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Gas Scheduling PositionRTPE Page

Implementation Guide for gMotion

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Gas Scheduling Position RTPE Page Implementation Guide for gMotion

REVISION HISTORY

Implementing_the_Gas_Scheduling_Position_RTPE_Page_in_Endur V6.0.doc

4/2003 Initial Release

Gas_Sched_Pos_RTPE_Page_Imp_Guide.doc 5/2005 Update

Gas_Sched_Pos_RTPE_Page_Imp_Guide.doc 2/2007 Update

gM_Gas_Sched_Pos_RTPE_Page_Imp_Guide.doc 3/2009 Updated to new doc format

gM_Gas_Sched_Pos_RTPE_Page_Imp_Guide.doc 7/2010 Updated for V9.1r1 and up

gM_Gas_Sched_Pos_RTPE_Page_Imp_Guide.doc 2/7/2013 Updated

Copyright © 2003, 2013, OpenLink Financial LLC All rights reserved.

Copyright 2003, 2013, OpenLink Financial LLC ii


CONTENTS

Section Page

1.0 INTRODUCTION ................................................................................................. 1

2.0 RTPE OVERVIEW ................................................................................................ 4

3.0 IMPORT/EXPORT A POSITION PAGE CONFIGURATION ...................................... 9

4.0 CONFIGURING RTP VIEWER FOR GAS SCHEDULING POSITION PAGE .............. 16

5.0 CONFIGURING AN RTPE GAS POSITION PAGE DESKTOP .................................. 34

6.0 CONFIGURING RTPE DEFINITIONS .................................................................. 36

7.0 APPENDIX: CONSOLE REPORTS ....................................................................... 42

Copyright 2003, 2013, OpenLink Financial LLC iii


ILLUSTRATIONS

Section Page

Figure 1-1 gMotion Gas Scheduling Process Flow...............................................................................................1

Figure 2-2 Gas Scheduling Page Configuration Overview...................................................................................4

Figure 2-3 Real-Time Position Viewer - On-Demand..........................................................................................5

Figure 2-4 Real-Time Position Viewer - RTPE Reports......................................................................................5

Figure 2-5 Real-Time Page Viewer......................................................................................................................6

Figure 2-6 Real Time Position Module.................................................................................................................7

Figure 3-7 Importing a Position Page Configuration...........................................................................................9

Figure 3-8 Real-Time Position Viewer.................................................................................................... ...........10

Figure 3-9 Import Configurations......................................................................................................................10

Figure 3-10 Select Configuration.......................................................................................................................11

Figure 3-11 RealTime Positions Import Window...............................................................................................11

Figure 3-12 Position Type Configuration Window............................................................................................12

Figure 3-13 Select Position Type........................................................................................................................12

Figure 3-14 Configure Positions Viewer - Populated.........................................................................................13

Figure 3-15 Exporting a Position Page Configuration.......................................................................................13

Figure 3-16 Real-Time Position Viewer - Expanded..........................................................................................14

Figure 3-17 Import Configurations....................................................................................................................14

Figure 3-18 RealTime Positions Export Window...............................................................................................15

Figure 4-19 Selecting Configure Positions from the RTPE Viewer...................................................................16

Figure 4-20 Gas Scheduling Position RTPE Overview......................................................................................17

Figure 4-21 Configuring Real-Time Position Viewer Using Demand Processing..............................................18

Figure 4-22 RTPE Viewer with Results.................................................................................................... .........19

Figure 4-23 Updating Status - Position Configuration.......................................................................................20

Figure 4-24 Completed Status - Position Configuration....................................................................................21

Figure 4-25 Filter Types.....................................................................................................................................22

Copyright 2003, 2013, OpenLink Financial LLC iv


Figure 4-26 Volume Type and BAV Filters.................................................................................................... ....23

Figure 4-27 Save Pivot Configuration................................................................................................................25

Figure 4-28 Saving a Global Position View.................................................................................................... ....26

Figure 4-29 Saving a Local Position View.................................................................................................... ......26

Figure 4-30 Using Update to Build the RTPE Page...........................................................................................27

Figure 4-31 Configuring RTPE Definitions Using the Real-Time Position Viewer...........................................28

Figure 4-32 Selecting Local Position Type and Position View...........................................................................29

Figure 4-33 Building Local Position View.................................................................................................... ......29

Figure 4-34 Completed Local Page.....................................................................................................................30

Figure 4-35 Local Page with Expanded Pivot....................................................................................................30

Figure 4-36 Global RTPE Page..........................................................................................................................31

Figure 4-37 Configuring Global RTPE Definitions Using the Real-Time Position Viewer...............................32

Figure 4-38 Real-time Position Viewer...............................................................................................................33

Figure 4-39 Real-time Position Viewer Expanded.............................................................................................33

Figure 5-40 Configured Desktop........................................................................................................................34

Figure 5-41 Desktop Tree Menu.........................................................................................................................34

Figure 6-42 Configuring an RTPE Definition....................................................................................................36

Figure 6-43 Real-Time Position Viewer.................................................................................................... .........36

Figure 6-44 Configured Definition.....................................................................................................................37

Figure 6-45 Missing Pivot Table Message.................................................................................................... ......37

Figure 6-46 Save Position View..........................................................................................................................38

Figure 6-47 RTPE Online Confirmation.................................................................................................... ........38

Figure 6-48 Online RTPE Definition Process.................................................................................................... .40

Figure 6-49 Operations Manager - Real-time Positions.....................................................................................41

Figure 7-50 Olisten Report Console – Demand Processing................................................................................42

Figure 7-51 Olisten Report Console – Local RTPE Report...............................................................................42

