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SMT Update To AMWG

SMT Update To AMWG. April 28, 2014. Status Update of AMWG Change Requests Approved by Retail Market Subcommittee (RMS). AMWG / RMS Change Requests. AMWG / RMS Change Requests (Cont.). Update on Approved AMWG Change Requests Under Development AMWG CR017 Interim Processes for

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SMT Update To AMWG

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  1. SMT Update To AMWG April 28, 2014

  2. Status Update of AMWG Change Requests Approved by Retail Market Subcommittee (RMS)

  3. AMWG / RMS Change Requests

  4. AMWG / RMS Change Requests (Cont.)

  5. Update on Approved AMWG Change Requests Under Development AMWG CR017 Interim Processes for Historical Backfill Requests and Subscription for New Customer History

  6. AMWG Change Request 2013-17 • Requirements outlined in Change Request approved by RMS • Backfill of Historical Usage Data for Existing Customers - Ability for the REP of Record to request a one-time retrieval of historical interval usage data (up to 12 months) for some or all of its existing customer base (backfill requests) • Delivered December 18, 2013 • Fulfilled 4 Requests to Date • In Process of Fulfilling an Additional 4 Requests in the Queue • Plan to Re-Announce to Market with Subscription Functionality in May • Subscription for New Customer Historical Usage -Ability for the REP of Record to subscribe to automatically receive a one-time report of historical interval usage data (up to 12 months) for customers/ESIIDs that are newly served by them (new enrollments) • Solution is Fully Tested and Deployed to Production • In Process of Developing Instructions and Request Form • Target Rollout and Market Announcement by Early May

  7. Subscription For Automated New Enrollment Customer Historical Data ROR contacts the SMT Help-Desk by phone 1-888-616-5859 or via email Support@Smartmetertexas.com to create a ticket to subscribe for automated enrollment customer historical usage Day 0 Create the SMT change ticket to initiate the Enrollment report and attach proper authorization data for reference and to complete the formal process and security work flow ROR activity START Day 0 SMT activity Create the change ticket for bulk report and attach that authorization email as a reference Create the change ticket for bulk report and attach that authorization email as a reference Create the change ticket for bulk report and attach that authorization email as a reference Create the change ticket for bulk report and attach that authorization email as a reference 1-2 days Business days from previous milestone x days The SMT help desk sends the subscription request form to the ROR. The form will also be available for retrieval from the ERCOT AMWG website location. The ROR fills in the request form and returns to the SMT Help Desk Day 0 Generate the Bulk Report data as per the ROR request it is depending on request and number of previews ROR requests on queue Generate the Bulk Report data as per the ROR request it is depending on request and number of previews ROR requests on queue Generate the Bulk Report data as per the ROR request it is depending on request and number of previews ROR requests on queue Generate the Bulk Report data as per the ROR request it is depending on request and number of previews ROR requests on queue Generate the Bulk Report data as per the ROR request it is depending on request and number of previews ROR requests on queue Add the ROR details in Enrolment tables to generate the usage data as per the ROR request Generate the Bulk Report data as per the ROR request it is depending on request and number of previews ROR requests on queue Generate the Bulk Report data as per the ROR request it is depending on request and number of previews ROR requests on queue END 1 days SMT Help desk creates a ticket and assigns it to SMT Maintenance team 1 day Close the ticket if no response within 10 days after 2 reminders 1-2 days normal 1-7 days high Market volume requests END SMT will run a daily job to scan the new customer enrollments for the requested ROR that subscribed to this service. This job will run after the ROR Synch File has been uploaded into the SMT database. SMT performs validation of requested information 1 day 1-6 days NO Close the Help Desk tickets SMT sends an email to confirm authorization validation process steps by SMT Operations Manager 1st Reminder e-mail (after 5 business days) 2nd follow up by phone call / Operations Manager intervention 1-2 days Post the New Enrollment Customer Report files to ROR FTP site and confirm receipt via email from ROR (First time only to ensure process is in place and functioning correctly) Authorized? . YES No Authorization email Received

  8. ROR REQUEST FORM SUBSCRIPTION FOR NEW CUSTOMER HISTORICAL DATA

  9. Review and Clarify Long Term Permanent Solution Requirements for AMWG Change Request 2013 017

  10. Update on Approved AMWG Change Requests Under Development AMWG CR016 Capability for RORs to Grant Access to SMT APIs and SMT FTPS to Vendors on Their Behalf

  11. API & FTP Access to Multiple Entities - Requirements • Ability for the RORs to allow API access for unlimited multiple entities in addition to retaining their own access, with appropriate approval mechanism. • Ability for the RORs to allow FTP access for multiple entities in addition to retaining their own access, with appropriate approval mechanism. • Background - • These multiple entities are typically Billing, EDI or Demand Response partners working on behalf of the REPs. • Currently only one entity can have access to API and FTP of one DUNS entity

