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Grid Solutions
UR Family
Upgrade Guide
GE Publication Number: GET-8550B
GE Part Number: 1601-0050-A3
Copyright © 2018 GE Multilin Inc.
828742A2.CDR
This document outlines how to assess and upgrade a GE Universal Relay (UR) to the latest hardware version.
Introduction
This document outlines how to upgrade UR hardware and firmware to version 7.x. While GE recommends an upgrade
to the version 7.x platform, some upgrades to version 4.x to 6.x can be provided if required. This upgrade guide applies
using a Replacement Kit. The Replacement Kit does not include the front panel, backplane, or case assembly.
In 2014, UR versions 1.0 to 3.5 were obsoleted and some replacement parts can no longer be purchased. The earliest
version of the UR was sold in 1998 and their design life is estimated at 10 years, hence any UR version 1.0 to 3.5
manufactured prior to 2007 (at time of writing in 2017) is a suitable target for proactive upgrade.
Power supplies degrade over time and also require replacement. For 1H power supplies (used 1998 to 2004) at the 10-
year mark, device failure rate is expected to increase at a rate of 1% per year. For RH power supplies (used 2004 to
October 2013) at the 15-year mark, device failure rate is expected to increase at a rate of 1% per year. The RH/RL Rev
B power supply and the newer SH/SL power supply (both used since October 2013) utilize the latest technology to
provide design life of 40 years.
GE does not have a set period after which replacement of the power supply or full relay is recommended. The period is
best determined by your asset management group and is typically 10 years or longer.
An upgrade is recommended under the following circumstances:
• The age of the UR IED is longer than a pre-determined period
• The UR was exposed to
– High temperatures and humidity
– High electrical stresses
Electrical stress
High voltage and high frequency transients that exceed relay specifications affect relay components and ultimately
proper performance.
While the UR conforms to applicable dielectric, radio frequency (RF) immunity, and impulse voltage industry standards
(such as IEEE and IEC) for protective relays, these levels cannot be exceeded when the UR is connected to an actual
power system's current and voltage transformers. Exposure to excessive voltage and frequency transients is not
always known, unless some components of the UR, or connected devices to the same current transformer (CT) or
potential transformer (PT) circuits, present a failure. In most cases, this is uncovered only during routine maintenance
testing.
Harsh environments
A UR used in environments containing high concentrations of chemicals must be treated with an optional conformal
coating to prevent corrosion. Environments containing sulfur dioxide, nitrogen dioxide, chlorine, or hydrogen sulfide
can cause significant erosion if the UR was not treated with a harsh-environment conformal coating.
UR versions 3.5 and below were not available with a conformal coating for harsh environments (including case
assembly and front panel), hence a total UR replacement is recommended with conformal coating if the UR was
exposed for a prolonged period.
Maintenance
GE recommends that all URs be maintained at regular intervals (as defined by your local Reliability Coordinator), as per
the instruction manuals, or as per the GE Maintenance Handbook, which can be obtained at
http://www.gegridsolutions.com/multilin/Publications/handbook.htm
Audit
The purpose of the audit is to gather information on the equipment installed so that the correct upgrade package can
be planned. The information can be obtained from a few sources, and none of the information gathering activities
impact performance of the device. With key information about the location of the relay being available, a targeted
upgrade to the most critical relays can be executed in the shortest amount of time, alleviating risk of failure due to
aging, and ensuring continuous protection of assets.
The example shows customer identifiers of substation, relay number, UR order code, serial numbers, and all modules
installed. Such detail allows the most accurate analysis and enables a targeted approach to the upgrades.
Figure 1: Relay inventory
Information on labels of UR
The figure shows the model number/order code, serial number, and manufacturing date of a UR on the rear label. If
the rear label is missing or inaccessible, use the label on the inside front panel. In the example shown, the UR was
manufactured in December 1998.
Individual modules have labels specific to them indicating module type and serial number. Once the front panel is
opened, you have access to that information. In the previous figure, the information is printed on the modules shown
on the right side.
Data analysis
Once information of the entire installed base is available, begin to plan your upgrade.
Check all devices against published Product Advisories to see if any products are impacted. The Product Advisories are
on the web page of each UR product (under Product & Cyber Security Advisories). To check what modules are currently
obsolete, review End-of-Life notices (under Support Documents).