Figure 7-52 Olisten Report Console – Global RTPE Report.............................................................................43

Copyright 2003, 2013, OpenLink Financial LLC v


TABLES

Section Page

Table 1-1 gMotion References..............................................................................................................................3

Table 2-2 RTPE Report Definitions.....................................................................................................................7

Table 2-3 RTPE Operation Modes.......................................................................................................................8

Table 3-4 Open the Real-Time Position Viewer...................................................................................................9

Table 4-5 Real-Time Page Viewer Filter Types..................................................................................................21

Table 4-6 Volume Type & BAV Filters - Value Implications.............................................................................23

Table 4-7 Pivot Function Views..........................................................................................................................24

Table 4-8 Pivot Table Setup...............................................................................................................................24

Table 5-9 Desktop Tree Menu Options.................................................................................................... ..........35

Table 6-10 Position View Save Options..............................................................................................................38

Copyright 2003, 2013, OpenLink Financial LLC vi


1.0 INTRODUCTION

1.1 Purpose

The OpenLink System provides a means to configure the Page Viewer to display only relevantfields, or fields that change from trade to trade. The Gas Scheduling Position RTPE is a specificpage that is used to view Gas Scheduling positions. This page allows access to review Real-timereports which are created using RTPE plug-ins/scripts. RTPE plug-ins/scripts are usually morecomplex than standard report plug-ins/scripts. OpenLink can create new custom RTPE reports forclients as an out-of-scope service. Standard Real-Time Reports are available with each version ofthe System.

This page can be used to view on-demand results from RTPE plug-ins/scripts or automatic or real-time reports created through the Real-Time Position Engine (RTPE).

1.2 gMotion Gas Scheduling Process Flow

The process diagram below (Figure 1-1) outlines the setup and configuration for gMotion as aseries of logical steps. Gas Scheduling Position RTPE is used in Quantity Management.

Figure 1-1 gMotion Gas Scheduling Process Flow

1.3 Personnel

This document assumes that users are familiar with the Services Manager, specifically, how topick run sites and set up engines. The person implementing the RTPE page should understand theOperations Manager, including how to start and stop RTPE. This person should also have a goodworking knowledge of the OpenLink Desktop.

The Personnel responsible for the usage of the data contained in this text should also havefamiliarity with the Endur product, specifically the following:

Trading Explorer Desktop/Trading Manager Admin Manager gMotion (Gas Scheduling)

Copyright 2003, 2013, OpenLink Financial LLC 1


All users must have the appropriate Security Privileges assigned in order to use this functionality.

1.4 Configuration Considerations

In order to use gMotion, the OpenLink System settings must be properly configured. Refer to thegM_Configuration_Guide for recommended settings.

1.5 gMotion References

The documents and guides available as gMotion references are listed and described below.

Documentation Description

Online Help User Guide The Online Help User Guide describes general configuration informationused to configure the System for gas scheduling. Most of the information isapplicable to gMotion.

The Online Help User Guide also provides full descriptions of windows,deals and transactions used in gas scheduling. Menus, panels, lists, buttonsand fields are fully detailed.

gM_Introduction_to_gMotion This document provides an overview of the gMotion Gas Scheduling ProcessFlow and a description of all the documents and guides provided byOpenLink as references.

gM_Configuration_GuideIncorporates the former:

gM_On_System_ConfigurationgM_Rate_Definitions

This document describes specific configuration considerations for gMotion.

gM_Transport_ContractsFormerly:gM_Create_Transport_Contracts

This document describes how Transportation and Exchange (T&E) users mayproperly model a variety of contracts enabling new contracts to be created asquickly as possible on a day-to-day basis.

gM_Storage_and_Park_Loan_TemplatesFormerly: gM_Create_Storage_and_Park_Loan_Templates

This document describes Park and Loan contracts that charge for utilizationbased only on average daily balances and do not have reservation or fuelcharges. Standard storage contracts have monthly reservation charges anddaily usage charges based on the actual injection or withdrawal amounts. Fuelcan be applied to injection and/or withdrawal amounts.

gM_Nomination_Creation_and_ManagementIncorporates the former:

gM_Nom_Validation_Tech_DetailsgM_Auto_Nomination_in_gMotion

This document describes the creation and management of nominations. TheNomination Creation module is used to create new nominations and tomanage internal nominations (Off-System) while the NominationManagement module is primarily used for data entry of third party (On-System) nominations.

gM_Measurement_Data_and_Allocations

This document describes the capture of measurement data and allocationmethods.



Documentation Description

gM_Quantity_Management_and_Settlement

The Back Office group of some companies is responsible for managing avariety of activities for the settlement of physical natural gas transactions. Insome companies, the Gas Control or Volume Management group manages theactivities that include reconciling Service Provider statements (quantities,imbalances, charges, etc.), generating invoices and remittance statements, andmanaging prior period adjustments (PPAs). This document describes how allof the essential activities are completed using gMotion screens and Endurfunctionality.

gM_Gas_Sched_Pos_RTPE_Page_Imp_Guide

The Gas Scheduling Position RTPE is a specific page configured forPage Viewer that is used to view gas-scheduling positions. This pageallows access to review real-time reports which are created using RTPEplug-ins/scripts.

gM_Desktop_Configuration_Guide

This document describes desktops that gMotion employs to manage variousaspects of gas scheduling.

