EDS 4 Release 9.1 DAM/RUC/SASM

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

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EDS 4 Release 9.1DAM/RUC/SASM

4.9.1 Market Call

February 22, 2008


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ERCOT Anti-Trust Admonition

ERCOT strictly prohibits Market Participants and their employees who are participating in ERCOT activities from using their participation in ERCOT activities as a forum for engaging in practices or communications that violate the antitrust laws. The ERCOT Board has approved guidelines for members of ERCOT Committees, Subcommittees and Working Groups to be reviewed and followed by each Market Participant attending ERCOT meetings. If you have not received a copy of these Guidelines, copies are available at the Client Relations desk. Please remember your ongoing obligation to comply with all applicable laws, including the antitrust laws.


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Agenda

• DAM/RUC EDS 4.9.1 – QSEs not signed up for testing – Current Issues– Master Schedule Update– Dashboard Update– Q&A and Roll Call

• Appendix– Connectivity and Digital Certificate information– Links to Key Documentation – Metrics– Test Case Summary– Summary of QSE activity needed– Data Preparation


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EDS 4 Release 9

QSEs that have not signed up for a testing window for EDS4 (as of COB 2/21/08)

Ambridge Energy AquilaBear EnergyBrilliant EnergyCitadel Energy ProductsClearview Electric ECONnergyElectric Now Glacial Energy Kansas City Power and LightLehman Brothers Commodity

Services Merrill Lynch Commodities MxEnergy Electric Inc QSE

National Power Company Sitara Energy Spark Energy Texas Retail Energy Texpo Power Urban Energy Source WCW International


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Update on EDS 4 Environment- Current Issues

• Patch to the EDS environment migrated successfully this week– Fixed many known issues for ERCOT

• An updated known issues list will post to the Readiness Center this evening

– Did not contain Market Manager (MMS UI) patch• Will communicate the target date for migration of the Market Manager

patch through a market notice


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Release 9 Issues

New defect regarding CRR Offer– Second negative scenario not working as expected:

• With the patch, there is an MMS issue with accepting a CRR Offer for a quantity greater than 110% of the NOIE peak load forecast

• Skip this scenario in the testing checklist

Note: Ignore MMS Market Participant Interface link on the MIS– User Interface testing should be done on the Market Manager

• We will work to remove this link from the MIS


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DAM/RUC 4.9.1 Tracking: Master Schedule for Next Week


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DAM/RUC 4.9.1 Tracking: Dashboard

• To view the most updated copy refer to the readiness center at:http://nodal.ercot.com/readiness/eds4/documents/index.html Under Weekly Status – new posting every Friday night


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Q&A / Open Forum

Roll-Call


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-DAM notifications available in Sandbox-Upcoming Network Changes-Current Issues (Web Services)-Connectivity and Digital Certificate information-Links to Key Documentation -Metrics-Test Case Summary-How to log issues-Data preparation

APPENDICES


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DAM Awards

DAM awards notification availability in the nodal Sandbox• There is a scheduled job running in Sandbox that sends out notifications

once a day (around 11:53 AM CST)• To receive them, you must have your listener configured in the Sandbox

environment – if you need it configured, send us an email with your URL (send to [email protected])

• NOTE: These notifications are generated from static files (pre-formed xmls)

– AwardedCRR– AwardedAS– AwardedEnergyBid– AwardedEnergyOffer– AwardedEnergyOnlyOffer– AwardedPTPObligation– ConfirmedTrades– UnConfirmedTrades– OutageSet– ASObligations– StartupShutdownInstructions


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Forthcoming Network Changes

Network Changes / site to site fail-over testing(please communicate to your network / firewall teams)

• Test to be conducted mid / late March• All QSEs need to have network changes in place no later than 3/14• The changes should enable receiving / sending data to / from::

» 66.128.16.0/24 » 66.128.17.0/24 » 66.128.18.0/24

• Reminder: required ports do not change (443/80)• Reminder: required protocols do not change (http/https)


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Update on EDS 4 Environment - Current Issues

• WebServices Known Issues/Limitations– Query using short mRID is not available for:

• “PTP Obligation” / “DAM Energy Only Offer” / “Energy Bid” / “CRR Offer”– Negative test for Energy Bid not working (submission of curve <1MW)

