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Retail Market: User Interaction & Data Delivery in Nodal

Retail Market: User Interaction & Data Delivery in Nodal. Legal Disclaimers and Admonitions. Protocol Disclaimer

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Retail Market: User Interaction & Data Delivery in Nodal

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  1. Retail Market: User Interaction & Data Delivery in Nodal

  2. Legal Disclaimers and Admonitions • Protocol Disclaimer • This presentation provides a general overview of the Texas Nodal Market Implementation and is not intended to be a substitute for the ERCOT Nodal Protocols, as amended from time to time. If any conflict exists between this presentation and the ERCOT Nodal Protocols, the ERCOT Nodal Protocols shall control in all respects. • For more information, please visit: • http://nodal.ercot.com/protocols/index.html

  3. Legal Disclaimers and Admonitions • Antitrust 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 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. For details, please review the guidelines in the attachments tab of this presentation.

  4. Target Audience • This course is intended for the ERCOT Retail Market and is directed towards those Retail Market Participants (MPs) currently using Texas Market Link (TML) and will be utilizing the Market Information System (MIS). • This informational presentation provides MPs with a basic understanding of the layout of the MIS and the differences between today’s TML and tomorrow’s MIS. In addition, detailed information in regards to retail data postings on TML and MIS will be covered at the extract and report level. • MIS and extract and report questions between now and go-live should be submitted to MarketTrials@ercot.com or addressed on the Friday Market Trials Market Call scheduled on the ERCOT calendar. • MIS and extract and report questions after Nodal go-live should be directed to your Retail Account Manager. ERCOT Market Information List (EMIL) and extract specification questions should be submitted to EMIL@ercot.com.

  5. Market Information System

  6. Market Information System Objectives • Upon completion of this section, you will be able to: • Understand overview and layout of MIS including: • What is MIS? • Access and Security • Data and Information Classification • Market Information System Design

  7. What is MIS? • Main Entry: Market Information System • Acronym: MIS • Function: ERCOT Portal User Interface • Currently Scheduled Live Date: 10/12/2010 • 1 : a centralized Portal for access to information, data and applications.2 : link farm -https://mis.ercot.com/pps/tibco/mis/accesses the MIS in the Market Trials environment • 3: Texas Market Link (TML) replacement • Using a production digital certificate, Market Participants (MPs) may access the MIS during our current Market Trials activities. This environment does not currently contain all postings that will be available at Nodal go-live. The data currently available is considered Market Trials test data. • MIS contains links to all external deliverables for information specifically required by Nodal Protocols and Other Binding Documents. Per Nodal Protocol 12.2(4), ERCOT may not use the MIS to post information beyond that specifically required in these protocols. • Texas Market Link (TML) will stay active to support Retail and Zonal settlements postings. The decommission effort will be managed through the ERCOT project process.

  8. Access and Security • MIS is securely authenticated by the use of the digital certificate, which is assigned based on entity types and DUNS configuration. If an entity serves as more than one entity type, they would need a digital certificate for each. • The MP User Security Administrator (USA) is responsible for assigning employee digital certificates and roles. • Below are the Nodal digital certificate roles that will be used for MIS access: • LSE_EXTRACTS • TDSP_EXTRACTS • MP_VIEW_SWITCH • MP_CREATE_SWITCH • MARKETRAK • In the event an MIS session times out, the user must open a new browser and re-authenticate with their digital certificate.

  9. Data and Information Classification Types • Public • Public data is available on the MIS with corresponding links on ERCOT.com. This data is considered ‘Public’ on TML today. • Secure • Secure data is data accessible to all MPs possessing a valid Digital Certificate. This data classification does not exist on TML today. • Certified • Certified data is DUNS number specific data. This is data considered ‘Private’ on TML today.

  10. Market Information System Design • MIS has been designed to more closely match the layout of ERCOT.com where functional areas and items are grouped together. • Main and sub pages of the MIS are referred to as LANDING PAGES. • Landing pages contain grouped content within PORTLETS. Certified portlets are configured based on entity type. Therefore, one landing page, will likely look different for each entity type. • Portlets are broken down by data classification type: • Public • Secure • Certified

  11. Market Information System Homepage

  12. Market Information System Design • Dashboards • Near real-time data feeds available on MIS secure area. • Search • Market Participants will have the ability to search on the MIS. • View By Protocol (VBP) • Listing of all MIS postings ordered by protocol section. • Access to data based on role assignment by the company’s USA.

