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Prepared for Texas Competitive Electric Market

Prepared for Texas Competitive Electric Market Transmission and Distribution Service Providers (TDSPs).

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Prepared for Texas Competitive Electric Market

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  1. Prepared for Texas Competitive Electric Market Transmission and Distribution Service Providers (TDSPs) Design Document for the Release 4.3of theCommon Advanced Metering SystemWeb Portal and Data RepositoryDesign, Build, Test, DeployRelease 4 Iteration 3Content Document for SMT 3rd Party Experience, Registration & Account Management v1 August 24th, 2012 1 IBM Confidential

  2. Document Information This Design Document outlines the functional and technical designs that support the build, test and deploy of Email format 2.0. It does not address Application Support or related Infrastructure activities. Revision History Approvers IBM Confidential

  3. IBM Confidential

  4. IBM Confidential

  5. Navigational Model:3rd Party Only Home | My Account | Usage | Notices | Help Welcome FAQs Security Terms and Conditions Contact Us About Us Customer Agreements HAN Device Messages My Profile Company Profile Manage Users Pending Approvals Customer Meters Report Request Status Current Messages See Demo FAQs User Guide Important Links Contact Us 5 IBM Confidential

  6. Navigational Model:REP Home | My Account | Usage | Notices | Help Welcome FAQs Security Terms and Conditions Contact Us About Us Customer Meters Customer Agreements HAN Device Messages My Profile Company Profile Manage Users Pending Approvals Customer Meters (ROR) Customer Meters (3rd Party) Report Request Status Current Messages See Demo FAQs User Guide Important Links Contact Us 6 IBM Confidential

  7. Navigational Model:Residential User Home | My Account | Usage | Notices | Help Welcome Share Your Testimonial FAQs Security Terms and Conditions Contact Us About Us My Smart Meters 3rd Party Relationships HAN Devices My Friend’s Meters My Profile My Friends My Smart Meters My Friend’s Smart Meters Report Request Status Current Messages See Demo FAQs User Guide Important Links Contact Us 7 IBM Confidential

  8. Navigational Model:Non-Residential Admin Home | My Account | Usage | Notices | Help Welcome Share Your Testimonial FAQs Security Terms and Conditions Contact Us About Us My Smart Meters 3rd Party Relationships HAN Devices My Profile Company Profile Manage Users Pending Approvals My Smart Meters Report Request Status Current Messages See Demo FAQs User Guide Important Links Contact Us 8 IBM Confidential

  9. Navigational Model:Non-Residential User Home | My Account | Usage | Notices | Help Welcome Share Your Testimonial FAQs Security Terms and Conditions Contact Us About Us My Smart Meters 3rd Party Relationships HAN Devices My Profile Company Profile My Smart Meters Report Request Status Current Messages See Demo FAQs User Guide Important Links Contact Us 9 IBM Confidential

  10. Table of Requirements for Navigational IBM Confidential

  11. IBM Confidential

  12. 3rd Party Entity Registration Registration process is based on existing REP registration. 1 2 3 4 5 Welcome(Privateunauthenticated) SelectAccount Type CreateAccount(1/2) CreateAccount(2/2) Confirmation 10 9 8 7 6 AuthenticatedLanding Page Set SecurityQuestions Set PermanentPassword Login to Private Unauthenticated page EmailNotification Scenario: Register a new 3rd Party Entity IBM Confidential

  13. 3rd Party Entity Registration:Welcome (Private Unauthenticated) Page 1 3rd Parties Learn More You have arrived at the SMT web site for 3rd Parties, REPs and TDSPs. The tools on this site allow you to view and monitor the electricity usage of your customers. IBM Confidential

  14. 3rd Party Entity Registration:Private Unauthenticated 3rd Party Tab Overview | TDSPs | REPs | 3rd Parties | Learn More Get started… Once you establish your account by registering you can perform several tasks using SMT. Using SMT you will be able to: Manage Your Account… Manage your account and update your profile. If you are an Administrator you will also be able to manage other users that you have authorized to have access to your company account. Manage Relationships… Initiate 3rd party relationship with Customers, view the status of pending relationship request, search and edit customer agreements Manage Your Customer’s HAN Devices… Add or Remove HAN Devices for any of your customers’ meters. You can view reports showing HAN messaging history. View Usage Data… View the electricity usage reports for any of your customers’ meters. You can search for any of your customers’ Smart Meters. Once you have found the Smart Meter you can view reports or export the usage data. Read Notifications… View messages regarding planned system outages, new site features and other information related to the SMT web site. Get Help... Get help and instructions on how to use the SMT web site features. Be Texas Energy Smart! Learn More IBM Confidential

