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Participant Technical Reference Manual

1. 00000 Formatted Font Italic Formatted Heading 3 5 1 8 Portal Transmission Rights Auction Application 279 The IESO Web based TRA application securely available via the Portal allows participating market participants to access Transmissions Rights Auctions data by navigating to the TRA application pages e The Future Rounds page provides authorized access to upcoming TRA auction information when available e The Active Rounds page provides authorized access to TRA Auctions in progress Formatted Body Text Number1 Bulleted Level 1 Aligned at 0 75 Indent at 1 e Transmission Rights Auction Settlement information can be found in the Financial Market Settlement Schedule and Payment Calendar e TRA users must update their Portal account password every 90 Days Formatted Heading 3 Tab stops Not at 0 88 5 1 9 IESO Compliance Tool Application 280 The web based IESO Compliance Tool ICT application allows participating market participants to access it using a Portal account even though it is not directly hosted by the Portal available Spring 2011 A user logged into the Portal can click on the IESO Compliance Tool link and access it without logging in again The IESO Compliance tool enables the IESO to perform comprehensive and thorough reporting procedures and audit controls for ensuring the IESO and market participants compliance to all
2. 165 The following scenario demonstrates the Based on the bids and dispatch scheduling Deleted September 30 2010 optimizer DSO dispatches GENERIC LT G2 to 268MW at 2000 08 30 9 05 with the Field Code Changed Issue 24 1 June 1 2011 Public Ji 45 3 Dispatch Information IMO MAN 0024 expectation that that the instruction will be met at 2000 08 30 9 10 The dispatch MP accepts the dispatch and complies with the instruction IESO Action MP Response Comment ENERGY DISPATCH RECEIPT The MP client should immediately send a RESOURCE ID GENERIC LT G2 RECEIPT message back to the IESO DISPATCH TYPE ENG knowled eins that thi has b AMOUNT 368 acknowledging that the message has been DELIVERY DATE 2000 08 30 received DELIVERY HOUR 10 DELIVERY INTERVAL 2 ACCEPT The MP client should send an ACCEPT message to inform the JESO that they intend to comply with the dispatch The JESO receives the ACCEPT message and initiates compliance monitoring of the requested dispatch CONFIRMATIONOK The COMFIRMATIONOK message is sent to confirm that the ACCEPT message was received and acknowledged by the JESO 166 The following scenario demonstrates what will happen when the market participant rejects a dispatch message Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Deleted Issue 24 1
3. Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Esu24 Juel 20 0 0 0 Public 0 0 0 0 j 2 Participant Workstation Network amp Security IMO MAN 0024 and Settings UserID directory path The file name must not be changed See Figure 2 with IE should be successful Deleted 6 Deleted login to Deleted bidding N Deleted MPI 1 Deleted a Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 28 Public Issue 24 1 June 4 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security E Java ea My Documents NTUSER DAT LOG E jpi_cache LC NetHood 5 ntuser ini History secureftp ORMS 2 le plugin131_01 trace 74 unlimitedftp L PrintHood ie plugin131_02 trace amp Application Data Recent ge PUTTY RND Desktop Cookies L sendTo con Desktop Start Menu Wem Favorites C Templates My Documents freemind a java policy Cal java_plugin_AppletStore amp AdobeWeb log Local Settings je NTUSER DAT My Computer File name iava policy j Save as type All Files Text Document My Network p E ES
4. 66 Public Issue 24 1 June 1 2011 Participant Technical Reference Manual 5 Market Applications e Any emergency procedures that may have to be invoked by the JESO under the JESO Market Rules e With each set of settlement statement files each market participant will receive a data file Each data file will correspond to a statement and will have the same settlement statement ID e The data contained in the supporting data file provides each market participant supporting data that is used in calculating the preliminary settlement for a particular trading date in the physical market The final settlement data file contains the supporting data that is used in calculating the final settlement 5 1 4 Portal On line Settlement Forms Application 269 Within the IESO Portal the On line Settlement Forms application provides functionality to permit secure submission and historical search for a number of settlement data forms This includes e OPG Rebate Quarterly Distributor Information Form 1535 Sa eem Rec e eM aate e E MEC EE E l Eee T e Ontario Power Generation Rebate Returned to the IESO Form 1556 o UE E e E e Submission of Transmission Service Charges for Embedded Generation Formatted Body Text Number1 Tab stops 0 88 List tab Formatted Font Default Times New Roman 11 pt Formatted Font Default Times New Roman 11 pt Font co
5. Deleted 36 Software Requiremerits uu oa casei cr cta sss ce sins Deleted 38 2 2 1 Deleted 39 Deleted 43 222 IPuVete TN EM Lc uiiacaunia aves dsicixtauba Gi cox acici usa d a eausa dn isa sas a p Deleted 48 229 Shared NelWolk usssseususcccdecckacic uem cda M eaa cU AER SUN SR RR NR RE Deleted 50 Accounts Identity Credentials EN s dui T ERE 23i denii aee n aie 35 lication hosted within the ESO Portal 2 8 4 Requirements for Browser Software Compatibility 37 3 1 Dispatch WOkSA VONS ast toc tare e stc roni tei re eee orbe toi s erae 3 1 1 Hardware Requirements 3 12 Software Reqgulremeris oe ceci mer ret eere cedes Dispatch Message Exthang iactus tob ce tub Sa ores diets sintesi os dt a MERE Deleted 54 Deleted 54 Deleted 54 Deleted 55 Deleted 56 Deleted 56 Deleted 57 Deleted 58 Deleted 59 Deleted 60 So DI CAN Cod D cM uei E Du eM pss 41 q Deleted Issue 24 1 qns FUNCIONA PAMS arene erie eot eee eee adaa eee 42 Deleted Issue 24 0 Dispatch Messagin Dispatch Messaue SITECIUEG cis ssa co ccs iecit e teet Dispatch Message SCOMariOs cccccccccccesssccessecceseeesseseesseeesseeeessseees Deleted June 1 2011
6. Deleted and its Certification Authority Deleted lt gt Port 389 must be open to allo Formatted Formatted Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 200 0 0 0 0 00 Public 0 0 0 j IMO MAN 0024 2 Participant Workstation Network amp Security Conceptual Architecture for Client workstation Secure Portal Web Server Communications User ID 7 password External Users HTTP HTTPS Port 80 443 vie IESO DMZ Zone 2 e x C Internet V p i HTTP HTTPS Port 80 443 peng Apache Web OHS Web Server Certificate erver Reverse server Reverse Proxy Proxy OAM Webgate Webgate M ass OIP 6022 IESO DMZ Zone 3 OAP 6021 ral Weblogic Server Server Image IIS Web Server ese IESO Internal a 3 Zones ODBC Deleted 2 Formatted Indent Left 0 5 Formatted Font Italic Formatted Font Italic Deleted ESO ABB Market Participant Interface Formatted Font Italic Formatted Font Italic Formatted Font Italic Formatted Font Italic Formatted Font Italic Deleted Issue 24 1 Deleted Issue 24 0 Deleted Jun
7. Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 200 Public 0 0 00 0 00 0 00 00 0 00 Table of Contents IMO MAN 0024 3 Real Time Network Voice Communication Specification coca to centenis SAT Normak Pom PATE aii ii dtd oti ts 50 34E2 hgh Prohity PATH asia caen citans erase 50 S RE ME O E EA 51 Nee 84 4 Diverse Path eicere erecto dan essc Mite prie science ee 51 Be Operational Metering Equipment amp AGC nnenees Operational Metering Equipment isitici aiaiai siaaa VFR CN EN ERREUR CERERI Qualified DEVICES ne ee n Field Instrumentation Standards sesseeeeee Data SpeclfipallBfig uis ceris cce tu tiec eres 4 45 Power Supply SpecifiGatiOr iiie 55 AAG COMMUNICATIONS Specificato Mu cnisia aada 56 E 4 i7 RTU Site COH alioi oiii otra iic ts 56 Me 4 amp 2 AGG Operational RTU Specificaliane eaaet riter tuis 57 Sd ATM arid T xt Elle INVOICES icc irc c ccn etr uc 69 BE JENA cease tia cca Act feo lve acea cd cts 69 5 2 8 Fund Transfers a Appendix A FNS aian ai O INS A 1 Appendix B List of Commonly Used Acronyms 1 Deleted 63 Deleted 65 Deleted 65 Deleted 65 Deleted 66 Deleted 66
8. Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Issue 24 1 June A 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security 2 Participant Workstation Network amp Security 18 For supporting rule references please refer to Appendix 2 2 Section 1 4 of the market rules 2 1 Participant Workstation 19 A participant workstation is any market participant client computer or server that communicates with or conducts transactions with the IESO systems Any data or information exchanged between the participant workstation and the JESO systems is considered a communication Any communication that is used to submit or retrieve data or information in regards to the wholesale electricity markets or other programs for the purpose of conducting business shall be considered a transaction Email communications are excluded 2 1 4 Hardware Requirements Platform 20 21 Processor 22 23 The client software provided by the JESO is designed to be platform independent The IESO has performed extensive testing of this software on the Windows XP and Vista operating systems The software should also function on other versions of the Windows Operating System i e Windows 98 or higher but these are no longer formally supported by the JESO Displays may be rende
9. Reset all zones to default level Windows Vista Deleted 5 Deleted 6 L Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public 2 Participant Workstation Network amp Security IMO MAN 0024 2 Click on the Internet zone icon to specify its security settings The default level for lt the Internet zone in IE is Medium Most of the settings should be left as is unless security policies for the Market Participant require something else 3 Click on the Custom Level button to activate the Security Settings configuration are by default in the Internet zone If conflicts occur for other IE operations with other web sites modify as required for optimal and secure operation of Internet Explorer 5 Click on the OK button to accept all changes Security Settings Settings Eate controls and plug ins i9 Automatic prompting For Activex controls Disable Enable 9 Binary and script behaviors Administrator approved Disable 9 Enable Ir Download signed ActiveX controls Disable Enable Prompt 9 Download unsigned ActiveX controls X nihin Reset custom settings Reset to Medium low the following configuration settings be made Under the Tools menu select Internet Options Click on the Trusted Sites z
10. 177 defined in the Market Rules Appendix 2 2 Regardless of the status of the market participant all calls will be caller identified and handled through confidential links between sites All calls involving JESO operations will be recorded by the JESO and must be responded to as set out in the market rules In either category voice communications between the JESO and market participants is critical for reliable and secure operations of the high voltage electrical grid and is required by the Market Rules Chapter 5 Section 12 2 considered to be a High Priority path in that it does not use the Public Switched Telephone Network to complete calls between MSAT callers It is therefore capable of providing an independent communication function between the JESO and new market participants Other satellite telephone services are not considered because they require Public Switched Telephone Network links to either complete a call or to interconnect with JESO MSAT communications Normal Priority PATH A normal priority path will be of a type and capacity that allows unblocked communication with the JESO This will be the primary path used during the normal conduct of business between a market participant and the IESO It may consist of a dedicated telephone number on the Public Switched Telephone Network PSTN to be used by the JESO only or an extension of a private network or Virtual Private Network VPN from either party This pat
11. 275 C ient side certificates are required to access the MIM via the API However as of addresses with the IESO to transition to UserID Password identity credential usage Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Deleted Also c Deleted will be Deleted An Deleted such as SSL with the MIM API 276 Insummary the following hardware software recommendations are made e Minimum 128 MB of system memory 4 o O e Intel based PC running Windows XP SP2 or higher e Java2 Runtime Environment at a minimum as shown on the IESO Supported Client Platform Web Page This contains the required JVM and runtime classes e Internet Explorer to download the IAPI bundle and e Client side digital certificates and the software to establish a secure e g SSL session with the MIM server 277 Detailed information on these functions can be found in the JESO Developer s Toolkit IDK Implementation Manual which is available at on the Technical Interfaces page of IESO s Web site It provides details of the following six functions e Login to MIM e Upload Bids e Download Bids e Download System Messages and e Download Market Status Information 5 1 7 Portal Metering Application 278 The IESO Web based Metering application securely available via the Portal
12. Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 46 Public Issue 24 1 June 2011 Participant Technical Reference Manual 3 Dispatch Information IESO Action MP Response Comment ENERGY DISPATCH RECEIPT The MP client should immediately send a RESOURCE ID GENERICLT G2 RECEIPT message back to the JESO DISPATCH TYPE ENG knowledeime Bat th has b AMOUNTE268 acknowledging that the message has been DELIVERY_DATE 2000 08 30 received DELIVERY_HOUR 10 DELIVERY_INTERVAL 2 REJECT The MP should send a REJECT message to inform that they do not intend to comply with the dispatch The Exchange Coordinator is informed that the dispatch was rejected CONFIRMATIONOK The COMFIRMATIONOK message is sent to confirm that the REJECT message was received and acknowledged by the JESO The Exchange Coordinator will assess the impact of the REJECT and choose alternate resources as required The Exchange Coordinator will request additional information from the market participant to explain the reasoning behind the REJECT of the dispatch instruction 167 The following scenario demonstrates what will happen if the market participant does not respond to a dispatch instruction IESO Action MP Response Comment ENERGY DISPATCH RESOURCE ID GENERIC LT G2 DISPATCH TYPE
13. Deleted Issue 24 0 Issue al 258 Bids offers submitted during the mandatory or restricted window will require JESO Deleted une 15014 operator approval rejection In case of acceptance of a bid offer that is submitted during the mandatory restricted window and which exceeds the change tolerances the JESO Deleted September 30 2010 Field Code Changed 5 Market Applications IMO MAN 0024 operator will communicate the decision to the market participant as a system log message This bid offer will then also be included in the valid bid report If the bid is rejected by the Exchange Coordinator the decision is communicated to the market participant via a system log message n a Fi tted Indent Left 0 5 Template Description and Samples Formatted indent Le 259 All sample data templates described below and associated data sample files are Formatted Indent Left 0 53 Tab stops 0 88 provided at the JESO Web site under Technical Interfaces Market Participant List tab Notat 1 1 1 35 Submissions for viewing or downloading Comment lines may be included within the template to explain its structure Comments are not required in the actual templates Data values are included to illustrate the structural characteristics Since these values were randomly chosen there may not be a logical consistency across the data fields In addition some data
14. managed for identity management and Single Sign on by a combination of commercial products from Oracle and Microsoft 99 Portal accounts used for accessing the IESO Portal and secure Reports site will be Market Participant Firewall Configuration No Formatted Indent Left 0 5 Deleted Deleted 389 Deleted and 829 Deleted Verizon Entrust systems are also configured for ports 636 709 710 but these are not used at this time by the IESO See section 2 3 6 for specific IP address and port information for Certification Authority systems Formatted Font Italic Formatted Font Italic Formatted Font Italic English U S Formatted English U S Deleted The market participant s firewall configuration must ensure e mail can be received from the Cybertrust Certification Authority s data centre from IP address 212 162 235 5 E mail for production certificate activation codes from this location should not be blocked by e mail gateways or spam filters E mail will arrive from domain CYBERTRUST NET regarding production certificate activation codes The market participant s firewall configuration will need to ensure e mail can be received from Formatted English U S English U S English U S Font Italic English U S Font Italic English U S English U
15. MDP_MAN_0003 Market Manual 1 Market Entry Maintenance amp Exit Part 1 3 Identity Management Operations Guide IMP_GDE_0088 Format Specifications for Settlement Statement Files and Data Files IMP_SPEC_0005 Market Manual 5 Settlements Part 5 0 Settlements Overview MDP MAN 0005 Market Manual 5 Settlements Part 5 1 Settlement Schedule and Payment Calendars SSPCs MDP PRO 0031 IMO GDE 0003 Deleted Market Participant Graphical IESO Developer s Toolkit IDK Implementation Manual IMO MAN 0023 Web Based Message Exchange Market Participant s Guide IMP MAN 0031 End of Document Deleted Issue 24 1 Deleted Issue 24 0 j Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 20 000 0000 000 Public 0 0 0 Referghces 1
