PURPOSE / OBJECTIVE ___________________________________________ 2BACKGROUND ___________________________________________________ 2

kindlyminnowNetworking and Communications

Oct 26, 2013 (3 years and 5 months ago)

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PURPOSE / OBJECTIVE

________________________________
___________

2

BACKGROUND

________________________________
___________________

2

Definitions

________________________________
_____________________

3

Acronyms

________________________________
_____________________

10

WORKING GROUPS/PROCESS/ORGAN
IZATION

____________________

11

Projects and Strategies Working Group (PSWG)

____________________

11

Operations and Maintenance Working Group (OMWG)

______________

11

Registration, Access, and Administration Working Group
(RAAWG)

___

11

Security

________________________________
_______________________

11

SMART METER TEXAS

________________________________
__________

12

Overview

________________________________
______________________

12

4.1

Introduction and Change Control

____________________________

12

4.2

Securit
y and Identity Management

___________________________

12

HOME AREA NETWORK

________________________________
_________

14

CUSTOMER EDUCATION

________________________________
________

14

FUTURE DEVELOPMENT

________________________________
________

14

APPENDICES

________________________________
___________________

15

Market Participant FAQs on SMT website (date __________)

_______

Error!
Bookmark not defined.

Consumer FAQs on SMT website (date __________)

__

Error! Bookmark not
defined.


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PURPOSE
/ OBJECTIVE

The
AMS

Market Guide (RMG)
____________________.
In the even
t of a
conflict
between the RMG and
the ERCOT Protocols or
Public Utility Commission
of Texas (
PUCT) Substantive Rules, the ERCOT Protocols and PUCT Substantive
Rules take precedence over the RMG.


BACKGROUND

[How we got here/What we have accomplished]

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D
EFINITIONS AND ACRON
YMS


Definitions

[
When the initial version of the guide is finalized, terms should be
reviewed to ensure that any terms not used in the guide are deleted from the
definition section.]

3
rd

party

Any party that has registered on the TDSP

portal, other than the customer’s current
REP of Record or ERCOT or the Retail Customer

Admin

Someone who can assign different users access rights/permissions: add and delete
users; change role of users.

Aggregator

As defined in P.U.C. Subst. R. 25.5.

A
lert

A notification that an event has taken place (e.g. general, system, meter, etc.)

Advanced Metering System (
AMS
)

As defined in the ERCOT protocols.

AMS
Wide
-
Area Network (
WAN
)

N
etwork between the TDSPs, REPs and ERCOT.

Note: This definition needs to

be expanded / revised in context for the AMS
project.

Application Programming Interface
(
API
)

Interface
that allows one program to talk to another

Authenticated user

A u
ser who ha
s successfully
logged in
to SMT
with
a
UserID and password.

Broadcast Addre
ssing

A network address that allows information to be sent to all nodes on a network,
rather than to a specific network host/node. (e.g.
-

this is similar to a radio/tv
station


whoever has that channel turned on will hear it)

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Comma Separated Values (CSV)


A common file format in which the data is presented as a list of fields that are
separated by commas. CSV files are typically opened with an application or
spreadsheet software, such as MS
-
Excel.

Company Administrator

An employee or representative of a
Company that is assigned the role and
responsibility to manage (grant and revoke) permissions of Accounts having SMT
access to the SmartMeters associated with the Company.

Customer

As defined in the ERCOT protocols.


Customer Service

Service for retail cu
stomers

De
-
Provisioning

Process of terminating the HAN Device communication with the AMS network on
the THI.

De
-
Registering

Process of terminating the HAN Device’s enrollment in a REP program.

DUNS

number

As defined in the ERCOT protocols.


Electric Reli
ability Council of Texas
(ERCOT)

As defined in the ERCOT protocols.

Energy Services Interface
(
ESI
)

Provides security and, often, coordination functions that enable secure interactions
between relevant Home Area Network (HAN) Devices and the TDSP (Utilit
y) and
REP. Permits applications such as remote load control, monitoring and control of
distributed generation, in
-
home display of customer usage, reading of non
-
energy
meters, and integration with building management systems. Also provides
auditing/loggin
g functions that record transactions to and from HAN Devices

This may also be referred to, in national standards, as ESP (Energy Services Portal)

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Electric Service Identifier (
ESIID
)

As defined in the ERCOT protocols and P.U.C. Subst. R. 25.5.

Home Area N
etwork (HAN)

T
he network between the advanced meter and the home device as mentioned in
the AMS rules

Human Web Interface

Presentation layer of the portal accessed by human beings.

Interface
-
T

Machine to machine interface (e.g. API, etc.) between the data

warehouse and
authorized users.

