eds 1 early delivery systems eds 1 update jonathan pulcini - project manager august 13, 2007

EDS 1Early Delivery Systems

EDS 1 Update Jonathan Pulcini - Project ManagerAugust 13, 2007

2EDS 1 – Release 2August 2007

EDS 1 – Early Delivery Systems

Point to Point Verification Testing• PtP Testing Update• PtP Issue Resolution Process

– Short Term (for EDS 1)– Long Term (beyond EDS 1)

• PtP Issues Report• EDS 1 Testing Deliverables• EDS 1 Testing Metrics• Ongoing Process• Remaining Schedule• Questions


EDS 1 – PtP Testing Update

Points Tested 46,802 of 68,476

68 % Complete

Points Remaining 21,665 32 % Remaining

MPs Tested 20 of 39 51 % Complete

QSEs Tested 13 of 23 56 % Complete

TSPs Tested 7 of 16 43 % Complete

Remaining Points for Aug 12,908 18 % Remaining

Remaining Points for Sept 8,755 12 % Remaining

Projected Completion for Aug

59,710 pts(29 of 39 MPs)

87 % Complete(74 % MPs Tested)

Projected Completion for Sept

67,873 pts(38 of 39 MPs)

99 % Complete(remaining 1 % will be tested in early Oct)


EDS 1 – PtP Testing Update

• Currently, the error rate is at 4 % for PtP testing.• All issues represent an mix of both ERCOT and MP issues.• Errors consist of both modeling and telemetry type errors

encountered during PtP testing.• Errors are prioritized, categorized, and assigned to either the

modeling team or telemetry teams to address as issues in a issues database.

• For Non-Field Telemetered point Quality Code errors (category E-NFT) , ERCOT will re-verify selected points of various device types with each MP (up to 10 %) once the ERCOT EMS upgrade is available in Sept.

• ERCOT is working with the vendor to deliver a fix for the E-NFT category errors by mid Sept.

• ERCOT is targeting to resolve all issues for a rate of 3 % or less for each MP by the end of Release 2 (Sept. 30th).


EDS 1 – PtP Issue Resolution Process (Short Term)

1. Each issue is entered into an issue database in a Pending status.

2. MPs are provided with an issue list after their PtP testing is completed.

3. Each issue is Assigned to ERCOT and/or the MP and categorized as a Modeling or Telemetry issue type.

4. Each issue is investigated and resolved accordingly; some issues can require a Service Request be submitted by the MP to complete.

5. Each issue is re-tested to ensure correction was made before it is migrated to Production.

6. Once an issue has been resolved, tested, and migrated to Production, it is Closed.

7. The MP is provided an updated Issue List on a periodic basis to continue to address remaining issues.


EDS 1 – Issue Resolution Process (Long Term)

SCADA / NOM Data Issues Management– Definition

• Nodal EMS will provide tools to measure SCADA and SE performance• Performance measurements are based on Telemetry and SE Standards• SCADA not performing to standards will be:

– reported using ERCOT Enterprise Data Warehouse functionality– available to ERCOT and to the responsible MP via the MIS portal– resolved jointly between ERCOT Operations Support and the MPs

– Conclusion• Operations Support will need a Data Issues Management Tool

– Short term to resolve p2p issues– Long term to resolve on-going performance issues

p2pICCP

MPsIssue Mgmt

EMS

ERCOT

EDW


EDS 1 – Issue Resolution Process (Long Term)

SCADA / NOM Data Issues ManagementBasic Tool Requirements

• SCADA / NOM issues creation– import issues from EDW or other sources (current PtP issue DB)

• Manage a list of ERCOT and MP contacts with contact information• Notify ERCOT and MPs when issues are Assigned, Updated,

Closed• Manage and track issues

– Pending (new issue)– Assigned (to MP and/or ERCOT)– To Implement (Service Request created and linked)– Closed (issue resolved, verified and closed)

• Include a Web-based thin client• Include Reporting and Trend Analysis• Provide Secure access

– ERCOT has access to all issues– MPs can access only their assigned issues


EDS 1 – Testing Issues Report

Total PtP Issues 12,877 10,133 are E-NFT QC issues.2,744 are all other types of issues.