16. Security Windows XP 174 Figure 2 6 Internet Explorer 7 0 Internet Options Security Windows Vista 174 Figure 4 1 Block Diagram of Typical AGC Control Arrangement for Generation units With Ny Figure 2 7 Internet Explorer 6 0 Internet Figure 3 1 Message Exchange Interfaces Figure 3 2 Responsibilities for Telecommunications and Site Readiness for RTUS Remote MW Setpoint Control Capability tte ie Figure 2 8 Internet Explorer 6 0 Internet Options Trusted Sites Security 199 Figure 2 9 Internet Explorer 6 0 Trusted Sites Security Web Sites Addition 194 PR Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 200 0 Public 0 1 1 1 07 ii Table of Changes IMO MAN 0024 Table of Changes Reference Section and Paragraph Description of Change Section 2 all Removed all references and content dealing with PKI digital certificates sections and Entrust certification authority information Removed all references to the MPI regarding the energy market Section 2 1 and transaction Section 2 1 2 Updated supported browser information for Portal access Update content to include browser configuration information for Outa
17. 2007 14 0 Issued for Baseline 17 1 June 6 2007 15 0 Issued for Baseline 18 0 September 12 2007 16 0 Issued for Baseline 18 1 December 12 2007 17 0 Issued for Baseline 19 0 March 5 2008 18 0 Issued for Baseline 19 1 June 4 2008 19 0 Revised for Baseline 20 0 September 10 2008 20 0 Revised for Verizon Data Center Move date change from May to June 5 2009 June 2009 21 0 Revised for Baseline 21 0 December 9 2009 22 0 Revised for Verizon CA Renewal May 2010 in advance of Baseline March 26 2010 23 1 23 0 Revised for removal of requirements for PKI certificate login for June 12 2010 Portal Transmission Right Auction access 24 0 Revised for update of Verizon Root CRL IP address locations September 30 2010 24 1 Revised for decommissioning PKI digital certificates used for MPI June 1 2011 Formatted Indent Left 0 First line 0 and MIM IDK Authentication Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 201 0000000 Public jJ Document Control Document Control IMO MAN 0024 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Authorities Prepared
18. 3354 amp 3530 System Computing Platform Vendor Name ABB Device Name ABB RTU560 Vendor Name Subnet Solutions Inc Device Name SEL SUBNET 1102 Further information on additional qualified devices or assistance on RTU set up and configuration is available from the JESO The JESO may add qualified devices from other manufacturers Market participants should contact the ESO to get information on the current set of qualified devices If the market participant wishes to use more than one meter at a location for the transmission of real time data to the JESO the JESO requires that the data be combined 0 88 List tab Not at 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 ll Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public 4 Operational Metering Equipment amp AGC IMO MAN 0024 219 220 4 1 3 221 222 to one data concentrator such as an RTU so that only one telecommunications connection is required The data from a failed meter or device must show the Offline and Communication Lost Flags If ICCP Inter Control Center Protocol is used for real time data transfer to the JESO the market participants will provide their own ICCP server and software Co ordination with the JESO is necessary to establish the communication link between the market participant and the IESO
19. I Deleted MPI and or occur for other IE operations with other web sites modify as required for optimal and secure operation of Internet Explorer Note that choosing the Prompt parameter value will require more user overhead than Enable Note The user can use the right mouse click and then on What s This on each item in IE Security Settings for an explanation of each item i Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 18 Public Issue 24 1 June A 201 Participant Technical Reference Manual 2 Participant Workstation Network amp Security Deleted 3 Parameter WhenJESO Deleted MPI and Portal URLs in Portal Deleted wer ana Internet zone by added to added to added to peleted MPI and default for XP Trusted Sites Trusted Sites Trusted Sites 3 Deleted MPI and SP2 and IE 6 0 zone in XP SP2 zone in XP SP2 zone in Vista and IE 6 0 and IE 7 0 and IE 7 0 General Security Medium Defaults Medium Low Medium Medium Level for zone NET Framework Nostipulation on Nostipulation on No stipulation No stipulation on all settings all settings on all settings all settings NET Framework reliant components Nosti
20. Remote MW Setpoint Control Capability 247 The information necessary to control the generation facility under the terms and conditions of the AGC contract will reside and operate in the EMS according to the existing control schemes 248 It is the market participants responsibility to protect their equipment from damage due to erroneous pulses or spurious signals that may cause the equipment to operate beyond its designed parameters regardless of how these signals were generated or transmitted Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 58 Public Participant Technical Reference Manual 4 Operational Metering Equipment amp AGC 249 Two models of RTU have been qualified for use by the JESO for AGC These are GE models D20 200 and D25 RTUs Deleted Issue 24 1 Deleted Issue 24 0 j Deleted June 1 2011 ll Deleted September 30 2010 Field Code Changed Esue24 Juune 20 0 00 00 00 00 Public 0 0 0 0 0 J s 5 Market Applications IMO MAN 0024 5 Market Applications 5 1 Market Application Systems Information 5 1 4 Overview of Dataflow Systems 250 The figure below provides an overview of the da
21. The market participant is solely responsible for the management of its telecommunications facilities In the interest of manageability a list of preferred telecommunications service providers has been established These are listed below As the list may be revised periodically it is recommended that the market participant check the latest version of this document Also the JESO is prepared to review on a case by case basis if the market participant prefers a telecommunications service provider not in the list The current list of preferred telecommunications carriers consists of the following Allstream Bell Canada Hydro One Telecommunications and Sprint Deleted digital certificates Deleted digital certificate Deleted Web Deleted Deleted Server MOSMIM a k a MOSWEB Deleted certificate Deleted selected Deleted systems Deleted digital certificates Deleted Certificate Deleted pn Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 32 Public Issue 24 1 June A 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security 2 2 3 84 85 86 87 Shared Network The Frame Relay network will be maintained through AT amp T with ESO having res
22. secure source of power Therefore the RTUs must be powered from an industrial grade Deleted Issue 24 1 uninterruptible Power Supply UPS or from continuously charged batteries In case of Deleted Issue 24 0 a power failure sufficient battery capacity must be provided to permit ongoing operation of the RTU for a minimum of eight hours Deleted June 1 2011 231 The RTUs must be operated in an environment of 40 C to 80 C and 95 non Deleted September 30 2010 condensing relative humidity Field Code Changed Issue 24 1 June 1 2011 Public ji 55 4 Operational Metering Equipment amp AGC IMO MAN 0024 4 1 6 4 1 7 Communications Specification 232 The RTUs can communicate with the JESO using either a serial port operating in the Formatted Indent Left 0 53 Tab stops 0 88 range of 4 8 19 2 kbps or an Ethernet port 10 Mbps using IP please check with the SEM Norat L1 TESO at the time of your installation Ethernet IP connections must comply with the specifications outlined by the DNP Users Group in the document entitled Transporting DNP3 over Local and Wide Area Networks The communications port will be connected to the Real Time Network supplied by the JESO located at the market participant s facilities 233 The Real Time Network s customer premises equipment FRAD and DSU require a secure source of power supplying 115
23. 4 154 The JESO will process reserve dispatches through the Message Exchange Reserves dispatches are targets for capacity in the reserve class specified that are available from a market participant s resource after acceptance of the dispatch instruction Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 Reserve Activation Formatted Indent Left 0 5 155 The JESO will process reserve activation dispatches through the Message Exchange Energy dispatches are target energy output or load reduction from a market participant s resource The market participant s resource is expected to follow the emergency ramp rate specified during registration of the resource and be at the target within the timeframe specified by the operating reserve market for which the dispatchable generation load facility was scheduled Automatic Generation Regulation Activation E 156 The JESO will specify AGC obligations of a resource through the Message Exchange The AGC obligations include the Regulation Range and may include a specified Base Point that the market participant s resource is required to support for a specified period of time Voltage Regulation Dispatch 157 IESO will be installing the capability to specify voltage regulation dispatches for Load and Generator market participants through the Message Exchange Currently the ESO continues to manage the voltage
24. Control Centers The overall requirements for reliability and performance of the monitoring and control equipment are specified in Chapter 4 of the Market Rules Field Instrumentation Standards The field instrumentation standard focuses on overall accuracy of the measurements Formatted Indent Left 0 53 Tab stops 0 88 being reported to the JESO The accuracy requirement is for an overall end to end Dott Norat LL measurement error no greater than two percent of full scale This measurement error is the sum of all the errors in the measurement chain Typically the measurement chain is comprised of primary conversion by potential and or current transformers secondary conversion by transducers and report by the RTU Formatted Indent Left 0 53 Tab stops 0 88 Any load meter reading must accurately reflect the quantity being measured regardless List tab Not at 1 1 of load balance across the phases For generation a minimum of 2 metering elements is required ET x Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 Deleted Issue 24 1 ii Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 54 Public Issue 24 1 June A 2011 Participant Technical Reference Manual 4 Operational Metering Equipment amp AGC 2
25. Deleted 6 69 Prior or after download Windows XP and Vista users or administrators may create a lt 1 Formatted Indent Hanging 0 38 Tab policy document file type extension to make the purpose of the file more explicit To stops Notat 1 1 1 35 do so after opening Windows Explorer or any window select the Tools menu then Folder Options Deleted 7 resultant window Folder Options i x General View File Types Offline Files Registered file types Extensions FieTypes A 323 nternet Telephony B ACA Microsoft Agent Character File HTTP format B ACD ARIS File T8 ACF Microsoft Agent Character File HTTP format BS ace Microsoft Agent Preview File Fact AutoCorrect List File lei Are AEFICE ACTORPREVIFUs i New Delete Details for 323 extension Opens with Conferencing Utility DII Change Files with extension 323 are of type H 323 Internet Telephony To change settings that affect all H 323 Internet Telephony files click Advanced Advanced Deleted 7 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public 2 Participant Workstation Network amp Security IMO MAN 0024 70 Click in the New button to activate the Create New
26. IESO s Portal vendor Oracle The vendor has stops Not at 1 1 1 35 also stated that browser support is no longer based on OS but strictly tied to the Deleted the supported Microsoft OS browser themselves no matter which OS they are installed on except where noted Deleted Netscape 7 2 or 8 0 or Deleted 1 0 1 5 or 2 0 1 Portal Outage Forms Brower configuration Deleted 0 39 he Portal On line Outage Request Form has the following requirements DUE Formatted Font Default Times New Roman 40 Screen resolution of 1024 X 768 or higher eee 11 pt Formatted Font Default Times New Roman 11 pt EAA AA a a X Formatted Font 11 pt 43 Internet Explorer pop up blocker configured to allow pop ups from IESO secure sites AN Formatted Font 11 pt 41 Internet Explorer version 7 0 42 Internet Explorer native XMLHTTP enabled Formatted Font 11 pt Firewall e a a a Formatted Indent Hanging 0 38 Tab 44 It is recommended that the each Market Participant ensure that each participant stops 0 88 Left 1 81 List tab Not at workstation is protected by an appropriate firewall for the network and workstations Li t LSS being used The choice of the technology to be employed is up to the Market Deleted Participant Formatted P Deleted lt gt lt gt Browser req
27. S subject to a number of security provisions These include e Portal Passwords must conform to the construction rules as described in the Identity Formatted Font Italic Deleted to authenticated Management Operations Guide e If a user enters an incorrect password four times in a row on the Portal the account will be locked out for a fixed period of time after which the user may attempt login Formatted Font Italic Deleted X 509 version 3 medium level assuran Deleted again Urgent password resets or revoke actions from authorized persons may be requested from IESO Customer Relations during business hours or the IESO IT Helpdesk otherwise e Tf a user enters an incorrect password five times in a row on the IESO Report site the account will be locked out for a fixed period of time after which the user may attempt login again Urgent password resets or revoke actions from authorized persons may be requested from IESO Customer Relations during business hours or the IESO IT Helpdesk otherwise e Tf the user is attempting login from an unrecognized prior location or computer or is attempting login during a time of day that does not match a pattern of recognized use Deleted digital certificate identity credentials c Deleted lt gt Deleted Account Suspension Deleted and Fo
28. Typically this equipment is comprised of three small modules the Frame Relay Access Device FRAD the Digital Service Unit DSU and the dial up modem and c verifying that the telecommunication connection is working properly Formatted Indent Left 0 53 Tab stops 241 RTU Check In Service is the final step in RTU Site Certification This involves the E 0 88 List tab Not at 1 1 verification of the accuracy of the RTUs database to ensure a proper correspondence between the actual field device such as a breaker or measurement and the representation in the RTU The proper operation of the RTU with ESO s Energy Management System EMS and the verification of the RTU database being transmitted to the ESO will also be verified Details of the check in service process are available from the JESO 4 2 AGC Operational RTU Specifications Formatted Indent Left 0 53 Tab stops 242 Automatic generation control AGC is a contracted ancillary service used by the IESO 0 88 List tab Not at 1 1 to fine tune the match between generation and load Specific details of implementation will be determined during the contracting process 243 The actual control of generators under AGC is accomplished by control signals sent directly by the JESO to the plant controller or RTU installed for data gathering and control The IESO can send either pulse commands to raise or lower generation or it can send MW setpoin
29. Vac The use of an inverter backed with at least 8 hours of battery power will normally provide this reliability The inverter may also supply power to the RTU If required the JESO can recommend a dedicated inverter and a bypass switch for powering the telecommunications equipment In this case the primary source of power will be a market participant provided dc supply to the inverter in the range of 100 280 Vdc capable of supplying the load for at least 8 hours and a secondary 115V ac source connected to the bypass switch 234 For the JESO supplied telecommunications equipment the acceptable environment is 0 C to 40 C and 5 90 non condensing relative humidity RTU Site Certification 235 The certification of an RTU site is composed of the following activities nnn dosages ap Left 0 53 Tab stops 0 88 List tab Not at 1 1 a Field Instrumentation Accuracy Audit b Environment Audit c Telecommunications connection and d RTU Check In Service 236 Upon the successful completion of the site certification process by the JESO the RTU Formatted Indent Left 0 53 Tab stops 0 88 Site is certified as acceptable for market use Each of the above certification activities is List tab Notat 1 1 described in more detail below 237 Field Instrumentation Accuracy Audit which is the verification of all the errors in the measurement chain may be required by the JESO The market participant should be able to
30. allows Deleted will be Deleted the Formatted Font Italic Formatted Indent Left 0 63 Tab stops 0 88 Left Not at 0 6 Formatted Indent Left 0 63 Tab stops 0 88 List tab Not at 0 6 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Formatted Indent Left 0 63 Tab stops 0 88 Left 1 List tab Not at 0 6 Deleted q Formatted Heading 3 Deleted Issue 24 1 market participants to retrieve market participant metering data by navigating to the Deleted Issue 24 0 Metering application page The Metering page provides access to recorded quantities of interval meter data available in tabular or graphical format Market participants can also Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 68 Public Issue 24 1 June 1 2011 Participant Technical Reference Manual 5 Market Applications e Download the data to their computers in a way that is easy to import into spreadsheet Formatted Bulleted Level 1 Aligned at programs or other data systems 0 75 Indent at 1 e Generate reports using the data within the metering database e Grant other market participants access to specific delivery points for a time period the qmarket participant defines
