Nodal MIS portal project Conceptual System Design APPROVAL January 10, 2007 ERCOT Public

Lead from the Front 1/16/2016 Review Session Agenda Summary of Comments on the CSD Disposition Spreadsheet Approval to Proceed Next Steps –Content Inventory –Prototype 1 Current Design Approach –ERCOT.com / TML / MIS –Public / Secure / Certified data

Lead from the Front 1/16/2016 Summary of Comments on the CSD Want More Detail! Did not understand ERCOT.com / TML direction Questions about My Page Specifics on Deliverables

Lead from the Front 1/16/2016 Review of Spreadsheet

Lead from the Front 1/16/2016 Next Steps: Content Inventory Examples  Late Fee Invoices  Adjustments  Dispute Reports  Settlement Statements Nodal Project, Category, FR# Section #, Section Name, Summary Posting Requirement Comments Name of Link Security Level Audience Archive Archive Threshold Archive View or Download Asset-specific Perf. Requirement Need on Dashboard Web Service Source System Content Owner Readiness Count Update Frequency Display Format Printer Friendly Download Format Serving System Identification Requirements Constraints Decisions

Next Steps: Prototype 1, due February 12 Wireframes (portlet and page) –Simple black-and-white drawings Paper Prototype, will include –2 home/MyPage wireframes –Interior/landing page wireframes –Sample portlets to indicate content and functionality Test Strategy, Test Plan –Background processing and other specifics Working Proofs of Concept: –LDAP connectivity & synchronization of roles & users –Search (requires acquisition of Search tool, in process) –Personalization, and MyPage –Access ERCOT.com for public data –Role-based Access –Integration with Data Request Module –Integration with Report Explorer

Current Design Approach – ERCOT.com / TML / MIS ERCOT.com will continue to exist as ERCOT’s public website. It will contain: Public information also required by protocols to be posted on MIS Other public information ERCOT chooses to post on its public website First-time MIS users can access MIS from ERCOT.com, where the system will check for a digital certificate. (Users may also set a bookmark to MIS.)

Lead from the Front 1/16/2016 Current Design Approach – ERCOT.com / TML / MIS MIS will require a digital certificate to access. Users can navigate to all public, secure and certified information (accessible to their role/company) from this portal. The home page is customizable. All information required by nodal protocols plus sections 10, 11, 13, 14, 15, 18, 19, 20 and 21 from current protocols will be accessible from MIS. MIS will also be used to launch all market- facing applications.

Lead from the Front 1/16/2016 Current Design Approach – ERCOT.com / TML / MIS TML will be run in parallel with MIS until all applications, services and information can be tested in MIS. TML will gradually be decommissioned as access through MIS is thoroughly tested. ERCOT will offer training to help transition from TML to MIS.

Current Design Approach – Public information on MIS ERCOT needs the flexibility to update ERCOT.com in response to business need, and may not have time to effect a PRR. MIS is limited to only that information required by protocols, including links to PUBLIC data. ERCOT.com will continue to be separate from MIS MIS will require a Digital Certificate Public, Secure and Certified information will be grouped by subject area Public information will reside in one place, and be accessed thru MIS or ERCOT.com