Modeling 267 2 % of total issues

Telemetry 12,610 98 % of total issues

ERCOT 10,532 81 % of total issues

MP 2,345 18 % of total issues

Open 12,359 95 % of total issues

Closed 518 4 % of total issues complete.18 % of all other types of issues complete (not including E-NFT).


EDS 1 – Testing Issues Report

Status Type Issue Count Description

Pending 377 Issues have been entered into the tracking DB; waiting to be assigned

Assigned 11,95010,133 (E-NFT)

Issues have been assigned to ERCOT or the MP to resolve.

In Progress 9 Issues are being worked on by the modeling or telemetry teams.

To Test 20 Issues are awaiting testing.To Implement 3 Issues have been addressed and are

awaiting migration to Production.Closed 518 Issues have been resolved and

tested in Production.TOTAL 12,877


EDS 1 – Testing Deliverables

# Artifact Initiator Distribution1 EDS 1 Alarm Processing Requirements ERCOT Public

2 Service Request Process and Procedure ERCOT Public

3 ICCP Service Request – Initial Request MP ERCOT Internal

4 ICCP Service Request - Initial Approval ERCOT MP Specific

5 ICCP Database ERCOT ERCOT Internal

6 EDS 1 PtP Testing Results Database ERCOT ERCOT Internal

7 Completed PtP Station Checklists ERCOT MP Specific

8 EDS 1 Results Dashboard (provided weekly)

ERCOT Public

9 PtP Issue List (Summary and Detail) ERCOT MP Specific

10 ICCP Service Request – Updates MP ERCOT Internal

11 ICCP Service Request - Update Approval ERCOT MP Specific

12 EDS 1 SharePoint Site for Documentation ERCOT ERCOT Internal


EDS 1 – Early Delivery Systems

Early Delivery Systems 1 – Process and Artifact OverviewER

CO

T O

pera

tions

Mar

ket

Part

icip

ants

ERC

OT

ICC

P Su

ppor

tED

S 1

Summary Results

Dashboard

* Beta Results* Alarm Results* ICCP Results* PtP Schedule* PtP Metrics* PtP Results

* Request # * Description

Service Request

ICCP Points

ICCP Database

Initial Load

SharePoint

PtP Checklist

PtP Checklist

PtP Completed

x

PtP Completed

x

noda

l.erc

ot.

com

Service Request Approval

Managed

Failed Point Procedure

Managed

* Request # * Description

Service Request

ICCP Points

PtP Issues

Resolve PtP Issues

Analysis

ICCP Database

Update

Service Request Approval

Managed

3

4 6

7

8

9

10

11

Service Request

Procedure

2

5

Requirements and Process

Alarm Process

Alarm Configuration

and Test

Verification

1


EDS 1 – Readiness Metrics

For a MP to be considered ready and marked as such inthe Readiness Metrics for EDS 1, they must have thefollowing completed by the end of Release 2:

1. PtP Testing has been completed.• Complete Telemetry check and topology review.

2. Failover testing has been completed.• Complete association failover test – ICCP link failover.• Complete disaster recovery test – physical failover.

3. Resolve all issues down to 3 % or less for modeling and telemetry for each MP.• Address all priority modeling and telemetry issues.• Includes re-test of selected points categorized as E-NFT

quality code issues (up to 10 %).


EDS 1 – Ongoing Process

• What will the new process be for telemetry checking beyond EDS 1?

• The PtP process established and used for telemetry checking in EDS 1 will be used for all new construction or changes being submitted by a MP in the future.

• Each new substation or generation resource will not only include a modeling check but also a PtP telemetry checkout to ensure accuracy and reliability.

• Telemetry check will be scheduled as part of a checklist to energize a new station/resource.

• Any issues encountered will be logged in current issues DB and resolved by following the existing processes.


EDS 1 – Remaining Schedule

• Complete testing of 99% all remaining points by Sept 30th; 100% by early Oct.

• Log all issues and address them accordingly with each MP through the current issue assignment and resolution process.

• Complete internal alarm processing and testing.• Complete site failover testing by Sept. 30th for each

MP; includes both ICCP association failover (primary to secondary link) and server disaster recovery testing.

• Verify with each MP that issues have been resolved to 3 % or less by Sept. 30th.


Questions?

• Testing

• Issue Resolution Process

• Deliverables

• Metrics

• Schedule

eds 1 early delivery systems eds 1 update jonathan pulcini - project manager august 13, 2007

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