  15. 3rd Party Service Provider • Request usage data from your customers • Provide HAN services to your customers • Create a new 3rd Party Account • Request Access to an Existing 3rd Party Account 3rd Party Entity RegistrationSelect Account Type 2 IBM Confidential

  16. 3rd Party Registration:Create Account (1/2) page 3 3rd Party Account dfrd *Enter DUNS number Upload company logo upload IBM Confidential

  17. dfrd MyCompanyLogo 3rd Party Entity RegistrationCreate Account (2/2) page 4 Register Home > Select Account Type > Step 1 Request Access to a 3rd Party Service Provider Account – Step 2 of 2 […] < Previous Finish Cancel IBM Confidential

  18. 3rd Party Entity Registration:Confirmation, Email Notification, Login, Change Password, Change Security Questions pages[Functionality and Content is identical to corresponding REP pages. No changes required] Confirmation Email Notification Login 5 7 6 Register Your request to register with Texas Smart Metering has been submitted. Your request for an account has been submitted for approval. Please allow 14 calendar days for approval When approved, you will receive an email with a temporary password You must login with that temporary password within 14 calendar days to complete your registration OK Set Security Questions 8 Change Password 9 IBM Confidential

  19. Welcome, Rep Admin Log Out 3rd Party Entity Registration:Authenticated Landing Page 10 Home | My Account | Usage | Notices | Help Welcome FAQs Security Terms and Conditions Contact Us About Us Get started... Now that you are into your account you can perform several tasks. Initiate and View Relationships, Pending Acceptance list, … Click the My Account tab to view your pending acceptance list to view list of initiated invitations that are yet to be accepted. Then Select “Add Customer” to enter customer info to initiate the invitation Manage HAN services for customers ... Click the My Account tab and then Select HAN Devices to view and manage delegated HAN Devices View Usage, Request data… Click the Usage tab to view the electricity usage reports for any of your company Smart Meters. Read Notifications... Click the Notices tab to view messages related to the SMT web site. Get Help... Click the Help tab to get help and instructions on how to use the SMT web site features. IBM Confidential

  20. 3rd Party Registration:Request Access to Existing 3rd Party Entity Account Request Access to Existing 3rd Party Entity Account process is based on Request Access to Existing REP Account. 1 2 3 4 5 Welcome(Privateunauthenticated) SelectAccount Type Request AccessFind Business(1/2) Request AccessProvide user info(2/2) Confirmation 10 9 8 7 6 AuthenticatedLanding Page Set SecurityQuestions Set PermanentPassword Login(Privateunauthenticated) EmailNotification Scenario: Request access to an existing 3rd Party Entity Account IBM Confidential

  21. Request Access to Existing 3rd Party Entity Account:Select Business page 1 2 3 Welcome(Privateunauthenticated) SelectAccount Type 3rd Party Service Provider Account Find your Business If you can't find your business by searching below then you will need to create a new account for your business. Please Create a new 3rd Party Service Provider Account IBM Confidential

  22. Request Access to Existing 3rd Party Entity Account:Select Business page 3 3rd Party Service Provider Account Find your Business If you can't find your business by searching below then you will need to create a new account for your business. Please Create a new 3rd Party Service Provider Account Register as an Admin Register as a User Cancel IBM Confidential

  23. Request Access to Existing 3rd Party Entity Account:Provide User Information page 4 3rd Party Service Provider Account Previous Finish Cancel IBM Confidential

  24. Request Access to Existing 3rd Party Entity Account:Confirmation, Email Notification, Login, Change Password, Security Questions, Authenticated Landing Page[Functionality and Content is identical to corresponding REP pages. No changes required] Confirmation Email Notification Login 5 7 6 Register Your request to register with Texas Smart Metering has been submitted. Your request for an account has been submitted for approval. Please allow 14 calendar days for approval When approved, you will receive an email with a temporary password You must login with that temporary password within 14 calendar days to complete your registration OK 8 Change Password AuthenticatedLanding page Set Security Questions 10 9 IBM Confidential

  25. IBM Confidential

  26. REP Registration:Create Account (1/2) page dfrd Upload company logo upload IBM Confidential

  27. Table of Requirements for 3rd Party and REP Registration (1 of 2) IBM Confidential

  28. Table of Requirements for 3rd Party and REP Registration (2 of 2) IBM Confidential

  29. IBM Confidential

  30. 3rd Party Account Management:Manage Pending Approvals Manage Approvals for 3rd Party Accounts is based on the existing Manage Approvals for REP Account process. Steps are identical. There will be no changes Decline Submit Scenario: Decline pending account Request PendingApproval Welcome(Authenticated) My Account Approve EmailNotification Scenario: Approve pending account Request Edit PendingRequest Submit Scenario: Edit pending account Request IBM Confidential

