eds 3 release 5: sced

http://nodal.ercot.com 1Lead from the front

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EDS 3 Release 5: SCED

Phase 1 Kickoff Meeting

August 1, 2007


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Agenda

• EDS 3 Phase 1 Objectives• EDS 3 Phase 1 Timeline • EDS 3 Phase 1 Details• Team Roles• Preparation & Execution• Q&A


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Phase 1 Objectives

• Verify QSE’s ability to use Web Service interfaces to submit,

modify, cancel, and retrieve three part offers, COP, output

schedules, and Inc/Dec Offers (DSR only)

• Verify QSEs understanding of SCED input validation rules

• Use both the User Interface and Web Services interfaces for

SCED inputs


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Phase 1 Audience

• Contact [email protected] if: – You should not be on this list– You should be on this list but are not


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Texas Nodal Program Summary Release Schedule High Level Version 2.0

ED

S 4

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Alarms Processing

FAT

EMS 2A

ED

S 1

ED

S 2

ED

S 3

FAT – Rel 3

EMS 2B EDW 1

FAT – Release 4

NMMS 1 NMMS 2 EIP 1

FAT – Release 5

REG 1 MMS 1

EMS 2C

EIP 2 S&B 1MIS 1EIP 3

EDW 2

FAT – Release 6

EMS 3EDW 3

EIP 4

FAT – Release 7

EDW 4CRR 1CMM 1 EIP 5

FAT – Release 8

MMS 2S&B 2

EDW 5 EIP 6

FAT – Release 9

MMS 2S&B 2

OS

NMMS 3 EMS 4EDW 6

EIP 7EMS 5 DIS

P2P Checkout

SE Verification

ITEST

RTM Go-Live

DAM Go-Live

EDS 2 Release 3: SE VerEMS- State Estimator & Tel Perf Stds,NSA, SPS/RAP, SCADA and DynRatings for Single Model

EDW– SE Statistics

EDS 2 Release 4: NM VerNMMS- Network Model, NOMCR

EMS- EMS /NMMS Interface

EIP

EDS 3 Release 5: LMPsMMS– SCED

EMS- NSA, RLC

COMS- S&B (FIP, FOP,Ver Costs)- Registration

EIPMISEDW

EDS 3 Release 6: LFC TestingEMS- LFC

EIPEDW

EDS 3 Release 7: CRRCRRCOMS- CMM

EIPEDW

EDS 4 Release 8: RT SettlementsMMS- RT Settlements InterfaceS&BEIP, EDWEDS 4 Release 9: DAM, RUCMMS- All Markets- OSEMS – Load Forecast, Out EvalNMMSS&BEIP, EDW

ITEST

ITEST

LegendIntegration TestingProject FAT Activities

Settlements Statements

Upload Bids

Test Settlements

Outages DAM, RUC, SASMFull Nodal Functionality

24*7 Operation 168 Hr Test

NOMCR Chk out Network Model Verification

Rel 1

Rel 2

EDS 1 Release 1:EMS COTS

EDS 1 Release 2:ICCP Upgrade

Rel 3

FAT

EDS

FAT

ITEST

EDS

FAT

ITEST

EDS

SCED TestingRegUpload Offers

Rel 4

Rel 5

Rel 7

Rel 6

6 month LMP Posting

CRR Data Validation Trial Ops of CRR

LFC Comms Testing

ITEST

EDS

FAT

FAT

EDS

ITEST

ED

S 4 Go-Live

Activities

EDS 1 EDS 2 EDS 3 EDS 4

MP Interface Spec

Start of EDS activities

FAT milestones

EDS Preparatory Milestones

Rel 8

Rel 9

LFC Testing

ReadinessDeclaration

Readiness Declarations


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SCED Phase 1 Sandbox and EDS Timeline

• Nodal SandBox: Contains External Web Services pertinent to SCED. Verify your connectivity and are successful with requests. For support contact [email protected]

Nodal Sandbox – Loop back

July 2007 Augst 2007 September 2007

Three Part OfferInc/Dec Offers

Current Operating PlanOutput Schedule

Bid Set AcceptanceBid Set Errors

Get mRIDSystem Status

External Web ServicesMMS User Interface

EWS

Phase 2

EWS MMS UI

MMSThree Part OfferInc/Dec Offers




October 2007

EDS 3 – Release 5: SCED Phase 1

Application Components


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SCED Phase 1 Timeline

• QSE’s with Resources must Register by 8/8/07 for a Testing Window

– Testing windows available between August 24th and October 4th

– Use of EWS and the MMS UI will be demonstrated during the testing

window

8/24/07 September 2007

External Web ServicesMMS User Interface

Three Part OfferInc/Dec Offers




October 2007


Application Components

Phase 2

EWS MMS UI

MMS


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SCED Phase 1 TimelineSCED Phase 1 Timeline with Example Activity Timeline

