MIS Update

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MIS Update

• Kate Horne
• Pat Harris

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Agenda

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

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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.
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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
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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.
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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.
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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.
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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.
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MIS web portal TPTF Task Force

• Objectives THANKS for your help!
• MIS portal Objectives High Level Scope
• Organization whos 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.
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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!

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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
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MIS portal team Who? Includes the Task Force
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MIS portal plan next steps
Test Cases
P
Use Cases
Design Document
Requirements -- break down into Use Cases, and
then into Test Scenarios
Protocols -- translated into Requirements,
formally documented
Site Map
Wire- frames
Site map becomes screen flow --
wireframes are detailed screen designs
Proto- type
User Roles
Security Review
Mar 07
Security and authentication are defined, audited
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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.