Extended Connectivity Test Overview May 16 th, 2013.

Extended Connectivity Test Overview

May 16th, 2013

Agenda

• Overview of Market Trials Connectivity Test

• Scope of Market Trials Connectivity Test

• Connectivity Test Preparation

• Connectivity Test Execution

• Market Trials Connectivity Test Key Dates

• Communications Plan

• Connectivity Testing Useful Documentation

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OVERVIEW OF MARKET TRIALS CONNECTIVITY TEST

Section 1.0

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Market Trials Timeline

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• Market Trials is intended to validate that SPP and Participant systems, processes, and staff are able to operate in alignment with Integrated Marketplace Protocols.

• Market Trials serves as the Participant Integration Test Stage utilizing the following Participant test sub-stages:

Objectives of Connectivity Test

• Verification of technical connectivity between SPP and Participants including digital certificates, XML listeners, and firewall access

• Exercise the programmatic interfaces between SPP and the Market Participant as part of functional operations

• Verification of Participant access to the participant user interfaces for SPP systems (the Marketplace Portal and the homepage for each Production UI).

• Successful completion of Connectivity Testing provides a measure of both SPP and Participant readiness for the Structured Test Sub-Stage of Market Trials

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SCOPE OF MARKET TRIALS CONNECTIVITY TEST

Section 2.0

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Components in Scope• Certificates

• Marketplace Portal

• Day-Ahead / Real-Time Markets

• TCR (i-HEDGE) System

• Settlements

• Outage Scheduler (CROW)

• OATI applications– webTrans

– Ramp Reservation System (RRS)

– RTO Scheduling System (RTOSS)

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Components Out of Scope• Energy Management System (EMS)

– ICCP

– Replicated Data Server (RD Server)

• Model Change Submission Tool (MCST)

• OATI Applications– OASIS

– Reserve Sharing System (RSS)

– e-Tag

• OPS1

• Transmission Settlements

• Request Management System (RMS)

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CONNECTIVITY TEST PREPARATIONSection 3.0

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Connectivity Test Preparation Timeframe & Details

• Connectivity Test Preparation occurs over 4 weeks from May 6th – May 31st.

• During this timeframe Market Participants prepare for Connectivity Test through the following activities:– Complete the Connectivity Test Checklist

– Initiate Local Security Administrator (LSA) and User/Application Certificate Setup.

– Exchange Notification Certificates and Market Participant Listener URLs with SPP (if applicable)

– Request Access to OATI WebTrans and CROW (if applicable)

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Complete the Connectivity Test Checklist

• Allows SPP to understand each Market Participants intentions for the Integrated Marketplace and therefore how each company should be tested. – Systems Access

– Access Method

• Once populated the checklist will identify each Market Participants Test Execution Plan.

• Before May 31st, please submit to SPP via the Request Management System (RMS)

• Checklists templates are available on SPP.org12

Initiate LSA and User Role Configuration• LSAs are to configure their user’s roles for the

Integrated Marketplace via the Integrated Marketplace Portal

LSA User Role Job Aid

Portal Application User Role Reference Guide

• LSA & User Role Setup Lessons Learned– Strongly encouraged to work with your LSA as soon as

possible to establish user roles.

– Establish the roles for those users that will be performing the Connectivity Testing first.

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Initiate LSA and User Role Configuration• LSA & User Role Setup Recommendations

– Markets Systems Financial Only Players

– Virtual Bid/Offer Read-Write– Markets Read-Only (optional)– Transaction Log Read-Only (optional)

– Settlements System Financial Only Players

– Avoid Meter Agent Roles

– iHEDGE System (TCR) Read/Read-Write Only

– Direct further questions to SPPs Request Management System (RMS)

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Exchange Notification Certificates and Market Participant Listener URLs• Markets Notifications (if applicable)

Provide the following URLs to your Notify Services via RMS before May 31st.

• Settlements Notifications (if applicable)– URL registration is done via the Settlements User Interface and will be completed during

test execution.