  12. Solution Approach • API Access • Each entity uses its own security certificate • ROR creates a portal user (non-admin) for the new entity • SMT shares ROR’s API account access details to the new entity • SMT works with the new entity to configure and accomplish integration • FTPS Access • Each entity uses its own security certificate • SMT enables additional FTP access for the new entity on the existing FTPS account and shares the details • SMT works with the new entity to configure and accomplish integration • ROR has to share their PGP decryption key to new entity • This is the least effort and less resource consuming alternative. The other option is to create a new FTP account for new entity with their own PGP key, however it will require the files to be processed twice and a duplicate copy of the files with separate encryption to be stored at FTPS which requires processing power as well as space. • SMT restricts DELETE permission to all FTP accounts, to avoid deletion of files by one entity while the other has not downloaded it. The deletion will be performed by SMT as per the 10 days retention rule. There will be minor storage impact to retain more files as the immediate deletion that some entities are doing currently will be stopped.

  13. Request for Vendor API Access Day 0 ROR activity Raise request by sending the request form* to support@smartmetertexas.com Create non-admin portal user for the new entity under ROR account START SMT activity Business days from previous milestone x days Perform request information completeness validation 1-5 days Share portal user information and new entity’s SSL security certificate to SMT 1-10 days Send access authorization e-mail request to ROR admin, CC to SMT Operations Manager SMT shares ROR’s API account access details to new entity END Authorized? YES No Authorization email Received Close the ticket if no response received within 10 days after 2 reminders 5- 10 days Authorization Received 5-10 days SMT conducts initial configuration and troubleshooting session to complete integration 1st Reminder e-mail (after 5 business days) 2nd follow up by phone call / Operations Manager intervention END After 10 days After 10 days After 10 days NO Approve • Note: 1. API access request form will be shared by SMT to Market. Suggested form attached at the end of this presentation. • 2. SMT FTP/FTP Request forms must be come from ROR.

  14. Request for Vendor FTP Access Day 0 ROR activity Raise request by sending the request form* to support@smartmetertexas.com Share PGP decryption key with new entity START SMT activity Business days from previous milestone x days Perform request information completeness validation New entity shares SSL Security Certificate 1-5 days 1-10 days Send access authorization e-mail request to ROR admin, CC to SMT Operations Manager Add restrict DELETE permissions for existing FTPS of ROR files END Authorized? YES Enable additional access for new entity to existing FTPS of ROR No Authorization email Received Close the ticket if no response within 10 days after 2 reminders 5-10 days Authorization Received 5-10 days 1st Reminder e-mail (after 5 business days) 2nd follow up by phone call / Operations Manager intervention SMT conducts initial configuration and troubleshooting session to complete integration END After 10 days NO Note: 1. API access request form will be shared by SMT to Market. Suggested form attached at the end of this presentation. 2. SMT FTP/FTP Request forms must be come from ROR.

  15. ROR REQUEST FORM FOR Vendor API & FTP Access

  16. Pre-Requisites from RORs / New Entities • API Access – Certification Authority (CA) signed security certificate – ROR to create a non-admin portal user under them • FTP Access – Certification Authority (CA) signed security certificate – ROR to share their PGP decryption key to new entity – SMT will restrict DELETE permissions on FTPS server, this may cause a few ROR’s FTPS scripts to fail/throw errors if they try to delete files after downloading. Those scripts need to be modified to avoid such errors.

  17. FTPS Access - Multiple DUNS Scenario The access can be restricted at DUNS/folder level and content level. e.g. If a ROR want its partner to have access to only a subset of folders or only for specific type of content (i.e. interval usage LSE, adhoc reports, enrollment reports etc.) it can be provisioned accordingly.

  18. Update on SMT’s 3rd Party Access System Development

  19. Project Schedule 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 2014 2013 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Third-Party Design AMIT / SMT DO Security Validation Third-Party Security Independent Review SMT Design Assessment Security Validation Third-Party Customer Experience Review Additional Solution Requirements SMT Customer Experience Changes Third-Party Technical Design & Development Third-Party Volunteer Testers Technical Integration Sessions and Testing Third-Party Market Integration / Instruction Webinars Legend Third-Party Solution SIT and UAT Testing Future Task In Process Completed Third-Party Implementation

  20. SMTDO – Third Party Updates SMTDO Webinar Schedule May 23rd – 10:00 – 11:00 a.m. June 20th – 10:00 – 11:00 a.m.

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