9/12/2006 TPTF MIS information sharing Pat Harris A portal is a web site or service that offers a broad array of resources and services such as e-mail,

9/12/2006TPTF

MIS information sharing

Pat Harris

A portal is a web site or service that offers a broad array of resources and services such as e-mail, applications,, search engines, tools, and on-line reference material. TPTF

11 / 6 /2006

Lead from the Front11/06/2006

MIS – today’s update

• Approvals requested:– Alerts, messages, notifications descriptions– Web Services description– TML Gap Analysis detail– REQUIREMENTS – contingent upon above

• New Design Artifacts– SEARCH capability overview– User Roles

• Next review:– Dashports– Reporting


Alerts, Messages, Notifications -- Approval requested

• Message – Everything is a message!• Alert: A message sent

– To MIS– To Market Participant system– Sometimes mirrored as an email– Usually used in Electrical Emergency control

procedures (EECP)– ALWAYS requires a confirmation receipt

• Notification: a message sent– To MIS– Mirrored as an email– Sometimes posted as a document– NO RECEIPT REQUIRED


Web Services Basics -- Approval Requested

• Web Service -- A set of functions (request/response) that can be accessed remotely using TCP/IP as the transportation medium.

• SOAP – Defines the format

• XML – text-based, is the fundamental element• Directory – list of available ‘services’ (data types, or

definitions of what data is available as defined)

• WSDL – Describes the web service itself • HTTPS – Already in place, the standard ‘highway’ for

secure data transmission


TML Gaps –- Approval Requested

• Current Content that moves to MIS– All Data described in Protocols (all 21 chapters)

• Specifics, by category:– TML -- Market Activities

– Report Explorer

– ERCOT.com – Market Information– Grid Information– Market Rules

– Renewable Energy Credits (REC)– Reliability Must Run (RMR)

• Requires more clarification– System Planning Data – Line-by-line ERCOT review underway, will bring disposition to a

later group


REQUIREMENTS – Approval Requested

• Web Services – approved• Alerts / Notifications / Messages – approved• TML Gaps / Plan – approved• Requirements ------------?• Next Steps:

– Search– Roles– Reporting– Dashport(s)


MIS Component: SEARCH overview

• Content to be searched:– All content on ERCOT.com– All MIR reports, indexed by:

• Report name, report description• Report type, report date

– All links in applications provided from the MIS portal• Application name• Application description

• Access Control– Classified as Public, Private, Secured– Access control by Dunn Number, tied to Digital certificate (not role-based)

• Results display– Links to ERCOT.com – launch the .com page– Links to MIR reports – launch the report, if authorized– Links to Applications– launch the application (role-based)


MIS Component: SEARCH example (details)

Search MISSearch MIS

ESIIDSearch for Ok Cancel

Search for ESIID in:Ø Static HTML pages within ERCOT.COM and its associated web sitesØ Report Explorer for report types for that ESIIDØ Service links that may serve that ESIID (if any)

The search engine will index q All static HTML pages within ERCOT.COM. The returned data will be displayed to the user as links to the HTML pages. All data here is public so search results

will be same for all users. q MIR metadata for each of the report type based on report type name and Description. The data will be identified as public or secure or certified and then indexed

by accessibility to Market Participant using DUNS number. This data will be returned back to the user as links to report explorer showing a specific report type. Only the links to report types accessible by the market participant the user belongs to will be shown. All users within the market participant will have the same search results regardless of their role.

q Any service link that may launch a service based on name, description and accessibility to the service roles. The returned data will be displayed to the user as links to the service application. Only the service links accessible by the role of the user will be shown.

User

Search MISSearch MIS

ESIIDSearch for Ok Cancel

Application 1Application 1

Application 1Application 1

All Static HTML Pages with keyword ESIID

All services or applications that serve

keyword ESIID

All report types from report explorer that serve the keyword ESIID in its

type name or description

Advanced Report Search

Advanced Report Search

Report Explored Advanced SearchØ Search provided by report explorer based on name, description and

date rangeØ Launches the report explorer search page


Nodal component: User Role Model (part 1)

QSE with resources- Operator- Marketer/Trader- Power Scheduler- Settlements- Disputes- Data Analyst- Market Rules- Resource Metering- Performance Monitoring- USA- IT Support

QSE without resources- Marketer/Trader- Power Scheduler- Settlements- Disputes- Data Analyst- Market Rules- USA- IT Support

Resource- Marketing- Transaction Analyst- Accounting- Disputes- Data Analyst- Market Rules- USA- IT Support

LSE - Rep- Marketing- Transaction Analyst- Accounting- Disputes- Data Analyst- Market Rules- USA- IT Support

LSE - NOIE- Accounting- Disputes- Data Analyst- Market Rules- USA- IT Support


Nodal component: User Role Model (part 2)

TSP- Operations- NW Model Mgt- Retail Transaction Analyst- Data Analyst- Resource Metering- Market Rules- USA- IT Support

DSP- Operations- NW Model Mgt- Retail Transaction Analyst- Data Analyst- Resource Metering- Market Rules- USA- IT Support

CRR Holder- Settlements- Disputes- Data Analyst- Trader- USA

ERCOT- Operations- NW Model Mgt- Market Operations- Wholesale Settlement- Client Services- Compliance- Credit Management- IT Support- USA

PUCT- Wholesale Mkt Oversight- Retail Mkt Oversight- IT Support- USA

Independent- Market Monitor

Documents

9/12/2006 TPTF MIS information sharing Pat Harris A portal is a web site or service that offers a broad array of resources and services such as e-mail,