Table 1-1 gMotion References



2.0 RTPE OVERVIEW

RTPE is the real-time position engine, providing real-time trade information. It is a separateprocess launched through the Master Control Panel. Similar to the script engine (SCRENG),RTPE interacts with an RTPE task, the container around the plug-in/script that controls how theplug-in/script is run. Once the plug-in/script has been passed to the SCRENG, it runs the plug-in/script and creates a report. RTPE can generate reports to update on a continuous basis. The RTPE Server is a separateprocess that constructs and caches real-time page images (Position Views). RTPE runs a batchplug-in/script to construct an initial page image (known as a Batch Run). It runs a deal plug-in/script to keep the page up-to-date with newly booked deals (incremental run). It caches thedetail records used to construct each of the page images. Finally, it delivers subsets of the recordsto subscribing clients whenever these clients request drill-down details.An RTPE client subscribes with interest in a specific RTPE Position View (or page image). Eachtime the page changes as either a batch or incremental run, all of the subscribers are notified tothe new page content. The Position page is an example of an RTPE subscriber. Subscribers canrequest drill-down details relating to a specific page image or cell.The Script Engine (SCRENG) is responsible for running the RTPE plug-in/script to produce boththe detail records and the page image. The plug-in/script assembles and submits a database queryto the server. The plug-in/script derives additional columns of data, if required. It transforms therecords into a report or page using the Pivot function, which aggregates the data from the detailrecords into a report.

2.1 RTPE Implementation Process

As shown in Figure 2-2, the RTPE Implementation process starts with importing theconfiguration files that come with the System. The Real-Time Position Viewer is then configuredfollowed by the RTPE Definition. The OpenLink Desktop Page is configured independently afterthe import is completed. The details of the configuration process will be covered in later sectionsof this document.

Figure 2-2 Gas Scheduling Page Configuration Overview



2.1.1 On-Demand vs. RTPE

In on-demand processing, the Real-Time Position Page Viewer ( Figure 2-5) requests a positionpage image. The SCRENG runs a batch plug-in/script and returns the detail records. The Real-Time Page Viewer pivots the details to produce the page image, and displays the pivot result in atree-view. These detail records can be re-pivoted as required.

Figure 2-3 Real-Time Position Viewer - On-Demand

RTPE reports are similar. However, the Real-Time Page Viewer ( Figure 2-5) requests a positionpage image by subscribing to an RTPE definition. The page image is published by RTPE to theReal-Time Page Viewer that displays the results in a tree-view. Unlike on-demand processing,the details do not reside in the Real-Time Page Viewer so the data cannot be re-pivoted. RTPEsends updates as they become available to the Real-Time Page Viewer so the image is displayedwith the most current data.

Figure 2-4 Real-Time Position Viewer - RTPE Reports



Figure 2-5 Real-Time Page Viewer

2.1.2 RTPE Reports

RTPE (Real Time Position Engine) is an incremental reporting tool used to produce reports. Theinformation on these reports is sensitive to the booking of new trades. The RTPE report utilizes ascripted report and runs it every time a new trade is booked, incrementing the original valueswith the values for the new trade. Reports are updated, as trades are booked. The RTPE reporttypically is run at startup and then again every time a new trade is booked or when an existingtrade is amended.

The Real Time Position module (Figure 2-5) enables the user to set up RTP monitoring. Once therequired RTP Definition is created, monitoring may be turned on for that definition. Incrementalreport updating takes place whenever a deal is booked (the Deal plug-in/script is runautomatically.) The monitoring process begins only after the RTP Engine starts. The RTP Engineis started through the Services Manager.

In the Real Time Position module, there are three RTPE definition Types ( Figure 2-6). They aredefined in the table below.

RTPE Report Definition Description

Custom Page – No Details Represents the old style RTPE custom definitions Existing old-style RTPE plug-ins/scripts are backwards compatible



RTPE Report Definition Description

Existing page viewer is used (and is started from a display plug-in/script)

Must generate the report and its contents each time it is runDetailed Custom Page Requires setup through the Real-Time Position Viewer page, plug-

in/script driven The viewer selects filter criteria, which in turn, controls the returned

details Position pages constructed from a desktop can be saved as an RTPE

page directly from the Desktop A standalone viewer can display from Openlink Central Launch

Available Services View Real-Time Position Viewer No display plug-in/script is necessary Allows for drill-down in individual cells (fetching appropriate details)

Power Page Power position pages configured in the Desktop can be built by RTPE,providing sharing of Power Position pages

Power Position pages constructed from a desktop can be saved as RTPEpages directly from a desktop by selecting Configurations Save AsRTPE Page

A Position Page panel can be viewed in a standalone viewer

Table 2-2 RTPE Report Definitions

Figure 2-6 Real Time Position Module



2.1.3 Modes of Operation for the RTPE Plug-in/Script

RTPE can be run in two modes, detailed below.

RTPE Operation Mode Description

On-Demand (Local) On-Demand may be run once locally with the local database(not real-time with the current database). Users may chooseto create a report manually. Each user would pull informationfrom the database, run a plug-in/script, and generate a report.

Note: On-Demand is available only while configuring.

Real-Time (Global) RTPE utilizes Real-Time Page Management. Reports arekept up-to-date using this process. The clients subscribe to apage(s) of RTPE, and RTPE updates the client each time thedata on the selected page changes. The steps involved inRTPE processing are:

Starts and runs the RTPE batch plug-in/script, identified inthe configuration

Runs the plug-in/script on the SCRENG associated with theRTPE server on a centralized host

Returns the details and pivoted view to the RTPE serverwhere it is cached and made available to others

Publishes only the page image in which the Real-Time PageViewer has subscribed for interest.

Table 2-3 RTPE Operation Modes



3.0 IMPORT/EXPORT A POSITION PAGE CONFIGURATION

This section breaks down the processes of importing/exporting position page configurations viathe Real-Time Position Viewer. The first step in the implementation process is to import the gasscheduling position configuration file included with the System (see Section 3.1). Pivot Tablesetup will be discussed in a later section.

