Metrum Technologies UTILIWISEECM under-the-cover IP-based wireless communications device User Manual

Metrum Technologies, LLC under-the-cover IP-based wireless communications device

User Manual

Web: www.metrum.us Office: 254-752-7300 Confidential The contents of this manual are confidential and constitute the exclusive property of METRUM TECHNOLOGIES, LLC. This manual and its contents may not be made public in any manner, distributed or loaned to others or reproduced or copied either in whole or part without prior written consent from Metrum. © 2011 METRUM METRUM UTILIWISE® ENDPOINT COMMUNICATION MODULE USER’S MANUAL
i Notice © 2011 Metrum Technologies, LLC All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the express written permission of Metrum Technologies, LLC. Metrum Technologies, LLC makes no representations or warranties with respect to the contents or use of this manual and specifically disclaims any warranties, express or implied, of merchantability or fitness for any specific purpose. Further, Metrum Technologies, LLC reserves the right to revise this publication and to make any modifications to its content, at any time, without obligation to notify any party, person, or entity of such revisions or changes. Product specifications cited are those in effect at time of publication. Metrum Technologies, LLC shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material. UtiliWise®, Configurator and ECM are trademarks and/or registered trademarks of Metrum Technologies, LLC. MOTOROLA and the Stylized M Logo are registered in the US Patent & Trademark Office. All other product and company names mentioned herein may be the trademarks and/or registered trademarks of their respective owners. For further information, contact: Metrum Technologies 315 S. University Parks Dr. Waco, TX 76701 Office: 254-752-7300 Fax: 254-752-7302 Email: info@metrum.us Web: www.metrum.us
ii Document History Title: Metrum UtiliWise® Endpoint Communication Module User’s Manual Revision Level Date Issued Description Original 07/2011 Initial Release Version 2.0 12/7/2011 Major update Version 3.0 12/21/2011 Modified FCC Compliance Section
iii CONTENTS 1. Metrum UtiliWise® Endpoint Overview ............................................... 1 2. Utiliwise® Endpoint Configuration and Communication ....................... 4 2.1. Utiliwise® Endpoint Configuration Procedure ................................................................................................................................ 4 2.1.1. Connect USB cable to the Utiliwise® Endpoint ................................................................................................................................ 4 2.1.2. Install Metrum Configurator Software ................................................................................................................................................. 6 2.1.3. Use the Metrum Configurator to verify Endpoint Settings .......................................................................................................... 7 2.1.4. ECM Configuration Features for the Verizon Network .............................................................................................................. 10 2.2. IP Communication Procedure for Metrum Wireless ECM’s ..................................................................................................... 11 2.2.1. Cisco AnyConnect ........................................................................................................................................................................................ 11 2.2.2. Site-to-site VPN tunnel.............................................................................................................................................................................. 12 2.3. Initial Inspection, Power-Up, and Troubleshooting Procedures ............................................................................................ 14 Appendix 1 Metrum Utiliwise® External Endpoint Communication Module 16 1. External ECM Interfaces ................................................................................................................................................................................ 16 2. External ECM LED Indicators ...................................................................................................................................................................... 17
iv FCC Compliance This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference consult Metrum Support for help.
v Safety Information The following safety precautions must be observed during all phases of operation, service, and repair of this device. Failure to comply with these precautions or with specific warnings elsewhere in this manual violates safety standards of design, manufacture, and the intended use of the metering instrument. Metrum Technologies, LLC assumes no liability for the customer's failure to comply with these requirements. • Warning: Any work on, or near, energized meters, meter sockets, or other metering equipment can present a danger of electrical shock. All work on this product should be performed only by qualified electricians and metering specialists in accordance with local utility safety practices, utility requirements and procedures outlined in Chapter 14 of The Handbook for Electricity Metering (10th edition). The information contained within this manual is intended to be an aid to qualified metering personnel. It is not intended to replace the extensive training necessary to handle metering equipment in a safe manner. • Use care when servicing with the power on. • Be aware that dangerous voltages exist at several points within the meter when this product is installed on a meter base. • Disconnect power before meter disassembly, soldering, or replacing components. The meter is connected directly to line potential. Due to the possibility of the potential lines being reversed, points accessible with the cover off may be at line voltage. LINE POTENTIAL IS PRESENT ON THE INCOMING CONNECTORS ON THE METRUM UtiliWise® COMMUNICATIONS BOARD AND ON THE MEASUREMENT BOARD INCLUDING THE BATTERY CONNECTOR. Consult the meter Instruction/Technical Manual for meter specific information.
