The Kalkitech Virtual Protection Relay (VPR) application was initially created for conceptual testing and to aid in developmental and training activities. It is included here to demonstrate a more rudimentary method in deploying a virtual machine with power system protection capabilities, from the ground up.

Prerequisites

  • VMware ESXi 7.0 Update 3 or later running on a capable server.

    Minimum compute available:

    • One or more physical CPU cores

    • 2 GB or more RAM

    • 8 GB or more storage (thick provision)

  • Real-time operating system installation image (ISO), such as Photon OS (publicly available).

  • Kalkitech VPR and HMI application files (not commercially available, contact Kalkitech)

    Note:

    Kalkitech HMI uses Java runtime environment.

The steps to install Photon OS are as follows:

Procedure

  1. Upload the Photon OS ISO file to the vSphere datastore.
    Figure 1. Upload ISO to vSphere Datastore
  2. To install the VPR application, go to the desired vSphere host or cluster, right-click and select New Virtual Machine.
  3. Select Create a new virtual machine and click NEXT.
    Figure 2. Create a Virtual Machine
  4. Enter a name for the VM, select a folder location to install the files, and click NEXT.
  5. Select a host or cluster to install the VM (vSphere ensures compatibility).
  6. Select a storage location for the VM to install.
    Figure 3. Select Storage Location
  7. Select the VM compatibility to be with ESXi 7.0 Update 2 or later.
  8. Select a guest OS to match to the ISO file being used.
    Figure 4. Select Guest OS
  9. Customize the virtual hardware to be allotted to the VM.

    Click Virtual Hardware and update the following components:

    1. CPU = 1

      • Reservation = Maximum (the sample image shows 2.7 GHz)

        Figure 5. CPU Configuration
    2. Memory = 2 GB

      • Select the Reserve all guest memory (All locked) checkbox.

    3. New Hard Disk = 8 GB

      • Disk Provisioning = Thick Provision Lazy Zeroed

        Note:

        The New Network defaults to an available network already established on the ESXi host (for example, VM Network). For testing purposes, this might be adequate to carry both station and process bus traffic. If it is used for both, ensure to edit the vSwitch settings to Accept Promiscuous mode. However, if you want to use this VM for production purposes, then splitting the networks is recommended. The station bus can remain on a virtual adapter such as VMXNET 3.

        Figure 6. VM vNIC for Station Bus Traffic

        However, the process bus traffic must be accommodated by PCI passthrough. The PCI passthrough can be added when establishing a new VM (if a passthrough port is available), or later after the VM is built. See Install Virtual Appliance for details.

    4. New CD/DVD Drive = Datastore ISO File. It prompts you to select an ISO file from an existing datastore.

      • Select the Connect At Power On checkbox.

        Figure 7. Select ISO File
        Figure 8. Connect At Power On

    Click VM Options > Advanced and update the following components:

    1. Deselect Enable Logging.

    2. Latency Sensitivity = High

    3. Configuration Parameters > EDIT CONFIGURATION

      • Enable backing guest vRAM:sched.mem.lpage.enable1GPage = TRUE

      • Advanced settings to benefit compute latency and timers

        sched.cpu.affinity.exclusiveNoStats = TRUEmonitor.forceEnableMPTI = TRUE

        timeTracker.lowLatency = TRUE

  10. Review the VM parameters and click FINISH.
  11. After the VM is available (you can view the progress in the Recent Tasks window of the vSphere Client), power on the VM.
  12. Using remote or web console, the OS can be initialized. Using Photon, in this example, click Install to begin the installation.
  13. The installer prompts you to:
    1. Accept the End User License Agreement (EULA).

    2. Select disk for VM storage.

    3. Set Network configuration to Configure network manually

      1. IP address

      2. Netmask

      3. Gateway

      4. Name server (DNS)

    4. Enter host name.

    5. Enter password.

  14. After the installation is finished, it asks for user input (any key pressed) to reboot.
  15. After rebooting, log in to the terminal session as root (using the password created in the previous step) and temporarily enable SSH access by navigating to the Photon sshd_config file.

    cd /etc/ssh

    vi sshd_config

    Update the line including PermitRootLogin no to PermitRootLogin yes, save, and exit the file editor.

    Run this command to restart the SSHD service.

    systemctl restart sshd

  16. Now that the VM can be accessed using SSH, use an SFTP client software (such as WinSCP) to access the file structure of the VM.
    Figure 9. SFTP Client Software
  17. Navigate to /home/ using the file explorer and create a new directory (folder) called vpr.
  18. Copy the entire Kalkitech application to this new folder (for example, /home/vpr/vpr-1.x.x) and edit the properties of the Kalkitech folder to update the permissions to an octal value of 0774 (allowing read, write, and execute for Owner and Group, and read access for Others).

    Next, edit the sample_script.sh file located within the /home/vpr/vpr-1.x.x directory to ensure it matches your VM network parameters. In the example provided in VPR Communication Parameters, the station bus uses the eth0 adapter, while the process bus uses the eth1 adapter.

    The IP address of each is specified here (IP1 and IP2). If only one network is leveraged (for test reasons), NET1 = NET2 and IP1 = IP2.

    Figure 10. VPR Communication Parameters

    The IED name in this file must match the iedName VPR’s Substation Configuration Description (SCD) file exactly.

  19. Navigate back to the Linux terminal session, change to the new vpr directory, and run the installation script.

    cd /home/vpr/vpr-1.x.x

    bash install.sh

  20. After the installation script runs successfully, run the start script.

    cd /home/vpr/vpr-1.x.x

    bash start.sh

  21. With VPR running, the HMI (java script) can be started on any computer with a web browser and network access to the VPR.

    For more details on accessing and configuring the Kalkitech VPR, see the Kalkitech application operations manual.