  31. 3rd Party Account Management:Pending Approvals Help content Home | My Account | Usage | Notices | Help Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals • Help: These registered accounts are awaiting approval to have access to the Smart Meters Texas portal. • Default permission for approved account is “View Energy Data” • Select user and click “Edit Permissions” to grant permission other than the default • Select "Approve" or "Decline" to take the same action against all checked accounts in the list. • Comments are required when declining an account. • If registration is declined, the user will have to re-register • You have 14 days to approve/decline these requests. Otherwise, the account will be purged from the Smart Meter Texas portal and the user will have to re-register. • [Hide Help] IBM Confidential

  32. 3rd Party Account Management:“Edit Permissions” page Home | My Account | Usage | Notices | Help Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals thomas.king@yahoo.com IBM Confidential

  33. 3rd Party Account Management:Manage Users Home | My Account | Usage | Notices | Help Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals thomas.king@yahoo.com IBM Confidential

  34. 3rd Party Account Management:Edit My Company Profile Edit My Company Profile for 3rd Party Accounts is based on the existing Edit My Company Profile for REP Accounts. Steps are identical. There will be no changes My CompanyProfile EditCompany Profile Submit EmailNotification IBM Confidential

  35. dfrd MyCompanyLogo 3rd Party Account Management:“My Company Profile” page Home | My Account | Usage | Notices | Help Customer Meters(3rd Party) Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals IBM Confidential

  36. 3rd Party User Account Management:“Save Company Profile” returns user to Company Profile page Home | My Account | Usage | Notices | Help Customer Meters(3rd Party) Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals Help: Your Company Profile has information about your business. All official communications with your company from the Smart Meter Texas Team will be directed to the contact information in this profile. This information may also be provided to your customers. You must be an Administrator to edit your Company Profile. [Hide Help] IBM Confidential

  37. dfrd MyCompanyLogo 3rd Party Account Management:“Edit Company Profile” page Home | My Account | Usage | Notices | Help Customer Meters(3rd Party) Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals Functional Rule 01:Company Logo file shall not exceed 20KB Business Rule 02: Only 3rd Party Admins may upload or edit company logo Upload or change company logo upload file save IBM Confidential

  38. IBM Confidential

  39. REP Account Management:“Edit Company Profile” page Home | My Account | Usage | Notices | Help Customer Meters(ROR) Customer Meters(3rd Party) Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals Upload company logo upload file IBM Confidential

  40. dfrd MyCompanyLogo REP Account Management:“My Company Profile” page Home | My Account | Usage | Notices | Help Customer Meters (ROR) Customer Meters(3rd Party) Customer Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals IBM Confidential

  41. Table of Requirements for 3rd Party and REP Account Management IBM Confidential

  42. IBM Confidential

  43. Welcome, Tom Log Out SMT Customer UI3rd Party Relationships page Home | My Account | Usage | Notices | Help My Smart Meters 3rd Party Relationships HAN Devices My Friend’s Meters My Profile My Friends My Account / Customer Agreements Search for Customer Agreements * Indicates a required field. Choose your search criteria and type in a one or more search items, OR import a list of search items from a file. Agreement Number(s) Company Name ESIID(s) Meter Number(s) MAC Address * Select type of agreement search criteria. Type one or more search items: (separated by commas) 102* Import search items from a file: IBM Confidential

  44. Welcome, Tom Log Out SMT Customer UI3rd Party Relationships page Home | My Account | Usage | Notices | Help My Smart Meters 3rd Party Relationships HAN Devices My Friend’s Meters My Profile My Friends My Account / Customer Agreements • Help: You have more than 25 Customer Agreements associated with your account. • You may search for an agreement by Customer Agreement number, Customer Last Name, ESIID, meter number, MAC address • Enter a list of up to 100 ESI IDs or Meter numbers that you'd like to see and we'll search your list for you. • Import an XLS or CSV file that contains the list of ESI IDs or Meter numbers that you would like to search for. (Note: The file should contain 1 ESI ID or Meter number per row and can not contain other information.) Just import the file and we will do the search for you. For more information about how to create and import XLS or CSV files you may review the User Guide. • [Hide Help] IBM Confidential

  45. Welcome, Tom Log Out SMT Customer UI 3rd Party Relationships page Home | My Account | Usage | Notices | Help My Smart Meters 3rd Party Relationships HAN Devices My Friend’s Meters My Profile My Friends My Account / Customer Agreements / View & Edit Customer Agreement View & Edit Customer Agreement Showing 1 – 25 of 501 1 2345 Previous | Next  View/Edit Agreement View/Edit Agreement Help: Select a Customer Agreement to View or Edit If you have more than 25 Customer Agreements, you may click the “Previous” or “Next” links at the top of the page to scroll through your agreements [Hide Help] IBM Confidential