An example for the B30 is as follows:
http://www.gegridsolutions.com/app/ViewFiles.aspx?prod=b30&type=21
Now that an audit file exists, and information on the age of the product is available, begin to plan which devices need
to be upgraded and when.
For upgrade, UR 7x is offered with CPU versions T, U, V, and W and with DSP versions L, M, N, R, and S for firmware
versions 7.1x and higher.
Table 2: Upgrade paths for UR 3.5 and below
UR 3 CPU Recommended UR 7.x CPU
9A W (optionally T, U, or V)
9C W (optionally T, U, or V)
9D W (optionally T, U, or V)
UR 3 CT/VT Recommended UR 7.x CT/VT
8A 8L
8B 8M
8C 8N
8D 8R
Replacement kit
Once it is determined that a UR or multiple URs need to be upgraded, list the requirements and order the products.
Use the order codes outlined in the latest instruction manual to decide on CPU, CT/VT, and any additional software
options. Instruction manuals for specific products can be downloaded from the web site, a B30 example for which is
as follows:
http://www.gegridsolutions.com/app/ViewFiles.aspx?prod=b30&type=3
Options are also viewable on the ordering page for the product.
An example is as follows:
L90-C00-HCH-F8A-H6B-W7D with firmware 2.80 converts to
L90-W00-HCH-F8L-H6B-W7D with firmware 7.60 and uses
L9R-W00-HCH-F8L-H6B-W7D as the Replacement Kit
The firmware version, CPU module, and software options can be changed to your requirements.
UR devices using GSSE feature (UCA 2.0), cannot be directly upgraded as that software feature was
superseded by the IEC 61850 protocol. To continue using this feature, an upgrade to firmware version
NOTE
7.2x and software option IEC 61850 are required.
Contact the nearest regional sales office or local distributor and provide the information, request a quote, and place
the order. Contacts for the regional sales office or local distributor can be obtained from
http://www.gegridsolutions.com/multilin/salesoff.htm
While the UR Replacement Kit is intended for UR upgrades prior to actual failures, it can be used for life extension
purposes of the UR in the event that one or more modules exhibits a failure during routine maintenance testing. This
ensure that all modules in the UR are of the same vintage.
The Replacement Kit cannot contain a redundant power supply or an Ethernet switch module. A
complete relay replacement is required in these cases. The reason is because a UR version 3.5 and
NOTE
below case assembly does not have the capability to contain either a redundant power supply or
Ethernet switch module.
Once connection to the device is established, read the device settings (right-click and select Add Device to Offline
Window) and store it as the original file. Rename the file, to have a separate copy of it, and convert the copy file to
new firmware version by right-clicking the Offline window file and selecting the Convert Device Settings option. Once
the conversion process finishes, you are presented a report showing "Settings no longer available," "Settings reset to
factory default," and "New settings." You can save this file as text and review it later to understand the specific
changes. Details of this process are as follows.
There are two steps to convert settings: add the file to the Offline Window area of the EnerVista UR Setup software or
read the Setting File from the device, then right-click and convert the file to the new version. The recommended
process is to perform relay settings file conversion offline and to verify all converted settings prior to uploading to the
upgraded UR.
In the example that follows, a D60 settings file order code
D60-D00HPHF8AH6CM6DP6CUXXWXX firmware version 3.50 is converted to a D60 order code
D60-W00HPHF8LH6CM6DP6CUXXWXX firmware version 7.1x using EnerVista UR Setup software version 7.1x.
2. Duplicate the settings file by right-clicking the added file and selecting the Duplicate Settings File or Duplicate
Device option. Duplication ensures that you have your original file.
3. Rename the settings file to be converted by right-clicking the settings file and selecting the Rename Settings File
or Rename Device option.
Figure 9: Old and new settings files
The software converts the file and exports a list of differences, first of settings no longer available, then those set
to factory defaults, then a list of new settings.
2. Save settings file conversion results as a *.txt file for future reference by clicking File > Save As and providing a
name.
It is possible that certain protection or control elements changed since the original release of the UR.