31. an application such as energy dispatch to issue a message either automatically by Inter Control Center Communications Protocol ICCP or by WEB based Message Exchange or manually off line by telephone or fax by the Exchange Coordinator to a market participant 144 The Message Exchange function sends dispatch instruction to the IESO market participants using ABB s ICCP Block 4 capabilities or the WEB based Message Exchange facilities 145 In order to interface with the Message Exchange using ICCP the market participants lt Formatted Tab stops Not at 1 must also have ICCP Block 4 configured on their dispatch workstations and have specialized software to interpret and manage the ICCP block 4 messages 146 WEB based Message Exchange is an alternative facility made available to the ESO market participants that can be use to support the Message Exchange requirements The WEB based Message Exchange adds additional capability to the existing Message Exchange functionality WEB Based Message Exchange permits dispatch instructions to be sent to the market participants using browser compatible user interface and application programming interface These interfaces will be included with the delivery of this product WEB Based Message Exchange will be simpler to deploy than the ICCP based Message Exchange and more cost effective for the market participants however this may be a less reliable approach Formatted Inden
32. demonstrate that the overall measurement error is no greater than two percent of full scale An acceptable method would involve a combination of manufacturers specifications and calibration records 238 Environment Audit may be required to verify the physical and electrical environment for the RTU and JESO installed telecommunications equipment The market participant may be required to demonstrate that the electrical power supplies meet the requirements Also the market participant may be required to demonstrate that the environment in which the RTU and telecommunications equipment is installed meets the manufacturer s environmental requirements 239 A telecommunication connection must be established between the market participant Deleted Issue 24 1 and JESO Market participants will grant access to their premises to JESO staff or IESO designated staff to establish the required telecommunication connection Deleted Issue 24 0 240 The work involved in establishing this connection typically includes Deleted September 30 2010 Deleted June 1 2011 J Field Code Changed 56 Public Participant Technical Reference Manual 4 Operational Metering Equipment amp AGC a installation of a local loop between the RTU location and a telecommunications service provider b installation of telecommunication equipment at the market participants premises
33. distributors wholesale sellers wholesale consumers retailers transmitters and the financial market participants The PTRM provides the participants with the technical details and specifications of the hardware and software as well as other security related information required by participants for interfacing and information exchange with the JESO Conventions The standard conventions followed for market manuals are as follows e The word shall denotes a mandatory requirement e Terms and acronyms used in this market manual including all Parts thereto that are italicized have the meanings ascribed thereto in Chapter 11 of the Market Rules Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Ju Deleted September 30 2010 Field Code Changed Public Issue 24 1 June A 2011 Participant Technical Reference Manual 1 Overview e Double quotation marks are used to indicate titles of legislation publications forms and other documents e Any procedure specific convention s shall be identified within the procedure document itself 1 7 How This Manual is Organized 15 This document is organized by specific areas of interest and not by market participant roles It is the responsibility of market participants to know what components are relevant 16 The Participant Technical Reference Manual is divided into several parts based
34. hidden formatting information is allowed PM keyword in the file header indicates that the transaction is targeted for the physical market The FM keyword in the file header indicates that the transaction is targeted for the Financial Market Pa Deleted Bidding Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 1 Deleted D 1 Deleted D Formatted Indent Left 0 5 Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 1 Formatted Indent Left 0 5 Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Formatted Indent Left 0 5 Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 5 Market Applications IMO MAN 0024 RTEM SCHEDULE BILATERAL OPER RESV or CAP RESV keyword in the transaction header of PM template file indicates that the transaction is targeted for the real time energy market real time schedule market bilateral contract market operating reserve market or the capacity reserve market respectively The above markets may contain all 24 hours data or data for a range of hours or just the data for a particular hour The Bid Type field describes the typ
35. ieso ca for Sandbox and numberini Formatted Indent Left 0 6 No bullets or g Trusted sites Add this website to the zone Websites ieso ca insidetheimo com You can add and remove websites from this zone All websites in this zone will use the zone s security settings https ccipweb2 idm cybertrust com V Require server verification https For all sites in this zone x Close Deleted Internet Options General Security Privacy Content Conn Select a Web content zone to specify its sect E Internet Local intranet Trusted sites This zone contains Web sites that yor trust not to damage your computer or data Security level for this zone Custom Custom settings To change the settings click To use the recommended setti Custom Level Deleted 8 Internet Explorer 76 eee Deleted Trusted sites You can add and remove Web site in this zone will use the zone s sec Add this Web site to the zone https moswebh ieso ca Web sites esas p m Require server verification https For Deleted 9 Internet Explorer 76 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public 2 Participant Workst
36. lt data All template files are simple Comma Separated Text CST files containing only ASCII characters with no hidden formatting information These CST files will be subject to validation The extension of the file is NOT important as the file format described in the data template and validation rule documents which are located on the Technical Interfaces page of ESO s Web site determines whether the file is accepted Three types of validation rules are recognized which consist of syntax validation technical feasibility checks and commercial acceptability checks Invalid data will be rejected with the appropriate error messages being posted to the sender A single transmission file may contain one or more bids The entire file will be considered as one transaction Each file must have a file header with information common to the entire file The file header can be followed by one or more bids Each bid begins with a bid header followed by one bid body The file header defines the application process and in some cases the market process and the data that is common to bids that belong to the transaction Data associated with a bid is entered into a data template in a predefined structure es for Submitting Data amp Using Template Files T Except where otherwise mentioned the following rules are common to all the data template files A template file is a simple comma separated text file containing only ASCII characters No
37. may join the conversation by invitation only 181 The JESO will record all calls involving JESO operations For all other cases if a market participant desires call recording it is the responsibility of that market participant to record the call 3 4 83 Security 182 All communications between the JESO and the market participant are considered ES confidential and therefore it is recommended that unencrypted radio frequency transmitters such as cellular phones and other wireless technologies not be used for communications 3 4 4 Diverse Path 183 A diverse path will not use either the same physical path or equipment between sites DE This does not include the end user devices End of Section 0 88 List tab Not at 1 1 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Formatted Indent Left 0 53 Tab stops Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public J Sli 4 Operational Metering Equipment amp AGC IMO MAN 0024 4 4 1 4 1 1 4 1 2 184 185 186 187 188 189 190 191 Operational Metering Equipment amp AGC For supporting rule references please refer to Appe
38. regulation dispatches manually Voltage regulation dispatches can be specified in terms of terminal voltage set point or MVAR output Voltage regulation dispatches are targets for terminal voltage and MVAR output for a market participant s resource that should be reached within 5 minutes of acceptance of the dispatch instruction Invoking the Call Option Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 Formatted Indent Left 0 5 Formatted Indent Left 0 5 Hanging 0 38 Tab stops Not at 1 35 Formatted Indent Left 0 5 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 m 1 Formatted Indent Left 0 5 158 JESO will be installing the capability to inform market participants that they are Formatted Indent Left 0 5 Hanging 0 38 required for Must Run or Voltage Support through the Message Exchange Currently the ESO continues to inform market participants manually that they are required for Must Run or Voltage Support The Call dispatch will identify the dispatch period that the market participant s resource is required for The market participant is expected to bid offer into the market as define in the Market Rules for the specified dispatch period Dispatch Message Structure General Structure of All Dispatch Messages m 159 Dispatch messages are co
39. setpoint capability can choose to Deleted Issue 24 1 use either a pulse width to raise or lower the MW setpoint value or they can chose to Deleted deacon Issue e use a direct MW setpoint value provided by the JESO s AGC controller A direct MW setpoint value is preferred because it eliminates any error in converting the pulse width Deleted June 1 2011 into a MW value This specification applies to those units that have a MW controller Deleted September 30 2010 Field Code Changed 4 Operational Metering Equipment amp AGC IMO MAN 0024 with remote MW setpoint capability A typical block diagram of the entire AGC control loop is shown in Figure 4 1 below Tie Lines MW AGC Controller Grid Frequency M a E X E RTU IESO Control Centre A odoare ansdina insamn aaaea Telecommunication Link ASP Generating Unit Y RTU E MW Setpoint Local MW Value AGC Enabled Setpoint status Value Unit Req d for a AGC status AGC Mode Selector LLLI EP MW Value Megawatt Controller Freq Value for Compensation qu Peg Valeo Speed Controller ay Position Controller osition Value Governor Value Gate Unit Connected status Turbine Runner Generator Figure 4 1 Block Diagram of Typical AGC Control Arrangement for Generation units With
40. tabs Browsing Parameters Always send URLs Y N A N A Automatically check for Internet Explorer updates Close unused folders in History and Favorites No stipulation No stipulation No stipulation Disable script debugging No stipulation N A N A Disable script debugging Internet Explorer N A No stipulation No stipulation Disable script debugging Other N A No stipulation No stipulation Display a notification about every script error No stipulation No stipulation No stipulation Enable folder view for FTP sites Y N A N A Enable FTP folder view outside of N A v v Internet Explorer Enable install on demand Internet No stipulation N A N A Explorer Enable install on demand Other v N A N A Enable offline items to be No stipulation N A N A synchronized on a schedule Enable page transitions No stipulation No stipulation No stipulation Enable Personalized Favorites menu No stipulation No stipulation No stipulation Enable third party browser extensions requires restart Y 4 Y Enable visual styles on buttons and controls in web pages Y Y Y Force offscreen compositing even under Terminal Server requires restart Deleted Issue 24 1 Deleted Issue 24 0 Notify when downloads complete No stipulation No stipulation No stipulation De
41. when reviewing the requirements outlined in the PTRM Specific document references are included in each of the relevant sections of the PTRM as well as in the References table at the rear of the document Out of Scope Technical requirements for revenue metering are not contained within the PTRM Details for revenue metering requirements are contained in Market Manual 3 Metering which is available on JESO s Web site Limitations The information in this document is limited to the information available at the time of publication It is subject to change as the various technical interfaces and or market requirements evolve The information in this document is based on the market rules provided to the JESO by the Minister of Energy Science and Technology dated April 15 1999 and subsequent updates thereof Future changes in the Market Rules may result in changes in this document No warranty is provided that any participant s requirements have been completely or correctly interpreted or that all issues have been identified The Participant Technical Reference Manual is only a technical specification manual and does not provide any procedural information For procedural details please refer to the relevant user manual and or guide Who Should Use This Manual The PTRM is meant for all those who wish to participate in the JESO administered market These include but are not limited to the generators
42. 0 is checked under Security in the Java control panel Also ensure that all other boxes under Security are checked except for Use SSL 2 0 and Use TLS 1 0 unless the user has other java applications that need these security protocols If SSL 3 0 is not checked a Java general exception error happens when the user navigates Deleted p 1 Deleted 3 j x Deleted MPI Formatted Indent Left 0 5 Deleted MPI Deleted a Deleted navigates Deleted to in Deleted 4 Deleted MPI Deleted Deleted bidding Deleted a Deleted n Deleted and clicks on the Browse button Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 201 0 0 050 Public 0 000 0 0 00 j 2 Participant Workstation Network amp Security IMO MAN 0024 Java Control Panel General Update Java Security Advanced t Java console E APPLET tag support Internet Explorer Mozilla and Netscape Shortcut Creation JNLP File MIME Association Security DA v Allow user to grant permissions to signed content v Allow user to grant permissions to content from an untrusted authority v Use certificates a
43. 1 Aligned at 1 25 Indent at 1 5 Tab stops Not at 1 35 provisions of the Certificate Subscriber Agreement shall apply For the supported versions of Microsoft Internet Explorer to work properly with the configuration items in both the Advanced and Security tabs under Internet Options menu selection in Internet Explorer It is important to note that the settings are unique to each user profile for IE on a workstation Therefore if multiple users with separate logins share a workstation settings will need to be checked and altered as required for each user It is also important to recognize that Internet Explorer 6 0 has differences in configuration settings between Windows XP SP1 and SP2 and so does Internet Explorer 7 0 between Windows XP SP1 and SP2 and Vista These differences are documented by the JESO as required Deleted Market Participant Interface and Deleted should Deleted lt gt Deleted new Deleted at this time Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Issue 24 1 June 4 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security Deleted MPI Deleted The MPI will not function correctly at this time with Protected Mode turned on and logout will not func
44. 2010 Field Code Changed Issue 24 1 June 1 201 Pb jJ 13 2 Participant Workstation Network amp Security IMO MAN 0024 1 Under the Tools menu select Internet Options For Windows Vista some additional security has been added in the form of Protected Mode as mentioned above This can be turned on or off for each security zone It is required under Vista for the MPI web sites that Protected Mode is turned off This can be done in the Security tab via the check box at the bottom of the Internet Internet Options General Security Privacy Content Connections Programs Advanced Select a Web content zone to specify its security settings Intenet Trusted sites Restricted sites Local intranet This zone contains all web sites that are on your organization s intranet me Security level for this zone Custom Custom settings To change the settings click Custom Level To use the recommended settings click Default Level Custom Level Default Level OK Cancel Apply Windows XP Formatted Indent Left 1 Numbered Level 1 Numbering Style 1 2 3 Start at 1 Alignment Left Aligned at 0 6 Tab after 1 1 Indent at 0 85 Tab stops 1 25 List tab Not at 0 85 1 1 Deleted 4 Deleted 5 Deleted 6 __ Deleted 4 Deleted Issue 24 1 De