Follow the steps below to open the Real-Time Position Viewer for import or export from thepreferred starting point.

From: Steps:

OpenLink Central 1. Select Launch Available Services from the menu.

2. Select “Real Time Position Viewer” from the pick list and click the Launchbutton. The Real-Time Position Viewer window is displayed.

Trading Explorer Desktop

1. Select OpenLink Central® Configuration ® Launch Available Services fromthe main menu.

2. Select “Real Time Position Viewer” from the pick list and click the Launchbutton. The Real-Time Position Viewer window is displayed.

Trading Manager 1. Select View ® Position Viewers ® Real-Time Position Viewer from the mainmenu. The Real-Time Position Viewer window is displayed.

Table 3-4 Open the Real-Time Position Viewer

3.1 Importing a Position Page Configuration

Importing configurations loads context into the Real-Time Position Viewer and saves theconfiguration from an external file in the file system to an internal Application File System(AFS) file. Associated plug-ins/scripts are also saved to the AFS database.

Figure 3-7 Importing a Position Page Configuration



Follow the steps below to import a Position Page Configuration.

1. Open the Real-Time Position Viewer (see Section 3).

2. Click the Configure Positions button. If it is not visible, click the down arrow button toexpose the fields in the top portion of the screen.

Figure 3-8 Real-Time Position Viewer

3. Select Import Configurations from the Import/Export menu.

Figure 3-9 Import Configurations



4. Select the STD_IMPEXP_RealTimePosition.tgz file, and click the Open button.

Figure 3-10 Select Configuration

5. Click the Process button on the RealTime Positions Import window.

Figure 3-11 RealTime Positions Import Window



The process will automatically import theConfiguration Name, Plug-in/Script Name aswell as display the details in the SQL field.

6. Review the import detail in the PositionType Configuration (Figure 3-12) windowand if satisfied select close the window.This will return to the Configure Positionswindow.

7. Right click the Position Type field and select the newly imported configuration from the picklist (STD_GSPos). Click the Update button.

Figure 3-13 Select Position Type


Figure 3-12 Position Type Configuration Window


If filters are associated with the configuration, they will appear in the viewer window. Save theimported position is not necessary until a pivot table is defined (covered in a later section).

Figure 3-14 Configure Positions Viewer - Populated

3.2 Exporting a Position Page Configuration

This function allows the user to export a Position Page configuration. The export function can behelpful when copying configurations for security/back-up purposes or when transferringconfigurations from one database to another.

Exporting configurations unloads context from the Real-Time Position Viewer and saves theconfiguration as an external file.

Figure 3-15 Exporting a Position Page Configuration



Note: The exported file is not in text format. It has embedded binary characters making the fileunreadable as a text file. An export consists of the configuration that is currently in scope, andthe plug-in/script selected in the configuration window. These elements are exported as onesystem file.

Follow the steps below to export a Position Page Configuration.


2. Click the Configure Positions button. If it is not visible, click the down arrow button toexpose the fields in the top portion of the screen.

3. Click the Configure Positions button.

Figure 3-16 Real-Time Position Viewer - Expanded

4. Select Export Configurations from the Import/Export menu.

Figure 3-17 Import Configurations



5. Specify a new Output File Name and Export Path or use the pick list to select an existingconfiguration to replace. Click OK when finished.

Figure 3-18 RealTime Positions Export Window



4.0 CONFIGURING RTP VIEWER FOR GAS SCHEDULING POSITION PAGE

As described in Section 2.1.1, the on-demand page is created on an ad hoc basis. The RTPE pageis a canned page but provides the flexibility of creating reports. Reports are generated usingpivoting techniques on different criteria such as specific Portfolios, Instrument Types, Status, etc.Note the following:

There are practical applications for each category of reports

Demand processing is useful when configuring position pages

The RTPE version is useful for real-time reports and when a format has a long-term use

RTPE pages have drill-down capabilities allowing users to retrieve the underlying detail data.This means users can view all the deals that contributed to producing the page. The RTPE task iscreated when the first RTPE Position Type is saved through the Real-Time Page Viewer. TheRTPE Task and Position View are associated with the RTPE Definition and the RTPE Task runsthe designated plug-in/script.

All configuring steps involving selecting filter criteria and pivot definitions are done through theConfigure Positions window that is accessed from the Real-Time Viewer Position Viewer .

Figure 4-19 Selecting Configure Positions from the RTPE Viewer



The RTPE Task is set to run once and terminate. RTPE updates only the new information for apage when a trade is booked. In the case where business logic dictates that the RTPE Pageupdates on a schedule, regardless of new information is entered for a deal, the RTPE Task can bemodified via the Task Editor. The task can be modified to cause the RTPE Task to re-run on auser-defined schedule (this is considered an automatic RTPE Page).

Figure 4-20 Gas Scheduling Position RTPE Overview

Figure 4-21 breaks down the process depicted in the left leg of Figure 4-20.



Figure 4-21 Configuring Real-Time Position Viewer Using Demand Processing



4.1 Configuring Real-Time Position Viewer Using Demand Processing

4.1.1 Overview

When clicking the Update button in the Real-Time Position Viewer a specific plug-in/script isinvoked to run on the local script engine. The details (or results) are returned to the viewer.

Figure 4-22 RTPE Viewer with Results

On-demand reports contain information to meet needs that are not known ahead of time.Although they may be run on a group of trades, they contain information that a trader wants tosee at that moment.

Additional security has been added to the System limiting users to only the functions that theirsecurity privilege authorizes them to perform. Refer to the Online Help User Guide for fulldescriptions of security privilege settings for the Configure Position Page.

