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Harmonisation and Service Packs (HSP) Project

Harmonisation and Service Packs (HSP) Project. Market Participant Planning Workshop 17 th April, 2012 Alexander Hotel, Fenian Street, Dublin 2 (V1.2 Updated 29 May 2012 – see change history at end of presentation). Agenda. Workshop Objectives. Allow Market Participants to:.

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Harmonisation and Service Packs (HSP) Project

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  1. Harmonisation and Service Packs (HSP) Project Market Participant Planning Workshop 17th April, 2012 Alexander Hotel, Fenian Street, Dublin 2 (V1.2 Updated 29 May 2012 – see change history at end of presentation)

  2. Agenda HSP MP Workshop

  3. Workshop Objectives Allow Market Participants to: • Assess the impact of the HSP Project on their own business and technical operations • to kick-start their project planning, if not already under way, for the detailed implementation work required. HSP MP Workshop

  4. HSP Project Overview • Project Objectives • Implementation for the ROI Retail Market of the agreed Harmonised Baseline (HBL) and a new operational technical messaging platform, shared with and operational in the NI Retail Market • Scope • HBL implementation for ROI Market with consequent design and operational impacts • MPCC replacement by new EMMA on-ramp service • Technical Service Packs upgrade of ESBN Central Market Systems (no impact on MPs) • CR357 – increased validation on 030 Market Message • Inclusion of Load Profile on Supplier Extranet • Key Exclusions • Merging of the ROI and NI Retail markets (MPs still need to licence and qualify separately) • Changes to the ROI Market Business Processes (with exception of the new 131 Meter Works Message) HSP MP Workshop

  5. HSP Project Time Line HSP MP Workshop

  6. Market Design Change and ROI Impacts of HSP Project HSP MP Workshop

  7. Market Design Change and ROI Impacts of HSP Project Assessing the impacts of the HSP Project should be approached top-down by reviewing, in stages, the Harmonised Baseline, Design Clarifications and the ROI Extended Impact Summary • Harmonised BaseLine (HBL) and ROI-specific documentation – scope and nature of impact • Design Clarifications – interpretation by HSP team of some key design points arising from HBL • ROI Extended Impact Summary – message-by-message, field-by-field impact assessment summary sheet HSP MP Workshop

  8. HBL Background The HBL is a product of the Harmonisation Programme, jointly sponsored by the CER and NIAUR • In September 2009, the CER and NIAUR initiated the Retail Market Harmonisation Project • Objective was to encourage competition in supply markets and to improvine the quality of service to all customers • The Harmonisation Working Group (HWG), operating under oversight from a Harmonisation Steering Group (HSG), has produced the definition of and industry agreement to a common set of Harmonised market messages, data codes and definitions, which has culminated in a single retail market design • This common set of definitions is called the Harmonised Baseline or HBL. HSP MP Workshop

  9. HBL Structure and Enforcement The HBL sets out the rules for constructing all Market Messages and is technically underpinned and enforced by the Harmonised Schema (available from today for ROI-only MPs) HSP MP Workshop

  10. HBL Impact – Message Design The introduction of the HBL impacts on both the ROI Message design components and the existing ROI Schema • Market Messages / Data Definitions / Codes • Modelled largely on existing ROI elements • Key changes include: • 1 new message (131 Work Status) • Extended options for Customer Service Special Needs • Central Market Systems validation for non-ROI codes (new DIJ rejection code) • Numerous field length changes • Several changes in message name • Several changes in field optionality (required <=> optional) • A small number of new codes are introduced for ROI • All Boolean Flags on outbound messages now equal 0/1 HSP MP Workshop

  11. HBL Impact - Schema The introduction of the HBL impacts on both the ROI Message design and the existing ROI Schema • Harmonised Schema • Modelled largely on existing ROI schema (v9.0) • Key changes include: • 2 new messages (131 and 140 (NI only)) • Numerous new fields on several messages (NI only) • Numerous extensions of existing code sets (but for NI only usage) • Several message names changed to align with harmonised Interval / Non-interval naming convention HSP MP Workshop

  12. HBL and ROI-Specific Documentation Start your impact assessment by reviewing the current HBL (V2.3, 22 Feb, 2012) and specific impact documentation for ROI MPs on the HRDS Website at http://www.rmdservice.com/hrds/default.htm HSP MP Workshop

  13. Market Design Change and ROI Impacts of HSP Project Assessing the impacts of the HSP Project should be approached top-down by reviewing, in stages, the Harmonised Baseline, Design Clarifications and the ROI Extended Impact Summary • Harmonised BaseLine (HBL) and ROI-specific documentation – scope and nature of impact • Design Clarifications – interpretation by HSP team of some key design points arising from HBL • ROI Extended Impact Summary – message-by-message, field-by-field impact assessment summary sheet HSP MP Workshop

  14. ROI HSP - Design Clarifications Continue the impact assessment by reviewing the relevant design clarifications issued by the HSP Project HSP MP Workshop