Interface
-
Z

Transport of the TDSP data to the common data warehouse.

medium commercial classes

See TSK
-
001

LSE
{NOTE: used in protocols with a different meaning: Load Serving
Entity}

Standard file format used in the Texas

competitive electric market for interval data
files.

Message

Any information communicated between the HAN and the REP

Meter Group

A collection of meters within some pre
-
defined or assigned boundary, such as
reading cycle or zip code. (This could be a sele
ct group of meters. )

Multicast addressing

a network technology for the delivery of information to a group of destinations
simultaneously using the most efficient strategy to deliver the messages over each
link of the network only once, creating copies onl
y when the links to the multiple
destinations split. (e.g.


a conference call)

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Near Real Time

As frequently as each attribute of the meter can be provided, in accordance with
the delivery mechanism.

See TSK


156

Organizational Entity

An entity that could

have multiple users that have access to portal data and are
responsible for the security there of.

A centralized location that allows for a hierarchical structure or that you can
associate one or more user ids or ESIIDs to.

A virtual relationship between

related Admins and user ids. This is not a physical
role, identity and does not have permissions

Phase 2

AMIT Phase 2 started on January 31, 2010

Phase 3

When AMIT is turned over to the ERCOT stakeholder process.

Ping

An on demand request to determine
the network status of a meter or HAN device
(i.e. is a device active on the network)

Point In Time Selectivity

There is an insert time stamp and an update / delete time stamp, so you know the
birth and death of the record. You will know if a record exists
or not based on the
time stamp.

Similar to Push Down Stack

Point to Point

Generally refers to a connection restricted to two endpoints. The endpoints are
truly defined. (e.g.


A telephone call)

Poll

An on demand request for data from a meter or HAN devic
e

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Provisioning

Establishing a secure communication link between the ESI and a HAN device such
that communications to and from the HAN device can be delivered over the AMS
Network.

This encompasses commissioning, beaconing, discovery. Provisioning
on its o
wn does not provide any link or communication between the HAN Device
and the REP back office.

Push Down Stack

Once you write a piece of data to an interval, you write the date you wrote it. If
you change it, you don’t overwrite the data, you add another la
yer entry (row) for
the data with the new date. The oldest version of the data is on the bottom of the
stack.

Similar to Point in time selectivity

Range extender

An unsecured device whose function is to extend the broadcast range between two
secured dev
ices. Range extenders provide no logic functionality and are not
invested with connectivity details. Range extenders provide neutral signal
amplification between an ESI and HAN device(s) and will not occupy a HAN
device allocation slot provided by a util
ity ESI. A range extender provides an open
communication support.

Range repeater

A secured broadcast range extending device that participates in developing a
secured trust link between an ESI and a HAN device. A range repeater will
occupy a HAN device sl
ot provided by a utility ESI. A range repeater provides a
closed communication link between target HAN devices.

Reading

The register value on a meter at a point in time

Registration

Process of enrolling a HAN Device in a program in the REP CSS. Provision
ing is
a pre
-
condition of registering a HAN Device

RE
-
join

This is the process of provisioning a previously provisioned HAN device to a
replaced ESI at the same premise

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Release

A new subset of additional functionality and / or improvements to existing
func
tionality on the portal. A release is planned for and comes at a specific time.
M2 and M3 requirements will be implemented before we go into Phase 3.

Retail Electric Provider
(
REP
)

As defined in the ERCOT protocols and P.U.C. Subst. R. 25.5.


Retail Marke
t Functionality

These are the business processes and system processes around move ins and move
outs, switches and other market activities.

ROR

REP of record, which is the REP which is currently in the TDSP records as serving
the premise.

Security Question
and Answer

This is a predetermined list of user specific questions a user can select from and
provide an answer to in order to have the user id or a temporary password emailed
to you.

Note: this was previously referred to as a Hint.

Service Boundary

This i
s where the REP connects to the TDSP operated AMS (i.e. web portal,
TDSP HAN Interface).

small commercial classes

See TSK
-
001

Supplemental User

A friend or family member of the residential user who has been granted access by
the residential account holder
. The intent is for this user to be an individual and
not a business.

System Integrator

An entity, other than the TDSP, that is the developer and hosting agent for the
portal and services.

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TDSP HAN Interface (THI)

This is a service boundary that provides
security and, often, coordination functions
that enable secure interactions between the Home Area Network and the AMS. It
facilitates two way communications.

Technical / Solution Participant

These are the project participants that define the Solutions or a
gree that the
Solutions that are documented are appropriate to address the Business Needs
defined for the project.

Unauthenticated user

Users who have not yet logged in with their UserID and password.

