february 22 2008
Download
Skip this Video
Download Presentation
February 22, 2008

Loading in 2 Seconds...

play fullscreen
1 / 83

February 22, 2008 - PowerPoint PPT Presentation


  • 99 Views
  • Uploaded on

February 22, 2008. ENERGY STAR Automated Benchmarking System (ABS) 2.0 February 22, 2008 Presented by: Tom Oliver, SRA James Melzer, SRA. Agenda. Automated Benchmarking Overview of ABS 1.0 The next generation of ABS: version 2.0 ABS 2.0 Release Schedule

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' February 22, 2008' - ashton-rojas


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
february 22 2008
February 22, 2008

ENERGY STAR Automated Benchmarking System (ABS) 2.0February 22, 2008Presented by:Tom Oliver, SRAJames Melzer, SRA

agenda
Agenda
  • Automated Benchmarking
  • Overview of ABS 1.0
  • The next generation of ABS: version 2.0
  • ABS 2.0 Release Schedule
  • Impact of implementing ABS 2.0 on California Utilities
  • Questions and Discussion
overview of automated benchmarking
Overview of Automated Benchmarking
  • Automated Benchmarking (AB):
    • Describes a process that involves both the Portfolio Manager user and Energy Service Provider (ESP)
    • Involves the submission of building and energy information and the exchange of Ratings and related performance metrics
    • Requires the use of the Automated Benchmarking System (ABS)
abs 1 0 overview
ABS 1.0:Overview
  • Released in September 2005, ABS 1.0 was EPA’s first generation automated benchmarking platform
    • Designed initially for whole building energy information providers
    • Introduced two primary web services:
      • Data Management Service (DMS) – for adding, updating, and deleting building and meter data
      • Rating Exchange Service (RES) – for requesting the ENERGY STAR Rating and related energy and environmental performance metrics
    • Majority of buildings being provided were new
      • Few data mappings were needed; any needed mappings were performed manually with Portfolio Manager technical support
    • Approximately 60 organizations have signed up to use ABS
      • 22 organizations registered as EPA-approved ESPs in Portfolio Manager
abs 1 0 features
ABS 1.0:Features
  • ABS 1.0 focused primarily on whole building management and ratings exchange with a small suite of accompanying tools for system testing and account management
evolution to abs 2 0
Evolution to ABS 2.0
  • Utilities were the primary driver for deciding to upgrade to ABS 2.0
  • Utilities are facing several challenges towards achieving complete automation of benchmarking with version 1.0
    • Primarily providing meter consumption data; current services are not “tuned” to optimally support this
    • Authorizing the release of data requires customer identifying information that ABS did not support
    • Meter management capabilities are limited
    • Mapping data to an existing Portfolio Manager building is a core part of the service model for Utilities
      • Capabilities to map to an existing building did not exist in ABS 1.0
abs 2 0 objectives
ABS 2.0 Objectives
  • Deliver true “automated” benchmarking
  • Eliminate system workarounds for ESPs
  • Reduce the amount of data upload errors that result in duplication and incorrect mapping
  • Enable ESPs to extract data from Portfolio Manager account (to fill gaps/troubleshoot issues)
  • Provide more descriptive messaging to ESPs
  • Reduce the need to engage Portfolio Manager technical support
  • Minimize disruption to existing ESPs
abs 2 0 features overview
ABS 2.0 Features:Overview
  • ABS 2.0 will offer true end-to-end automation through new and significantly enhanced services and tools
current phase of abs 2 0 development
Current Phase of ABS 2.0 Development

We are currently in the early stages of our Design Phase

abs 2 0 features
ABS 2.0 Features

ACCOUNT SETUP

ABS Account Setup

abs 2 0 feature descriptions account setup
ABS 2.0 Feature Descriptions:Account Setup
  • ABS Account Setup (for ESPs)
    • Setting up a separate Test account will no longer be needed
      • Primary account will be used for all transactions including both Test and Production
    • Continue to access Account Setup feature through ABS website (https://www.energystar.gov/istar/has)
abs 2 0 features1
ABS 2.0 Features

