Lead from the front Texas Nodal 1 EDS 3R5 Phase 1 Testing Detailed Approach and Demonstration August 16, 2007

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

Texas Nodal

EDS 3R5 Phase 1 Testing

Detailed Approach and Demonstration

August 16, 2007


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Agenda

• High Level Overview • Detailed Activities

– Preparation Activities– Ping Test Walk Through– Support / Testing Window– Make-Up Session

• Q&A


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High Level Overview

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

8/14/2007 - 8/21/2007Example 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 Window

Make-Up andSupport 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

8/14/2007 - 8/21/2007

Sample Testing Window

8/1/07

Kick OffMeeting


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Detailed Activities:Preparation Activities




Testing WindowMake-Up and

Support Window

2 Weeks Prior to Support / Testing Window

– QSE Receives Resource Data from ERCOT

– QSE Validates / Corrects Resource Data and Returns to ERCOT (see circled columns below)

– ERCOT Makes Necessary Changes in the MMS

DUNS# QSE RES_NAME RES_TYPE COMB_CYCLE_NAME HRL LRL MIN_ON_TIME MIN_OFF_TIME MAX_ON_TIME MAX_DAILY_STARTS

DUNS# QSE RES_NAME RES_TYPE 9 1 0 0 8 4








MAX_WEEKLY_STARTS MAX_WEEKLY_ENERGY HOT INTERMEDIATECOLD RAMP_BREAK_PT_1 RAMP_UP_RATE_1 RAMP_DOWN_RATE_1 EM_RAMP_BREAK_PT_1 EM_RAMP_UP_RATE_1 EM_RAMP_DOWN_RATE_1

10 33600 1 2 0 5 1 1 5 1 1

10 33600 1 2 0 5 1 1 5 1 1

10 33600 1 2 0 7 1 1 7 1 1

10 33600 1 2 0 7 1 1 7 1 1

10 33600 1 2 0 6 1 1 6 1 1

10 33600 1 2 0 3 5 5 3 5 5

10 33600 1 2 14 242 15 15 242 16 16

10 33600 1 2 18 200 8 8 200 8 8


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Detailed Activities:Preparation Activities

2 Weeks Prior to Support / Testing Window

– Note: For All Individual MP / ERCOT Calls, ERCOT will Supply a Conference Bridge Prior to the Meeting Date

– QSE Creates Sample XML Files for Prevalidation: • Use One Unit from the List Sent by ERCOT

• Create COP, Create TOP, Create OS and

– MP Sends Sample XML to ERCOT for Pre-Validation

– ERCOT Pre-Validates Sample Files and Shares Results with QSE

– QSE Created Remaining Transactions Based on Sample Files

<<<<DEMO>>>>Current XML Samples

Fields to be Modified

Demo Process for Pre-Validation


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Detailed Activities:Ping Test Walk Through

~1 Week Prior to Support / Testing Window

– EDS Digital Certificate Sent to MP USA• Sent via email

• Email will indicate the certificate should go to EDS Primary Contact

• ERCOT will notify MP Primary Contact with name of MP USA


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– “Ping” Test (Note: ERCOT to supply conf. bridge prior to call)• NOTE: All EDS 3 Phase 1 Testing will be Over the Internet (not private WAN)

• Required Personnel (MP)

– MP Primary Contact / Project Manager

– Individual w/ Administrator Access on Workstation to be Used for UI Access

– Network Administrator (issue resolution, if any)

• Perform Telnet Test from MP to ERCOT MMS UI and EWS

• Perform Telnet Test from ERCOT to MP Listener (Optional)

• “Ping” Walkthrough – MMS UI <<<DEMO>>>

– Install xForms Plug-In on MP Browser (requires MP administrator account)

– MP User Successfully Authenticates Using EDS Digital Certificate

– Screen Properly Paints for MP User (verification of xForms install)





Support Window


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– “Ping” Test (continued)• “Ping” Walkthrough – EWS (API)

– System Status Message Successfully Sent with Response

– Issue Resolution (if any)





Support Window


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Detailed ActivitiesSupport / Testing Window

Support / Testing Window

– 2 Hour Support / Testing call (Note: ERCOT to supply conf. bridge prior to call)

• Date and Time of Call is Noted on the Schedule Sent to Each MP’s Primary Contact

• Required Personnel (MP):

– MP Primary Contact / Project Manager

– MP SME (if different than above)

– Individual w/ Administrator Access on Workstation to be Used for UI Access (if workstation will be different than the one used in “Ping” test)

• Walk through Testing Checklist (included with each QSE’s contact)

• Address Issues (if any)

– If possible, issues will be resolved during support call

– Unresolved issues will retain a high priority and be addressed following the meeting


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Detailed ActivitiesSupport / Testing Window

Support / Testing Window

– 7 Day Testing Window• MP’s to execute their own “defined” tests

• Issues reported / discovered during this period will be via the issue tracking process.Note: issue reporting spreadsheet can be found at: http://nodal.ercot.com/readiness/eds3/documents/genkd/ERCOT%20EDS%20Issue%20Submission%20Form.xls Send this form to [email protected] Note: Current ERCOT known issues can be reviewed at http://nodal.ercot.com/readiness/sandbox/documents/docs/Sandbox_Defects.xls

• 7 Day Support / Testing Window Wrap-Up

– MP Receives Completion Report from ERCOT (filled-in testing checklist and updated schedule)

– MP Access to EDS Environment Removed

– Make-up Session (if required) Officially Scheduled (Note: make-up sessions on the public master schedule are placeholders and subject to change)




Testing Window

Make-Up andSupport Window


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Detailed ActivitiesMake-Up Session

Make-Up Session– MP Access to EDS Environment Restored– Scheduled / Held as Required– 1-2 hour Support Call to Re-Test Failed Test Cases– 3 Days Environment Access (including day of support call)– Make-Up Session Wrap-Up

• MP Receives Updated Completion Report from ERCOT

• MP Access to EDS Environment Removed

– Issues Remaining After Make-Up Session will be Re-Validated in EDS3R5 Phase 2 Testing


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Q&A

Q&A

Documents

Lead from the front Texas Nodal 1 EDS 3R5 Phase 1 Testing Detailed Approach and Demonstration August 16, 2007