Usage data

Calculated number of KWH, KVA, KW, KVAR, KV
ARH, PF consumed for a
given period of time as applicable to the ESIID/meter

ZigBee

Communication protocol used with HAN devices


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Acronyms

AMS

Advanced Metering Solutions

API

Application Program Interface

FAQ

Frequently asked questions

OPC

Office of Pu
blic Utility Coun
se
l

PUCT

Public Utility

Commission of Texas

REP

Retail Electric Provider

ROR

REP of Record

SMT

Smart Meter Texas

TDSP

Transmission and Distribution Service Provider



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WORKING GROUPS/PROCE
SS/ORGANIZATION

[This section to memorialize sco
pe and charter for each group.]

Projects and Strategies Working Group (PSWG)


Scope:


Charter:



Operations and Maintenance Working Group (OMWG)


Scope:


Charter:



Registration, Access, and Administration Working Group (RAAWG)


Scope:


Charter:



Security


Scope:


Charter:


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SMART METER TEXAS


Overview

[Text adapted from introductory FAQs on Smart Meter Texas.]


The Smart Meter Texas web site is sponsored by a consortium of electric
transmission and distribution service providers (TDSPs) doing business in

the state
of Texas. Registration is not required to keep electricity f
lowing or to use a Smart
Meter.
However, to access
a
customer’s detailed usage data and create usage
reports,
a Retail Electric Provider (REP)

mu
st register for an SMT account.
A
REP
must

also

be registered to retrieve the automatic files that

are posted daily for
each REP.
An end
-
use
customer
may
register and access
his or her
own Smart
Meters

regardless of whether the
REP
of Record
is registered.
Each REP
has
access to all Smart Met
ers for which
it is
the current REP of Record.
Residential
customers may access usage data for their own meters.

Smart Meters are
associated with Business accounts by Administrators designated by the business
.




4.1

Introduction and Change Control

[Samp
le adaption of business requirements into market guide format.]

(1)

Introduction and introduce SMT acronym and cite Commission’s authority

(2)

In addition to the requirements in this guide, requirements in this section will
be released on the TDSPs’ SMT Re
lease Schedule.


(a)

The SMT Release Schedule shall be posted on the ERCOT public
website or on SMT.


(b)

The TDSPs participating in SMT shall maintain and control the SMT
Release Schedule.

4.2

Security and Identity Management


(1)

SMT must provide for ind
ividual user security authentication, and only
allow users to view and edit data based on that user’s security role and that user’s
access to specific ESI
-
IDS and meters.


(a)

The SMT shall authenticate users during and after the user registration
process

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(1)

During the registration process, a user shall be required
to respond to a confirmation email, sent to the user’s e
-
mail address they are registering with, to validate the
email address is correct before allowing them to continue
the registration proce
ss.

(2)

During the registration process, a user shall be assigned a
temporary password that the user shall be required to
change after the first log
-
in with the temporary password.

(3)

During the registration process, SMT shall use an
authentication test,

such as CAPTCHA. If the registering
user fails to pass the authentication test after three
attempts, the registration process shall terminate, and the
user must begin the process again.

(4)

A user’s password shall be between six and twenty
-
four
character
s, and shall not be the same as the username,
and a username shall
between five and one hundred
alphas / numbers / special characters, except slashes and
single and double quotes

(5)

A user shall have the ability to create a password security
question and
answer.

(b)

The SMT shall adhere to best practices, as defined by PCI and NERC
CIP cyber security Standards, as appropriate.

(c)

If a user’s password is entered incorrectly four times within five
minutes, then that user’s access to SMT shall be blocked unt
il the user
resets her password, via email.

(d)

If a user has not logged on to SMT within thirteen months, then the
user account shall be purged.

(e)

Each user shall only be granted access to the appropriate web portal
data for that user’s security role, i
ncluding:

(1)

TDSP users shall be restricted to only view ESI
-
IDs associated
with that TDSP’s territory.

(2)

REP of Record users shall be restricted to

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(f)

There shall be the ability to
establish and maintain security controls
associated with portal acces
s for each REP of Record.

(g)

Access to SMT shall be granted or blocked based on each user’s
security role, which are:


(1)

Residential user or supplemental user


(2)

Non
-
Residential user


(3)

Non
-
Residential admin


(4)

REP of Record user


(5)

REP of Recor
d admin


(6)

3rd Party user


(7)

3rd Party admin


(8)

TDSP user


(9)

TDSP admin


(10)

Portal Host/SMT


(11)

Regulatory user


(12)

Regulatory admin


HOME AREA NETWORK

[Business requirements for HAN


similar to example for SMT]



CUSTOMER EDUCATION

[
RAAWG s
hould recommend
content
, if any,

for this section.
]



FUTURE DEVELOPMENT

[PSWG

should recommend content
, if any,

for this section.
]

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15


ADDITIONAL SECTIONS:



What documentation is being drafted by individual working groups that
should be included as a separa
te section?



APPENDICES

[Suggested content?]