TEST SYSTEM

ABS Account Management Website

Test Clients

Separate Test Environment

abs 2 0 feature description test system
ABS 2.0 Feature Description:Test System
  • ABS Account Management website (https://www.energystar.gov/istar/has)
    • Continue to provide online access to test clients and related technical documentation
  • Web Services Clients
    • All current test clients, and instructions for developing a test client, will be updated to support new ABS 2.0 web services
    • Sample test data will be available to ESPs to use to help initially test all web services
abs 2 0 feature description test system cont d
ABS 2.0 Feature Description:Test System (cont’d)
  • Separate Test Environment
    • ABS Account Management website will allow ESP to access the new Test Environment
    • All web services requests to Test Environment will need to point to a new service with a different WSDL location
    • All Beta Releases will be deployed in new Test Environment one month prior to official launch
    • Primary account information (username/password) can be used to submit data to Test Environment
    • A copy of any building and meter data that a Portfolio Manager user authorizes an ESP to access will be placed into that ESP’s Test space
      • At any point, except during a Beta Release period, an ESP will be able to refresh the test copy with what’s currently stored in Production
abs 2 0 features2
ABS 2.0 Features

GOING LIVE WITH ABS

Request Official Registration as an EPA-approved ESP

Review and Approval of ESP Registration Requests

abs 2 0 feature description going live with abs
ABS 2.0 Feature Description:Going Live with ABS
  • Request Official Registration as an EPA-approved ESP
    • Upon registration approval, an ESP displays in Portfolio Manager as a company that any user can authorize to perform automated benchmarking for their account
abs 2 0 feature description going live with abs cont d
ABS 2.0 Feature Description:Going Live with ABS (cont’d)
  • Request Official Registration as an EPA-approved ESP (cont’d)
    • Requesting Registration will now require an ESP to provide a(n):
      • Organization Name they want listed in Portfolio Manager
      • Contact for the Registration process
      • Contact for the Automated Benchmarking service (this contact will be made available to Portfolio Manager users)
      • General Automated Benchmarking usage estimates
      • Level of Automated Benchmarking Service offered including Fuel types supported (Whole Building or Meter Only)
      • Information required to approve a Portfolio Manager user AB authorization request and complete an automated system-to-system mapping
      • Legal Disclaimer to Portfolio Manager user for requesting Automated Benchmarking (optional)
abs 2 0 feature description going live with abs cont d1
ABS 2.0 Feature Description:Going Live with ABS (cont’d)
  • Review and Approval of Registration Requests
    • EPA will review all requests and work with ESPs to complete their registration
    • EPA will work with already approved ESPs to complete registration to conform to ABS 2.0 requirements
abs 2 0 features3
ABS 2.0 Features

PORTFOLIO MANAGER ACCOUNT SETUP

Portfolio Manager Account Registration

Building Import Templates

abs 2 0 feature description portfolio manager account setup
ABS 2.0 Feature Description:Portfolio Manager Account Setup
  • Portfolio Manager Account Registration
    • All Portfolio Manager users will need to register for a Portfolio Manager account prior to authorizing an ESP to submit data for their account or buildings
      • Portfolio Manager Account registration can still be accessed at https://www.energystar.gov/istar/pmpam
  • Building Import Templates
    • Building import templates will continue to be available to help Portfolio Manager users submit 10 or more new buildings into the system
      • Import templates will not automatically enable automated benchmarking; must be done through Portfolio Manager
abs 2 0 features4
ABS 2.0 Features