  15. Market Design Change and ROI Impacts of HSP Project Assessing the impacts of the HSP Project should be approached top-down by reviewing, in stages, the Harmonised Baseline, Design Clarifications and the ROI Extended Impact Summary • Harmonised BaseLine (HBL) and ROI-specific documentation – scope and nature of impact • Design Clarifications – interpretation by HSP team of some key design points arising from HBL • ROI Extended Impact Summary – message-by-message, field-by-field impact assessment summary sheet HSP MP Workshop

  16. ROI Extended Impact Summary Use the ROI Extended Impact Summary to review detailed impacts (or to cross-check any impacting work already done). Extent of usage will vary by nature of Supply business and degree of your systems integration. • Extended ROI Impact Summary • New impact planning aid for ROI MPs, not part of HBL • Based on approved HBL V2.3 ROI Impact Column Update • Simplified by removing all “No Impact” items • Extended by including: • All current design clarifications (up to IGG on 23rd May 2012) • CR357 – Increased validation on 030 Market Message • Implementation Notes from the Project • References to helpful additional information sources • Content Overview • All impacts on ROI messages and data items are categorised by the nature of change (new message, new codes for ROI, field length change, etc.) • Separate tabs provide views of the impacts by category, • message or data item and user-defined view HSP MP Workshop

  17. Market Design Change and ROI Impacts of HSP Project Assessing the impacts of the HSP Project should be approached top-down by reviewing, in stages, the Harmonised Baseline, Design Clarifications and the ROI Extended Impact Summary • Harmonised BaseLine (HBL) and ROI-specific documentation – scope and nature of impact • Design Clarifications – interpretation by HSP team of some key design points arising from HBL • ROI Extended Impact Summary – message-by-message, field-by-field impact assessment summary sheet HSP MP Workshop

  18. HBL and HSP Change Management While the likelihood of further design change is low and diminishing, keep abreast of any further changes to ensure your impact assessment remains current • HBL changes before HSP go-live (ROI & NI impact) • HWG of 22 Feb, 2012 agreed that no further HBLs would be published until after HSP go-live • Any mandatory changes will be documented, brought to the HWG for approval and published as riders to the current HBL and published by HRDS • Pending changes to HBL / Schema (ROI & NI impact) • DR1114 has been opened to gather pending changes • DR will not be brought to market until after HSP go-live • Further HSP Project changes (ROI impact only) • Any changes impacting MPs will continue to be communicated through the IGG and published by RMDS HSP MP Workshop

  19. Summary and MP Q&A • Summary • The HSP Project introduces substantial change but the impact of change will vary • Suppliers need to individually assess the impacts on their own business processes and plan appropriately – there is no “do nothing” option • Start the planning early to ensure that you can keep pace with the Market-wide change programme • Questions ? HSP MP Workshop

  20. Technical Replacement Programme HSP MP Workshop

  21. Technical Workshop Objectives • Systems Architecture and Components • EMMA configuration options • EMMA min spec • MPCC to EMMA Cutover • ROI Webforms Demo • Multiple Supplier Codes HSP MP Workshop

  22. HSP MP Workshop

  23. HSP MP Workshop

  24. TIBCO EMMA • ESB HSP will provide Market Participants with TIBCO partner software (EMMA) to replace the current MPCC. This software will support the following 2 forms of communication with the Central Messaging Hub: • MPs automatically uploading and downloading messages to/from the Central Hub • MPs manually keying transactions (messages) via WebForms HSP MP Workshop

  25. EMMA Components The EMMA is based on standard TIBCO software components. The components in use are as follows • General Interface (GI) 3.9.1: This is the TIBCO component that is used to create the Webforms. • Business Works (BW) 5.9.2: This is the TIBCO component that is used to: a) validate outbound messages against schema and, if valid, forward the message to Business Connect b) receive inbound messages and deliver to destination folder on EMMA. • BusinessConnect (BC) 5.3.3: This is the TIBCO component that is used to: a) Wrap the outbound message in an AS2 envelope and send over HTTPS to the receiver’s EMMA b) Unwrap the AS2 envelope from the inbound message and forward to Business Works. HSP MP Workshop

  26. EMMA Components • TIBCO BusinessConnect DMZ Dedicated DMZ Servlet – specifically designed to sit in your DMZ as an entry point for inbound messages. Leaves the other main TIBCO components on the secure network • BusinessConnect console in TIBCO Administrator This can be used for a number of tasks including: • Viewing audit/data logs from BusinessConnect when sending messages. HSP MP Workshop

  27. EMMA Configuration Options • There are three main deployment options namely single-server, distributed or dual-clustered. HSP MP Workshop

  28. Preferred TIBCO Network Setup Note: If there is an existing proxy server, it is also possible to setup the architecture so that outbound messages can also be sent through it, rather than directly from the TIBCO Interior server through the DMZ. HSP MP Workshop

  29. Preferred TIBCO Network Setup HSP MP Workshop

  30. Preferred TIBCO Network Distributed Setup HSP MP Workshop

  31. Single Server • Best practice is to use the TIBCO DMZ Component but it is possible to have a single TIBCO Interior server in the DMZ with no TIBCO DMZ component. HSP MP Workshop

