MarkeTrak Upgrade Discussion Dave Pagliai Manager, IT Support Services July 2015 ERCOT Public.

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Presentation transcript:

MarkeTrak Upgrade Discussion Dave Pagliai Manager, IT Support Services July 2015 ERCOT Public

2 July 2015 MarkeTrak Upgrade Discussion Questions from May RMS:  What are the currently running version and the latest release of Serena Business Manager?  What is the support roadmap of the currently running version?  What percentage of Serena’s customers are on the currently running version?  What are the features of the new version? Additional questions from MTTF:  Vendor detailed update  Is system at risk if not updated to latest version?  Impacts of new functionality to the market; what would upgrade of functionality entail?  ERCOT recommendation if market should move/not move to the latest Serena version

3 ERCOT PublicJuly 2015 MarkeTrak Upgrade Discussion  What are the currently running version and the latest release? ERCOT SBM version “2009 R4.03” – First Announced – 28-Jan-2011 – Current version – 5 major releases behind – 9 major / minor releases behind – Direct upgrade path  What is the support roadmap of the currently running version? 2009 R4 – No EOL / EOS announced  What percentage of Serena’s customers are on the currently running version? (2009 R4.03) Approx. 5%

4 ERCOT PublicJuly 2015 MarkeTrak Upgrade Discussion  What are the features of the new version? (SBM ) Serena Work Center Improvements User Preferences for Groups New SBM Application Repository User Interface Administrative Control of Application Groups for Serena Work Center Multi-Language Support for Design Objects Form Extensions View Status of Notifications Global Process App Roles Smart Card Authentication with SBM Composer SBM AppScript Changes

5 ERCOT PublicJuly 2015 MarkeTrak Upgrade Discussion  Is system at risk if not updated to latest version? No  Impacts of new functionality to the market; what would upgrade of functionality entail? Detailed analysis required to determine impacts to user base  ERCOT recommendation if market should move/not move to the latest Serena version Options:  Stay with current version/implementation Revisit upgrade discussion in 6-12 months  Pure version upgrade of Serena Business Manager, no enhancements Implement enhancements as a separate effort from version upgrade

6 ERCOT PublicJuly 2015 MarkeTrak Upgrade Discussion Additional Comments after discussions with Serena  New version of SBM provides improved API support, but would still require custom code  Serena reviewed ERCOT’s support case history and did not find any common trends, and determined there were no issues reported that would be solved with an upgrade

7 ERCOT PublicJuly 2015 MarkeTrak Upgrade Discussion  Questions?  Next steps?