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COPS – ERCOT PROJECTS UPDATE

COPS – ERCOT PROJECTS UPDATE. Retail & Services Platform Development Karen Farley March 22, 2005. PR-40066_03 Siebel 7 Upgrade. Scope / Why is this important?. Objectives: Upgrade Siebel to a supported application Upgrade Oracle database to current version

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COPS – ERCOT PROJECTS UPDATE

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  1. COPS – ERCOT PROJECTS UPDATE Retail & Services Platform Development Karen Farley March 22, 2005

  2. PR-40066_03 Siebel 7 Upgrade Scope / Why is this important? • Objectives: • Upgrade Siebel to a supported application • Upgrade Oracle database to current version • Deliver all existing user functionality with no degradation in performance • Scope: • Upgrade Siebel software v6.3 to v7.7 • Upgrade Oracle database 8i to 9i • Maintain all existing Siebel functionality from v6.3 • Maintain all existing functionality to interfaces (L*, Reports/Extracts, ETS (internal)) • Allow developers to more easily enhance system functionality going forward • Deploy thin-client for external Settlement Disputes & Service Requests • Dependencies: • None

  3. PR-40066_03 Siebel 7 Upgrade Summary of Project Status Phase: Initiation – Completed in Sept ‘04 Planning – Completed in January ‘05 Execution – In Progress – Scheduled Implementation April 15-17 ‘05 Closing – Goal to complete early June ‘05 Recent: • Completed internal user training • Began Market Notification of iTest results • Completed Migration Plan including Contingency “Fall-back” options Next steps: • Complete testing • Begin production migration and data conversion

  4. PR-40066_03 Siebel 7 Upgrade High level timeline Requirements (pens down) – Completed early January ‘05 Final Design (Internal document) – Completed mid February ’05 Build – Completed late February ‘05 Testing – Goal to complete mid April ‘05 InternalTraining – Completed mid March ’05 MPTraining – Web Cast conducted for Settlement Disputes prior to Deployment Production (Go live) – April 15-17 ‘05

  5. PR-40066_03 Siebel 7 Upgrade Additional Information Bus Lead: John Kassel Phone: (512) 248-6516 Email: jkassel@ercot.com PPL: Source: ERCOT Priority: 1.1 Rank: 15 Program Area: RO What prompted the project: • This project was a CASUP recommendation approved by ERCOT Executive committee and the ERCOT Board of Directors • Vendor support expired for existing version of Siebel and Oracle in 2004 – cost to maintain becomes significant if major problems arise • Siebel is the Registration system for all ERCOT’s Customers • Current version has limited Portal interaction capabilities

  6. PR-40066_03 Siebel 7 Upgrade External Functionality NOT CHANGING • Transaction management of ALL 814 and 867 transactions • Current workflow of service orders and service instances • Contact administration and relationship management • Reports and Extracts CHANGING • Service Requests functionality and screen design (Wholesale and Retail) • Settlement Disputes functionality and screen design (Wholesale)

  7. PR-40066_03 Siebel 7 Upgrade Implementation Plan ERCOT System Outage Overview • At this time, ERCOT anticipates the outage timeframe below for the April Maintenance Retail Release • The timeframe is subject to change and confirmation will be provided prior to the release • Friday, April 15, 2005 through Sunday, April 17, 2005. • During the outage: • All transactions sent to ERCOT WILL be held at the Paperfree server during the outage • 867 transactions WILL be forwarded during the outage • NAESB EDM and ANSI responses WILL be sent during the outage (i.e. This includes 997 Functional Acknowledgements) • USA functionality will NOT be available • Retail components of the TML and API will NOT be available (i.e. This includes Find ESI, Find Transaction and Submit Transactions) • Settlement Disputes and Service Requests will NOT be available

  8. PR-40066_03 Siebel 7 Upgrade Implementation Plan Shutdown Procedure • The shutdown times listed will be strictly adhered to unless prior notice is given to all MPs • All MPs should submit transactions well in advance of the shutdown time so that large transaction volumes are not experienced just prior to shutdown (i.e. if you run batch jobs, schedule them throughout the day)!!! • All MPs will have the opportunity to call-in to each conference call during the implementation if they wish to hear a progress update • All times listed are Central Prevailing Time