45. 24 As a guideline to the market participants the anticipated errors in the measurement chain described above are a Primary conversion 0 596 of full scale b Secondary conversion transducers 0 596 of full scale c Report by the RTU comprising analogue to digital conversion by the RTU and quantification errors 1 046 of full scale 225 The above accuracy standards are expected to be met by all new installations However Formatted Indent Left 0 53 Tab stops for existing installations the existing instrumentation transformers and burdens will be 0 88 List tab Notat 1 1 accepted by the JESO for the life of the instrumentation transformers except where their accuracy is insufficient for monitoring quantities that affect the system limits of the ESO controlled electricity network It is up to the market participant to ascertain with the 7 ESO during facility registration whether the accuracy of their instrumentation transformers would have such impact 4 1 4 Data Specifications Formatted Indent Left 0 53 Tab stops 226 The specific data that needs to be made available to the JESO depends not only on the 0 88 List tab Not at 1 1 electrical capacity of the market participant facility and its participation in the market but also on other factors that influence the safe operation of the ESO controlled grid The detailed requirements are available in Chapter 4 and associat
46. 7 Added new section on Portal Metering application Section 5 1 8 Added new section on Transmission Rights Auction application Deleted bidding Deleted bidding Deleted workstation and Deleted bidding Deleted Updated the Deleted content on Deleted labeling and Deleted Application Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Issue 24 1 June l 2011 Participant Technical Reference Manual Table of Changes Reference Section and Description of Change Paragraph Section 5 1 9 Added new section on IESO Compliance Tool application Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Z2 L4 LZ Participant Technical Reference Manual 1 Overview 1 1 1 Overview About this Manual 1 The Participant Technical Reference Manual is comprised of the following sections Section Name of Section 1 0 Overview 2 0 Participant Workstation Network and Security 3 0 Dispatch Information 4 0 Operational Metering Equipm
47. 88 Left Notat 1 1 1 35 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 40 Public Issue 24 1 June A 201 is Participant Technical Reference Manual 3 Dispatch Information 3 2 Dispatch Message Exchange 3 2 1 Overview 140 Market participants using a dispatch workstation will be integrating directly with the Formatted Tab stops 0 88 Left EMS systems at the JESO and will require interaction with the Message Exchange system Market participants that require this module will be receiving the client software from the JESO via the network and will be instructed on its installation and application 141 Message Exchange information will be stored in the ESO Operations Database ODB for use by the Compliance Monitor This verifies that the requested dispatch actually takes place based on the measurement availability Formatted Indent Left 0 5 Hanging 142 The market participant will P ll 0 38 Tab stops 0 88 Left acknowledge receipt of the message accept or refuse the dispatch request and perform the requested control action 143 The Message Exchange function is used by the JESO to send dispatch instructions to Formatted Tab stops 0 88 Left the market participants This function is triggered by the dispatch request of
48. Deleted 67 Deleted 67 Deleted 67 Deleted 67 Deleted 69 Deleted 70 Deleted 70 Deleted 71 Deleted 71 Deleted 72 Deleted 75 Deleted 75 Deleted 75 Deleted 76 Deleted 80 Deleted 82 Deleted 83 Deleted 84 Deleted 85 Deleted 85 Deleted Table of Contents i4 List of Figures v4 Table of Changes vii 1 Overview 14 1 1 About this Manual 1 4 1 2 Purpose 14 1 8 Scope 14 1 3 1 Out of Scope 24 1 4 Limitations 24 1 5 Who Should Use This Manual 24 1 6 Conventions 24 1 7 How This Manual is Organized 34 2 Participant Workstation Network amp Security 54 2 1 Participant Workstation 54 2 1 1 Hardware Requirements 54 2 1 2 Software Requirements 64 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Issue 24 1 June l 2011 Participant Technical Reference Manual List of Figures Deleted 16 List of Figures Deleted Deleted 17 Deleted 18 Figure 2 1 Internet Explorer Internet Options Advanced ss tte reeeeeees 9 Deleted 19 Figure 2 2 Internet Explorer 6 0 Internet Options Security Windows XP 14 Deleted 20 Figur
49. ENG AMOUNT 268 DELIVER Y_DATE 2000 08 30 DELIVERY_HOUR 10 DELIVERY_INTERVAL 2 The MP client should immediately send a RECEIPT message back to the IESO acknowledging that the message has been received If the RECEIPT message is not received within 20s the Exchange Coordinator will be made aware of the problem If a response to the dispatch instruction is not received within 60 seconds the dispatch instruction is considered to be in a timeout state which locks out the MP client from further accepting or rejecting the dispatch instruction If within 30 seconds after a dispatch instruction has timed out market participants call and request the ESO to manually accept or reject the dispatch instruction the IESO will attempt to do so on their behalf If within those 30 seconds the market participants do not request the ITESO to manually accept or reject the dispatch instruction the IESO will consider that the market participants have rejected the dispatch instruction 1 35 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 Deleted Issue 24 1 Deleted Issue 24 0 j Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 201 0 00000000 Public 0 0 J 47 3 Dispatch Information IMO MAN 0024 3 3 168 a 169 170 171 Rea
50. Extension window as shown ine File Type as New Click on the OK button new d Cancel File Extension Associated File Type example General View File Types Offine Files Registered file types Extensions FileTypes M Brce Office Data File a PCD Photo CD Image GYPCH Entrust Support File BY PCX PCX Image n PDF Adobe Acrobat Document Pox Acrobat Catalog Index ADEM Tuna 1 For fla New Delete Details for POLICY extension Opens with Change Files with extension POLICY are of type FT000003 To change settings that affect all FT000003 files click Advanced The Folder Options window will now typically indicate some details for the POLICY extension and that files of the POLICY extension are of type FT000001 or FT000002 and so on if other customized file extensions have been created previously Windows creates the numbered file types automatically See Figure 2 18 for an Deleted Formatted Indent Hanging 0 38 Tab stops Not at 1 1 1 35 Deleted 8 Deleted 8 Formatted Indent Hanging 0 38 Tab stops Not at 1 1 1 35 Deleted 9 Deleted 9 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left Deleted 20 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted Sep
51. Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left 1 06 Left Not at 1 1 1 35 1 5 1 91 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 200 0 0 00 0 0 Public A0 j 3 Dispatch Information IMO MAN 0024 3 1 2 responsibility of the market participant The IESO supplied router will communicate over private network frame relay to the JESO Monitor and Graphic Card 132 The supported monitor must be SVGA with a graphic card that is configurable to 1024 x 768 pixels with small font and 65536 colors at a minimum A higher resolution of 1280 x 1024 pixels is however recommended Sound Card 133 The PC must include an appropriate sound card and speakers for receiving audible alarms Printer 134 The recommended printer is high resolution with at least 600 dpi and supports multiples fonts Other Components 135 Additional components that should be included with your PC are a compatible two button mouse keyboard and 1 44 MB high density floppy disk drive Software Requirements Operating System 136 The PC should be operating with Windows XP or Vista however it will run ons Windows 98 NT 4 0 with support for TCP IP protocol It is recommended that the latest operating system pat
52. IEEE 802 3 10BASE T standard requires that 1OBASE T transceivers be able to transmit over a 100 meter 328 feet link using 24AWG unshielded twisted pair wire Due to cable delay the maximum link length is nearly always limited to about 200 meters 656 feet regardless of the cable type As a general rule links up to 150 meters 492 feet long are achievable for unshielded and shielded twisted pair cable with a maximum 200 meters 656 feet due to cable delay For each connector or patch panel in the link subtract 12 meters 39 4 feet from the 150 meter limit This will allow for links of up to 126 meters 413 4 feet using standard 24 AWG UTP wire and two patch panels within the link Higher quality low attenuation cables may be required when using links greater than 126 meters Traffic Aggregation 92 93 The JESO will preserve the predictable response time of the Real Time network for market participants who chose to use the Frame Relay Network to submit bids offers and access market settlements and metering information over the Frame Backbone Separate Permanent Virtual Circuits PVC s will be established with an appropriate Committed Information Rate CIR for each specific type of function For example Browser based HTTP traffic will be allocated its own Frame Relay PVC The CIR value will be adjusted to accommodate the individual bandwidth requirements of each market participant The incremental cost of this will be charged to th
53. June 1 Participant Technical Reference Manual 4 Operational Metering Equipment amp AGC 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 on the standards of the International Electrotechnical Commission IEC DNP 3 0 is the recommended practice by the IEEE C 2 Task Force for RTU to IED communications The document DNP 3 0 Subset Definitions is available to DNP User Group members at the DNP User Group Web site http www dnp org This document will help DNP implementers to identify protocol elements that should be implemented The following RTU manufacturers using the DNP 3 0 protocol have been qualified for use by the JESO Vendor Name GE Energy GE Harris j Formatted Indent Left 0 53 Tab stops Device Name D20 D200 and D25 RTUs Vendor Name Quindar Device Name XPPQ and Scout RTUs Vendor Name PML Device Name 7330 7500 7600 7700 and 8500 Vendor Name Cybectec Device Name SMP Gateway Vendor Name Schneider Electric Device Name Quantum PLC System with a DNP3 Processor Vendor Name Bow Networks Device Name Advantech Industrial PC Part UNO 2160 IDAO Vendor Name Schweitzer Engineering Laboratories Inc Device Name SEL 3322 Intelligent Server Vendor Name Telvent Device Name Sage 3030 Substation Automation Platform Vendor Name Schweitzer Engineering Laboratories Inc Device Name SEL 3351
54. Not at 1 1 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 50 Public Participant Technical Reference Manual 3 Dispatch Information time involved in conversing over the link In addition to the normal priority path requirements these facilities will a continue to operate for a minimum of eight hours after the loss of commercial power at any point b be protected against loss of service that may result from overload of the common carrier s public facilities and c beacircuit with physically diverse path from the Normal Priority path to eliminate any common point of failure 178 An autoringdown circuit and other similar dedicated facilities may be considered as 13 High Priority and hardened depending on location 179 Connection to an JESO approved administered or operated network may also be considered acceptable as a High Priority path The MSAT network is a presently approved network Other satellite networks are not approved due to reliance on PSTN connectivity being required to either complete a call or to interconnect with MSAT telephones 180 All conversations between a market participant and the IESO are confidential and will ordinarily connect only the two concerned parties Other parties
55. PUBLIC IMO MAN 0024 e 6 eso Power to Ontario On Demand Market Manual 6 Participant Technical Reference Manual Issue 24 4 lt c lt The PTRM provides the technical details for hardware and software that a participant in the electricity market may need to interface with the Public Disclaimer The posting of documents on this Web site is done for the convenience of market participants and other interested visitors to the JESO Web site Please be advised that while the JESO attempts to have all posted documents conform to the original changes can result from the original including changes resulting from the programs used to format the documents for posting on the Web site as well as from the programs used by the viewer to download and read the documents The ESO makes no representation or warranty express or implied that the documents on this Web site are exact reproductions of the original documents listed In addition the documents and information posted on this Web site are subject to change The ESO may revise withdraw or make final these materials at any time at its sole discretion without further notice It is solely your responsibility to ensure that you are using up to date documents and information This document may contain a summary of a particular market rule Where provided the summary has been used because of the length of the market rule itself The reader should be aware h
56. Prc Market Prices amp Volumes OR Zonal Pro MIS Constraints METIS ms P di Invoices CR Reports Commercial Reconciliation x Market Participants amp Public Info Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 60 Public Issue 24 1 June 1 2011 Participant Technical Reference Manual 5 Market Applications Figure 5 1 Overview of Dataflow from the MP to IESO systems 5 1 2 Energy Market A N 251 The Market Information Management MIM system at the JESO is responsible for receiving market participant bids and schedules and then publishing market results Commercial settlement reports and invoices may be downloaded via the IESO Reports Web Server The market participant may communicate with the system using three mechanisms a Through a default JESO provided GUL hosted in the IESO Portal using Web Page based Forms b Through a default JESO provided GUI hoisted in the IESO Portal by uploading and downloading ASCII data files and or c Through a programmatic interface via an JESO provided API IDK Bidding Templates B Template Format 252 253 Template File Structure 254 Rul 255 There will be upwards of 25 data template file formats for submitting and downloading
57. TRATION Profile details lt gt See MIM MPI Applet section for key generation reference lt gt See MIM MPI Applet section for key storage recommendations To enable access to the MOSMIM Web Server the JESO amp ABB developed a Java MIM programmatic API Application that uses JESO Digital Certificates hen a market particip Deleted lt gt Bids and offers may be submitted using the MIM programmatic API Application in Template form only The bid or offer is signed with the private signing key of the End Entity that has been authenticated during the SSL session Formatted Deleted s 389 LDAP 43 SSL an Formatted rm 3 Deleted e sse Formatted Font Italic Deleted ESO and its CA Formatted English U S Deleted Port 829 for the appropriate CA Formatted Deleted with the CA Manager fad Formatted is I Deleted Figure 2 21 MPI and MIM API Deleted Deleted lt gt Certificate Lifecycle Syst Deleted and Digital Certificate Deleted it Workstation Platform for V Formatted Indent Left 0 5 Formatted a Deleted lt gt Netscape 7 1 or 7 2 orf Deleted lt gt Netscape Navigator 7 0 in Deleted lt gt Internet Access Formatted Indent Left 0 5
58. Tab Stops Not at 1 1 1 35 Deleted PKI and MPI Deleted bidding Deleted Deleted a Deleted MPI Deleted It is not required for use with the MIM IDK or IESO Portal Deleted As of the Verizon CA update in early March this file will be updated to include the new Verizon CA domain names for its replacement CA servers to handle the May 2010 issuing CA certificate replacement Users can if desired still use the original java policy file which is available on the Technical Interface Software downloads page This version of th S ie Java policy file has few security restrictions but high login performance Deleted bidding Deleted a Deleted has Deleted permission java security SecurityPermission removeProvider Entrust permission java security SecurityPermission insertProvider Entrust permission java security SecurityPermission putProviderProperty Entrust Deleted permission java net SocketPermissi non ccical idm cybertrust com connect resolv ion s Formatted Deleted this Deleted MPI Deleted bidding Deleted a Deleted PKI Deleted when attempting to login Deleted Login failed access denied Formatted Deleted 5 Deleted 5 Formatted Deleted Issue 24 1
59. V ac 60 Hz usually from a UPS with a total load capacity of 500 Watts with at least 8 hours of survivability after loss of commercial power Access for maintenance personnel as needed Connectivity from the market participant equipment to the customer premises equipment as stated for the particular device A point of contact a person and telephone number to enable the ESO to request repairs by the market participant for telemetry failures Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 lj Deleted September 30 2010 Field Code Changed 48 Public Issue 24 1 June 2011 Participant Technical Reference Manual 3 Dispatch Information Local Telecom Telco Isolating Office Device Telecom Room Market Participant s Premises Equipment Room Legend JESO responsibility Market Participant responsibility Figure 3 2 Responsibilities for Telecommunications and Site Readiness for RTUs Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 172 The connection to the Real Time Network for a dispatch workstation requires the market participant to provide the following a Access for the communicat