1 1. METRUM UTILIWISE® ENDPOINT OVERVIEW Metrum Utiliwise® Endpoints are comprised of a Metrum Endpoint Communications Module (ECM) integrated with one of the supported electric meter platforms shown in Figure 1 below. Metrum also has an external ECM also shown in Figure 1 which enables wireless communications with distribution assets such as breakers, regulators, capacitor banks, or any device equipped with communication outputs. A detailed description of Metrum’s External ECM is in Appendix 1. Elster A3 Itron Sentinel Landis+Gyr S4 Landis+Gyr Focus Itron Centron II Metrum External ECM FIGURE 1 METRUM SUPPORTED ECM METER PLATFORMS Figure 1c
2 The ECM enables two-way, wireless communications between the meter and the utility interface over the public network carriers such as Sprint, Verizon, AT&T, or Metrum Wireless which is an aggregation of several public carriers. The ECM’s are Internet Protocol (IP) devices using pass-through communications enabling Head-End software like MV-90 to retrieve and communicate across the public networks any registers, billing determinants or the contents of any ANSI table supported by the meter. Reading frequency and data retrieved is completely configurable and supports up to 4 sec interval communications between the Head-End and Endpoint. All ECM’s can operate in multiple modes and support inbound and outbound TCP/IP and UDP communications, real-time communications, remote mode configuration, firmware upgrades, dynamic carrier selection, signal quality monitoring, remote diagnostics, self-registration, and pass-through communications. In addition, the ECM’s feature a solid state, auto-ranging power supply which is independent of the meter power supply and can be easily retrofitted with multiple antenna options. For communication with various devices in a ZigBee Smart Energy Home Area Network (HAN), the ECM’s also have an optional integrated 100mW ZigBee module that is Smart Energy 1.0 certified and Smart Energy 2.0 ready. The ZigBee module firmware can be upgraded Over The Air (OTA) enabling easy migration from SE 1.0 to SE 2.0. Each Utiliwise® Endpoint, as a standard feature, hosts a webpage for diagnostics and control similar to the one shown in
3
4 Figure 2 below. This feature allows users to change settings, map the meter location, confirm network settings, set communication ports, and obtain signal quality and strength for troubleshooting.
5 FIGURE 2 UTILIWISE® ENDPOINT WEBPAGE
6 2. UTILIWISE® ENDPOINT CONFIGURATION AND COMMUNICATION Although the Utiliwise® Endpoints are usually shipped with activated modems, customers should always perform a “Settings” check before field installation which is also the first step in troubleshooting a Utiliwise® Endpoint. 2.1. UTILIWISE® ENDPOINT CONFIGURATION PROCEDURE 2.1.1. CONNECT USB CABLE TO THE UTILIWISE® ENDPOINT The Metrum USB driver package is included on the Metrum CD with your order and is also available for download from the Metrum website at www.metrum.us/login where you will need your login credentials. The first step is to power-up the UtiliWise® Endpoint and connect the supplied USB cable which is a standard USB Mini cable. Connect the USB A end of the supplied cable to a USB port on your computer, and connect the USB Mini end of the cable to the exposed mini connector on the UtiliWise® Endpoint. The locations of the USB connector under the cover of the UtiliWise® Endpoint meter platforms are shown in Figures 3-7 below.
