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EDS 4 Release 9.1 DAM/RUC/SASM

EDS 4 Release 9.1 DAM/RUC/SASM. 4.9.1 Kickoff Meeting. December 20, 2007. Agenda. DAM/RUC EDS 4.9.1 Overview: Presentation Legend Objectives Audience DAM/RUC EDS 4.9.1 Timeline Nodal Summary Release Schedule Sandbox Testing Testing Windows Sample Activity Timeline

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EDS 4 Release 9.1 DAM/RUC/SASM

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  1. EDS 4 Release 9.1DAM/RUC/SASM 4.9.1 Kickoff Meeting December 20, 2007 http://nodal.ercot.com 1

  2. Agenda • DAM/RUC EDS 4.9.1 Overview: • Presentation Legend • Objectives • Audience • DAM/RUC EDS 4.9.1 Timeline • Nodal Summary Release Schedule • Sandbox Testing • Testing Windows • Sample Activity Timeline • DAM/RUC EDS 4.9.1 Testing • Testing Window • Basic Communications Test • Digital Certificates • Support Calls • Issue Management • Support Call Test Cases • Tracking • Master Schedule • Preparation Checklist / Schedule • Readiness Metrics • Dashboard • Reference • QSE Activity Summary • Relevant Documents • Q&A http://nodal.ercot.com 2

  3. Presentation Legend • Note: Throughout this presentation, there are several references to activities required by QSE’s on the Web Services and MIS User Interface • For convenience and clarity, the following will apply: • All activities that apply only to users of the MIS User Interface will appear in BLUE • All activities that apply only to users of the Web Services will appear in MAROON • Activities that apply to both the User Interface and the Web Services will remain in BLACK http://nodal.ercot.com 3

  4. DAM/RUC EDS 4.9.1 Overview: Objectives • Verify QSE’s ability to use either or both the MISUser Interface or Web Services interface as indicated in their sign-up email to perform scenarios specified for the following: • CRR Offer (NOIE and PCRR Holders only) • PTP Obligation • Three-Part Supply Offers for Energy (QSE’s w/ Resources only) • Capacity Trade • Energy Trade • AS Trade • DAM Energy-Only Offer • DAM Energy Bid • AS Self Arrangement (QSE’s with Load only) • AS Offer (QSE’s with Resources only) • Self Schedule • DC Tie Schedule • Verify QSEs understanding of DAM/RUC input validation rules http://nodal.ercot.com 4

  5. DAM/RUC EDS 4.9.1 Overview: Audience • Contact eds4@ercot.com if: • You should not be on this list <or> You should be on this list but are not http://nodal.ercot.com 5

  6. DAM/RUC EDS 4.9.1 Overview: Audience http://nodal.ercot.com 6

  7. DAM/RUC EDS 4.9.1 Overview: Audience http://nodal.ercot.com 7

  8. DAM/RUC EDS 4.9.1 Overview: Audience http://nodal.ercot.com 8

  9. DAM/RUC EDS 4.9.1 Overview: Audience http://nodal.ercot.com 9

  10. DAM/RUC 4.9.1 Timeline: Texas Nodal Program Summary Release Schedule High Level Version (as of 11/30/2007) http://nodal.ercot.com 10

  11. DAM/RUC 4.9.1 Timeline: Sandbox Testing • Nodal SandBox: Contains External Web Services pertinent to DAM/RUC. If you indicated you will test using Web Services, use the sandbox to verify your connectivity and XML structures. You should be doing this now. For support contacteds4@ercot.com http://nodal.ercot.com 11

  12. DAM/RUC 4.9.1 Timeline: Testing Windows • Use of EWS and/or the MIS UI will be demonstrated during the testing window http://nodal.ercot.com 12