8/24/07

September 2007

External Web Services APIMMS User Interface

Web Services Available


Phase 2

October 2007August 2007

8/8/07

MP Sign-Up Deadline

7/30/2007 - 8/6/2007Example Activity Timeline

MP Sign Up via Email

Pre-Test Activities- ERCOT provides MP data for verification- MP Sends Sample XML.- ERCOT performs pre-test validation- etc...

Perform pre-test “ping” test, verify authentication / connection on UI / WS(up to 1 wk < test window)

Testing WindowMake-Up and

Support Window

Monday:- Market Checkpoint call- Discuss Plan for Week- Issues Review / Status

Tues - Thurs- Morning MP Support Call- Afternoon MP Support Call

Friday- Market Checkpoint call- Discuss Status on Week’s Plan- Issues Review / Status

7/30/2007 - 8/6/2007

Sample Testing Window

8/1/07

Kick OffMeeting

EDS TIMELINE

Example ActivityTimeline


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SCED Testing Phase 1

• QSE with Resources will sign up for a seven day testing window in the EDS environment– This will initiate a number of events that will occur before the testing

window (detailed on slide 13)

– The testing window begins with a two hour support call with online SME support from ERCOT

• Goal is to provide immediate assistance to resolve issues

– After the support call, QSEs with resources can execute additional scenarios they have “defined”

– Support calls will be reserved in the order requests are submitted

– Taking an earlier testing window enables more time for re-testing should it be needed

– MPs that sign up for the first week of October will not have a 7 day testing window and almost no time to correct issues


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Support Calls

• Support Calls will be held Tuesday, Wednesday, and Thursday– Support calls occur twice daily: 9am – 11am and 1pm – 3 pm– Monday and Friday are reserved for issue correction, follow-up

calls, and market wide status calls• Calendar is Posted on the Readiness Center• 37 slots are available on the following dates:


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SCED Phase 1 Calendar


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Sign-up Email Content

The sign-up Email from QSEs with Resources should include:• Primary Contact Name• Primary Contact Email and Telephone• Support Window Date and AM or PM preference

– Provide top three preferred dates• DUNS number of QSEs & sub-QSEs that have resources

associated with them• Confirm that the server used to conduct SCED testing resides in

the same data center where production will be hosted: Yes/No• Confirm that you the QSE will be engaged in testing and not your

3rd Party Service Provider: Yes/No• Send sign-up email to [email protected] by August 8th


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Phase 1 - Preparation and Execution activities

Preparation and Execution Checklist ERCOT MP

Host EDS 3 Kick-Off Meeting

Post test window calendar and send Market Notice

Send sign-up email to [email protected] mailbox

Send test window confirmation and update online test window calendar

Collect MP test resources and parameters data for distribution

Send test data to MP contact for review

Review test data and provide updates or confirmation

Update EDS environment with any test data changes

Prepare EDS testing scripts and XML data files

Send testing XML data files to ERCOT for pre-validation

Pre-validate any MP data files and send feedback

Submit digital certificate

Perform connectivity ping test

TYPICAL WEEKLY SCHEDULE

Host Monday Call – week overview, Issues update, other updates

Verify EDS environment availability (Daily)

Send support conference call dial-in to EDS 3 contact (Prior to each Call)

Market Participant testing support call, track progress, log issues

Continue Phase 1 Testing and report issues to [email protected]

Update Issues log and support documentation (Daily if required)

Host Friday Call – week recap, issues identified, other updates

Draft


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Preparation Execution Checklist

This Checklist will be completed by the Execution PM and consolidated to the Readiness Scorecard

Draft


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Support Window Test Cases

* See EDS Phase 1 Test Scripts document

** Inc & Dec required only for QSEs qualified to schedule DSR resources.

Reference * Primary QSE Sub-QSE

Submit Valid COP Sec 3.3 X X

Query COP Sec 3.6 X

Update COP Sec 3.6 X

Submit Valid TPO Sec 4.3 X X

Query TPO Sec 4.6 X

Update TPO Sec 4.6 X

Submit Valid Output Schedule Sec 5.3 X X

Query Output Schedule Sec 5.6 X

Update Output Schedule Sec 5.6 X

Submit Valid Inc & Dec Offers ** Sec 6.3 X

Query Inc & Dec Offers ** Sec 6.6 X

Update Inc & Dec Offers ** Sec 6.6 X


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EDS 3 Execution - Organization