One disadvantage to this process is the amount of memory needed to store the details. In somecases where the selected filters have large sets of data, there is a possibility that memory may runout on the local machine. The RTPE server will usually have more memory than userworkstations.



4.1.2 Configuration Demand Report

Follow the steps below to create a demand report (Note: this page builds in the local SCRENGas a Demand Page.):


2. Choose Configure Positions from the Configure menu or expand the Real-Time PositionViewer and use the Configure Positions button.

3. Right click in the Position Type field to display a pick list of available choices. Select aPosition Type. The filters will be enabled and allow modifications to any of the filters that aredisplayed.

4. After saving or selecting a pivot, right click the Position View field to select an existingposition view or to create a new position view. For more details, please refer to Section 4.4Saving a Position View.

5. Right click the Pivot field to select an existing pivot or to create a new pivot. For moreinformation, refer to Section 4.2.1.

6. When configuration of this window is completed, click the Update button.

It will take some time to build the page. As the plug-in/script is executing, the Task Statusdisplays in the lower right.

Note: If the Cancel button is clicked after the Update has started, the plug-in/script stopsprocessing and does not complete.

Figure 4-23 Updating Status - Position Configuration



When the page is complete, the Status indicates that the plug-in/script is complete. Note: Thereare now column names in the Report section of the Real-Time Page Viewer.

Note: The Status field always indicates the task status during Demand Page Processing.

Figure 4-24 Completed Status - Position Configuration

4.2 Configuring Filters

The fields located at the top of the window act as filters for displaying data retrieved from thedatabase. These filters work in conjunction with the SQL statements in the configuration fileused to produce the query. The query returns a result set of detail records.

By selecting data to use in the Filter fields, the user is essentially modifying the Where Clause ofthe query and controlling the details in the result set returned from the database.

The types of filters available for the Real-Time Page Viewer are:

Filter Type Description

Normal This controls conversions to be done on the data by the plug-in/script. Unitscause the volumes to be converted for display as the selected volume units.Unit conversion factors must be setup before they can be used in the unitNormal filters

SQL There are two columns of SQL filters available in the Real-Time PageViewer. If the SQL filter is selected, the data in the record must be an exactmatch to be included in the result set. Pick-lists are available for each field,and more than one item from each pick list can be selected.

Table 4-5 Real-Time Page Viewer Filter Types



If no filter information is entered, the System returns the largest result set possible. Filters, SQLstatements, and plug-ins/scripts all work together. The combination of all three functionsprovides a way for users to limit the size of the result set. Without filters, the System returns allavailable data to the machine. This creates a result set that is unwieldy in size. Filters are meantto help create smaller, more meaningful result sets.

Figure 4-25 Filter Types

Normal filters allow users to pre-configure the results so that all selected data displays the sameway. Normal filters are initially entered in the Configure Positions Page Viewer window.Volume Units is a single-select pick list of units. Selecting one causes all of the volume values tobe converted from the native deal units to the selected units.

Daily View is a symbolic date string that controls how much of the report displays daily volumesvs. first-of-month (FOM) values. Setting it to 2LOM displays two months’ worth of dailyvolumes, and the rest display as FOM volumes. 0LD displays all FOM volumes, and blanksdisplay in all daily volumes.

4.2.1 Using the Volume Type & BAV Filters

The Volume Type and BAV (Best Available Volume) filters should be used in a mutuallyexclusive fashion. For instance, selecting a Volume Type will limit the positions returned to thatparticular volume type. Simultaneously selecting a BAV of Yes (along with a volume typeselection) would result in a filter that displays the selected volumes ONLY when that volumehappens to be the best available volume (i.e., the filters create a logical AND).


Normal Filters SQL Filters


Figure 4-26 Volume Type and BAV Filters

Selection Implication

Volume Type: SelectedBAV: Yes

The selected volume type will be displayed only if it is thebest available volume for the position.

Volume Type: SelectedBAV: No

The selected volume type will be returned if it is not thebest available volume for the position.

Volume Type: SelectedBAV: No

The selected volume type will be returned.

Volume Type: Not SelectedBAV: Yes

Only the best available volume will be returned.

Volume Type: Not SelectedBAV: No

The volume will be displayed if it is not the best availablevolume.

Volume Type: Not SelectedBAV: No

Positions with all volume types will be returned, regardlessof best available volume status.

Table 4-6 Volume Type & BAV Filters - Value Implications

4.3 Creating a Pivot

A pivot is a transformation of data from detail records in the database to the final image, orreport view. The pivot configuration controls the look and the content of the position page image.The rows and columns that display in the page image are derived from the pivot row and pivotcolumn configurations. The cell content of the resulting page image is either the raw dataresiding in the pivot column data-cells or the result of aggregating a single pivot data attributefrom the input detail records.

The pivot column specification controls the generation of columns in the resulting page image.Pivot columns describe how to create output columns. For example, it is possible to pivot on thedeal-tracking number, which would add an arbitrarily large number of columns to the resultingpage image.



The pivot row specification controls the grouping (or sorting) of the resulting page image. It alsocontrols the creation of group sum rows used to enhance the display of the pivoted result; thus, a“tree-view” can be imposed in the Real-Time Page Viewer. Inserting group summary rowsbetween all groups could cause a seemingly small table of results to explode in size, based on thegrouping (or pivot row) criteria.

Great care must be taken when configuring pivots to ensure that the resulting page image yields amatrix of results that are manageable in the script engine (at the point of generation), RTPE (forcaching), and the Real-Time Page Viewer (for viewing). RTPE caches both the detail records andthe pivoted page result.