• Server Certificates (if applicable)– Attach your server certificate in a RMS ticket in the following format

.p7b is the preferred format.

OR .cer is acceptable as long as it is the root certificate15

Service URL

Energy Notify Service Insert Energy Notification Service URL

Market Notify Service Insert Market Notify Service URL

Reserve Notify Service Insert Reserve Notify Service URL

Transaction Notify Service Insert Transaction Notify Service URL

Request Access to OATI WebTrans and CROW

•OATI WebTrans/RRS/RTOSS (if Applicable)

– Request access via RMS before May 31st. Please use the ‘Marketplace Market Systems’ Quick Pick

•CROW (if applicable)

– Complete the Crow Access Request Form before May 31st. Submit completed form to [email protected]

– Details surrounding user roles can be found within the CROW Web GUI Tutorial.

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CONNECTIVITY TEST EXECUTIONSection 4.0

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Connectivity Test Execution Timeframe & Logistics• Timeframe:

– Connectivity Test Execution occurs over 4 weeks from June 3rd – June 28th.

• Logistics: – Tests executed are determined by what tests are deemed applicable by the MP in

their Connectivity Test Checklist

– Market Participants will be assigned a week during the test execution timeframe to perform their testing. Weekly test execution assignments will be provided on May 20th.

– Tests are performed independently during the assigned week- no appointment needed.

– Test results will be communicated within the Connectivity Test Checklist and submitted via RMS by the end of each MPs Test Execution week

– Issues with test execution will be handled via RMS. SPP Test Appointments will be provided only on an as needed based.

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MARKET TRIALS CONNECTIVITY TEST KEY DATES

Section 5.0

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Key Dates For New Market Participants

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Activity Begin End

Return Connectivity Test Checklist

May 6th, 2013 May 31st, 2013

LSA & User Role Setup Complete

May 6th, 2013 May 31st, 2013

Connectivity Test Execution Week #1

June 3rd, 2013 June 7th, 2013

Connectivity Test Execution Week #2

June 10th, 2013 June 14th, 2013

Connectivity Test Execution Week #3

June 17th, 2013 June 21st, 2013

Connectivity Test Execution Week #4

June 24th, 2013 June 28th, 2013

COMMUNICATION PLANSection 6.0

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Communications Plan• Connectivity Test Inquiries: Please use the Request

Management System (RMS) and select the ‘Market Trials - Data Exchange Certification’ Quick Pick for all Connectivity Testing inquiries

• Customer Relations & General Inquiries: Please use tha appropriate RMS Quick Pick, email [email protected] or contact your Customer Relations Representative

• Email Distribution: SPP will distribute information related to Connectivity Testing through the Market Trials Liaison distribution list and RMS.

• Bi-weekly Conference Calls– Next Occurrence: May 17th, 2013.

– Connectivity Testing updates will be provided every two weeks thereafter

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CONNECTIVITY TESTING USEFUL DOCUMENTATION

Section 7.0

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Connectivity Testing Useful Documentation• Connectivity Testing Market Trials Folder:

– All pertinent information related to Connectivity Testing can be found here.

• Connectivity Test Checklists– Copy of the previous provided Connectivity Test Checklist.

• Portal Application User Role Reference Guide– Provides details behind the various user roles of the Integrated marketplace

Systems

• Connectivity Test Instructions – Provides step-by-step instructions on how to perform all API test cases that

could be tested during the Connectivity Test Phase.

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Connectivity Testing Useful Documentation

• Market Trials Connectivity Dashboard – Web-based tool that serves as primary source for accessing MPs' progress

against Connectivity Test metrics.

• Market Trials Known Issues Log– Provides details on issues as they impact the Market Trials.

– Known issues impacting Connectivity Testing will have a Market Trials Sub-Stage of ‘Market Trials – Data Exchange Certification’

• Release Scorecard - Connectivity Test– Provides the current functioning status of each test case on the Connectivity

Test Checklist.

• Marketplace Change Tracker– Provides details surrounding any changes made to WSDLs/XSDs that impact

Market Participants25

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