60. arket Manual 5 Settlements Part 5 1 Settlement Schedule and Payment Calendars SSPCs and Any emergency procedures that may have to be invoked by the JESO under the JESO Market Rules The companion data files are issued following the same timeline as the Statement Files S Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Formatted Indent Left 0 5 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Deleted through Formatted Indent Left 0 63 Hanging 0 25 Tab stops 0 88 List tab Not at 1 35 Deleted Issue 24 1 Deleted Issue 24 0 ll Deleted September 30 2010 Deleted June 1 2011 J Field Code Changed Issue 24 1 June 1 2011 Public J 5 Market Applications IMO MAN 0024 TR Preliminary Settlement Statement RT Preliminary Settlement Statement RT TR Preliminary RT Preliminary Settlement Preliminary j Settlement Statement Data File Statement Fie j File RT Final TR Final Settlement Settlement Statement Statement RT Final Settlement j RT Final Statement Data File File TR Final Settlement Statement File Settlement Statements and Data Files Real time Market Settlement Statements and Data Files including TR auction settlement F
61. art e RESOURCE_ID e AMOUNT The fixed base point in MW that the unit will operate at while on AGC e REGULATION RANGE The regulation range in MW expected from the resource DELIVERY START TIME DELIVERY STOP TIME 163 For details of the Dispatch Message Structures and sample examples of all the message types please refer to the Web Based Message Exchange Market Participant s Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Guide document which is available on JESO s web site see the Technical Interfaces page of IESO s web site 3 2 5 Dispatch Message Scenarios Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 164 Heart beat messages are sent by the JESO to determine whether the market participant is able to receive dispatch instructions from the TESO IESO Action MP Response Comment HEARTOUT HEARTIN The JESO will send a HEARTOUT message every 60s to check for an active MP message exchange client If the ESO does not receive the HEARTIN response from the client with a Formatted Indent Left 0 53 Tab stops n p 0 88 List tab Not at 1 1 specified period of time currently configured to 10s the MP client is considered out of Deleted Issue 24 1 service and the Exchange Coordinator be Deleted dase 340 informed of the problem Deleted June 1 2011
62. ation Network amp Security IMO MAN 0024 General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings o 4 9 Internet Localintranet Trustedsites Restricted sites Trusted sites Sites This zone contains websites that you trust not to damage your computer or You have websites in this MES Em xi phegea iia m You can add and remove websites from this zone All websites in Allowed levels for this zone All this zone will use the zone s security settings Medium 3 2 Prompts before dc cuis content Add this website to the zone Unsigned ActiveX about blank Add Websites Enable Protected Mode re jeso ca Remove ara IV Require server verification https for all sites in this zone ose Figure 2 8 Internet Explorer 7 0 Trusted Sites Security Web Sites Addition Windows Vista _ Deleted 10 6 Click on the Require Server Verification https for all sites in this zone option check flag if all sites entered here are https sites like the JESO s P Deleted MPI or Click on the OK button Click on the Custom Level button to activate the Security Settings configuration Deleted 3 window 9 Verify settings as per Table 2 2 when JESO Portal URLs are in the Trusted Sites zone for and the appropriate Windows and Internet Explorer combination If conflicts
63. ber 2011 Once this has been accomplished digital certificate authentication credentials for the energy market bidding application will no longer be required and existing portal accounts can be used to access the application and are subject to the market rule amendment MR 00376 Market Administration Replacing not possess a portal account new accounts will be issued prior to the transition Future reference to this application will be the IESO Energy Market Application hosted on the IESO Portal The transition from PKI digital certificates subject to the Certificate Subscriber Agreement to UserID Password credentials subject to the market rule amendment MR 00376 for accessing IESO Energy Market Application will be governed by the following conditions e So long as market participants use PKI Digital Certificates for the purposes of conducting secure communications or transactions with the IESO the Deleted MPI and Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 0 63 1 1 1 35 Formatted Font Italic Formatted Bulleted Level 1 Aligned at 1 13 Indent at 1 38 Tab stops Not at 1 1 1 35 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab 2 75 Left Not at 0 63 1 1 1 35 4 Deleted Formatted Font Not Bold Formatted Bulleted Level
64. bits per second Market Information Management Metered Market Participant Meter Service Provider Deleted MPI Market Participant Interface megawatts North American Electric Reliability Council Operating Systems Personal Computer IBM compatible Public Switched Telephone Network Public Key Infrastructure Participant Life Cycle or Registration System Remote Terminal Unit Real Time Energy Market Supervisor Control and Data Acquisition Deleted June 1 2011 j Deleted Issue 24 1 Deleted Issue 24 0 Deleted September 30 2010 Field Code Changed Esue24 June 1 201 0 00 00 0 Appendix B List of Commonly Used Acronyms IMO MAN 0024 TCP UPS URL VAr Transmission Control Protocol Uninterruptible Power Supply Uniform Resource Locator Volt Ampere Reactive End of Section Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Issue 24 1 June A 2011 Participant Technical Reference Manual References References Document Name Document ID DNP 3 0 Subset Definitions Non ESO www dnp org Java 2 Runtime Environment Non ESO http java sun com Market Rules MDP_RUL_0002 Market Manual 3 Metering Part 3 0 Metering Overview
65. by Role Signed amp Dated Malcolm Dellow PKI SME Customer Information Management Bruce Melhado Engineer Technical Officer IT amp I Infrastructure Owned by Role Signed amp Dated Operational Risk Release Management IT On behalf of SMEs Reviewed by Role Signed amp Dated Bill Pettitt Manager Business Solutions David Chong Tai Section Head IT amp I Infrastructure Legal Affairs NA NA Approved by Role Signed amp Dated Kerry Noble as per Bill VP IT amp I Limbrick Public Issue 24 1 June l 2011 Participant Technical Reference Manual Table of Contents Table of Contents Table OT GCOBIBIESL aei pod eaa GRE EDI TRERVEA a nU DOMUM RSS TE OE QUIM EU CHEN UD Ee S KRIU UE ON i IBERS AIDE ACCRUE iii Ta OVOIVIBW aninion Sis puc sac dts una uu ku rasa dic uas nacta dm cO RV RCM urs EM RR BUR UR RUE CNN 1 1 1 About this Manual 13 1 Owal SOODG aiii cssc uds e icri die diese cio ai enirn 2 1 4 Lir atiis aca ci o ees b cnl eras eerie vet porated Ecc a rescate sod cc aae 1 5 Who Should Use This Manual 1 6 SONG MUL INS sais cape edic roa Ces as oves Sen inna op ne copa ded exsules du b sn E UU Re 1 7 How This Manuals Organized uei ra ot etc catis ia cock in c 3 2 Participant Workstation Network amp Security nnne 5 Hardware Requirements d Deleted vii Deleted ix Deleted 34 Deleted 35 Deleted 35
66. ches be maintained Internet Browser T 137 For WEB based message exchange the PC should include the IE6 SP2 or IE 7 browser For older versions of Windows the minimum browser version is IE 5 5 Connectivity RS 138 All dispatch workstations must maintain a live connection that will allow workstations to receive send and acknowledge the messages with the minimum throughput established by the JESO Power Supply 139 Given its importance it is strongly recommended that the market participant s provide an Uninterruptible Power Supply UPS to power the dispatch workstation Formatted Indent Left 0 53 Tab stops 0 88 Left 1 Left Notat 1 1 1 35 1 91 Formatted Indent Left 0 53 Tab stops 0 88 Left Notat 1 1 1 35 1 91 Formatted Indent Left 0 53 Tab stops 0 88 Left Notat 1 1 1 35 1 91 Formatted Indent Left 0 53 Tab stops 0 88 Left Notat 1 1 1 35 1 91 Pa Formatted Indent Left 0 75 Formatted Indent Left 0 53 Tab stops 0 88 Left Notat 1 1 1 35 Formatted Indent Left 0 75 Formatted Indent Left 0 53 Tab stops 0 88 Left Notat 1 1 1 35 Formatted Indent Left 0 75 Formatted Indent Left 0 53 Tab stops 0 88 Left Notat 1 1 1 35 Formatted Indent Left 0 75 Formatted Indent Left 0 53 Tab stops 0
67. color Auto Formatted Body Text Number1 Bulleted Level 1 Aligned at 1 25 Indent at 1 5 Formatted Body Text Number1 Indent Left 1 Formatted Indent Left 0 53 Tab stops 0 88 List tab Notat 1 1 Deleted site Deleted is one of the Web sites that Deleted MIM Deleted Deleted is GUI based and Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 5 Market Applications IMO MAN 0024 273 The MIM Application Interface APT code will allow market participants to customize their interface to interact with the ESO Using the Java interface these API s provide access to MIM They act as wrappers to validate and normalize parameters passed to the MIM system through Java class libraries It is these same class libraries that also run within the Communicator browser environment and are fetched when the secure MIM site is first visited These library routines provide the following functionality e Template Upload e Template Download e System Message Download and e Market Status Download and 274 To support platform independence as of IDK 1 46 a Java interface is supported by the IESO To download the latest version of the IDK visit the Technical Interfaces page of the JESO s Web site
68. cts windowsvista editions systemrequiremen ts mspx For Windows 98 or NT the following provides the minimum hardware requirements Processor 128 The minimum required processor speed is 300 MHz PII or equivalent however 500MHz PIII or equivalent is recommended Memory Ti 129 The PC must have a minimum of 256 megabytes of internal RAM For better performance however 512 megabytes RAM is recommended Hard Disk 130 The PC must have at least four gigabytes of available disk space Interface Cards 131 The network card must support a high speed 10 Mbps or greater network as it will be required to communicate over Ethernet to an JESO supplied router at the market participant site The wiring between the dispatch workstation and the router is the Formatted Font Italic Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left Not at 1 1 1 35 Formatted Font Italic Formatted Font Italic Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left Not at 1 1 1 35 Formatted Indent Hanging 0 38 Tab stops Not at 1 1 1 35 Formatted Indent Left 0 53 Tab stops Not at 1 1 1 35 1 91 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left Not at 1 1 1 35 1 91 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left Notat 1 1 1 35 1 91
69. e 1 2011 i Deleted September 30 2010 li I Field Code Changed Public 38 Participant Technical Reference Manual 3 Dispatch Information 3 Dispatch Information aie et rms Pede 124 For supporting rule references please refer to Appendix 2 2 Sections 1 1 amp 1 3 of thee market rules 3 1 Dispatch Workstations refs A 125 This section provides description of the dispatch workstations required by market participants injecting into or withdrawing electrical power from the ESO controlled grid or will receive and transmit information to the JESO 3 1 4 Hardware Requirements Platform 126 The client software provided by the JESO is designed to be platform independent The IB s IESO has performed extensive testing of this software on the Windows XP and Vista operating systems The software will also function on other versions of the Windows Operating System i e Windows 98 or higher but these are no longer formally supported by the IESO Displays may be rendered incorrectly if a Windows Operating System is not used 127 For Windows XP it is recommended that the client workstation hardware conform to Microsoft s specifications found at http www microsoft com windowsxp pro evaluation sysreqs mspx and for Windows Vista at http www microsoft com windows produ
70. e 2 3 Internet Explorer 7 0 Internet Options Security Windows XP Deleted 21 Deleted 26 Deleted 27 Deleted 27 Deleted 28 Deleted 29 Deleted 31 Deleted 32 Deleted 32 Deleted 33 Deleted 33 Deleted 34 Deleted 53 Deleted 57 Deleted 64 Deleted 64 Deleted 73 Deleted 76 Deleted 81 Figure 2 6 Internet Explorer 7 0 Internet Options Trusted Sites Security Windows XP 17 Figure 2 7 Internet Explorer 7 0 Trusted Sites Security Web Sites Addition Windows XP Figure 2 11 Pop up Blocker Settings Window Filter Setting for Portal amp Energy Market bidding application USS 2 sec cista cia that iai akt ct i kart etta bd pha LE teat chida Figure 2 12 Addition of Portal URL to Allow Web Site List for Pop ups Figure 2 18 Java Gontrol Panel Selle iau io rte i scri etn ote retirees Deleted Figure 2 1 Internet Explorer Internet Options Advanced 94 Figure 2 2 Internet Explorer Entrust Truepass Applet Security Warning 144 Figure 2 3 Internet Explorer Untrusted Publishers Certificates Listing 154 Figure 2 4 Internet Explorer 6 0 Internet Options Security Windows XP 164 Figure 2 5 Internet Explorer 7 0 Internet Options
71. e character The asterisk character is used to separate multiple bids offers in a single file The asterisk character should be used before and after each bid which can contain up to 24 hours of data All data information in a given template must be included in exactly the same order as listed Any additional information or omissions will be considered as an error and will be rejected An optional field can have a value or null If a value has been entered it will take precedence over the default value All fields are mandatory if not specified otherwise Optional fields are denoted with field names enclosed within square brackets in the template definitions All mandatory fields must have values entered If there is no data for a particular field then NULL value should be submitted For example valuel value2 contains a NULL Deleted Issue 24 1 value between valuel and value2 S s s a r Deleted Iss j Each tuplet of data as in the case of Price Quantity or RampBreakQuantity Deleted Issue 240 RampUp RampDown must be enclosed within parentheses The entire set of tuplets Deleted June 1 2011 i e the curve itself must be enclosed within curly brackets For the RTEM the Deleted September 30 2010 Price Quantity data for an hour or range of hours can have up to 20 tuplets of values Field Code Changed 62 Public Participant Technical R
72. e market participant es Formatted Indent Left 0 5 LL Formatted Indent Left 0 5 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 ll Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public 2 Participant Workstation Network amp Security IMO MAN 0024 2 3 ccount Suspension and Auditin 94 Web based network communications will be secured using SSL Depending on the market participant s internal network configuration changes may have to be made to allow a SSL connection if firewalls are used 95 Changes to the market participant s firewall configuration will be dependent upon the 96 authenticated communication or transactions when using IESO accounts and identity credentials 97 The market rules requires that the JESO implement access control protocols to protect the unauthorized disclosure of confidential information transmitted by electronic in combination with SSL encryption allows the JESO to fulfill the appropriate marke rules governing confidentiality Additionally User ID account identity credentials in conjunction with SSL protocols and adaptive authentication software mechanisms can be used to establish authentication authorization and integrity 98 User ID account identity credentials used with the JESO Portal are authenticated and
73. e of resource submitting the bid offer The following keywords and their assigned definitions are used within the context of these templates GENERATOR A generation resource located within the ESO controlled grid in Ontario LOAD A load located within the ESO controlled grid in Ontario INJECTION A generation resource located outside Ontario Can also be considered as imports by ESO OFFTAKE A load located outside Ontario Can also be considered as exports by IESO Standard time will be used for the date fields There will be no 23 hour short days and no 25 hour long days All days will have 24 hours Blank lines are permitted in the data files and are ignored White space is also ignored Comma is used as the only data field separator Comment lines must begin with Comments can also be added at the end of a data line but it must be preceded by V Any text following W will be interpreted as comment and will be ignored Comments cannot extend past across multiple lines unless each line begins with a V A semi colon is a record terminator It will be used as a file header bid header and bid body delimiter The record terminator is not needed for those records that are comment lines A data record must be on a single line There is no maximum length for a line in an incoming file so long as a record terminator is specified for record termination The record terminator signals the end of the record instead of the end of lin