7 FIGURE 3 EXTERNAL ECM USB CONNECTOR FIGURE 4 FOCUS ECM USB CONNECTOR FIGURE 5 S4 ECM USB CONNECTOR FIGURE 6 SENTINEL ECM USB CONNECTOR FIGURE 7 A3 ECM USB CONNECTOR
8 When the Windows® new hardware wizard prompts for driver installation, browse to the Metrum USB folder where the driver is located. Once installed, follow the steps below. 1. Open Device Manager. 2. Open the Properties window for the Metrum USB. 3. Verify the COM port number for use in the Metrum Configurator application described in the next section 4. Verify the baud rate is set to 115200. 5. Click "OK" to close the Properties dialog window and exit Device Manager. Once the USB cable is connected, apply power to the meter if not already powered up and ensure the LED’s on the UtiliWise® ECM are lit before continuing. On each of the Metrum Utiliwise® ECM’s, there are 4 LED’s placed near each other and labeled D10, D11, D12, and D13. These LED’s indicate the state of the ECM and are described in the table below. LED Designator Description Normal State Activity D10 Power Indicator Green blinking Red D11 Carrier Detect Green Solid Red during session D12 Receive Green Blinking Red D13 Transmit Green Blinking Red All four LEDs above blink Red simultaneously once the ECM acquires its mobile IP and then every 10 seconds thereafter verifying it has not lost connectivity. 2.1.2. INSTALL METRUM CONFIGURATOR SOFTWARE The Metrum Configurator is the software used to perform a “Settings” check before field installation of the Utiliwise® Endpoint. It is compatible with Microsoft Windows® operating systems 98SE and later. Follow the steps below to install Configurator on your PC. 1. Copy the Configurator folder from the supplied Metrum CD-ROM to the desired location on your hard drive e.g. “C:\Program Files\Metrum”.
9 2. Open the folder you copied and right click on “Configurator.exe” and create a shortcut to the program on your desktop. 3. Open the Configurator software by double-clicking, or single-clicking depend on your Windows settings on the icon. 2.1.3. USE THE METRUM CONFIGURATOR TO VERIFY ENDPOINT SETTINGS First, verify you have the correct COM port selected in the top right corner (e.g. COM1, COM2, etc.); the default is set to COM1. While the Utiliwise® Endpoint is connected via the USB cable to the computer, click on the “ModemStatus” button as shown in Figure 8 below. Note: The software will only work with the USB cable attached to the ECM. If an invalid COM port is selected, you will receive a timeout error message. If you receive a timeout error, retry the operation again. If you are still unsuccessful, cycle the power to the unit, reseat the cable connector, and retry. FIGURE 8 METRUM CONFIGURATOR SCREENSHOT
10 Once you click on the “ModemStatus” button highlighted above, the program will issue a series of AT commands to determine the status of the modem. These commands are listed in Table 1 below. Command Example Description AT+WMIN? +WMIN: 2145559999 Query Mobile Identification # AT+WMDN? +WMDN: 2145551234 Query Mobile Dial # (Phone #) AT+CSQ? +CSQ: 24, 99 Query Received Signal Quality. <SQM>,<FER> Returns the Signal Quality Measure <SQM> and the Frame Error Rate <FER> as follows: <SQM>: 0-31 – Signal Quality Measurement; 99 – SQM is not known or is not detectable. <FER>: 99 – FER is not known or is not detectable. AT+RSP? +RSP: VERIZON Query Wireless Carrier programmed in modem AT+GMR +GMR: S/W VER: gduvz14 PRL VER: 4 Query software and PRL (Preferred Roaming List) version AT+GSN +GSN: 6C1BD859 Query Hexadecimal ESN AT*LISTENPORT? 1700 Query IP PORT programmed in modem. AT*LOCALIP? *LOCALIP: 70.196.178.164 Query IP Address assigned to modem NOTE: This should never change with a Static IP address. AT*LISTENMODE=n LISTENMODE=0 Set modem’s IP listening mode On or Off - 0=Off 1=On AT*LISTENCLOSE Disables IP listen mode. TABLE 1 AT COMMAND LISTING
11 The Configurator program will scroll through and display the AT commands used during the verification sequence. An example screenshot is shown in Figure 9 below.