AUTHORIZE ESP

Data Release Authorization

abs 2 0 feature description authorize esp
ABS 2.0 Feature Description:Authorize ESP
  • Data Release Authorization
    • Portfolio Manager user will authorize ESP to provide automated benchmarking through a new Authorize interface
      • Account-level – submitting new buildings in an existing Portfolio Manager account
      • Building-level – submitting building and meter data for an existing building in an existing Portfolio Manager account
      • Meter-level – submitting meter data for an existing building in an existing Portfolio Manager account
    • Authorization is only required for data that already exists in Portfolio Manager
      • If a Portfolio Manager account does not already exist, any new building submitted by the ESP will automatically set up a new account
abs 2 0 feature description authorize esp cont d
ABS 2.0 Feature Description:Authorize ESP (cont’d)
  • Data Release Authorization (cont’d)
    • Authorization requirements for the Portfolio Manager user are determined based on ESP Registration preferences
    • Data management cannot occur until the ESP both confirms authorization and has mapped their system to the particular Portfolio Manager account, building, and/or meter authorized
abs 2 0 features5
ABS 2.0 Features

CONNECT TO PM BUILDING

Get Authorization Requests web services

Send Authorization Response web services

abs 2 0 feature description connect to pm building
ABS 2.0 Feature Description:Connect to PM Building

1

Portfolio Manager User authorizes ESP to provide AB for account/building/meter

PM DATABASE

Submits Authorization Request

Send Notification to ESP

PM USER

2

ESP System gets authorization request and verifies the information

Invoke Get Authorization Request web service

ESP System

ABS

3

ESP System returns authorization approval (or denial) and mapping IDs to connect to Portfolio Manager Accounts (for approvals only)

PM DATABASE

Complete Mapping of IDs

Invoke Send Authorization Response web service

ESP System

ABS

abs 2 0 feature description connect to pm building cont d
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
  • Get Authorization Requests web services (synchronous)
    • Enables ESPs to “listen” for Portfolio Manager user authorization requests and to capture information needed to confirm authorization and map the ESP system to Portfolio Manager
    • Will replace the Get Shared Facilities List web service in January 2009
abs 2 0 feature description connect to pm building cont d1
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
  • Get Authorization Request web services (cont’d)
    • Data Elements that can be captured by ESP system:
abs 2 0 feature description connect to pm building cont d2
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
  • Send Authorization Response web services (synchronous)
    • Enables ESPs to approve or deny any authorization request and map their buildings and/or meters to Portfolio Manager
abs 2 0 feature description connect to pm building cont d3
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
  • Send Authorization Response web services (cont’d)
    • Will replace the Map Facility IDs web services in 2009
    • Responses from ABS will provide ESP with:
abs 2 0 feature description connect to pm building cont d4
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
  • Send Authorization Response web services (cont’d)
    • Upon a successful approval transaction, systems will be mapped and ready to submit data for the account, buildings, and/or meters
      • Approved authorizations will no longer be available through the Get Authorization Requests web service
    • Upon a denial transaction, the Portfolio Manager user will need to re-authorize the ESP after making any needed changes
      • Denied authorizations will no longer be available through the Get Authorization Requests web service (until the Portfolio Manager re-authorizes)
abs 2 0 feature description connect to pm building cont d5
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
  • If duplicates or incorrect mapping occurs, a few troubleshooting features will be added to the ABS Account Management website
    • Duplication Removal – allows ESPs to use a web interface to remove duplicate buildings, spaces, and meters
      • ESPs can only remove duplicates that their XML files created
    • Change Mapping – allows ESPs to change the external IDs they initially used to map any accounts, buildings, spaces, and meters
      • ESPs can only change external IDs that their XML files initially created
abs 2 0 feature description connect to pm building cont d6
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
  • Data Security
    • Access to customer data will be restricted based on both registered Level of Service and Portfolio Manager user authorization
abs 2 0 features6
ABS 2.0 Features

