff Engineer, Invensys Operations engineers can work directly supports a dashboard for Management with the Invensys application plant engineers and others server from the dashboard interacting with the interface of the application, information. using pricing information, for • Local database. The Invensys example, to schedule energy- design includes the option for intensive operations. The SOA organizations to store data on design also supports premises using Microsoft SQL programmatic control so Server 2008 R2 Enterprise tasks can be self-scheduling, database software running on depending upon electricity the Windows Server 2008 R2 pricing and other criteria. For Enterprise operating system, plants with supplemental in addition to using SQL power generation capabilities, Azure. Locally stored data the application can schedule can be analyzed for historical the optimum times for selling and trending information to electricity back to the grid. gain insights into reducing The application tracks when electricity needs for different processes were run, applies manufacturing operations. the electrical rates that were • Dashboard interface. Invensys in force, and gives an exact used the Microsoft Silverlight energy cost. browser plug-in to create a • Cloud database. Organizations graphical user interface for not wanting to manage their interacting with its smart grid database locally can use a application. cloud-based data store using SQL Azure, part of the The combination of AppFabric Windows Azure platform that Service Bus and AppFabric provides a full relational Access Control proved to be a
  • 8. “The general winning combination as Invensys significant tools in helping its explored its options for customers realize the smart-grid movement of the developing and deploying its promise of optimizing energy use. smart grid solution. “We Combining Invensys Wonderware price of energy evaluated Amazon EC2 and monitoring information with smart seems to be Google cloud products, but no grid pricing data through the one had anything comparable to AppFabric Service Bus will help upward, and the the Azure AppFabric Service customers reduce their energy Bus,” Hardin says. “The Service costs by giving them the higher the costs Bus has the functionality, information required to better go, the bigger the interoperability, and scalability plan when to launch energy- required to provide a intensive processes. The solution rewards will be communications infrastructure also provides savings by flagging that can be used for large-scale the best times to reduce from optimizing smart grid applications. The electrical use (sometimes energy use." Azure AppFabric Service Bus and referred to as energy shedding), Access Control service are and identifying the optimal times Bill Schiel, Industry Solution features that we feel are to sell back into the grid any Manager, Invensys Operations unmatched in other cloud excess energy a plant creates on offerings.” its own from a co-generation infrastructure including diesel Benefits power plants, solar power, wind The smart grid communications generation, or other sources. platform Invensys was able to create using Windows Azure “We think this is a very important AppFabric technology will enable market to be in,” says Bill Schiel, its industrial customers to Industry Solution Manager at achieve optimization of energy Invensys. “The general use, and interoperability with movement of the price of energy other systems, while benefiting seems to be upward, and the from efficient data delivery. higher the costs go, the bigger Invensys has enjoyed faster the rewards will be from development and lower costs by optimizing energy use. Some incorporating Windows Azure plants have a relatively constant AppFabric into its design, while its energy demand, but in many customers benefit from the cases there is sufficient flexibility massive scalability the solution to schedule energy-intensive provides. operations for low-demand, and hence, lower-cost, hours. With Optimization of Energy Use some operations spending $1 Invensys sees the Service Bus million or more a month for and Access Control features of electric power, even a 3 percent Windows Azure AppFabric as
  • 9. savings through optimization manufacturing execution systems adds up.” could enable a deeper degree of interoperability that could result in As more organizations create lower energy costs while their own power generation retaining optimal productivity. solutions, there will be increased interest in determining the “The ERP system dictates when optimal time to sell electricity a manufacturer needs to build back into the grid. “Many automatic transmissions, for operations already have backup example, to fill an order,” Forney generators,” Forney says. “And says. “Incorporating costing if an operation has warehouses information from the utility can covering acres of ground, with enable the manufacturing solar panels on the roofs, they execution systems to schedule may want to maximize the value something like the energy- of the power they sell into the demanding extrusion process to grid by day and move as much of be accomplished during hours their energy-intensive operations when energy was at a lower as possible to the night.” cost.” Interoperability with Other Systems The same kind of interoperability Invensys sees the benefits of its could enable a system to delay smart grid solution being the beginning of a complex magnified the more deeply an manufacturing process if organization integrates the information from the smart grid information with its other indicated that demand was so operations, including the MES high that a brown-out could solutions that Invensys develops occur, which could interrupt the and deploys using the Microsoft process, causing the loss of all Application Platform, and the raw materials. enterprise resource planning (ERP) solutions that customers “If someone makes an error and have in place. runs a big process that's energy intensive at the wrong time, they Of course, manufacturers can’t could basically kill the profit they schedule operations solely on the were going to be making on that basis of the cost of energy, as product run,” Forney says. “This they need to satisfy orders, deal sort of energy management—tied with backlogs, maintain inventory, to dynamic pricing information and respond to other real-world that we're getting from the pressures. But combining smart- independent system operators, grid data with ERP ordering as well as qualitative information information, and linking this with on anticipated power supplies—