74. ed Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public J 2 Participant Workstation Network amp Security IMO MAN 0024 MIM Programmatic API Application Application Based Solution lication hosted within the ESO Portal lication Applet 104 Market participants can download the Identity Management Operations Guide and the Market Participant Energy Market Graphical User Interface User s Guide see 105 106 107 The Deleted lt gt The ABB provided software coding for PKI for the Internet Explorer 6 X and 7 0 browser and updated MIM IDK the software coding for PKI is based on the Entrust Java Toolkit 7 2 as supplied by Entrust The digital certificates provided by the Certification Authority are X 509 version 3 certificates The certificates and software in combination provide for it Confidentiality The encrypted transmission of messages and proprietary information it Access Control Allowing access to information based on a given set of rules it Authentication The verification of the identity of a person or process sending and receiving a message and information it Data Integrity Verification that a message sent is the message received and has not been altered in transit etc f
75. ed Appendices of the Market Rules and through consultation with the JESO 227 Ina generic sense the data monitored falls into two classes analogue and status Analogue Points Formatted Indent Left 0 53 Tab stops i 2 228 These are continuously varying measurements such as watts volts and amps Typically 0 88 List tab Notat 1 1 the measurements are derived from a primary conversion device such as potential or current transformer and a transducer This measurement chain scales down the actual electrical value that the RTU can report for example 0 100 MW to an analogue representation of 4 20 mA or 0 1 mA Market participants may contact the IESO for more detailed information Status Points Formatted Indent Left 0 53 Tab stops 229 Status points are typically discreet binary values such as the open or closed status of a 0 88 List tab Not at 1 1 switch This information is presented to the RTU by a contact whose state is representative of the state of the device being monitored Market participants should check the RTU vendors literature for available options in status monitoring 4 1 5 Power Supply Specification 230 As the data received from the RTU is an integral piece to the operation of the electricity Formatted Indent Left 0 53 Tab stops grid the RTU and associated communications equipment requires connection to a 0 86 Uist tab t Notat TI
76. ed for information on defining communications Portal SSO and Identity Management System 117 All Portal users login with a UserJD applications 118 The Portal is protected by Oracle and Microsoft identity management technologies These components provide for single sign on authentication authorization auditing and in conjunction with SSL protocols confidentiality and integrity of communications 119 All Portal identity management components for User ID account credentials are server based and only a web browser is required by the market participant as specified in this document to access the Portal with this type of identity credential 120 The JESO Portal User Interface User s Guide should be referenced for Portal login procedures Workstation Platform for Portal Browser Client li v 121 The browser client recommended by the JESO portal vendor Oracle and supported by the JESO is as shown on the IESO Supported Client Platform web page Recommended by the Portal vendor but not supported by the ESO is e Mozilla Firefox 1 0 1 5 or 2 0 1 e Safari 2 0 Any of these will work Not supported but compatible are e Mozilla Firefox 1 0 in combination with Sun JVM 1 4 2 A P Ports si 122 Port 443 must be open to allow access over SSL Secure Socket Layer Market participants with firewalls must have this port open for communication with the JESO Deleted lt gt See MIM MPI Applet section for REGIS
77. eference Manual 5 Market Applications with a minimum of two tuplets For Energy Ramp Rate tuplets the maximum is 5 tuplets with a minimum of 1 tuplet Whatever the number of tuplets is the data must be included first within parenthesis and then within curly brackets As an example 1 1 23 50 0 23 50 70 means that the price curve for 1AM has a two P Q pairs n A shorthand notation can be used for specifying bid data that does not change across a contiguous range of hours The format of the shorthand notation is x y for an hour field and pl q1 p20 q20 for a price curve where x and y are the start and end hours that have the same value or the same curve As an example the shorthand notation 1 5 70 implies that the value 70 is valid for all hours from 1 AM through 5AM This shorthand notation is valid for incoming bids This data once received will be stored on a per hour basis This also implies that outgoing data will be given on an hourly basis o When using shorthand notation the hours must be in ascending order only If there are any overlaps the records are invalid and will be rejected As an example 1 5 7 10 2 3 gt will be rejected 1 5 7 10 6 gt will be rejected p Rejected records will be identified to the market participant through a report created at the end of the transmission identifying the rejected records and the reason for rejection q Output data templates may use the letter
78. eleted MPI and Deleted MPI and Deleted MPI and Deleted MPI and Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 20 Public Issue 24 1 June 4 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security Deleted MPI and Parameter WhenJESO WhenIESO WhenIESO When IESO Portal URLs in orta URLs Portal URLs Portal URLs Deleted mrt ana Internet zone by added to added to addedto Deleted MPI and default for XP Trusted Sites Trusted Sites Trusted Sites Deleted MPI and SP2 and IE 6 0 zone in XP SP2 zone in XP SP2 zone in Vista and IE 6 0 and IE 7 0 and IE 7 0 only one certificate certificate for the exists i e automatic profile has been certificate imported and presentation automatic presentation is desired Drag and drop or copy Enable prompt Enable Enable Enable and past files acceptable Include local directory N A N A Enable Enable path when uploading files to a server Installation of desktop Prompt Prompt Prompt Prompt items Launching N A N A Prompt Prompt applications and unsafe files Launching programs Prompt Promp
79. ent and AGC 5 0 Market Applications The content of each is described more fully later in this section 1 2 1 3 Purpose Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left 1 94 List tab Not at 1 1 1 35 Formatted Indent Left 0 5 Hanging 0 25 Deleted potential and B a 5 2 2 e E a 4 Cc e a B e wn Ic c Ic 2 e e 2 3 Cc m a d z o 5 o S e e un gt e fe o EA c 5 m 2 n active market participants with the necessary general technical standards to participate in the JESO administered markets It also provides references to other documents and information sources for detailed technical specifications required for participating in the JESO administered markets This document is not intended to be used as a stand alone technical reference manual for all issues within the realm of electricity production distribution or consumption Written for market participants it provides only information relevant to the participant for communicating with the JESO and participating in the electricity market It provides more detailed information on the requirements stated in the Market Rules It is intended as a generic guide and the relevance of information in certain sections will depend on the market requirements of the participant Market participants are expected to understand what inf
80. essages are generated automatically by the dispatch algorithm every TE five minutes The Exchange Coordinator EC monitors the dispatches and the EC can prevent the messages from being sent out in the event of a system disturbance while activating operating reserve The availability and reliability of the supporting facilities must be such that the following criteria is met The Exchange Coordinator ESO BES Control Room Operator in not more than sixty seconds after issuance of the dispatch message must receive the acknowledgement and compliance indication after issuance of the dispatch instruction The acknowledgement of receipt of a dispatch message is automatically performed by the Client application either ESO provided or market participant The compliance is a manual action by the market participant to accept or reject the instruction The JESO shall manage and or control the ICCP and Web Based communications facilities that support the transmission of dispatch instructions to the market participants dispatch agent at the point of system injection Failure of any of the facilities such that the dispatch message and or the reply are not sent received is alarmed through monitoring software to the Exchange Coordinator upon detection The alarm is displayed within the message dispatch tool and it will be logged in the systems control log The alarm indicates the actual or most likely reason for the failure An outage to any of
81. g the ICCP protocol and maintains the communication parameters and status for each link b A Web Server Servlet or Application Server responsible for establishing and maintaining communication between market participants using the https protocol and managing user logins client requests publishing client response to SCADA Supervisory Control and Data Acquisition subscribing to amp performing action requests from SCADA and publishing results of action requests to SCADA c A Web Client providing user interface for the WEB Based Message Exchange java applet The software as shown on the IESO Supported Client Platform web page is required in order to execute the Message Exchange Applet Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 Left Not at 1 1 1 35 l Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 42 Public Participant Technical Reference Manual 3 Dispatch Information 3 2 3 151 152 The ME Database Server is responsible for storing and retrieving the messages and their status This database will support both WEB amp ICCP The ME Application Server will co ordinate the message exchange between different functions It is responsible for message scheduling and tracking both WEB and ICCP Dispatch Messaging The dispatch m
82. ge Forms Se3ction 2 1 2 Added content to list web based applications hosted within the IESO Portal Section 2 1 2 Updated content to include the upcoming migration of the energy market rule amendment MR 00376 Section 2 2 1 Added content to indicate that IESO identity credentials are subject to the limitations and conditions defined in the Market Rules Section 2 2 3 Updated the content regarding the Market Participant firewall configuration requirements Section 2 3 Updated the content regarding Accounts and Identity Credentials and account auditing Section 2 3 2 Updated content regarding the MIM Programmatic API Application requirements to register IP addresses for Market participant systems using the API with the IESO and the use of USERID credentials Section 2 3 3 Updated content for Energy Market Application applet functionality and requirements and MIM Programmatic API functionality and requirements Section 5 1 2 lication Section 5 1 4 Added new section on Portal On line Settlement Forms application Section 5 1 5 Added new section on Portal On line Outage Forms application Section 5 1 6 Updated old section 5 1 4 content for Energy Market Application interfaces available and the transition to UserID password credentials for the MIM API Section 5 1
83. h may involve connection to an ESO approved or administered network Whatever mode is used this circuit will provide inherent privacy for the users with the ability to add other parties by invitation only interface with the JESO through the normally available PSTN facilities Where available caller identification will be available on this line Such a facility shall be exempt from restriction by Line Load Control and or have Priority Access for Dialing status and not be routed by the market participant into an answering machine or Voice Mail that impedes or delays an immediate interactive conversation with a live person in attendance at the facility High Priority PATH A High Priority circuit will be of a type that provides backup communication between facilities It must be hardened against failure due to loss of commercial power at any point MSAT Synchronous satellite communication facilities may be considered as hardened facilities but are not desired as primary operating facilities due to the delay The JESO uses MSAT telephone services MSAT satellite telephone service is Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Formatted Indent Left 0 63 Hanging 0 25 No bullets or numbering Tab stops 0 88 Left Formatted Indent Left 0 53 Tab stops 0 88 List tab
84. hen attempting to locate the PKI certificates and login Under such circumstances an applet not inited error on the browser status line at the bottom may display and or a dialogue box with an error message Login failed access denied java security SecurityPermission removeProvider IAIK 1 Anw 2nns Open Open in New Window Mia Print Target Cut Cop Copy Shortcut IMO_MAN_0024 Market Manual 6 Participant Technical Reference Manual ver 7 4 Throughout document Added references to Internet Explorer 6 0 to allow Market P Participants to access the MPI using IE in addition to current Netscape Browser Re released for Baseline 13 1 Indicated need for inclusion of the need for administrative rights on workstations accessing the Metering web site in the MPI for the first time Indicated that MPI compatibility testing by IESO with IE is restricted to Windows 2000 and Windows XP SP1 Add to Favorites Properties 68 The file type policy is not a normal registered file type and this is not required for successful download of the JESO java policy file To download the file the user must choose the Save as type option All Files and choose the appropriate C Documents To download the file from the Technical Interfaces page the user can right mouse button click on the file s POL link on the web site and choose to save to the required Formatted Indent Hanging 0 38
85. ication Deleted MPI Deleted MPI Deleted bidding Deleted application Formatted Indent Left 0 5 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 22 Public Issue 24 1 June 4 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security 2 Asubmenu list will display If the pop up blocker is enabled the first submenu option will indicate Turn Off Pop up Blocker If it is disabled the first submenu option will indicate Turn On Pop up Blocker This option works as a toggle to 4 Deleted 10 File Edit View Favorites ENSE Help Mail and News b Manage Add ons Pop up Blocker Settings Address EES about blank i b Es ine Synchronize Windows Messenger Internet Options Figure 2 9 Internet Explorer Enabling or Disabling Pop up Blocker Deleted 10 Internet Explorer Configure Pop up Blocker Settings Formatted Indent Left 0 5 58 In order to access pop up blocker settings and set up the pop up blocker filters Formatted Indent Left 0 5 Hanging parameters to allow the proper functioning of Energy Market Application with
86. ication because HTML Form data is browser based and the MIM programmatic API Application is not using a browser 111 See MIM MPI Applet section for UserID details 112 The USERID used for authentication with the MIM programmatic API is the REGISTRATION User Login Name concatenated with an 9 symbol and finished Deleted The n MIM MPI nergy Market Deleted bidding a M Deleted and presents their authentic digital certificate from the browser certificate database am x Deleted lt gt To enable access to the JESO MOSMIM Web Server the JESO and ABB Deleted browser Deleted bidding a z Deleted When the bid or offer is submitted in the browser the bid or offer data is signed with the Deleted lt gt The browser is also used to verify the digital signatures of Templates and HTML Forms Deleted bidding a Deleted An alternative route for accessing the MOSMIM Web Server is via the MIM programma with the REGISTRATION market participant Constant Shortname See the Technical Deleted bidding a Interfaces Page of IESO s Web site for details on how the REGISTRATION User Login Name and REGISTRATION market participant Constant Shortname are created Below is an example of the syntax of the USERID REGISTRATION User Login Name REGISTRATION MP Shortname 113 The required REGISTRATION Profile Registra
87. ics memory minimum WDDM driver Pixel Shader 2 0 in hardware and 32 bits per pixel 27 If connecting to the IESO through an internal network over the web then the appropriate participant network equipment will be required Monitor 28 The supported monitor must be SVGA with a resolution capability of 800 x 600 pixels or greater Printer 29 Itis recommended that a printer with high resolution of at least 600 dpi and that supports multiple fonts be used Other Components 30 Additional components that should be included with your system are a compatible two button mouse keyboard and 1 44 MB high density floppy disk drive 31 A Smartcard and reader are highly recommended options 32 DVD ROM drive 2 1 2 Software Requirements Formatted Indent Left 0 5 Operating System 33 The recommended operating system is Windows XP SP2 or Vista as shown on the IESO Supported Client Platform web page at http www ieso ca imoweb ti ti_Supported Client Platform asp Previous versions of Windows are no longer supported by the JESO The operating system must have support for the TCP IP protocol Note When Windows is used as the operating system the preferred Short Date format is Formatted Indent Left 0 5 Hanging 0 38 yyyy mm dd Other Short Date formats may be used provided the year placement is set Tab stops 0 88 Left Not at 0 4 0 5 to yyyy Go to the Control Panel Regional Setti