Review the instruction manual for the release upgraded to and investigate any changes to make sure
NOTE
that the product performs to your requirements. Some lines in functions, such as FlexLogic,
Oscillography Digital Channels, User Programmable LED Operands, Using Digital Protection, Control, or
Monitoring can be set to default, and are listed.
If Modbus or DNP maps are to be used through to SCADA from the upgraded UR, these maps need to be
carefully reviewed, since some items can have different addresses. Change the SCADA mapping if
required.
3. View and review all settings using the Protection Summary; select the Protection Summary option at the bottom
of the entry. Compare each grouped and control element with what is wanted from the summary. Product Setup,
System Setup, FlexLogic, and Inputs/Outputs have to be verified separately.
4. After all settings file components are checked and updated, a good practice is to save the file for each device in a
settings database (or similar settings tracking tool) where revision control can be monitored and from which the
settings are available for field implementation.
If you require assistance, contact a Technical Support resource as outlined at the end of this document.
Before upgrading a UR device, ensure that the following items are available:
• Replacement Kit — The kit includes replacement modules and two new relay labels (one for the back of the UR,
the other for the inside front panel). The labels contain old and new serial numbers, kit order code or model
number, module list and location, MOD (if applicable), and other information. (MOD refers to a modification of the
firmware and hardware. An example is firmware 7.11 MOD 002, which is indicated on the label.)
• UR device outage approval by all departments including your Reliability Coordinator (RCO) where applicable
• Converted settings file
• Testing instructions and templates
Relay power-down
To begin your upgrade process, take the device out of service.
Before powering down the UR, disable all trip outputs by opening test switches wired to trip contacts of the UR. If not
available, verify if any test switches are available on tripping inputs and open. If none are available, determine if there
are any other means to disable trip devices and disable if possible. On line differential schemes, ensure that all ends
are disabled before powering down the UR.
Disconnect the power from the relay power supply by either pulling fuses or disconnecting power to the panel.
There are no wiring changes required for DSP modules. For the communications module, compare the wiring
diagrams in the old and new instruction manuals for the product (available online) to determine if wiring changes are
required. Examples follow.
A CPU module with dual RS485 connections is no longer available in version 7.x.
NOTE
Module replacement
Figure 17: Replacement Kit label
B90
RATINGS:
Mods: NONE
Control Power: 88-300V DC @ 35W / 77-265V AC @ 35VA See manual
Bus Differential Relay Contact Inputs: 300 VDC Max 10mA
Wiring Diagram:
Inst. Manual: 1601-0115
Contact Outputs: Refer to Instruction Manual Serial Number: MAZB98000029
E83849 Firmware: D
GE Multilin Mfg. Date: NOV 26, 2012
- M A A B 9 7 0 0 0 0 9 9 -
PO Num: 600001234.56
Item Num:
LISTED
®
®
IND.CONT. EQ.
52TL - M A A B 9 7 0 0 0 0 9 9 -
X W V U T S R P N M L K J H G F D B
c b a c b a c b a c b a c b a c b a
b a
LK1
Tx1 1
1
2
Rx1
ACT1
2
3
LK2
3
Tx1
4
4
5
Tx2 b a
ACT2 5
1
1 6
2 LK3
2 6
3
Rx2 3 7
4
4 7
8
Tx2 ACT3 8
IN
Optional Optional Optional Optional Optional Optional CT/VT CPU module Power
direct contact CT/VT or contact CT/VT or contact module (T module shown) supply
input/output input/output contact input/output contact input/output module
module module input/output module input/output module
module module
836790A1.CDR
3. Open the front panel of the UR and disconnect the RJ45 cable from the front panel to the front of CPU module.
The basic front panel is opened to the left, once the black plastic sliding latch on the right side has been pushed
up.
4. To remove a module, pull simultaneously the ejector/inserter clips located at the top and bottom of the module.
5. Replace existing UR modules with Replacement Kit modules one by one. Each module has a matching terminal
block for the rear of the case. Ensure that the correct module is used in the appropriate slot. Push the top and
bottom inserter clips simultaneously when inserting a module. If you are keeping the existing wiring on the CT/VT
terminal blocks, pay attention to the module key code that prevents incorrect module insertion. This key code
needs to be modified. See the Module Change Process section later for detailed instructions.