  13. DAM/RUC 4.9.1 Timeline: Example Activity Timeline EDS TIMELINE Example Activity Timeline http://nodal.ercot.com 13

  14. DAM/RUC 4.9.1 Testing: Testing Window • QSE’s will sign up via email for a testing window • This will initiate a number of events that will occur before the Testing Window (detailed in a later slide) • Testing Window includes: • 2 hour support and scripted testing call • Resolution of issues during the 2 hour support call • 7 day testing window for prioritized support and self guided testing • Self guided testing are test scenarios that the QSE has defined and executes independently in the EDS environment • Testing Windows will start with QSE’s using the Web Services • The new MIS MIS UI’s are at risk for delivery on 1/15 • Scheduling your testing window early allows more time for self guided testing, make-up windows and issue resolution http://nodal.ercot.com 14

  15. DAM/RUC 4.9.1 Testing: Testing Window Sign-up Email Content The sign-up Email from QSEs should include: • Support Window Date and AM or PM preference • Provide top three preferred dates • ERCOT may still need to coordinate a date outside of these 3, but will make every effort to be on one of these dates • DUNS number of QSEs & sub-QSEs • If using Web Services confirm that you the QSE will be engaged in testing and not your 3rd Party Service Provider: Yes/No • If using Web Services the URL where notifications will be sentNote: If this is unavailable at the time of sign up, this must be received 2 weeks prior to your scheduled testing window Send sign-up email to eds4@ercot.com by January 4th, 2008 http://nodal.ercot.com 15

  16. DAM/RUC 4.9.1 Testing: Basic Communications Test (“Ping” Test) • QSE’s testing on the Web Services for the first time will be Scheduled for a 1 Hour Basic Communications test • This test typically takes 20-30 minutes if no issues are found • 1 hour is allocated to address any issues • Tests performed on the call will be as follows: • ERCOT performs a telnet to QSE’s Listener • QSE performs telnet to ERCOT External Web Services Listener • QSE send a sample transaction to ERCOT External Web Services Listener • Prior to this test QSE’s using External Web Services will need to have their network and security teams make the following changes: • QSE Listener must be on port 443 using one of the following Certificate Authorities • Verisign • Thawte • Entrust • Equifax http://nodal.ercot.com 16

  17. DAM/RUC 4.9.1 Testing: Basic Communications Test (“Ping” Test) (continued….) • Prior to this test QSE’s using External Web Services will need to have their network and security teams make the following changes: • QSE’s Market System must be able to access:https://nodaleds.ercot.com:80/2007-08/Nodal/eEDS/EWS/NOTE: this SSL URL is on port 80NOTE: this is changed from Release 3.5 • QSE’s must be able to receive messages from 66.128.17.136 • QSE’s must be able to send messages to EDS Environment: 66.128.17.32Sandbox Environment: 66.128.16.84 http://nodal.ercot.com 17

  18. DAM/RUC 4.9.1 Testing: Basic Communications Test (“Ping” Test) (continued….) • QSE’s using MIS User Interface will need to have their network and security teams make the following changes: • Must be able to access: MIS URL: https://nodaleds.ercot.com/pps/tibco/mis/NOTE: MMS User Interface will have link from MISNOTE: MIS/MMS UI are on port 443 http://nodal.ercot.com 18

  19. DAM/RUC 4.9.1 Testing: Digital Certificates • 1 digital certificate w/ a Generic Userid (NODALTEST) will be Generated for Each QSE and Sub-QSE • The MP’s USA does not need to take any action • This is the only certificate that will work in the EDS environment • This certificate will also work in the Nodal Sandbox environment • It will not work in production, MOTE, or any other ERCOT environment • The Digital Certificate will be sent to the MP USA • Distribution will occur after the QSE signs up for a Testing Window and Just Prior to the Support Call • (for those requiring the basic communications test, it will be sent prior to that session) • All valid ERCOT issued digital certificates will continue to work in the Nodal Sandbox http://nodal.ercot.com 19