MANAGE DATA

Send Building Information web services

Send Meter Information web services

Get Building Details web services

Get Meter Details web services

Rating Exchange Services (RES) web services

abs 2 0 feature description manage data
ABS 2.0 Feature Description:Manage Data
  • Send Building Information web services (asynchronous)
    • Enables ESPs to provide all building information including general information, spaces and attributes, and meters
      • Meter consumption cannot be provided through this service
    • Will replace the Data Management Service (DMS) in January 2009
    • A single transaction can include building data for more than one Portfolio Manager user account
abs 2 0 feature description manage data cont d
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Send Building Information web service (cont’d)
    • New data elements collected in the Request service will include:
    • Energy Consumption Data will now be managed through a new service
abs 2 0 feature description manage data cont d1
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Send Building Information web service (cont’d)
    • New data elements provided in the Response service will include:
abs 2 0 feature description manage data cont d2
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Send Meter Information web services (asynchronous)
    • Enables ESP to set up meters in Portfolio Manager and provide all energy consumption data
      • Setting up a meter is a function that both the Send Meter Information and Send Building Information web services will support
    • Will replace the Data Management Service (DMS) in January 2009
    • A single transaction can include meter data for more than one Portfolio Manager user account
    • Meter management features will enable an ESP to provide energy data through one or more meters for any building
abs 2 0 feature description manage data cont d3
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Send Meter Information web service (cont’d)
    • New data elements collected in the Request service will include:
abs 2 0 feature description manage data cont d4
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Send Meter Information web service (cont’d)
    • New data elements provided in the Response service will include:
    • Error messages and Alerts will be more descriptive
      • Building, space, and meter alerts will now indicate which building, space, and/or meter is responsible for generating the alert and potential corrective measures to take
abs 2 0 feature description manage data cont d5
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Get Building Details web services (asynchronous)
    • Enables ESPs to capture all building and space information for buildings for which they have been authorized to provide automated benchmarking
    • A single transaction can request building data for more than one Portfolio Manager user account
    • Data elements collected in the Request service will include:
abs 2 0 feature description manage data cont d6
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Get Building Details web services (cont’d)
    • Data elements provided in the Response service will include:
abs 2 0 feature description manage data cont d7
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Get Meter Details web services (asynchronous)
    • Enables ESPs to capture all meter consumption information for meters for which they have been authorized to provide automated benchmarking
    • A single transaction can request meter data for more than one Portfolio Manager user account
    • Data elements collected in the Request service will include:
abs 2 0 feature description manage data cont d8
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Get Meter Details web services (asynchronous)
    • Data elements provided in the Response service will include:
abs 2 0 feature description manage data cont d9
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Rating Exchange Service (RES) web services (asynchronous)
    • Enables ESPs to request Ratings and related energy and environmental performance indicators for buildings for which they have been authorized to provide automated benchmarking
abs 2 0 feature description manage data cont d10
ABS 2.0 Feature Description:Manage Data (cont’d)
  • Error Prevention and Troubleshooting Tools
    • ESPs will now need to specify whether managed buildings, meters, and spaces are new or existing when submitting data to Portfolio Manager
      • A new building, meter, and/or space cannot be entered into Portfolio Manager if the ESP already has a matching ID within that customer’s account for that entity
      • Updates to an existing building, meter, and/or space must have a matching ESP ID within the customer’s account to be entered
      • If new buildings need to be created in a new Portfolio Manager account, the ESP must specify this
abs 2 0 features7
ABS 2.0 Features

MONITOR ACTIVITY

Automated Benchmarking Monitoring Console

abs 2 0 feature description monitor activity
ABS 2.0 Feature Description:Monitor Activity
  • Automated Benchmarking Monitoring Console:
    • Provides Portfolio Manager users with complete access to all functionality and data related to automated benchmarking
    • Activities that will be visible to Portfolio Manager users include:
      • Authorization transactions (pending, approved, de-authorized)
      • Building, space, and meter updates (when updated, by whom)
      • Number of automated benchmarking transactions (last day, last month)
    • A version of this monitoring console will also be available in the ABS Account Management website
      • Highlights whether each transaction was successful or not
abs 2 0 features8
ABS 2.0 Features

TERMINATE

Removal of Authorization

abs 2 0 feature description terminate
ABS 2.0 Feature Description:Terminate
  • Removal of Authorization
    • Portfolio Manager users are required to officially terminate service with an ESP
      • Using the same Authorization interface to remove access
    • ESP service contact will be notified through email
    • Automated Benchmarking monitoring consoles will be updated to reflect termination status
    • Terminations will fully take effect within 48 hours of request by Portfolio Manager user
      • ESPs will no longer have access to use any web services in conjunction with the de-authorized accounts, buildings, and/or meters
abs 2 0 release major milestones
ABS 2.0 Release:Major Milestones