On older UR devices, insert the replacement modules with caution, ensuring that the backplane connector pins do
not get bent or damaged.
6. Reconnect the cable from the front panel to the front of CPU module. Reconnect any other cables disconnected
at the back of the unit. The connection slot for type W CPU modules is black and difficult to see; it is above the
chrome connector slot.
Label application
1. Compare the Order Code from the front panel/EnerVista UR Setup with the UR label Order Codes. Notify your GE
sales office if they do not match; the kit may need to be verified and corrected. If the order codes match, apply
one of the Replacement Kit UR labels to the inside front panel, then close the front panel. Apply the second UR
label to the rear of the UR over the existing label.
Power-up
1. Power up the UR.
2. Verify that the UR does not display an EQUIPMENT MISMATCH error. The error means that the modules do not
match the order code stored in the UR. If this is the case, power down and check all replaced modules, for
example that all modules are in the correct slots.
If modules need to be changed, with the power off, change the modules, and then power up the UR.
3. If an EQUIPMENT MISMATCH error is still present after it was confirmed that the correct Replacement Kit was used
with correct modules inserted in the appropriate UR slots of the intended UR, use the Update Order Code
command under Commands > Relay Maintenance to allow the CPU to read all modules and update the order
code.
Relay testing
A detailed test plan with test results template is recommended for the specific UR model, to ensure that all testing is
executed in a controlled manner. To get started, this section outlines out-of-service and in-service maintenance steps
before putting the UR in service.
In-service maintenance tests:
• Visual verification of analog value integrity, such as voltage and current. Compare metered values of the UR with
that of a corresponding system or device.
• Visual verification of active alarms, relay display messages, self-test alarm messages, and LED indications
• Perform LED test. Ensure that all LEDs are operational.
• Visual inspection of UR's physical condition, noting any damage, corrosion, excessive dust, loose wires, and so on
• Compare as-is relay settings with as-left settings file. This can be done by comparing uploaded UR settings with
the converted settings file.
Out-of-service maintenance tests:
• Check the integrity of wiring connections, for example that they are secure
• Check analog values (current magnitude and angle, voltage magnitude and angle, RTDs, analog inputs) through
injection test and metering accuracy verification. Calibrated test equipment is required.
• Perform secondary injection testing of AC quantities and DC signals. Check enabled protection functions.
• Verify contact inputs and outputs. This can be done by direct change of state through forcing the output into a
state or as part of functional testing.
• Perform pushbutton functional test
If these tests show that any element of the UR is defective, contact our Technical Support team.
Upon completion of testing, put the upgraded unit in service.
To put the UR in service:
1. Close all blocking and control switches.
Questions
1. What new software options are available that I should consider?
2. I'm using GSSE feature on my device, how can I migrate it to my version 7 relay?
3. Why do I need to change my Backplane (Busboard)?
4. Can the terminal blocks be connected to a new chassis without disturbing the wiring?
5. I'm using both RS485 ports, how can I maintain my existing connections?
6. What is the minimum upgrade that I should consider on my device?
7. What will be the warranty on my device once I proceed with the upgrade?
8. What are new hardware options that I should consider?
9. My Ethernet equipment does not support 100 Mbps fiber. What are my options?
10. My existing URs include an IRIG-B repeater feature. Is this feature available in version 7?
11. Do I need to change the basic front panel to an enhanced front panel to use version 7?
12. My relay has a redundant power supply. If I am upgrading the power supply, do I need to replace the CPU?
13. Can I add software options to my relay after it has been delivered?
14. What do I do if I forget the password on my version 7 relay?
15. What is the baud rate of my front panel RS232 port?
Answers
2. I'm using GSSE feature on my device, how can I migrate it to my version 7 relay?
GSSE (UCA 2.0) protocol has been expanded to include more advanced aspects of that concept and became part of
the IEC 61850 standard. The standard consists of two editions, which differ significantly. To continue using GSSE
functionality for peer-to-peer communications, Edition 1 of the software option must be used. Firmware versions 7.1x
and 7.2x meet the Edition 1 requirement, while higher firmware versions comply with Edition 2 of the IEC 61850
standard.
The IEC 61850 option needs to be purchased to use GSSE on a version 7 relay.