  • 10. “We are using combined with needs from MES “Utilities and their industrial and ERP systems, could have a customers all have stringent IT Azure AppFabric to big impact. Imagine if every plant security measures in place,” had 500 meters monitoring all Forney says. “Whether it is a create real-world different aspects of a process nuclear-powered utility on one solutions for today, and each of these meters had side or a chemical plant on the connectivity to Azure AppFabric other, no one wants to expose and we are using to pull down their pricing endpoints to enable services to information and do their cross the firewall. A virtual private the same tools to calculations and then send the network (VPN) couldn’t really create the energy information over to their SQL replace what the Azure AppFabric Azure databases. Invensys Service Bus does because a VPN solutions that will already makes intelligent opens a network to everything on manufacturing execution the other end of the tunnel. be needed in the systems. Adding smart-grid Another alternative would be future.” information and ERP data will pinging an outgoing response make them even more service, but if that one endpoint is Bill Schiel, Industry Solution intelligent.” being pinged by millions of Manager, devices, you run into scalability Looking ahead, Schiel notes, problems in a hurry. The “We are using Azure AppFabric enhanced security provided by to create real-world solutions for our approach to deployment is today, and we are using the same one of the reasons the Azure tools to create the energy AppFabric Service Bus is so solutions that will be needed in important to us.” the future.” The efficiency of the AppFabric Efficient Data Delivery with Service Bus Service Bus could help open the AppFabric Service Bus proved to doors to smart grid solutions be exactly the solution that throughout the industry. “The Invensys needed because it Azure AppFabric Service Bus can enables data transfer without provide a valuable vehicle for having to expose endpoints on expediting the implementation of either the utility’s side or the smart-grid technologies wherever manufacturer’s side. The needed,” Hardin says. “It can be solution also enables smaller accessed widely and securely, utilities to immediately deploy paid for as used, and expanded smart-grid solutions without as needed. It provides the having to invest in the creation security, interoperability, and and management of data performance required for large- centers. scale smart grid applications, at a significantly lower cost than building data centers.”
  • 11. "We benefit from Windows Azure AppFabric and Faster Development, Lower Costs SQL Azure. the fact that, Invensys says that using the AppFabric Service Bus and “We require the scalability and because our AppFabric Access Control not reliability to supply information to solution only lowered its development an ever-growing number of costs, but made the solution subscribers,” Forney says. “We incorporates Azure possible in the first place. need scalability, robustness, and “Without the Azure AppFabric the ability to offer whatever SLAs AppFabric and Service Bus, we might not even might be required. We benefit other parts of the have tackled this project,” Hardin from the fact that, because our says. “Building an Internet-based solution incorporates Azure Azure platform, service bus with this capability AppFabric and other parts of the and performance would have Azure platform, Microsoft is the Microsoft is the been a monumental development one responsible for keeping the one responsible for challenge and expense costing services up and running, secure, hundreds of thousands of up-to-date, scalable, and keeping the dollars.” available. That’s a whole lot of data center responsibility that we services up and Massive Scalability don’t have to worry about.” running, secure, Using the AppFabric Service Bus as their communications highway, Summary up-to-date, utilities using the Invensys In summary, Invensys was able to solution can easily scale their create the smart-grid smart grid infrastructure to keep communications platform it pace with need. “The Service needed, including the solution for Bus has massive scalability at securely exchanging data very reasonable costs and can between utilities and commercial elastically scale up or down as customers, by building its solution need demands,” Hardin says. using the Service Bus and Access “There’s no physical on- Control features of Windows premises infrastructure to deploy Azure AppFabric. or depreciate, and a utility can bump up capacity on demand, paying only for the communications traffic that they use.” The company sees scalability— and reliability—benefits in the fact that Microsoft hosts the Windows Azure platform that supports
  • 12. For More Information Windows Azure AppFabric For more information about Windows Azure AppFabric is a Microsoft products and set of application services services, call the Microsoft focused on improving the Sales Information Center at performance and management of (800) 426-9400. In Canada, call cloud-based applications. To the Microsoft Canada deliver these benefits, Windows Information Centre at (877) Azure AppFabric comprises 568-2495. Customers in the AppFabric Service Bus to provide United States and Canada who a neutral messaging relay space are deaf or hard-of-hearing can to enable connectivity across reach Microsoft text telephone trust boundaries, and AppFabric (TTY/TDD) services at (800) Access Control to extend identity 892-5234. Outside the 50 information to users of the United States and Canada, Service Bus. please contact your local Microsoft subsidiary. To access For more information about information using the World Windows Azure AppFabric, Wide Web, go to: please visit: www.microsoft.com www.microsoft.com/windowsazu re/appfabric/ For more information about Invensys Operations Management products and services, visit the Web site at: www.invensys.com Software and Services • Technologies • Windows Azure Platform − Microsoft Silverlight for − Windows Azure AppFabric Windows − SQL Azure − Windows Communication • Microsoft Server Product Foundation Portfolio − Microsoft SQL Server 2008 Hardware R2 Enterprise • Varies by customer − Windows Server 2008 R2 This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Document published May 2010