* EPA may be required to move this release back to August 25, 2008

ongoing support for abs 1 0
Ongoing Support for ABS 1.0
  • Upon release of ABS 2.0, all ABS 1.0 web services will continue to be supported until January 2009
    • Data Management Service (DMS)
    • Get Shared Facilities List
    • Map Facility IDs
  • DMS will be made backwards compatible to support any new ratings model releases that occur between July 2008 and January 2009
  • No changes will be made to Get Shared Facilities List and Map Facilities ID web services
    • These services will be unavailable to ABS users who have not registered as an EPA-approved ESP by July 2008
major impacts of implementing abs 2 0
Major Impacts of Implementing ABS 2.0
  • Registration as EPA-approved ESP
    • ESPs will need to define the level of service they are providing
      • Only one level of service is available to an ABS account
    • ESPs will need to provide an automated benchmarking service contact to address questions/issues from Portfolio Manager customers
  • Data Authorization and Mapping
    • Get Shared Facilities List and Map Facility IDs web services will be replaced by Get Authorization Request and Send Authorization Response web services
    • Mapping of IDs for any building or meter will need to happen at the same time authorization for automated benchmarking is approved
major impacts of implementing abs 2 0 cont d
Major Impacts of Implementing ABS 2.0 (cont’d)
  • Tighter controls to prevent data integrity issues
    • New data elements will be required when using ABS 2.0 web services to more explicitly “tell” Portfolio Manager how you want it to handle your Building and Meter management transactions
  • More detailed alert messaging
    • Systems will need to be configured to read changes to Alerts
  • Deprecation of existing web services
    • Get Shared Facilities List and Map Facility IDs web services will be deprecated January 2009
    • DMS will be deprecated January 2009
summary of changes to abs
Summary of Changes to ABS
  • Data Release Authorization
    • Through the ABS Website, Energy Service Providers (ESPs) will be able to specify what information their customers are required to provide (e.g., customer account number, service area ID) when authorizing the release of data to that ESP for Automated Benchmarking
    • Portfolio Manager users will now be able to authorize the release of their data to an ESP and provide the ESP with information they require to verify that customer and map to their data in Portfolio Manager
    • Portfolio Manager users will be able to de-authorize any ESP that they have previously authorized to provide Automated Benchmarking
summary of changes to abs cont d
Summary of Changes to ABS (cont’d)
  • New Web Services
    • New “Get Details” services will be available to allow ESPs to get all building and meter consumption data for which they have access
    • New “Management” services will be available to allow ESPs to provide whole building or only meter consumption information for multiple buildings across multiple Portfolio Manager accounts in a single transaction
summary of changes to abs cont d1
Summary of Changes to ABS (cont’d)
  • Error Prevention and Correction
    • New services for uploading and modifying building or energy data will now require an ESP to specify whether their submission is intended to upload new data or modify data that currently exists in Portfolio Manager
    • New web-based troubleshooting tools will be available to allow an ESP to remove duplicates or correct any mapping errors
    • New web-based monitoring area will allow ESPs to view a log of their automated benchmarking activities
summary of changes to abs cont d2
Summary of Changes to ABS (cont’d)
  • New Release process
    • ESPs will now be provided access to new schemas three months before a major release
    • ESPs will now be provided access to a Beta version of any new or modified web services, within the ABS website, one month prior to their official launch
    • The current Data Management Service (DMS), which most ESPs are using today will continue to be supported until January 2009
contact information
Contact Information

Tom Oliver, SRA, Program Manager

703-284-6932

[email protected]

Steve Miller, SRA, Technical Lead

703-284-6915

[email protected]

James Melzer, SRA, User Experience Manager

703-284-6924

[email protected]

ad