  13. View By Protocol

  14. Data Delivery Today’s TML Functionality vs. Tomorrow’s MIS Functionality

  15. Data Delivery Objectives • Upon completion, you will be able to: • Recognize and understand differences in functionality between TML and MIS for: • Report Explorer vs. Reports and Extracts Index, Landing Pages • Public Extracts and Reports • Retail Applications

  16. Report Explorer • TML Today: • One location, one Market Participant folder per DUNS number. • Alphabetical list of sub-folders for extracts/reports. • As of Nodal go-live, TML will only display Retail and Zonal settlements data postings.

  17. Reports and Extracts Index • MIS Tomorrow: • Reports and Extracts Index • Dynamic alphabetical listing of reports available to the Market Participant based on availability of data. Access to data based on role assignment by the company’s USA. • As of Nodal go-live, MIS will only display Retail and Nodal data postings.

  18. Landing Pages • MIS Tomorrow: • Multiple ‘Landing Pages’ and ‘Portlets’ broken down by data classification type: • Public • Secure • Certified

  19. Public Extracts and Reports • TML Today: • One Sub-folder ‘Public’ • Alphabetical listing • Accessible from ERCOT.com • MIS Tomorrow: • Multiple ‘Public’ portlets on various Landing Pages grouped by functional areas: • Alphabetical listing within portlet • Accessible from ERCOT.com

  20. Retail Applications • TML Today: • Available under Archive and Market Activities Tabs based on Roles • Portal Resources • MarkeTrak • Customer Switching • Create Enrollment, Create Move In, Create Move Out • Continuous Service Agreements • Establish CSA, Delete CSA • Query ESIID Transaction • Find ESIID, Find Transaction • Schedule an Extract • Data Request – Schedule, Schedule/Unschedule an Extract

  21. Retail Applications • MIS Tomorrow: • Available under the Applications Page based on digital certificate roles: • MarkeTrak • Create Enrollment • Create Move In • Create Move Out • Establish CSA • Delete CSA • Find ESIID • Find Transaction • Market Data Transparency • Extract Subscriber • NOTES: • The Retail applications will look like TML when clicked on in MIS until TML is decommissioned. • Market Data Transparency (MDT) application will be a redirect back to TML until TML is decommissioned .

  22. Retail Applications

  23. Extract Scheduler vs Extract Subscriber • TML Today: • Schedule an Extract • Schedule/Unschedule an Extract • Role based function allowing MPs the ability to schedule COMS private extracts • Ability to schedule and unschedule • MIS Tomorrow: • Extract Subscriber • Role based function allowing MPs the ability to schedule COMS certified extracts • Choice of output format (i.e. csv, xml, etc.) • Ability to schedule and unschedule • Note: All currently scheduled MP extracts for the Zonal and Retail markets from TML Extract Scheduler will be stay scheduled with the go-live of Extract Subscriber

  24. Extract Subscriber

  25. Points of Entry Downloading Content from ERCOT Delivery Options and How They Are Used

  26. Point of Entry Objectives • Upon completion, you will be able to: • Identify list and function of the available points of entry for viewing and downloading data from ERCOT: • TML • MIS • Retail API • External Web Services • ERCOT.com

  27. Texas Market Link • TML Today: • End User - Person to GUI • MP can view and download data • Not Protocol Driven • Mostly CSV postings • ERCOT Market Information List (EMIL) will contain Last Run Dates for retiring extracts and reports. • TML decommissioning will occur through the ERCOT project process. Project is currently included on the 2011 Project Priority List (PPL).

  28. Market Information System • MIS Tomorrow: • End User - Person to GUI • MP can view and download data • Protocol and Other Binding Documents postings only • Mostly zip files containing XML and CSV files • ERCOT Market Information List (EMIL) will contain list of available postings • Replaces the TML after decommission efforts

  29. Retail API • Retail API Today and Tomorrow: • End User – Machine to Machine Interface • MP can retrieve data based on Report Type ID and date • Type: any valid report type ID (either type name or type id) or ‘All’ • Date: any valid date (YYYYMMDD) or ‘All’ • Utilized for both TML and MIS postings

  30. External Web Services • EWS Tomorrow: • End User – Machine to Machine Interface • EWS functions: • Market Transactions • Submit/Query/Update/Cancel Bids, Offers, Trades and Schedules • Market Information • Get Awards, Forecasted/System/Total Load, LMPs, SPPs, MCPCs, etc • Get Reports • Get Notifications • Using ‘Get Report’, MP can retrieve data based on Report Type ID and date • Type: any valid report type id • Date: StartTime and EndTimeoptional elements • Utilized for both TML and MIS postings • EIP – External Interface Specifications posted at: http://nodal.ercot.com/readiness/sandbox/index.html

  31. ERCOT.com • ERCOT.com Today: • All user access to public data. • Supports zonal postings, stakeholder services and ERCOT corporate communications publications. • Information not limited by protocols. • ERCOT.com Tomorrow: • All user access to public data. • Supports nodal postings, stakeholder services and ERCOT corporate communications publications. • Information not limited by protocols. • Zonal grid information and market information pages will be re-designed to include Nodal public postings.

