SMART METERTEXAS

Status Update

And

FTPS Technical Integration Details

February 25, 2010

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• Release 1 Status Update

• Smart Meter Texas Activity Since February 1, 2010 Go Live

• New one on one REP SMT FTPS Integration Process

• Upcoming Events Information

• Questions and Responses

• Open Floor Discussion and Additional Questions

• FTPS Specific Integration Technical Questions

IBM Confidential

AGENDA

3

Smart Meter Texas Release1 Status UpdateNotice to Market February 22, 2010

As previously stated, on Monday, February 1, 2010, the soft launch of Smart Meter Texas (SMT) delivered integration with the TDSP’s, including retrieval and processing of LSE 15-minute interval data from the FTPS site and access to APIs for AdHoc usage information and HAN functionality. The SMT team is currently holding work sessions for set up on FTPS interval data (this is the raw data held in the data repository) and API integration (for machine-to-machine provisioning of HAN devices). These sessions are being provided to the REPs on a first-come first-serve basis. An announcement, with greater detail, can be found at http://www.puc.state.tx.us/electric/projects/34610/34610.cfm   The “Tiger Team” has concluded its assessment and has determined the following rollout plan.   In March, the SMT will be fully available for its public, but without Registration or User Management for the REP community. This piece is expected to be available in May. As an interim solution, the SMT Host/Help Desk will coordinate the registration process for REP administrators and REP users on behalf of any REP who is ready to set up their access.

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Smart Meter Texas Release1 Status UpdateNotice to Market February 22, 2010

The SMT TDSP consortium has been assured that this functionality will be available in March:   Residential and non-residential customers (NRC) users can:

• Self register • View their energy usage and graphs • View a list of active HAN devices

 ·   REPs / TDSPs can:

• View ESIIDs, meters, usage, graphs, HAN devices and request ad hoc usage• Provision and de-provision HAN devices• REP Admin and TDSP Admin will have HAN rights• SMT Host (Help Desk) authenticates, registers, and manages Admins and Users

 ·   Initial Limitations:

• Max users in an entity cannot exceed 25• NRC limited to one Admin/user via self-registration.  • On exception basis, additional NRC users can be added by SMT Host• SMT Host manages registration, user management, and profile updates for REPs and TDSPs

 In March, we will provide a Go Live update which will include further instructions on how you can initiate your registration.

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Smart Meter Texas Release1 Status UpdateActivity Since February 1

• 710,000+ AMS meters are stored in the SMT data repository and are

actively loading LSE data from the TDSPs since January 29, 2010

• 30+ REPS have requested the FTPS and API specification documents

and are investigating integration with Smart Meter Texas

• Activity surrounding FTPS integration is increasing in momentum with

REP interest and questions to the SMT team

• Due to FTPS integration interest and learning from current process,

SMT is introducing a new one-on-one REP FTPS integration process

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Smart Meter Texas Release1 Status UpdateActivity Since February 1

• Available data statistics from SMT Production Data Repository as of 2/22/2010

Oncor CNP

Premises: Count of active ESIIDs 625,384 138,664

Meters: Count of active meters associated

with premises613,029 138,631

REP of Records: Count of active ROR records 629,344 132,600

Daily & Interval Data: Distinct ESIID count Date range for the usage data

636,346(12/26/09-02/22/10)

138,704(11/23/09-02/22/10)

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Smart Meter Texas Release1 Status UpdateActivity Since February 1

• Number of AMI meters with interval & daily register reads processed per day (combined Oncor & CNP)

Daily Interval Data

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

CNP

Oncor

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• Learned from existing process Two one hour sessions are not needed for FTPS integration discussion

More one on one short interfaces for Q and A are needed

Can be more responsive through scheduling one-on-one emails, calls, and interface sessions

Will increase number of REPs FTPS integration per week

• Designed new one-on-one process No longer sign up for group work sessions

Contact Jenina for insertion into process flow

Provide Jenina with requested information jenina.smith@solutionscubegroup.com

SMT FTPS integration process central point of contact that will work with you will be Brett Simon brett.c.simon@us.ibm.com

Will receive one-on-one assistance, emails, calls, Q and A and private FTPS integration session scheduling to meet your personal schedule

• Implemented new process as of today

IBM Confidential

New REP one on one FTPS Integration Process

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IBM Confidential

New REP one on one FTPS Integration Process

REPTechnicalContact

REP contacts Jenina Smith (jenina.smith@solutionscubegroup.com)

to request ftps server access

Jenina validates REP contact,

provides contact info, certs, and

PGP key to SMT

Contact InfoSSL CertificatePGP public key

REPTechnicalContact

SMT Service Coordinator calls REP Tech Contact and schedules technical

turn-up call

SMT Tech Contact Creates Account, Loads PGP key, REP cert and

dummy data to ftps server

Technical Turn Up Call to Establish and

Troubleshoot Connectivity

SMT Technical Contact Conveys URL, SMT Cert, Account, and Password

to REP Tech Contact

Account Info,SMT SSL Certificate

SMT URL

Personalized REP FTPS Integration Process

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• February 25th release of new one on one REP FTPS Integration Process

• February 23rd 2-4PM and February 25th 10-noon API Integration WebEx Work Sessions – 3 REPs Signed Up

• March 2nd 2-4PM and March 4th 10-noon API Integration WebEx

Work Sessions – 3 REPs Signed Up

• March 4th 8:30 AM SMT Status

• March 11th 8:30 AM SMT Status

IBM Confidential

Up Coming Events

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• Describe the current SMT process regarding customer / REP access to SMT data when there is a move-in or move-out. Include timeline and describe which EDI transactions trigger an action in SMT. When does the customer lose access and when does the REP lose access? When does the new REP of Record and new customer get access?

