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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
Current Operating PlanOutput Schedule
Bid Set AcceptanceBid Set Errors
Get mRIDSystem Status
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
Current Operating PlanOutput Schedule
Bid Set AcceptanceBid Set Errors
Get mRIDSystem Status
October 2007
EDS 3 – Release 5: SCED Phase 1
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
EDS 3 – Release 5: SCED Phase 1
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