EDS 3 - Execution LeadScott Middleton

EDS 3 PlanningJohn Hall, Ken Kasparian,

Craig Gamoke, Jamil Daouk

Network SupportJohn Fisher

Application First Line SupportPradeep Patra

MMS Support / SMEResmi Surendran

External Web Services SupportRaj Boina

Security EnvironmentGreg Sutter

Digital Certificate IssueScott Middleton

Enterprise Integration SupportNemat Sarnevesht

FAQ & Q&A Angela Moy


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Readiness Metrics and Scorecard: SCED Phase 1

• MP2: QSEs with Resources Connectivity to EDS Environment

– Expected completion date October 5

• MP3: QSEs with Resources Upload of SCED Offers to EDS

– Expected completion date October 5

• Sign-Up Status

– QSE signs up by 8/8 – Status is GREEN

– QSE’s that have not signed up by• 8/9/07 – Will turn Amber until signed up

• 10/5/07 – Will turn red

• Execution

– MP’s that have met readiness metric M2 and M3 by 10/1 are GREEN

– MP’s that have attempted readiness metric M2 and M3 by 10/1 are AMBER

– MP’s that have not yet attempted readiness metric M2 and M3 by 10/2 are RED


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Phase 1 DashboardPhase 1 Dashboard

Draft


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Digital Certificates

• 1 digital certificate with a generic employee name has been generated for each QSE and sub-QSE with Resources.– 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• Distribution will occur after the QSE signs up for a SCED Phase 1

Testing Window• Once the Nodal Market Participant Identity Management System is

operational, these generic EDS certificates will be revoked.• All valid ERCOT issued digital certificates will continue to work in

the Nodal Sandbox.


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Issue Management

• Issues encountered on the Support Call will have a high priority• Issues encountered during the remainder of the Test Window

should be reported via the form (http://nodal.ercot.com/readiness/eds3/documents/genkd/ERCOT%20EDS%20Issue%20Submission%20Form.xls) and submitted to [email protected] – Internal testing will occur in parallel with EDS 3 Phase 1

• MP issues will be logged when submitted• MP submitted issues will be compared to internal defects after internal testing is

completed

• When completing the Issue form, provide the files used and the sequence of file submission (per slide #9 “defined”)


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EDS 3 SCED Phase 2

• TPTF Approved the “EDS3 Release 5 – SCED Testing Establishing Generating Resource Offer Curves v1.0” document– This meets the ERCOT Nodal Transition Plan section 5.4.1 (1)

requirement• QSEs with Resources need to read this document and provide

ERCOT (via [email protected]) with the completed spreadsheet

• Due date is August 10th


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Relevant reference documents

ERCOT Nodal Transition Plan

http://nodal.ercot.com/docs/po/pd/ntp/ERCOT_Nodal_Transition_Plan_110305.doc

EDS 3 Approach http://nodal.ercot.com/docs/pd/eds/eds3/eds3dp/EDS_3_Approach_v1.0_061107.doc

EDS 3 – SCED Handbook http://nodal.ercot.com/docs/pd/eds/eds3/scedhdbk/EDS_SCED_MP_Handbook_V1.02.doc

EDS 3 – SCED Phase 1 Test Package

http://nodal.ercot.com/readiness/eds3/documents/EDS3_SCED_PHASE1_Test_Package.zip

Market Management System User Guide

http://nodal.ercot.com/readiness/eds3/documents/genkd/Market_Management_System_User_Guide_v10.zip

EDS Issue Submission Form

http://nodal.ercot.com/readiness/eds3/documents/genkd/ERCOT%20EDS%20Issue%20Submission%20Form.xls

EDS 3 Test Offer Curves http://nodal.ercot.com/docs/pd/eds/eds3/test/EDS_3_Test_Offer_Curves_v1.0.doc


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Activity Summary

• Email [email protected] if there is an issues with slide 5 “Phase 1 Audience”

• Email [email protected] with the information on slide 12 “Sign-up email” by August 8th

• Read the “EDS3 Release 5 – SCED Testing Establishing Generating Resource Offer Curves v1.0” and submit the spreadsheet to [email protected] by August 10th

• Use the Nodal Sandbox functionality


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Q&A

eds 3 release 5: sced

Documents