The development of business process flows to support the answer to this and other questions concerning process and timing etc are being developed as part of task 197 and will be available to the market shortly.

IBM Confidential

Questions and Responses

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• Can the TDSPs share some data that shows a percent of intervals complete and register reads complete with actual data in the 10 days following the operating day?

At present, each of the TDSPs are providing to the Smart Meter Texas portal interval usage information in the LSE format.  The LSE file contains a denotation which defines whether the information is actual or estimated, and can be used to calculate the requested percentages.  It should be recognized that the overall percentages will vary over the next couple of years until the deployment processes have been completed and AMI environment matures.

IBM Confidential

Questions and Responses

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Discussion and Questions Open Forum

IBM Confidential

Open Floor

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SMART METERTEXAS

REP FTPS Technical Integration Details

February 25, 2010

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SMT FTPS File Naming Convention

FTPS Folder and File Naming Convention:

Here’s the LSE file naming convention and link to MARS documents

 http://www.ercot.com/committees/board/tac/rms/marstf/

• FTP server contains two folders on each REP FTPS Sites # 1 for posting the Daily LSE files received from the TDSPs # 2 for posting the usage response files generated for the Ad Hoc usage requests

received from the REP users via SMT Portal or API call.• #1 Folder Name – “intervaldata” Contains the LSE files SMT received from the

TDSPs .

Example file: 957877905IntervalData20100122123001980.lse.002.799530915• #2 Folder Name – “adhocusage" Contains the SMT generated CSV/LSE files for

the adhoc usage requests

Example files:

IntervalMeterUsagecfd024ab76ee195c3c326fe9.CSV.8286294561000

IntervalMeterUsagecfd024ab76ee195c3c326fe9.lse.8286294561000

DailyMeterUsage00122c501ff160ca73ad74a7.CSV.799530915

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SMT Technical Information required from REPs*

Usage Download Technical Setup Overview

* Completing this setup will allow REPs to retrieve their daily usage files via ftps.

Register on Portal

Obtain ftps Client Security

Certificate(from Verisign)

Provide Public PGP Key

to SMT(self signed)

Obtain Credentials

And Addresses For SMT Staging

Env.

CoordinateDownload

Testing With SMT

Testing

Obtain ftps Client Security

Certificate(from Verisign)

Provide Public PGP Key

to SMT(self signed)

Obtain Credentials

And Addresses For SMT

Production

ExerciseProduction

Usage Downloads

Production

Allo

w 1-2

we

ek

s

Register on Portal

Obtain ftps Client Security

Certificate(self signed)

Provide Public PGP Key

to SMT(self signed)

Obtain Credentials

And Addresses For SMT Staging

Env.

CoordinateDownload

Testing With SMT

Testing

Obtain ftps Client Security

Certificate(CA signed)

Provide Public PGP Key

to SMT(self signed)

Obtain Credentials

And Addresses For SMT

Production

ExerciseProduction

Usage Downloads

Production

Allo

w 1-2

we

ek

s

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SMT Technical Information required from REPs

REP instruction:1) Select an FTPS-capable client2) Obtain REP FTP user ID and password from SMT Operations

Obtain and install FTPS Client certificate from VeriSign, per FTPS-client instructions. [FTPS-specific]

3) Generate PGP key pair4) Provide PGP public key and REP SSL public certificate to SMT

host administrators5) Configure client if applicable with FTP user ID for SMT login 6) Obtain SMT server address and configure client for connection

setup7) Access FTPS server – enter FTP User ID and password to

authenticate, to start. The FTPS client will then use the certificate with the FTPS server to establish an encrypted SSL session.

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SMT (M1) FTPS Interface Overview

Smart Meter Texasftps Serverftp.smartmetertexas.biz(staging URL TBD)

REP AHome Directory

REP BHome Directory

REP CHome Directory

Smart MeterTexas

RegisteredIdentities

SMT server CA-signed

SSL certificate

REP ftp client CA-signed

SSL certificate

Cer

tific

ate

Exch

ange

SecureChannel

PGP-encryptedFiles

Username &

Password

Authorization and home directory login

ftpscommands

AuthRequest

get

PGP-encryptedFiles

REP ftps client

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Example ftps Client Configuration (Core FTP LE)

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Example ftps Connection (Core FTP LE)

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Thank You For The Opportunity To Discuss

SMART METERTEXAS