88. igure 5 2 Schematic Overview for Settlement Statements and Data Files 266 The preliminary settlement statement provides each market participant with an opportunity to review all settlement amounts that have been calculated for a particular trading day and raise a notice of disagreement if necessary After a predetermined notice of disagreement period a final statement is generated 267 Information regarding the format of the settlement statement files and supporting data files is provided in Format Specification for Settlement Statement Files and Data Files Settlement Statement Supporting Data Files 268 The timeline for issuing the preliminary and final data files for a given trading date are detailed in the Settlement Manual In general terms however their issuance is based on a business day timeline rather than on a calendar day timeline and is specifically governed by e The ESO Settlement Schedule amp Payment Calendar Market Rules Ch 9 Section 6 2 Market Manual 5 Settlements Part 5 1 Settlement Schedule and Payment Calendars SSPCs and Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Formatted Indent Left 0 5 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed
89. in the eria stops 0 88 List tab Not at 1 1 Portal Deleted MPI 1 Under the Tools menu select the Pop Up Blocker menu option 2 Asubmenu list will display Select the Pop up Blocker settings submenu option when the pop up blocker has been toggled on See Figure 2 10 Deleted 3 The Pop up Blocker Settings windows will activate See Figure 2 11 Deleted 2 Deleted bidding application Select the desired Filter setting e g Low Allow pop ups from secure sites as an option if pop ups are required to be blocked from all sites except those sites protected by SSL It is up to the discretion of the market participant to choose the required filter level for their needs The low setting will allow all Energy Market Application Deleted MPI Deleted bidding application Deleted MPI of Web site to allow and use the Add button see Figure 2 12 This will allow the proper functioning of Energy Market Application and Portal level setting o NS Deleted MPI and Deleted 5 Deleted MPI Deleted bidding application Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public 2 Participant Workstation Network amp Security IMO MAN 0024 ab
90. ions carrier to the market participant site to install a local loop and other customer premises equipment b A dedicated dial up telephone line connected to the Router to enable remote maintenance c Space to house the customer premises equipment Router in a suitable environment e g dry clean 0 40 C free of Electro Magnetic interference etc d A suitable power source for the customer premises equipment typically a reliable source of 120V ac 60 Hz e Access for maintenance personnel as needed Local Telco Telecom Office Isolating Device if roanirod Telecom Internal Wiring Telecom Room Interconnect Cable Market Participant s Premises Deleted Issue 24 1 Legend JESO responsibility m Market Participant responsibility Deleted Issue 240 Deleted June 1 2011 Figure 3 3 Responsibilities for Telecommunications and Site Readiness for DWS encanta aces Ad Field Code Changed Issue 24 1 June 1 201 abi jJ 49 3 Dispatch Information IMO MAN 0024 3 4 173 Voice Communication Specifications Voice communications are broken into two categories 5 Normal priority path market participants and High priority path market participants 174 The determination for whether a market participant requires a High Priority path is 175 3 4 1 176 a b c 3 4 2
91. ired for acquiring real time data dispatch of automatic generation control AGC and dispatch messaging are also provided besides general information on voice communication specifications and types e Section 4 0 Operational Metering Equipment amp AGC This part details information and technical specifications for the operational metering requirements It does not contain information on revenue metering which is provided in the Market Manual 3 Metering on the JESO s Web site It also provides technical specifications for the AGC Operational Remote Terminal Units RTUs e Section 5 0 Market Applications Provides technical specifications amp requirements for the bidding application settlement application invoicing and application Deleted Issue 24 1 interfaces MIM API For viewing templates validation tables and sample data Deleted Issue 24 0 files please refer to the Technical Interfaces page of JESO s Web site Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public J B Overview IMO MAN 0024 17 The technical specification and requirements contained in the Sections of this Manual are authorized under Appendix 2 2 of the market rules Specific references where applicable will be included at the beginning of each section End of Section Deleted Issue 24 1
92. l Time Network The Real Time Network will be used for a Real time data acquisition of power system data required by the JESO to operate the power system Dispatch of automatic generation control AGC control commands and Dispatch messaging Function a and b above are typically executed by an RTU and function c by a dispatch workstation Real time network communication with the JESO Control Center is via a Frame Relay communications network except for dispatch messaging which will also use the Web as an alternative This real time network will be made available by the JESO to the market participant In some cases where the size and the location of the market participant s electrical plant warrants a secondary communications system for increased reliability will also be made available The connection to the Real Time Network for an RTU or a functionally equivalent device e g PML meter requires the market participant to provide the following Access for the communications carrier to the market participant site to install a local loop and other customer premises equipment such as the DSU and FRAD A dedicated dial up telephone line connected to the FRAD to enable remote maintenance Space to house the customer premises equipment in a suitable environment e g dry clean 0 40 C free of Electro Magnetic interference etc A suitable power source for the customer premises equipment typically a reliable source of 120
93. lation Show Information Bar for encoded N A No stipulation No stipulation addresses Use UTF 8 for mailto links N A No stipulation No stipulation Java Sun Use Java 2 v1 5 0_xx for lt applet gt requires restart If shown Microsoft VM Deleted Issue 24 1 Java Console enabled No stipulation No stipulation N A Java logging enabled No stipulation No stipulation N A JIT compiler for virtual machine Y Y N A enabled Deleted Issue 24 0 Deleted June 1 2011 Multimedia Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 201 0 0 0 000 0 Public 0 0 00 11 2 Participant Workstation Network amp Security IMO MAN 0024 Advanced Internet Option Value blank means Parameter no check LE 6 0 IE 7 0 XP SP2 IE 7 0 Vista XP SP2 Don t display online media content in No stipulation N A N A the media bar if shown Always use ClearType for HTML N A No stipulation No stipulation Enable automatic image resizing Y Y Enable Image Toolbar requires restart No stipulation N A N A Play animations in web pages No stipulation No stipulation No stipulation Play sounds in web pages No stipulation No stipulation No stipulation Play videos in web pages No stipulation N A N A Show i
94. le Enable updates via script Allow websites to N A N A Enable Enable prompt for information using scripted windows Scripting of Java Enable Enable Enable Enable applets User Authentication Logon Automatic logon Automatic logon 55 Energy Market Application hosted in the Portal web site 56 57 configuration settings for pop up blocking be set so that En P With the release of Windows XP SP2 pop up blocker functionality has been enabled within Internet Explorer 6 0 This can have some beneficial and some detrimental effects depending on the needs of the browser user When enabled with just default activate and properly display when pop up blocking is active and not disabled for the It is recommended that IE oe 4 Internet Explorer Turn Pop up Blocker On or Off In order to turn off or on the IE pop up blocker function 1 Under the Tools menu select the Pop Up Blocker menu option This functionality continues as is with Internet Explorer 7 0 under Windows XP and Vista The directions included here apply to all the combinations of Windows XP and IE 6 0 and 7 0 and Windows Vista and IE 7 0 Deleted MPI and Deleted MPI and Deleted MPI and Deleted MPI and A Formatted Indent Left 0 5 Deleted MPI and Deleted MPI and Deleted MPI Deleted bidding application Deleted Deleted bidding appl
95. leted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 14 Public Issue 24 1 June 1 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings e amp Internet Localintranet Trusted sites Restricted sites Sites Trusted sites This zone contains websites that you trust not to damage your computer or your Files You have websites in this zone Security level for this zone Custom Custom settings To change the settings click Custom level To use the recommended settings click Default level i Custom level ji Default level y General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings Qo 9 Internet Localintranet Trusted sites Restricted sites Trusted sites This zone contains websites that you trust not to damage your computer or your files You have websites in this zone Security level for this zone Custom Custom settings To change the settings dick Custom level To use the recommended settings dick Default level _custom level Defaultlevel
96. leted June 1 2011 Reuse windows when launching No stipulation No stipulation No stipulation Deleted September 30 2010 Field Code Changed 10 Public Issue 24 1 June A Participant Technical Reference Manual 2 Participant Workstation Network amp Security Advanced Internet Option Parameter Value blank means no check LE 6 0 pap IE 7 0 XP SP2 IE 7 0 Vista shortcuts Show friendly HTTP error messages v Y Y Show friendly URLs N A N A Show Go button in Address bar Y N A N A Show Internet Explorer on the No stipulation N A N A desktop Underline links Always Always Always Use inline AutoComplete No stipulation No stipulation No stipulation Use most recent order when switching tabs with Ctrl Tab N A No stipulation No stipulation Use Passive FTP for firewall and DSL modem compatibility No stipulation No stipulation No stipulation Use smooth scrolling Y Y Y HTTP 1 1 Settings Use HTTP 1 1 Y Y Y Use HTTP 1 1 through proxy No stipulation No stipulation No stipulation connections International Always show encoded addresses N A No stipulation No stipulation Send IDN Server Names N A No stipulation No stipulation Send IDN server names for N A No stipulation No stipulation Intranet addresses Send UTF 8 URLs N A No stipulation No stipu
97. lor Auto Form 1564 e Embedded Generation and Regulated Price Information Form 1598 e Ontario Clean Energy Benefit Over time settlement data submission functionality will be updated and expanded to meet current requirements 5 1 5 Portal On Line Outage Forms Application 270 Within the IESO Portal the On line Outage Forms application will provide functionality to permit secure submission and historical search for outage data previously submitted via IESO Form 1360 Outage Request Over time outage data submission functionality will be updated to meet current requirements 5 1 06 Energy Market Application Interfaces 271 The Market Information Management MIM system accessible via the Energy Market secure internet based client gateway to functionality provided by the JESO energy bidding system 272 he market participants can interact with the MIM using the following two methods e Internet Explorer browser used to login to the IESO Portal to access the Energy Market such as HTML It allows client interaction through the keyboard mouse and e MIM Client API IAPI The API emulates the functions of the browser It allows Clients programmatic access to the MIM functionality using third party applications Formatted Body Text Number1 Bulleted Level 1 Aligned at 1 25 Indent at 1 5 Formatted Font Default Times New Roman 11 pt Formatted Font
98. mage download placeholders No stipulation No stipulation No stipulation Show pictures No stipulation No stipulation No stipulation Show image dithering No stipulation No stipulation No stipulation Printing Print backgrounds colors and images No stipulation No stipulation No stipulation Search from the Address bar No stipulation No stipulation No stipulation Security Allow active content from CD to run on My Computer No stipulation No stipulation No stipulation Allow active content to run in files on My Computer No stipulation No stipulation No stipulation Allow software to run or install even if the signature is invalid No stipulation No stipulation No stipulation Check for Publishers certificate Y v Y revocation Check for server certificate revocation v Y Y requires restart Check for signatures on downloaded v Y 4 programs Do not save encrypted pages to disk No stipulation No stipulation No stipulation Empty Temporary Internet Files folder when browser is closed No stipulation No stipulation No stipulation Enable Integrated Windows Authentication requires restart No stipulation No stipulation No stipulation Deleted Issue 24 1 Enable Profile Assistant No stipulation N A N A Enable memory protection to help mitigate o
99. milarly available through the IESO Reports web server Detailed information regarding the precise format of settlement statement files and supporting data files is detailed on the Technical Interfaces page of JESO s Web site Further information regarding charge type calculations may be found on the Technical Interfaces page of the JESO s Web site The settlement statement files and supporting data files contain settlement amounts and the underlying data used in those calculations for a market participant The data included mostly pertains to a particular trading date the primary trade date but it may also contain missing charges from prior trading dates Content field usage and format are detailed in Format Specification for Settlement Statement Files and Data Files and may be found on the Technical Interfaces page of the JESO s Web site Some general notes about the statement files are listed below Market participants will download the files via secure access from the IESO Reports EU RU ELE a ihe eot ERE EE web server The timeline for generating the preliminary and final statements for the financial and physical markets is detailed in the Settlement Manual In general terms however their issuance is based on a business day timeline rather than on a calendar day timeline and is specifically governed by The ESO Settlement Schedule amp Payment Calendar Market Rules Ch 9 Section 6 2 M
100. mposed of a message header and a message b3 2ody The content of messages is not case sensitive 160 The message header identifies the message and is a common format for all messages 161 The HEARTOUT HEARTIN ACCEPT REJECT RECEIPT CONFIRMATIONOK AND CONFIRMATIONNOTOK only include the header information 162 AGC dispatch messages may be sent in one of two forms Tab stops 0 88 List tab Not at 1 1 1 35 Formatted Indent Left 0 5 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 1 35 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 44 Public Issue 24 1 June A 201 d Participant Technical Reference Manual 3 Dispatch Information 1 Dispatch Message Body Regulation with Range Dispatch Only will include the following fields e Persistent Resource e DISPATCH TYPE RGR e Startstop Start e RESOURCE_ID e REGULATION RANGE The regulation range in MW expected from the resource e DELIVERY START TIME e DELIVERY STOP TIME 2 Dispatch Message Body Regulation with Range and Fixed Base Point Dispatch will include the following fields e Persistent Resource DISPATCH TYPE RGS e Startstop St
101. nd keys in browser keystore V Use personal certificate automatically if only one matches server reque v Warn if certificate authority can not be verified v iv v iv v v Warn if certificate is expired or not yet valid Warn if site certificate does not match hostname Show sandbox warning banner Allow user to accept JNLP security requests Use SSL 2 0 Use SSL 3 0 Use TLS 1 0 ellaneous v Place Java icon in system tray Deleted 4 4 Formatted Indent Left 0 5 Deleted Issue 24 1 Deleted Issue 24 0 T Deleted June 1 2011 Jf Deleted September 30 2010 Field Code Changed 26 Public Participant Technical Reference Manual 2 Participant Workstation Network amp Security IESO Java Policy File 66 A special JESO Java policy file with the file name java policy note the dot at the from the JESO Technical Interfaces page It must be installed in each users C Documents and SettingswserID e g C Documents and Settings Wsmithj directory on the workstation where userID represents the login ID for the user Users should not use the previous versions of the java policy file Software downloads page The latest version of the java policy file for use with the Energy Market Application in the Po
102. nd vice versa There are 3 types of electronic funds transfer used by banks including EDI Wire Transfers and pay only electronic funds transfer Direct Deposit The amount of information passed to the JESO with each of these types of payment is different The short time frame within which the JESO is required to remit payment to the credit side of the market makes it important to identify the source and relevant invoices associated with payments made to the JESO as quickly as possible The EDI and Wire transfer approaches to electronic funds transfer provide the JESO with sufficient detail to make identification possible Pay only electronic funds transfer Direct Deposit however can not provide the JESO with the needed information The JESO is therefore requesting market participants using pay only electronic funds transfer to send a fax to the JESO Finance Department with the details of the payment provided market participant name invoice number s amount of payment End of Section Deleted Issue 24 1 ii Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 70 Public Issue 24 1 June A 2011 Participant Technical Reference Manual Appendix A Forms Appendix A Forms This appendix contains a list of the forms and agreements associated with Participant Technical Reference Manual These are available
