8/22/2006TPTF

MIS Update

Kate Horne Pat Harris

TPTF8/22/2006

Agenda

• Review proposed site map• Discuss role of MIS task force• Obtain clarification on 12.3 (d)

TPTF8/22/2006

My MIS

Only entities with access to secure or certified information may access the MIS.

The MIS, however, will contain links to all information – public, secure and certified – specified in the protocols.

TPTF8/22/2006

Reports and Extracts

Landing page for Reports and Extracts displays user-defined reports

Left navigation displays protocol sections – clicking a section expands the menu to display subsections

TPTF8/22/2006

Reports and Extracts

Clicking a subsection displays all reports and extracts available for this role/company (secure and certified)

Users can select reports to display on My Reports or My MIS page

Or, click the report name to view or download.

TPTF8/22/2006

Reports and Extracts

This is an example of a daily report that may be viewed as a web page, downloaded or requested via web service.

Older reports may be accessed by clicking Archives.

TPTF8/22/2006

Notices and Alerts

Notices and alerts are displayed in a similar way to Reports.

The landing page displays user-defined notices.

Notices may be marked as read and deleted from this view.

TPTF8/22/2006

Notices

The left menu allows users to navigate to a protocol section and view notices available to their role/company.

Users can select notices to display on My Notices or My MIS page.

Clicking on the notice name will display actual notices.

TPTF8/22/2006

MIS web portal TPTF Task Force

• Objectives – THANKS for your help!

• MIS portal Objectives – High Level Scope

• Organization – who’s on the team?

• Next Steps – Deliverables, Task Force participation and review points

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

TPTF8/22/2006

MIS portal TPTF Task Force - Objectives

• Participate

– Help develop Use Cases, Testing scenarios, other deliverables

– Assist in the review process by sharing with and gathering input from the larger market participant community

• Clarify

– Be there to answer our questions around Protocol intent, portal functionality, and content presentation.

• Review / Approve

– As deliverables are produced, help us ensure quality by reviewing and certifying correctness

• Be the Voice of our Customer!

TPTF8/22/2006

MIS portal – Project Objectives (scope)

Configurable ‘MyPage’, for content access according to user preferences.

Authentication System that enables levels of access to data/applications by role

Single sign on capability, passing credentials through to applications as they are loaded

Categorization of data as PUBLIC, SECURE, and CERTIFIED.

Dynamic-update area, where data such as temperature, load requirements and forecasts, and system information may be captured either automatically or posted manually by ERCOT.

A content area, where data such as Engineering Studies, monthly reports, policies and procedures, special forms, etc. can be posted and accessed.

A dashboard style application for display of Market Participant specific information. (NOTE: this is an optional add-in, a nice-to-have)

A messaging system for posting notifications and requests.

Authenticated access to applications (a launch pad) as described in the Protocols.

Search engine and query tools

TPTF8/22/2006

MIS portal team – Who? Includes the Task Force

Kathy HagerProgram Director

Pat HarrisMIS Web Portal

Project manager

Nancy BenderAdministration

Shawn CatoeTechnical Architect

Brett EconomidesProject Controller

Revis TaylorBusiness Analyst

Kate HorneUI / Content Design

Jane CatesTechnical Writer

Belaji KrishnaswamyTech Architect

MIS / TPTF

Task Force

TPTF8/22/2006

MIS portal plan – next steps

P

Protocols -- translated into Requirements, formally documented

Requirements -- break down into Use Cases, and then into Test Scenarios

Use Cases

Test Cases

Site Map

UserRoles

Wire-frames

Proto-type

Security Review

Site map becomes screen flow -- wireframes are detailed screen designs

DesignDocument

Mar ‘07Security and authentication are defined, audited

TPTF8/22/2006

Protocol Clarification

12.3 (d)

At the request of an Eligible Transmission Service Customer, ERCOT shall provide the methodology and data to independently reproduce information contained in the MIS related to the operation of the ERCOT market.