12 FIGURE 9 METRUM CONFIGURATOR AT COMMAND LISTING
13 In this AT command listing, the settings to note are shown in Figure 10 below. FIGURE 10 METRUM CONFIGURATOR AT COMMAND SETTINGS OF INTEREST If the ECM has a valid IP address, SSID, phone number, Modem Identifier Number, and an RSSI greater than -110, the ECM is configured correctly and ready for IP communication. Note: The default meter socket and ZigBee socket are 1700 and 1200 respectively, but these can be changed in Configurator by changing the default values in the socket fields and clicking on “Configure.” 2.1.4. ECM CONFIGURATION FEATURES FOR THE VERIZON NETWORK Upon initial power up of a newly activated modem on the Verizon network, the ECM will automatically acquire and program its MDN and MIN. This process can take up to 5 minutes to complete during which time you will not be able to communicate remotely with the meter. Three
14 minutes after every subsequent power cycle and approximately every thirty days the ECM will perform an over-the-air self-activation (OTA) and PRL (Preferred Roaming List) update. 2.2. IP COMMUNICATION PROCEDURE FOR METRUM WIRELESS ECM’S Note: For ECM’s activated on the Verizon or AT&T networks, the IP communication procedure should be coordinated with the carrier in terms of VPN access, etc. For ECM’s activated on the Metrum Wireless Network, there are 2 ways to establish IP communication with the Utiliwise® Endpoint using a VPN connection depending on the way the head-end meter-reading software is setup. 2.2.1. CISCO ANYCONNECT Using the Cisco AnyConnect VPN client is the preferred VPN connection method for customers reading Utiliwise® Endpoints over the Metrum Wireless Network (MWN) from a single host or remote location with meter reading software. All Metrum Wireless Network (MWN) customers that use the Cisco AnyConnect VPN client has an access control list (ACL) applied to their user credentials which allow access only to customers assigned Metrum Wireless IP addresses with all others denied. This is not recommended for customers using automated server side meter reading software systems or customers that have multiple hosts with metering software on their local area network (LAN).
15 Cisco AnyConnect is compatible with the following Operating Systems.  Windows XP SP2 and SP3  Windows Vista (32-bit and 64-bit) SP2 or Vista Service Pack 1 with KB952876  Windows 7 (32-bit and 64-bit)  Red Hat Enterprise Linux 5 Desktop  Ubuntu 9.x  Mac OS X 10.5, and Mac OS X 10.6, 10.6.1, 10.6.2 (32-bit and 64-bit) 2.2.2. SITE-TO-SITE VPN TUNNEL A site-to-site VPN tunnel is the preferred hardware VPN connection for customers reading Utiliwise® Endpoints over the Metrum Wireless Network (MWN) that have automated server side meter reading software systems or that have multiple hosts with metering software on their local area network (LAN). All Metrum Wireless Network (MWN) customers that have a site-to-site VPN tunnel with Metrum has a group policy in place with an access control list (ACL) applied to it. This allows access only to customers assigned Metrum Wireless IP addresses with all others denied. Compatible hardware includes the following:
16  Cisco ASA 5500 Series Adaptive Security Appliances and Cisco routers  SonicWall security appliances  Check Point security appliances For Metrum Wireless Network (MWN) customers wanting to setup a site-to-site VPN tunnel between MWN and their company, please complete Table 2 below with your IT department and send it back to the Metrum Wireless Network Administrator.
17 TABLE 2 SITE-TO-SITE VPN TUNNEL INFORMATION Please enter the details below. This information will be used to configure the Site-to-Site VPN tunnel. MWN - VPN Device Make/Model Cisco ASA 5510 MWN - VPN Device OS/Software Version Software Version 8.0(4) MWN - VPN Peer IP Address 66.112.39.18 MWN - Network Range/s 10.194.0.0/16 10.192.0.0/16 (Only needed for customers with MWN IP addresses assigned before 7/15/2011). Remote - VPN Device Make/Model ? Remote - VPN Device OS/Software Version ? Remote - VPN Peer IP Address ? Remote - Network Range/s ? Pre-Shared Secret (IPsec) (Min 20 Characters) Shared over phone or sent in email w/o a subject IKE Phase 1 Encryption Algorithm (AES-256/3DES/DES) AES-256 IKE Phase 1 Data Integrity Method (SHA1/MD5) SHA IKE Phase 1 Timeout Period (Default: 86400 Seconds) Default IKE Phase 1 Diffie-Hellman Group (Group1/Group2/Group3) Group2 IKE Phase 2 Encryption Algorithm (AES-256/AES-128/3DES/DES) AES-256 IKE Phase 2 Data Integrity Method (SHA1/MD5) SHA IKE Phase 2 Timeout Period (Default: 28800 Seconds) Default IKE Phase 2 PFS Required (YES/NO) NO PFS Diffie-Hellman Group (Group1/Group2/Group3; If PFS not required leave blank) NO Additional Notes/Comments: Ports/protocols to allow: tcp/80 tcp/1200 tcp/1300 tcp/1700 tcp/ customer specific port (optional) ICMP
18 2.3. INITIAL INSPECTION, POWER-UP, AND TROUBLESHOOTING PROCEDURES In addition to the “Settings” check of the Utiliwise® Endpoint with the Metrum Configurator described in this document, we recommend the following visual inspection and initial power-up procedure before field installation. 2.3.1. Visual Inspection 2.3.1.1. Without completely disassembling the unit; inspect the unit for apparent damage. 2.3.1.2. Verify all wire connectors are still connected. 2.3.1.3. If present, verify the KYZ or other option boards are in place and connected. 2.3.1.4. Verify the ECM boards components soldered properly. 2.3.1.5. If visible, verify that the MEID of the ECM modem matches nameplate label. 2.3.2. Initial Power up 2.3.2.1. Verify the meter LCD and ECM board LED’s are lit. 2.3.2.2. Read the meter optically to verify remote options are set correctly. 2.3.2.3. Power down the unit. If there are any issues found during inspection, power-up, the “settings” check in Configurator, or field operation, use the Endpoint Troubleshooting Guide in Table 3 below to diagnose/resolve the problem. If you are still unable to resolve the problem, send a description and any relevant documentation like a screenshot of the AT command listing in Configurator to support@metrum.us or contact Metrum directly at 254-752-7300.