  20. DAM/RUC 4.9.1 Testing: Support Calls • Support Calls will be held Monday – Thursday Every Week • Support Calls Have 2 Time Slots available 9am – 11am and 1pm – 3pm • Fridays are reserved for: • Issue Resolution • Follow-up calls • Market wide status calls • Each Testing Date has up to 6 slots Available • Calendar will be Posted Weekly on the Readiness Center / EDS 4 / Documents: http://nodal.ercot.com/readiness/eds4/documents/index.html http://nodal.ercot.com 20

  21. DAM/RUC 4.9.1 Testing: Support Calls (continued…) • QSE’s using Web Services • Will perform all test scenarios on the web services during support call • Will perform a subset of scenarios on the MIS UI independently within 1 week of support call • Once MIS UI scenarios are complete, QSE will notify ERCOT • ERCOT will validate MIS UI submitted transactions • QSE’s using the MIS User Interface • Will perform all test scenarios on MIS User Interface during the support call • Validation will take place on the support call http://nodal.ercot.com 21

  22. DAM/RUC 4.9.1 Testing: Issue Management • Issues encountered on the Support Call will have a high priority • Issues encountered during the remainder of the 7 day Test Window should be reported via the ERCOT EDS Issue Submission Form • Form is located at: http://nodal.ercot.com/readiness/eds4/documents/index.html • Submit form to eds4@ERCOT.com • Internal testing will occur in parallel with all EDS activities • MP issues will be logged when submitted • MP submitted issues will be compared to internal defects and addressed in parallel • When completing the Issue form, provide: • Web Services: the XML files used • MIS User Interface: Screen Shots and/or error message • Both: The detailed scenario to reproduce the issue http://nodal.ercot.com 22

  23. DAM/RUC 4.9.1 Testing: Support Call Test Cases * See EDS 4.9.1 DAM / RUC Submissions Test Scripts Document to be posted to readiness 12/21/07 by EOB http://nodal.ercot.com 23

  24. DAM/RUC 4.9.1 Tracking: Master Schedule (example) http://nodal.ercot.com 24

  25. DAM/RUC 4.9.1 Tracking: Preparation Checklist / Schedule This Checklist will be completed by the ERCOT PM and consolidated to the Readiness Scorecard http://nodal.ercot.com 25

  26. DAM/RUC 4.9.1 Tracking: Readiness Metrics • Sign-Up Testing Window Scheduled • QSE signs up by 1/4/2008 – Status is GREEN • QSE’s that have not signed up by • 01/04/08 – Will turn Amber until signed up • 03/15/08 – Will turn red • MP8 - QSE Ability to Submit Transactions Via MIS • Expected completion date March 15 • MP9 – QSE Ability to Submit Web Service Transactions • Expected completion date March 15 • Execution • MP’s that have met readiness metric M8 or M9 by 3/15/08 are GREEN • MP’s that have attempted readiness metric M8 or M9 by 3/15/08 are AMBER • MP’s that have not yet attempted readiness metric M8 or M9 by 3/15/08 are RED • MP16 - MP EDS-4 Trials Participation (phase 2) http://nodal.ercot.com 26

  27. DAM/RUC 4.9.1 Tracking: Dashboard http://nodal.ercot.com 27

  28. DAM/RUC 4.9.1 Reference: QSE Activity Summary • Email eds4@ercot.com with the information on slide 12 “Sign-up email” by January 4th • Use the Nodal Sandbox functionality • Download and review the EDS 4 Test Package • Send sample XML to ERCOT no less than 2 weeks prior to Testing Window • Make Modifications (if any) to XML’s that ERCOT provides • Prepare final XML files for Support Call • Read and be Familiar with Documents on Next Slide • First Friday call will take place on Jan 11th. Refer to the ERCOT Calendar for log-in info and times. • Send all questions to eds4@ercot.com http://nodal.ercot.com 28

  29. DAM/RUC 4.9.1 Reference: Relevant Documents http://nodal.ercot.com 29

  30. Q&A / Open Forum http://nodal.ercot.com 30

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