• Will pass QSE without this test– DC Tie Schedule

• NERC tag data not yet set up to be used for testing– PtP Obligation Bids

• <crrAccountHolderId/> is REQUIRED (different from M2M/API spec)• Set crrAccountHolderId = TSTQSE


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APPENDIX- DAM/RUC 4.9.1 Testing: Basic Communications Test (“Ping” Test)

• BASIC COMMUICATION TEST

• 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

• 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/misportal/ NOTE: MMS User Interface will have link from MISNOTE: MIS/MMS UI are on port 443

https://nodaleds.ercot.com:80/2007-08/Nodal/eEDS/EWS/


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APPENDIX- DAM/RUC 4.9.1 Testing: Digital Certificates

• 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)


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APPENDIX- DAM/RUC 4.9.1 Reference: Relevant Documents

EDS 4.9.1 – DAM/RUC/SASM Test Package

http://nodal.ercot.com/readiness/eds4/documents/index.html

Settlement Point Listing http://nodal.ercot.com/readiness/eds4/documents/index.html

QSE Short Name ListingTo post by end-of-day


Dashboard of Metrics and Schedule


EDS Issue Submission Form

http://nodal.ercot.com/readiness/eds4/documents/r9/ercot_eds_issue_submission_form.xls

EIP External Interface Specification

http://nodal.ercot.com/docs/pd/eip/od/misp/eip_external_interfaces_specification_v1_06.zip

Explanation of Market Submissions v0.25












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APPENDIX- DAM/RUC 4.9.1 Reference: Relevant Documents

ERCOT Nodal Transition Plan

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

EDS 4 Approach v1.0 http://nodal.ercot.com/readiness/eds4/documents/index.html

EDS 4 - DAM/RUC/SASM Market Participant Handbook v1.0


Market Management System User Guide

http://nodal.ercot.com/docs/pd/eds/eds4/eds4mmsuidum/eds_4_mms_ui_draft_user_manual_20080128.doc






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APPENDIX- DAM/RUC 4.9.1 Tracking: Readiness Metrics

• 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)

• ERCOT is calling all QSEs that have not signed up for EDS4


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Appendix- DAM/RUC 4.9.1 Testing: Support Call Test Cases

Primary QSE Sub-QSE

Create / Query / Update / Cancel (if applicable)

CRR OFFER All ScenariosNOIE / PCRR Holders Only

Create Only

PTP Obligation All Scenarios Create Only

Three Part Supply Offer All Scenarios QSE w/ Resources Only

Create Only

Capacity Trade All Scenarios Create Only

Energy Trade All Scenarios Create Only

AS Trade All Scenarios Create Only

DAM Energy-Only Offer All Scenarios Create Only

DAM Energy Bid All Scenarios Create Only

AS Self Arrangement All ScenariosQSE w/ Load Only

Create Only

AS Offer All ScenariosQSE w/ Resources Only

Create Only

Self Schedule All Scenarios Create Only

DC Tie Schedule All Scenarios Create Only


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Appendix- Reminder of support window and issues process

• 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 [email protected] – 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


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Appendix- DAM/RUC 4.9.1 Reference: QSE Activity Summary

• Download and review the EDS 4 Test Package– For API WebServices users only-

• Send sample XML to ERCOT no less than 2 weeks prior to Testing Window• Make Corrections/Modifications (if any) to XMLs that ERCOT provides• Prepare final XML files for Support Call

– For MMS-UI/Market Manager, download the user guide– Support calls are for troubleshooting submissions in real-time

• Read and be familiar with key Documents (references in Appendix)

• Known issues will be posted to the Nodal Readiness Center under EDS 4: – File will be updated by COB 2/1– http://nodal.ercot.com/readiness/eds4/documents/index.html

• When environments upgraded (issues resolved), a Market Notice will be sent

• Send all questions to [email protected]


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Appendix- DAM/RUC 4.9.1 Reference: QSE Data Preparation

Reminder to Download Settlement Points and QSE Short Name List(both files posted on Readiness- http://nodal.ercot.com/readiness/eds4/documents/index.html)

• Both data sets are subject to change

• QSE Short Names used in transactions– Your QSE short name is needed as <source> in XML Header– All QSE short names listed, but may change

• Can use ERCOT test QSE of “TSTQSE” to avoid populating and changing QSE list in your systems

• Settlement Point used as points of business in submission testing– Market Participants revisiting Resource Node SPs– Considering change from Low side to High side– Change would result in many SP name changes