19 Problem Possible Causes What to Check No LED’s  No power to the Endpoint  No/corrupt ECM firmware  Ensure the Endpoint has power. There should be at least 120V AC at the input power leads of the ECM  Ensure the ECM has a firmware label on the board No / Incorrect ECM Response in Configurator  No power to the Endpoint  No/poor USB connection to the Endpoint  No/poor ECM connections  No/corrupt firmware on the ECM  Ensure the Endpoint has power. There should be at least 120V AC at the input power leads of the ECM  Check the USB connection between the Endpoint and PC  Check the ECM connections with the meter  Ensure the ECM has a firmware label on the board Cannot Communicate Remotely with ECM  Poor antenna connection  Low signal strength  Incorrect MDN and/or MIN  Incorrect IP address  No/corrupt ECM firmware  Check the antenna connection  In Configurator, check the following o Signal strength o MDN and MIN o IP Address o ECM Firmware  Verify account is provisioned correctly (e.g. 3G, static IP, etc.)  Try to Ping the IP address for a response  Try to access the ECM webpage by browsing to the IP address associated with the endpoint TABLE 3 ENDPOINT TROUBLESHOOTING GUIDE
20 APPENDIX 1 METRUM UTILIWISE® EXTERNAL ENDPOINT COMMUNICATION MODULE The Metrum Technologies’ External ECM utilizes the same public network as the other Utiliwise® Endpoints which have internal ECM’s integrated with the meter platform. The External ECM is mounted in a NEMA 4X weather-tight enclosure and features the ability to configure each communications interface on a different port for multi-threaded communications with multiple devices connected to the three different interfaces on the board. 1. EXTERNAL ECM INTERFACES The External ECM supports communications through Ethernet, RS232, and RS485 (both 2-wire and 4-wire) interfaces and can support multi-threaded communications through all 3 interfaces. All of the External ECM interface connections are shown in Figure 11 below. FIGURE 11 EXTERNAL ECM INTERFACE CONNECTIONS
21 2. EXTERNAL ECM LED INDICATORS For diagnostics and troubleshooting, the External ECM has 8 LED indicators as shown in Figure 12 below. FIGURE 12 EXTERNAL ECM LED INDICATORS
22 Table 4 below describes the meaning of the LED indicators in more detail. LED Indicator Indication Diagnostic and Communication LED’s (4)  Transmit LED - Toggles from Green to Red with communication to the meter through the modem indicating that data packets are passing through the device.  Receive LED - Toggles from Green to Red with communication to the meter through the modem indicating that data packets are passing through the device.  Carrier Detect LED - Stays Green until connected to the modem and then it will turn Red and stay Red while connected to the modem. It will turn Green again once you are disconnected from the modem.  Heartbeat LED – Toggles from Green to Red at a one-second rate indicating normal device operation. DC Power to Modem LED (1) Red indicates power ON to the Modem Network Connection LED (1) Green indicates the device is connected to the wireless network and the device has obtained its IP address RS485 Communications LED (1) Blinks green when communicating through the 485 port RS485 Jumper Position LED (1) Green indicates the jumper is configured for 4-wire operation; Red indicates it is configured for 2-wire operation TABLE 4 EXTERNAL ECM LED INDICATOR DESCRIPTIONS

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