  46. Welcome, Tom Log Out SMT Customer UI View/Edit Agreement page Home | My Account | Usage | Notices | Help My Account / Customer Agreements / View & Edit Customer Agreement My Smart Meters 3rd Party Relationships HAN Devices My Friend’s Meters My Profile My Friends View & Edit Customer Agreement Company Information Company Name: Green Energy Services Company Phone: 244-322-5454 Company Email: info@greenenergy.com Customer Information Customer First Name: Chika Customer Last Name: Akin Service Address: 400 N Olive Street, Sunnyville, TX 75012 Customer Email Address: cakin@gmail.com Customer Phone #: 000-000-0000 Meter Data ESIID#: 10443720007574303 Meter#: 104051941 Customer Agreement Customer Agreement #: 102512000233 Agreement Type: Ongoing Agreement Energy Data Agreement Status: Active Agreement Start Date: 01/01/2012 Agreement End Date: N/A Report Type: Interval csv Report Duration: 3 months • Help: • You may Accept or Reject pending agreements • You may Cancel or Extend active agreements • [Hide Help] Accept Agreement Extend Agreement Cancel/Reject Agreement IBM Confidential

  47. Welcome, Tom Log Out 3rd Party UI3rd Party Relationships page Home | My Account | Usage | Notices | Help Customer Agreements HAN Device Messages My Profile Company Profile Manage Users Pending Approvals My Account / Customer Agreements Search for Customer Agreements * Indicates a required field. Choose your search criteria and type in a one or more search items, OR import a list of search items from a file. Agreement Number(s) Customer Last Name ESIID(s) Meter Number(s) MAC Address * Select type of agreement search criteria. Type one or more search items: (separated by commas) 102* Create a new: Provision HAN Device Deprovision HAN Device One-Time LOA for Energy Data Ongoing Relationship for Energy Data Ongoing Relationship for HAN Services IBM Confidential

  48. Welcome, Tom Log Out 3rd Party UIMy Account > Customer Agreements Help content Home | My Account | Usage | Notices | Help Customer Agreements HAN Device Messages My Profile Company Profile Manage Users Pending Approvals My Accounts / Customer Agreements • Help: You have more than 25 Customer Agreements associated with your account. • You may search for an agreement by Customer Agreement number, Customer Last Name, ESIID, meter number, MAC address • Enter a list of up to 100 ESI IDs or Meter numbers that you'd like to see and we'll search your list for you. • Import an XLS or CSV file that contains the list of ESI IDs or Meter numbers that you would like to search for. (Note: The file should contain 1 ESI ID or Meter number per row and can not contain other information.) Just import the file and we will do the search for you. For more information about how to create and import XLS or CSV files you may review the User Guide. • [Hide Help] IBM Confidential

  49. Welcome, Tom Log Out 3rd Party UI3rd Party Relationships page Home | My Account | Usage | Notices | Help Customer Agreements HAN Device Messages My Profile Company Profile Manage Users Pending Approvals My Account / Customer Agreements / View & Edit Customer Agreement View & Edit Customer Agreement Showing 1 – 25 of 501 1 2345 Previous | Next  View/Edit Agreement Export Agreements View Usage View HAN Devices View/Edit Agreement Help: Select a Customer Agreement to View or Edit If you have more than 25 Customer Agreements, you may click the “Previous” or “Next” links at the top of the page to scroll through your agreements [Hide Help] Export Agreements View Usage View HAN Devices Create a new: Provision HAN Device Deprovision HAN Device One-Time LOA for Energy Data Ongoing Relationship for Energy Data Ongoing Relationship for HAN Services IBM Confidential

  50. Welcome, Tom Log Out 3rd Party UIView/Edit Agreement page Home | My Account | Usage | Notices | Help My Account / Customer Agreements / View & Edit Customer Agreement Customer Agreements HAN Device Messages My Profile Company Profile Manage Users Pending Approvals View & Edit Customer Agreement Customer Information Customer First Name: Chika Customer Last Name: Akin Service Address: 400 N Olive Street, Sunnyville, TX 75012 Customer Email Address: cakin@gmail.com Customer Phone #: 000-000-0000 3rd Party Information Company Name: Green Energy Services Contact Name: James Wilson Company Phone: 244-322-5454 Company Email: info@greenenergy.com Meter Data ESIID#: 10443720007574303 Meter#: 104051941 Customer Agreement Customer Agreement #: 102512000233 Agreement Type: Ongoing Agreement Energy Data Agreement Status: Active Agreement Start Date: 01/01/2012 Agreement End Date: N/A Report Type: Interval csv Report Duration: 3 months • Help: • You may perform the following actions on an agreement • Extend Agreement • Cancel Agreement • Your customer will be automatically notified of changes to the agreement • [Hide Help] Extend Agreement Cancel Agreement IBM Confidential

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