There are two views in the pivot function:Function Description

Pivot This function provides a cross-tabulation of the detail records.

Group This function provides a grouping of detail records. Rows are summed to createsummary rows, and columns are attributes that live in detail records.

Table 4-7 Pivot Function Views

Once the desired filter conditions are applied, the next step is to set up a pivot view of thereturned data. The same information that displays in the global RTPE report can be transformedin many different ways. The current report details volume by date by pipeline. However, a subsetof this report can be created by changing the pivot to display the same data in a different way.The following example illustrates how to define a pivot:

Table 4-8 Pivot Table Setup



1. From the Configure Positions window, with the returned data displayed, click the Pivotsbutton. The Pivot Table Setup window for the selected global RTPE Page displays.

2. Information can be added to the columns, rows, and/or data columns by selecting the newinformation from the table on the left and clicking the button on the right to add it to theappropriate spot.

Similarly, data can be removed from the page by selecting it in the spot in which it occurs,and clicking the appropriate remove button. This functionality is also available by utilizingthe commands on the Tools menu.

Information can be moved up or down the hierarchy of the pivot by clicking the up or thedown arrow next to the data.

3. Click the Apply button to apply the changes made and view the results in the ConfigurePositions Page Viewer.

4. When modifications to the pivot table have been completed, select File Save. Alternately,select File Save Public to save this pivot table in the public scope for other logins to see.The system assumes the table is saved as a private table if File Save is selected. Eithersave the current pivot with the modifications entered, or create a new pivot by entering adifferent value in Pivot Name.

5. Click OK when finished.

Figure 4-27 Save Pivot Configuration

Note: If the user has chosen to save the same pivot name with modifications, a warning messagedisplays indicating that a pivot with the selected Pivot Name already exists. Click OK to return tothe Pivot Table Setup window.

Panels, buttons and fields of the Pivot Table Setup window are described in detail in the OnlineHelp User Guide.

4.4 Saving a Position View

Once a pivot has been configured and saved, a Position View may be defined to store thisdefinition. The Position View Configuration window is where users define and save personal



definitions of Gas Scheduling Position RTPE Pages. In addition, this window allows symbolicdate information to be entered and saved with the configuration. The position view can be savedas either local/private (available to only the person who defined it) or global/public (available toeveryone in the System).

Follow the steps below to save a position view:

1. From a global RTPE Page in the Configure Positions Viewer window, with the dataconfigured to the saved pivot configuration, click Save As. The Position View Configurationwindow displays.

Figure 4-28 Saving a Global Position View

2. Uncheck the Local Page checkbox. When this is done, the Security Groups field is enabled.

3. Enter a value in Position View Name.

4. Select the Security Groups from the drop down menu.

5. Select OK. The Position View the user defined is saved to the database.

If a user prefers to save the position view as a Local Position configruation, then the Local Pagecheckbox must be selected. Fill in the Postion View Name and proceed to save the information.

Figure 4-29 Saving a Local Position View



4.5 Configuring RTPE Definitions Using the Real-Time Position Viewer

As stated previously, Real-Time Position Page processing is available as Local and Global . ForLocal Pages, select a Page Type, a set of Filters, and a Pivot. Click the Update button to build thepage on the local workstation. Filters and Pivots can also be selected by choosing a positionview. Select a Position Type and a Position View (definition) for global pages.

Figure 4-30 Using Update to Build the RTPE Page

Click the Update button to display the report already built using the Global RTPE Engine. GlobalRTPE Pages require a definition describing how to build its pages. A position view must becreated for each RTPE Page.

Executing an RTPE report centralizes the consumption of resources, which allows it to workbehind the scenes. Once completed, the page resides on the server; therefore, no extra resourcesare utilized. In addition, the data is refreshed automatically, so whenever the report is accessed, itcontains the latest data.

Not every report can be set up as a real-time report. RTPE reports are designed to containinformation that is sensitive to new trades and important enough to justify the slight overhead onthe system that each additional RTPE report incurs. Currently, RTPE is not infinitely scalable;therefore, the features and limitations must be carefully assessed.

4.5.1 Local RTPE

By not providing a Position Type, the Local Engine builds a page image using the filter settingsselected when Update is clicked.

Figure 4-31 breaks down the process depicted as the Not Selected, Use Local leg of Figure 4-20. The procedure for this process follows the flowchart.



Figure 4-31 Configuring RTPE Definitions Using the Real-Time Position Viewer


2. Select the Configure Configure Types to open to the Configure Positions window.



Figure 4-32 Selecting Local Position Type and Position View

3. Select a Position Type. Right click the field to display a pick list of available choices.

4. Once a Position Type is chosen, the filters (Date, SQL, and Normal) display. Modify any ofthe filters that display.

5. Right click the Position View field to select an existing position view.

6. Right click the Pivot field to select an existing pivot. A pivot must be selected, if there is nopivot name embedded in the selected position view.

7. Once the configuration is completed, click the Update button.

Status displays towards the lower right corner.

Figure 4-33 Building Local Position View


Note: The Position Type and Position View have not been

selected. As a result, the Filters are not available.


Note: When the Update button is clicked, the System starts a local RTPE Engine. **LOCAL**displays at the bottom of the page. If the Cancel button is clicked after selecting Update, theprocess disconnects itself from the Local engine and allows users to select a Global PositionType.

It will take some time to build the page. When the page is complete, the data displays in theReport section. The local RTPE Page remains active and continues to update itself as long asthere is at least one viewer open.

Figure 4-34 Completed Local Page

Expand the Pivot view by clicking any sign.