  9. PR-40066_03 Siebel 7 Upgrade Implementation Plan Transaction Processing - Inbound Friday, April 15th @ 4:00 a.m. • ERCOT will… • Keep up NAESB and Paperfree • Shut down XML Mover (for 814 & 824 transactions) and 867 Upload • Shut down TML component for Settlement Disputes – for QSEs • Shut down TML component for Service Requests • This will isolate TCH processing… • Inbound MP transactions will be held at Paperfree NAESB EDM Response ANSI Responses • Held transactions will be converted to XML and staged for TCH • After inbound shut down, all in-flight transactions will continue to be processed and corresponding outbound transactions will be delivered throughout the day until the queues have been cleared ERCOT will continue to send…

  10. PR-40066_03 Siebel 7 Upgrade Implementation Plan Transaction Processing - Outbound Friday, April 15th @ 8:00 a.m. • ERCOT will… • Stop sending 814 & 824 transactions • Begin Siebel code migration and data conversion

  11. PR-40066_03 Siebel 7 Upgrade Implementation Plan Upgrade Activities Saturday, April 16th by 10:00 p.m. • ERCOT will… • Complete Siebel Migration • Complete Data Archive Migration • Complete TML Migration • Complete EAI Migration • Technical Verification for all areas • Go / No-Go check points will occur at various times throughout the day

  12. PR-40066_03 Siebel 7 Upgrade Implementation Plan Upgrade Activities Sunday, April 17th by 6:00 p.m. • ERCOT will… • Perform Production Verification • Identify any remaining activities • Mitigate any outstanding issues • Take periodic “Go Live” Check Points • Go Live… • Turn on all Inbound and Outbound processing • Begin monitoring transaction flows • Final Back out Decision (If Necessary) at 6:00pm

  13. PR-40066_03 Siebel 7 Upgrade Implementation Plan Upgrade Activities Sunday, April 17th starting @ 6:00 p.m. (if necessary) • High Level Back out Plan… • Convert Database back from Oracle 9i to Oracle 8i • Restore Siebel data from April 15th tape back up • Convert Siebel application servers from v7.7 back down to v6.3 • Restore TML upgrade for Siebel • Restore TCH/EAI upgrade for Siebel • Re-initiate settlement disputes with old portal • Functional Verification of Back out

  14. PR-40066_03 Siebel 7 Upgrade Implementation Plan Conference Calls Monday (4/11) & Wednesday (4/13) 2:00 p.m. Retail Market Calls • ERCOT discussion of upcoming shut-down schedule (Call-in number 1-800-373-0950 Pass Code 123316) • CRs & TDSPs to provide status of transaction volumes throughout the week Friday April 15th @ 8:00 a.m. • ERCOT transaction processing update “in queue” “in process” Overall system health Friday April 15th @ 4:00 p.m. • ERCOT Siebel migration Status report

  15. PR-40066_03 Siebel 7 Upgrade Implementation Plan Conference Calls Saturday April 16th @ 10:00 a.m. & 8:00 p.m. • ERCOT Siebel migration Status report • Issues • Go / No-Go Decision Sunday April 17th @ 10:00 a.m. • ERCOT Siebel migration Status report • Issues • Go / No-Go Decision Sunday April 17th @ 8:00 p.m. • ERCOT Siebel migration Status report • Issues • Final Go / No-Go Decision (with possible back out)

  16. PR-40066_03 Siebel 7 Upgrade Implementation Plan Testing Results Below is the status to-date of the Siebel 7.7 Testing Efforts as of 3/18/2005 in anticipation of the 04/17/2005 roll-out.  • ERCOT has run 89 of 146 v7.7 Test Cases with all applications in iTest for Phase 1 (GUI / CRM / eService / Reporting)  • ERCOT has run 53 of 396 v7.7 Test Cases with all applications in iTest for Phase 2 (Retail Transactions)  ERCOT currently has 28 open defects out of a total of 163 logged… 80 - Documentation and Script errors or Data 24 - Bugs (Coding errors requiring application level changes) 37 - System or Environment related 22 - Unknown (Root cause not reported or still in analysis)