  32. EMMA Minimum Spec DMZ Server Spec: • Virtual & Physical environments supported • Processor - Single CPU (Quad Core) • RAM - 2GB • Disk - 30GB: • C:\ - 5 – 10GB (OS) • D:\ - 5 – 10GB (TIBCO software) • Operating System - Windows 2008 • Note: On a DMZ server a large amount of space isn’t required as this server is only used for routing messages. HSP MP Workshop

  33. EMMA Minimum Spec TIBCO Interior Server: • Virtual & Physical environments supported • All 3 Main Configurations require: • Database - Oracle • TIBCO Server Spec - 4 GB RAM • Operating System - Windows 2008 Server (IIS) • Browser - IE 8.0 for PC’s using webforms • Network • Static IP Address • Permanent Network Connection (min. 1MB bandwidth) • Firewall restrictions, TIBCO uses port 443, Webforms ports 80, 8087 • Protocol – HTTPS, Uses digital certs. HSP MP Workshop

  34. EMMA Minimum Spec • The differences between the Minimum Specifications for the three main configurations are as follows - HSP MP Workshop

  35. EMMA Minimum Spec TIBCO Hardware Setup – Single Server: • Single Server for application, DB & messages • TIBCO Server – Spec • 2 CPU • 560 GB Hard Disk • C:\ - Operating System (suggested size 30 to 50 GB) • D:\ - Application & Database (suggested size 100 GB) • E:\ - Message Store (suggested size 250 GB or remainder of disk) HSP MP Workshop

  36. EMMA Minimum Spec TIBCO Hardware Setup – Single Server Distributed: Two main variants: • Application on single server, database on dedicated DB server & messages on SAN • Application & messages on single server, database on dedicated DB server • TIBCO Server – Spec • 2 CPU • SAN • For this configuration the hard disk should be partitioned as follows:  • Variant a) • C:\ Operating System - suggested size 30 to 50 GB • D:\ Application - suggested size 100 GB • SAN - E:\ Message Store • Database on dedicated server • Variant b) • C:\ Operating System - suggested size 30 to 50 GB • D:\ Application - suggested size 100 GB • E:\ Message Store - suggested size 250 GB or remainder of disk • Database on dedicated server HSP MP Workshop

  37. EMMA Minimum Spec TIBCO Hardware Setup – Dual Clustered: • Application on 2 fault tolerant servers, DB on dedicated database server & messages on SAN • TIBCO Servers – Spec • - 2 x 2 CPU • - SAN • For this server setup the hard disk should be partitioned as follows: •     Server 1            C:\ Operating System - suggested size 30 to 50 GB            D:\ Application - suggested size 100 GB •     Server 2            C:\ Operating System - suggested size 30 to 50 GB            D:\ Application - suggested size 100 GB • SAN - E:\ Message Store •    Database on dedicated server HSP MP Workshop

  38. MPCC to EMMA Cutover examples • ROI only Supplier with only Production EMMA • Dual Supplier with Production & Test EMMAs • ROI only with Test & Production HSP MP Workshop

  39. HSP MP Workshop

  40. HSP MP Workshop

  41. HSP MP Workshop

  42. ROI Webforms • Webforms are broadly similar to existing MPCC Webforms • Demo - http://virtdmz051s/webforms HSP MP Workshop

  43. ROI Webforms • Folder structure HSP MP Workshop

  44. HSP MP Workshop

  45. Multiple Supplier Codes • Same MP, different Supplier Codes in NI and ROI • Same MP, different divisions in one or both markets HSP MP Workshop

  46. ROI Webforms • Folder structure (in this example, S98 is the primary Supplier Code; S90 is the secondary. Note: the Pending, Processing and Outbound folders are shared between both Codes) HSP MP Workshop

  47. Market Assurance and MP Support Programmes HSP MP Workshop

  48. MP Support Programme The HSP Project has devised a programme of MP-focussed deliverables and support activities running throughout the project • Project Status and Design Updates • Market Communiqués issued at key junctures in the project • Regular updates at IGG Meetings on project progress and any design clarifications • If not attending IGG, watch for minutes on RMDS Calendar for meeting date • Latest approved HBL and Change Request log are on the existing HRDS website • EMMA Installation Support Programme • On-site or remote access installation and comms setup by HSP technical specialists • Provision of technical and user documentation • IPT Test Support • Pre-booked slot per MP ensures appropriate resources and priorities are in place when needed • Test scripts graded by size and nature of MP business • HRDS Email service • Email-based query submission and response service at hrds@esb.ie • HSP Project Folder • All key project documents in one place (RMDS Calendar for 23 September) HSP MP Workshop

  49. Assurance for the Irish Electricity Market Harmonisation Project Peter Varley Niemesh Amin Workshop 17th April 2012 HSP MP Workshop

  50. Who are Gemserv? Appointed as a service provider to conduct independent market assurance reviews Have been involved in RoI electricity since market opening Assurance approach and techniques have evolved with market design changes and incorporating market feedback/lessons learned Satellite office located in Fitzwilliam Hall, Dublin HSP MP Workshop

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