Figure 4-35 Local Page with Expanded Pivot



Note: For additional information about navigating tree views, please refer to Section 5.1.

4.5.2 Global RTPE

By selecting a specific Position Type and clicking Update, the user subscribes to a real-timereport. Only Position Views that are “advertised” by RTPE (i.e., they are available on the picklist) are available to be selected. The response to a subscription is a copy of the page with pivotedresults.

Figure 4-36 Global RTPE Page

In this case, the client holds only what is necessary. The details are held on the server. The clientdoes not run the plug-in/script. Once subscribed to RTPE and the users receive a response fromRTPE, the Real-Time Position Viewer keeps the page automatically up-to-date without having tosolicit another update by the user. RTPE sends the update to the specific page.

Note: Detail records are derived differently from those on the listing window. The details thatdisplay when a cell is double-clicked, (also known as drill-down details) may not match what isseen in the listing section.

Just as with the local RTPE Page, users can double-click a specific report cell. This producesdetails for that cell. The System drills down to display the details (of all deals participating in thecell) that correspond to the report cell attribute that displays in the listing for that deal.

Figure 4-37 breaks down the process depicted in the Not Selected, Use Global leg of Figure 4-20Gas Scheduling Position RTPE Overview . The procedure for this process is shown below.

Note: For more information on Global RTPE reports, please refer to Section 6.



Figure 4-37 Configuring Global RTPE Definitions Using the Real-Time Position Viewer

Follow the steps below to subscribe to a global RTPE Page:


2. Select a Position Type. Right click the field to display a list of available choices. Once aPosition Type has been selected, the filters are available. Expand the down arrow ( ) to theright of the screen to see the filters.

3. Select a Position View. Right click the field to display a list of available choices.

Note: Because a Position View has been selected, this is a Global RTPE report.



4. When the configuration of this window is completed, click the Update button. This buttonconnects the System to a global RTPE Page. The Status displays in the lower right corner.The Global RTPE report displays.

Figure 4-38 Real-time Position Viewer

Expand the Pivot view by clicking any sign. (For additional information about navigating treeviews, please refer to Section 5.1.

Note: If Cancel is selected, the process disconnects from the Global.

Figure 4-39 Real-time Position Viewer Expanded



5.0 CONFIGURING AN RTPE GAS POSITION PAGE DESKTOP

Refer to the document titled gM_Desktop_Configuration_Guide for detailed instructions onsetting up a Gas Position Page Desktop.

Figure 5-40 Configured Desktop

5.1 Tree Menu

There are other ways to expand and collapse groups within a report.Right clicking any group in a report displays the following menu:

The user can select from the menu how they wish to see the differentlevels in a report. The following table lists each command and thedisplay that results from its use:

NOTE: The Expand menu is based on the pivot definition. As aresult, the menu selection will change when alternative pivots areused.


Figure 5-41 Desktop Tree Menu


Command Behavior

Collapse Item Collapse only the selected row. If the selected row is the first rowof a group, the entire group is collapsed. If the selected row is notthe first row of a group, only the selected row is collapsed. If theselected row is already collapsed, this command has no effect onthe behavior of the selected row.

Expand Item Expand only the selected row. If the selected row is the first rowof a group, the entire group is expanded. If the selected row is notthe first row of a group, only the selected row is expanded. If theselected row is already expanded, this command has no effect onthe behavior of the selected row.

Collapse Entire Group Collapse only the selected group. If the selected group is theprimary or first row of a group, the entire group is collapsed. If theselected row is not the primary or first row of a group, only theselected row is collapsed. If the selected row is already collapsed,this command has no effect on the behavior of the selected row.

Expand Entire Group Expand only the selected group. If the selected group is theprimary or first row of a group, the entire group is expanded. If theselected row is not the primary or first row of a group, only theselected row is expanded. If the selected row is already expanded,this command has no effect on the behavior of the selected row.

Collapse All Collapses the entire report, regardless of which row the cursor isactive on. If the entire report is already collapsed, this commandhas no effect on the display behavior of the report.

Expand All Expands the entire report regardless of which row the cursor isactive on. If the entire report is already expanded, this commandhas no effect on the display behavior of the report.

Expand to Loc: Zone Expands the entire report to the Zone location of each row,regardless of which row the cursor is active on. If the entire reportis already expanded, this command has no effect on the displaybehavior of the report.

Expand to Deal: Contract Expands the entire report to the Contract of each row, regardlessof which row the cursor is active on. If the entire report is alreadyexpanded, this command has no effect on the display behavior ofthe report.

Table 5-9 Desktop Tree Menu Options



6.0 CONFIGURING RTPE DEFINITIONS

RTPE Definitions are created when multiple users subscribe to an RTPE report (all of theprocessing is handled by the server). Before configuring an RTPE Definition, the configuration ofthe Real-Time Position View with for all filters, pivots, and position views must be completed.

There are three basic steps involved in configuring an RTPE Definition. They are illustrated inthe following diagram:

Pick a Page Type Select a PositionView

Save a PostionType

Repeating this process builds a list of Postion Types for theRTPE Definition.

Figure 6-42 Configuring an RTPE Definition

Note: The creation of an RTPE Definition is a database operation. This means Position Typeswill not display until RTPE generates the definition. No action takes place on the RTPE Serveruntil the definition is brought online. Each time RTPE comes up, it reads the RTPE Definitiontable and builds pages for each definition that is online. The RTPE Service is started and stoppedvia the Services Manager.

6.1 Configure RTPE Definitions

Follow the steps below to configure an RTPE Definition:


Figure 6-43 Real-Time Position Viewer

2. Select Configure Configure Positions or expand and click the Configure Positions button.



3. Right click Position Type to display a pick list of available choices. (This may take a fewseconds.) Select STD_GSPos.