  32. Supporting Documentation

  33. ERCOT Market Information List • EMIL • Contains information on all required external deliverables as required by Nodal Protocol 12.2(4). • ERCOT.com Today: • Replaces the Extract and Report Information Matrix posted at http://www.ercot.com/services/mdt/ • Nodal.ERCOT.com Today: • Available under Key Documents at http://nodal.ercot.com/readiness/reports/index.html • ERCOT.com and MIS Tomorrow: • Will be available under Key Documents at http://www.ercot.com/services/mdt/ • Available on the Services Landing Page in the Supporting Information Portlet

  34. ERCOT Market Information List (EMIL) • EMIL can be used for a variety of reasons including: • Sorting and Filtering as needed • Viewing new Nodal required deliverables • Details on Protocol section or Market Guide requirements for each published item • Finding EMIL Index # to locate relevant specifications in appropriate documentation • Acquiring Report Type ID for the ‘Get Report’ Web Services • Currently adding information for Nodal go-live extracts/reports including first post date and Zonal extracts/reports last post date and replacement information

  35. EMIL

  36. EMIL

  37. EMIL

  38. EMIL • Information is categorized: • Nodal • Zonal/Nodal – No Change, • Zonal/Nodal – Modify • Retail and Zonal – Will Retire

  39. EMIL • EMIL Contains: • Index # and corresponding Report ID • Product Name • Generating Frequency • Protocol Reference(s) • Location or method of distribution (MIS, API, etc.) • Security Classification

  40. EMIL EMIL Tab • Items located on the EMIL tab in the EMIL list are required protocol or market guide postings.

  41. EMIL • Non MIS Postings Tab • Non-protocol-driven information posted to http://ERCOT.com • Same overview information • Information contained here includes all legal and media references, all market rules postings and any reports not required by Protocols

  42. EMIL • Applications Web Services Tab • Includes all Retail Web Services, Market Data Transparency Web Services and all Nodal Web Services in support of nodal and as required by the Protocols • Utilize ‘Get Report’ feature to retrieve documents with an assigned Report ID • All other Web Services are submission, change, cancel or query functions.

  43. EMIL • Alerts & Notices Tab • Includes all Alerts & Notifications as required by the protocols and posted to the MIS and/or the MMS and OS User Interfaces. • The items outlined in the EIP Specifications are delivered automatically via the Nodal Web Services to the Market Participant ‘computer to computer’. • There are additional Notifications that are created and published via the MIS and post to either the MIS UI and/or ERCOT.com.

  44. DDLs and XSDs • ERCOT.com and TML Today: • Available under DDLs or XSDs at http://www.ercot.com/services/mdt/ • Available on TML under the Public Folder, Sub-Folder Extract Data Definitions • Nodal.ERCOT.com Today: • Drafts available on the Readiness Center at http://nodal.ercot.com/readiness/reports/index.html • ERCOT.com and MIS Tomorrow: • Available under DDLs or XSDs at http://www.ercot.com/services/mdt/ • Available on the Services Landing Page in the Supporting Information Portlet

  45. DDLs and XSDs • Data Definition Language (DDL) • XML Schema Definitions (XSD) • Provides necessary information that allows users to load ERCOT data into their own environments • Contains metadata information, including: • Data type of each field • Brief description of the data that is to be loaded into each column • Any table or character/precision constraints or alterations

  46. Example – Settlements DDL DDL provides structure for CSV file

  47. Example – Settlements DDL DDL table/column definitions

  48. Example – Settlements XSD XSD files provide format & tag info for your XML files (DDL files provide structure for CSV file)

  49. Example – Settlements XSD

  50. User Guides • ERCOT.com Today: • Zonal User Guides available at http://www.ercot.com/services/mdt/userguides/ • Nodal.ERCOT.com Today: • Draft Nodal User Guides available Key Documents at http://nodal.ercot.com/readiness/reports/index.html • ERCOT.com and MIS Tomorrow: • All active User Guides available at http://www.ercot.com/services/mdt/userguides/ • Available on the Services Landing Page in the Supporting Information Portlet

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