4. Can the terminal blocks be connected to a new chassis without disturbing the wiring?
Except for the CPU terminal block, the terminal blocks can be removed from the case, and reattached to a new case
without disturbing the wiring. The terminal block is held by six screws of two different types — longer for the bottom
and shorter for the top of the terminal block. You do not want to use the longer screws on the top to ensure separation
from the backplane, and to prevent damage. The CPU terminal block needs to be replaced with the one included in the
upgrade kit, and CPU wiring reconfigured. CPU module types T and U use LC fiber connectors.
5. I'm using both RS485 ports, how can I maintain my existing connections?
If your current installation uses two RS485 ports and these connections must be maintained, then upgrade to
firmware 6.0x is the only option. The CPU type 9E has two RS485 ports. None of the version 7.x products support two
RS485 ports.
7. What will be the warranty on my device once I proceed with the upgrade?
Each module that is upgraded carries a 10-year warranty. Each module is serialized, and the label on the module
indicates its manufacturing date for quick identification of warranty status.
9. My Ethernet equipment does not support 100 Mbps fiber. What are my options?
Current CPU modules having fiber ports (types J, K, T, and U) support only 100 Mbps. Interfacing with existing 10 Mbps
fiber Ethernet equipment requires a converter between the existing network equipment and the UR CPU module. Else,
the existing equipment requires upgrade to support 100 Mbps. CPUs having RJ45 copper Ethernet ports (types J, K, N,
U, V, and W) support 10/100Mbps.
11. Do I need to change the basic front panel to an enhanced front panel to use version 7?
No. Version 7 firmware can be used with a basic front panel. If you want to upgrade the front panel, we offer a retrofit
kit for the chassis that allows you to install the enhanced style front panel. This retrofit mounting kit is included with
the purchase of an enhanced front panel. Basic front panels that are not riveted to the chassis can also be changed to
a graphical front panel using a replacement kit.
12. My relay has a redundant power supply. If I am upgrading the power supply, do I need to
replace the CPU?
If you are upgrading to UR SHA or UR SLA power supplies, the CPU can remain the same.
13. Can I add software options to my relay after it has been delivered?
Yes, software options can be purchased through Technical Support and installed in the field with an executable file. If
a new label is required, it can be purchased for $25 USD per label.
Withdraw or insert a module only when control power has been removed from the unit,
and be sure to insert only the correct module type into a slot, else personal injury, damage
to the unit or connected equipment, or undesired operation can result.
2. On the CT/VT module, pull the top and bottom levers concurrently so that the module begins to slide out.
3. Remove the CT/VT module by pulling the levers, then gripping the module to slide the module out.
Figure 21: Pull module levers out
4. Next is to adjust the terminal block for the replacement CT/VT module. Before you insert a new CT/VT module,
must make sure that you have the correct terminal block to match the features of the module. The 8F, 8L, and 8M
modules are the 4CT/4VT modules and require a terminal block with eight shorting clips. The following figure
shows these eight shorting clips at the top half.
The 8N and 8R modules are the 8CT modules and require a terminal block with 16 shorting clips. The next figure
shows the 16 shorting clips.
Figure 23: Terminal block with 16 shorting clips
Also ensure that your terminal block matches the white plastic "keys" on your module. For instance, an 8H CT/VT
module has the key configuration shown as follows.
The inside of a terminal block that corresponds to this key configuration looks like the following.
Figure 25: Corresponding terminal block
Once you have the correct terminal block and key code combination, remove the six screws attaching the old
terminal block to the back of the UR chassis and remove the block. Attach the new one the same way as the old
one.
A terminal block's module must be removed from the UR before removing the terminal block.
Failing to do this results in damage to the terminal block.
5. Insert the new CT/VT module as follows. Ensure that the levers attached to the module are extended so that they
are 180° with the top and bottom surfaces of the module. Insert the new module into the correct DSP slot of the
UR chassis, ensuring that the module's protruding printed circuit board (PCB) lines up with the grooves on the
chassis.
Figure 27: Line up PCB with grooves on chassis
When the module becomes flush with the chassis, push the module levers in towards the module so that the
module slides into the slot. The module is inserted fully when the arms click into the plastic holsters on the front of
the module.