4. Right click the Position View field to select an existing position view.

Figure 6-44 Configured Definition

5. Click the Save As button.

Note: If the following message displays:

Figure 6-45 Missing Pivot Table Message

The user is being informed that the Position View will be saved without specifying a PivotName. RTPE requires a Pivot for each page it generates. Cancel or press No and reselect thePosition View. Before clicking Save As, ensure that there is a value in the Pivot field.

6. The Save Position View RTPE box opens. Deselect the Local Page button to enable a GlobalRTPE Definition.

7. Enter a RTPE Position View Name.



Figure 6-46 Save Position View

Security Groups limit who can view the Position Type. The default Security Group is blank. Thisgives permission to everyone to view this Position Type. To apply more security, right clickSecurity Group to display a list of groups. Only one may be selected. This will be the only groupthat can view the Position Type Page.

Note: RTPE Defn ID initially displays as New. The System defines a unique ID to this RTPEDefinition after it has been saved. The value in RTPE Defn Reference should be the name theuser selected for Page Type in the Real-Time Position Viewer window.

8. When the information is completed, click the OK button. The following message displays:

Figure 6-47 RTPE Online Confirmation

Select one of two options:

Option Definition

Yes The definition will be saved and the RTP page will be built and updated.

No The definition will be saved but the page will not be built. It is recommendedthat users creating multiple RTPE Pages should select no and change filtersand pivots and save.

Table 6-10 Position View Save Options

6.2 Viewing RTPE Local and Global RTPE Pages

The RTPE Position Views listing is located at the bottom of the Configure Positions Viewer. Bydefault, it is set to the Local Definition page. To view the Global RTPE Position View Listingsthat have been defined, deselect the Local Page check box. This will change the name to GlobalPosition View and display all Global RTPE Pages.



6.2.1 RTPE Definitions Online

As stated earlier, the creation of an RTPE Definition is a database operation. Each time RTPEcomes up, it reads the RTPE Definition table and builds pages for each online definition.Position Views will not display until the following RTPE conditions are satisfied:

The RTPE Definition is online

The RTPE service is running

RTPE generates the definition.

Note: The RTPE Service is started and stopped via the Services Manager.

If the RTPE Engine is running, the pages defined are brought online. If the RTPE Engine is notrunning, the pages defined are brought online when the RTPE Engine is started.

The figure below illustrates the online RTPE Definition process. A discussion of the diagramfollows with an explanation of the procedure.



Figure 6-48 Online RTPE Definition Process

6.2.2 Online RTPE Definitions Legend/Procedure

The Online RTPE Definitions Process is detailed as follows:

Process Step

Description

1. The Real-Time Position Viewer is used to configure and save Position Types and Views to anRTPE Definition.

2. The RTPE Definition exists as an entry in the database.

3. The Operations Manager can be used to view RTPE Definitions and to revise the online status(bring the RTPE Definition online and/or offline).

4. RTPE is launched via the Services Manager, which reads all of the RTPE Definitions and beginsbuilding pages for each online definition.

5. The page (Position Type) content is cached in RTPE to which other applications may subscribe.

6. RTPE publishes (advertises) the list of Position Types available to subscribers.

7. The Real-Time Position Viewer or Trader Desktop subscribes to and receives both the onlinePosition Types and any pages to which it chooses to subscribe.

Follow the steps below to bring an RTPE Definition online:

1. Start the Operations Manager.

2. Select the Services tab.

3. Select the Real Time Position icon.



Figure 6-49 Operations Manager - Real-time Positions

Any RTPE Definitions previously configured display in the bottom portion of the window.

4. Right click in any row of the Engine column to display a pick list of RTPE Engines availablein the System.

5. Click the Online column to bring an RTPE Definition online; a check mark is placed in thecolumn. Multiple selections may be made. When this is completed, click Save.

If RTPE is running, RTPE begins to build pages for the online definition. A definition can alsobe brought offline by un-checking and saving.

Note: The RTPE Engine and the RTPE Definition both play a role in determining if a page isonline or offline. Anytime the RTPE Engine is not monitoring a definition, the page is stale andthe Real-Time Position Viewer will denote that by displaying a “Stale” page message.

6. Select File Exit to exit this window. The Services tab of the Operations Manager displays.


7.0 APPENDIX: CONSOLE REPORTS

7.1 Demand Processing Report Console Details

The following explains the details of the Olisten console log when Demand Processing isexecuting:

Figure 7-50 Olisten Report Console – Demand Processing

The name of the plug-in/script that was executed is called RTP_GSPos.

The log indicates the plug-in/script beginning/end.

It is executing in batch mode.

The plug-in/script was called by the client (indicating a demand report).

51 details were returned.

51 summary rows were returned.

The filter dates of 01-Feb-02 through 31-Mar-O2 are being used.

The daily view end date is 31-Mar-02.

7.2 Local RTPE Report Console Details

The Olisten console log for the execution of a local RTPE report shows the following:

Figure 7-51 Olisten Report Console – Local RTPE Report




The filter dates of 31-Mar-02 through 30-Sep-03 are being used.

The daily view end date is 31-Mar-02.

The Local RTPE Engine has received the built pages (Engine 5 indicates the Local Engine).

7.3 Global RTPE Report Console Details

The Olisten console log for configuring a global RTPE Definition shows the following:

Figure 7-52 Olisten Report Console – Global RTPE Report




The filter dates of 31-Dec-03 to 31-Dec-03are being used.

The daily view end date is 31-Dec-03.

The Engine Number is 10,000 or greater (indicates a Global Engine).

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