  17. PR-40066_03 Siebel 7 Upgrade Implementation Plan Testing Results Test DescriptionUATPerformance Transaction Processing 15 % complete 100 % complete eService 13 % complete 0 % complete CRM 44 % complete 0 % complete GUI 100 % complete 0 % complete Retail Metrics Reporting 100 % complete 0 % complete Data Archive Reporting 0 % complete 0 % complete

  18. PR-50007 Enhancements to FasTrak Project Objectives / Scope / Dependencies • Objectives: • Develop a solution to either enhance or replace the FasTrak tool • Scope / Why is this important?: • Increase the transparency for issues that are submitted via FasTrak • Allow users to have improved access to the data • Improve the reporting functionality • Improve search functionality associated • Improve monitoring and response capabilities • Improve the usability • Dependencies: • Siebel upgrade – only if Siebel is chosen as the replacement tool for FasTrak

  19. PR-50007 Enhancements to FasTrak Summary of Project Status Phase: Initiation – Completed in Feb ‘05 Planning – March 14, 2005 Execution – Starting August ’05 Implementation – Goal December ‘05 Closing – Starting December ‘05 Recent: Meeting with Market Participants on Thursday, February 24th to discuss project timeline and requirement prioritization Next steps: Prepare to enter next phase (Planning) Start developing detailed business requirements Select enhancement method (upgrade current tool, Siebel or AIM)

  20. PR-50007 Enhancements to FasTrak High level timeline ** All target dates will become firm after design is complete and project plan finalized Requirements (pens down) – May/June ’05 Design (published document) – June/July ’05 Internal Testing – August/November ’05 External Testing – August/November ‘05 Internal Training – November/December ’05 External Training – November/December ‘05 Production (Go live) – December ‘05

  21. PR-50007 Enhancements to FasTrak Additional Information Bus Lead: Scott Egger phone number: 512-248-3162 e-mail: segger@ercot.com PPL: Source: Market Priority: 1.1 Rank: 9 Program Area: RO What prompted the project: SCR 732 SCR 738 Supporting business drivers: Practical usage feedback

  22. PR-40106 ERCOT.com Project Objectives / Scope / Dependencies • Objectives: • Define and implement a website layout that enables users to find key information efficiently • Develop a process to ensure the sustainability of the investment in the enhancements • Scope / Why is this important?: • Search engine functionality (including metadata strategy) • Improve navigation - create a new information architecture for the site (task driven focus) • Content owners can post updates easily – content manager • Process for maximizing the use of key real estate for critical and timely information • All information and processes are maintained after the redesign • Dependencies: • None at this time

  23. PR-40106 ERCOT.com Summary of Project Status Phase: Initiation – completed in Sept ‘04 Planning – in progress Execution – goal April/May ’05 Closing – goal October/November ‘05 Recent: Vendor delivered ‘Solution Definition’ recommendations Next steps: Make software selections RFP for professional services to perform execution work Prepare to update Directors on Planning phase activities Prepare to enter next phase (Execution)

  24. PR-40106 ERCOT.com High level timeline ** All target dates – will have firm dates after project plan is completed Requirements (pens down) – April/May ’05 Design (published document) – May/June ’05 ERCOT Testing – October ’05 Market Testing – October ‘05 Training – October/November ’05 Production (Go live) – October/November ‘05

  25. PR-40106 ERCOT.com Additional Information Bus Lead: Scott Egger phone number: 512-248-3162 e-mail: segger@ercot.com PPL: Source: ERCOT Priority: 1.1 Rank: 24 Program Area: RO What prompted the project: Market Survey TML Phase II Mid-Term Requirements Strategic Fit Supporting business drivers: Data from the Market Survey strongly encouraged the implementation of a search engine Peer website comparisons between the other ISOs Practical usage feedback

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