103. ndix 2 2 Section 1 2 of the market rules Operational Metering Equipment Introduction This section covers operational metering requirements It does not cover specific revenue metering requirements Real time operational information from market participants is required by the JESO for the operation of the high voltage electricity system Market participants provide this information by using appropriate monitoring equipment that they supply The information is sent to the ESO over IESO provided Real Time Network Specifics for the types of monitoring equipment required by the JESO are detailed in the Market Rules Chapter 4 The requirements in terms of quantities measured and performance for operational metering are mainly based on the facility ratings Remote real time data can be provided to the JESO by the market participants using two standard data transfer protocols Distributed Network Protocol DNP and or Inter Control Center Protocol ICCP Qualified Devices The standard device for collecting real time information is the Remote Terminal Unit RTU Real time information about the disposition of the market participants facility is collected from the market participant supplied RTU s and forwarded on a regular basis to the JESO Control Center The Energy Management System EMS at the JESO Control Center polls the RTUs for information every two to four seconds Total data latency must not exceed four
104. ngs to make this adjustment The o7 delivery dates used by the Internet Explorer browser in the submission of bids are Deleted Issue 24 1 generated from this date setting and value Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 6 Public Issue 24 1 June 1 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security Browser e Formatted Indent Left 0 5 34 All JESO applications within the MPI are fully tested with the supported OS Browser and JRE combinations 35 128 bit encryption is standard with the Internet Explorer browser and this can be verified under the Help menu and then the About Internet Explorer menu selection IESO secure web sites also have been configured to work with SSL 3 0 or higher which requires this level of encryption 36 The viewing resolution must be 800 x 600 pixels or higher in view maximized mode 37 Internet Explorer has been tested with the Notice of Disagreement NOD and Meter Trouble Reporting MTR applications MTR and NOD will function as expected with the supported Microsoft OS Internet Explorer combinations 38 The ESO Portal is accessible with Internet Explorer 6 0 6 0 SP1 6 0 SP2 7 x as welle Deleted combinations Formatted Indent Hanging 0 38 Tab These specifications a are provided by the
105. nline attacks N A N A No stipulation Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Issue 24 1 June A Participant Technical Reference Manual 2 Participant Workstation Network amp Security Advanced Internet Option Value blank means Parameter no check IE 6 0 IE 7 0 XP SP2 IE 7 0 Vista XP SP2 Enable native XMLHTTP support Y Y Phishing Filter N A Turn on Turn on automatic automatic website checking website checking Use SSL 2 0 Use SSL 3 0 Y Y v Use TLS 1 0 No stipulation No stipulation No stipulation Warn about invalid site certificates Y Y Y Y Y Warn if changing between secure and v not secure mode Warn if forms submittal is being Y N A N A redirected Warn if Post submittal is redirected to a zone that does not permit posts N A v v Deleted lt gt Browser Settings for Entrust Authority Administration Tool lt gt The browser settings for compatible browsers for accessing the Entrust Authority Administration Tool available at the Cybertrust Certification Authority at i https ccip idm cybertrust com AdminServices are as follows q Table 2 2 Entrust Authority Administration Tool Browser Settings Browser environments into the Trusted Sites zone under IE Securi
106. o a person at the market participant or agent of such Application Subscriber refers to an application at the market participant or agent of such Either can be referred to as Credential Subscribers Market Participant Registration Officers who request User ID account identity credentials for themselves a sa aele erare Sea Baha at distr cce Eesaia a i editi etcetera bed account identity credentials Each Individual Subscriber Application Subscriber must be identified by one of three identification models see Identity Management Operations Guide which is available on the Technical Interfaces page of IESO s Web site 1 IESO Identity Management Officer Model 2 Market Participant Registration Officer Model 3 Notary Public Model The different models dictate the way different administrative activities are completed User ID account password reset is handled by direct communication with JESO Customer Relations The ESO Identity Management Officer is responsible for issuing and maintaining User Deleted and Certification Authority Deleted lt gt The current Certification Authority Cybertrust has been providing CA services since February 28 2004 Prior to that date the original Certification Authority CA e Scotia or Scotiabank formerly e Scotia Incorporated handled all external management aspects of the PKI Public Key Infrastructure and digital certificates it The Cybertrus
107. on specific areas of interest A brief description and summary of each part is provided below e Section 1 0 Overview Contains information about the purpose scope limitations and structure of the manual e Section 2 0 Participant Workstation Network and Security This section contains the minimum technical specifications for the participant workstation required by market participants making bids offer or obtaining information about market activity The minimum hardware and software specifications for the participant network used for interacting with the JESO are also described This part also provides market participants with information and technical specifications for the digital certificates The participants require the digital certificates or User ID account identity credentials for purposes of data confidentiality and security e Section 3 0 Dispatch Information This part contains information about the technical requirement of the dispatch workstation and general information about dispatch message exchange The primary audiences for this part are those participants who will be providing electrical power into or withdrawing electric energy from the JESO controlled grid and will receive dispatch instructions from the JESO It includes as well information on the functional aspects of the Dispatch Message Exchange as well as the message structures amp actions Minimum hardware and software specifications for the real time network requ
108. on the ESO public Web site on the Market Entry Page The forms and agreements included are as follows Form Name Form Number IESO Certificate Subscriber Request Form IMO FORM 1276 Form IESO Certificate Subscriber Registration Officer Request IMO FORM 1277 IESO Certificate Subscriber Agreement IMP AGR 0016 End of Section Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public 0 0 A 1 Participant Technical Reference Manual Appendix B List of Commonly Used Acronyms Appendix B ANSI AGC API BES BOC Bps DMI DSU EDI EMS FIS GUI ICCP ICG IEEE IESO ISO List of Commonly Used Acronyms American National Standards Institute Automatic generation control Application Program Interface Bulk Electricity System Backup Operating Center Bits per second Desktop Management Interface Digital Service Unit Electronic Data Interchange Energy Management System Financial Information Systems Graphical User Interface Inter Control Center Protocol IESO Controlled Grid Institute of Electrical and Electronics Engineers Independent Electricity System Operator Internet Protocol International Standards Organization Information Technology Kilobytes Kilobits per second Local Area Network Megabytes Mega
109. one icon to specify its security settings The default level for the Trusted Sites zone in IE is Low for XP and Medium for Vista It is recommended to change this Medium low for XP and leave as default for Vista Notice that the Sites button is now active 4 Click on the Sites button to activate the Trusted Sites entry window See Figure 2 a ee eee A Formatted Tab stops Not at 1 25 Deleted 7 Deleted MPI and Deleted 7 Formatted Indent Left 0 5 Deleted MPI and Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 Deleted 4 Deleted 6 Deleted 8 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public 16 Issue 24 1 June 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security 1 5 Type in the address es of the trusted sites for the ESO s Production and Sandbox Portal environments and use the add button to add them See Figure 2 7 and 2 8 Deleted MPI and Portal environments d both s Deleted When using Vista the MPI logout transition to the ESO home page will work only within the same browser window provided that ites https mos ieso ca or https moswebh
110. or the appropriate Windows IE lt combination and then click on the Apply button Depending on the user s workstation software environment specific options may need to be altered from the settings recommended here for proper function of Internet Explorer under all circumstances with other non ESO applications Table 2 1 Internet Explorer Advanced Internet Options with Windows XP SP2 and Vista Advanced Internet Option Value blank means Parameter no check IE 6 0 IE 7 0 XP SP2 IE 7 0 Vista XP SP2 Deleted Issue 24 1 Accessibility Parameters all EEUU eleted Issue 24 Always expand ALT text for images No stipulation No stipulation No stipulation Deleted june 1 201 Move system caret with No stipulation No stipulation No stipulation Deleted September 30 2010 focus selection changes Field Code Changed Issue 24 1 June 1 2011 Public j 9 2 Participant Workstation Network amp Security IMO MAN 0024 Advanced Internet Option Value blank means Parameter no check LE 6 0 IE 7 0 XP SP2 IE 7 0 Vista XP SP2 Reset text size to medium for new N A No stipulation No stipulation windows and tabs Reset text size to medium while N A No stipulation No stipulation zooming Reset Zoom level to 10096 for new N A No stipulation No stipulation windows and
111. ormation they will require for their particular role in the market and apply the required sections accordingly Scope This document is intended to provide market participants with a description of the various facilities and interfaces they require to participate in the ESO administered markets This document supplements the market rules It also points to other documents and information sources that provide installation set up and configuration information for the various tools and facilities required for participation in the electricity market as a supplier transmitters distributor generator or consumer Formatted Indent Hanging 0 38 Tab stops Not at 1 1 1 35 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 20 Public 0 0 0 0 0 0 00 00 0 0 1 Overview IMO_MAN_0024 1 3 1 1 4 1 5 1 6 8 10 11 12 13 14 The material contained in various sections of the PTRM is limited to information that is relatively stable and not subject to frequent change Technical details that are subject to change on a more frequent basis are posted on the Technical Interfaces page of IESO s Web site at www ieso ca It is therefore important for market participants to refer to the specific technical documents on the Technical Interfaces page
112. out blank Microsoft Internet Explorer File Edit View Favorites A GR XX mL ET ey T Pop up Blockei Turn Off Pop up Blocker e Le rel 3 on Manage Add ons 4 about blank seca Synchronize Addre Windows Messenger Internet Options Pop up Blocker Settings Exceptions Pop ups are currently blocked You can allow pop ups from specific Web sites by adding the site to the list below Address of Web site to allow Notifications and Filter Level Play a sound when a pop up is blocked M Show Information Bar when a pop up is blocked Filter Level Low Allow pop ups from secure sites High Block all pop ups Ctrl to override Medium Block most automatic pop up Low Allow pop ups from secure stes Deleted 1 Deleted 2 Deleted MPI Deleted bidding Deleted a Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 24 Public Issue 24 1 June l 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security Pop up Blocker Settings Exceptions Pop ups are currently blocked You can allow pop ups from specific I websites by adding the site to the list below Address of website to allow Allo
113. owever that where a market rule is applicable the obligation that needs to be met is as stated in the Market Rules To the extent of any discrepancy or inconsistency between the provisions of a particular market rule and the summary the provision of the market rule shall govern Document ID IMO MAN 0024 Document Name Participant Technical Reference Manual Issue Issue 24 1 Reason for Issue Revised for IDK Authentication Effective Date June 1 2011 Deleted Issue 24 0 Deleted update of Verizon Root CRL IP address locations Deleted September 30 2010 Participant Technical Reference Manual Document Change History Document Change History Related Documents Document ID Document Title MDP RUL 0002 Market Rules Issue Reason for Issue Date For change history prior to Issue 10 see issue 17 0 of the PTRM 10 0 Issued for baseline 15 1 for changes related to the JESO Portal and June 15 2006 Identity Management systems and access to the Cybertrust Entrust Authority Administration tool used for creation of version 7 1 certificates that are required for TRA users accessing the Portal 11 0 Issued for Baseline 16 0 To Include new RTUS to the certified list September 13 2006 of devices in section 4 1 2 12 0 Issued for Baseline 16 1 December 6 2006 13 0 Issued for Baseline 17 0 March 7
114. plate can also be used to view the bid offer data Note The Capacity Reserve Market is not yet implemented e Public Market Information which is available on the Technical Interfaces page of IESO s Web site is used by Market participants to view the public market information and or the market results Formatted Indent Left 0 53 Tab stops 0 88 e Private Market Participant Information which is available via through the MPI or List tab Notat 1 1 API is used by market participants to view their dispatch information Deleted Issue 24 1 Deleted Issue 24 0 260 Although the JESO is not bound to rigorously follow any particular ISO standard it recognizes the benefit of taking some of them into account ISO 9001 regulations are Deleted June 1 2011 considered in the attempt for achieving quality interfaces Deleted September 30 2010 Field Code Changed 64 Public Issue 24 1 June A 2011 Participant Technical Reference Manual 5 Market Applications 5 1 3 262 263 Settlement Statement Files fe 264 265 Settlements Application 261 The current Commercial Reconciliation system produces settlement statements The Y IESO Funds Administration FA applications group produces invoices Market participants have the ability to review and or download the invoices through the IESO Reports web server Settlement statements are si
115. ponsibility for connectivity up to the Frame Relay Access Device FRAD or Router located on the market participant site Static routing will be used across the interfaces between JESO and the market participant s network Reserved internal TCP IP addresses may not be accepted due to possible conflicting addressing schemes on the network An incremental cost sharing agreement must be agreed to with the JESO and the proportionate cost will be borne by the market participant The market participant must provide the JESO with a registered TCP IP Ethernet address for the Ethernet port that connects to the market participant s internal network RFC 1918 IP addressing will be accepted under certain conditions Please contact the IESO prior to your installation To arrange for a Frame Relay connection contact the JESO see www ESO ca Connecting to the Supplied Ethernet Port 88 89 90 91 A network connection will need to be established between the Ethernet Port on the FRAD and the market participant s Internal Network If distance between the Ethernet Port on the FRAD and the market participant s Internal Network is an issue then a recommended solution will be to deploy an Ethernet Repeater or Ethernet Extender Ethernet Repeaters can effectively increase the distance of typical 1OBASE T Ethernet connections from around 182 meters 600 feet to over 7 300 meters 24 000 feet using existing ordinary copper telephone wires The
116. pulation on Nostipulation on No stipulation No stipulation on all settings all settings on all settings all settings Active X Controls and Plug ins Allow Previously N A N A Enable Enable unused ActiveX controls to run without prompting Allow Scriptlets N A N A No stipulation No stipulation Automatic prompting Enable Enable Enable No stipulation for ActiveX controls Binary and script Enable Enable Enable Enable behaviors Display video and N A N A No stipulation No stipulation animation on a webpage that does not use external media player Download Signed Prompt Enable Enable Enable ActiveX Controls Download Unsigned Prompt Prompt Prompt Prompt ActiveX Controls Initialize and script Disable prompt Disable prompt Disable prompt Enable ActiveX controls not acceptable acceptable acceptable Deleted Issue 24 1 marked as safe Deleted Issue 24 0 Run ActiveX controls Enable prompt Enable Enable Enable and plug ins acceptable Deleted June 1 2011 Script ActiveX Enable prompt Enable Enable Enable Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 201 0 0 Pblc jJ 19 2 Participant Workstation Network amp Security IMO MAN 0024 Parameter WhenJE MWhenlESO When IESO WhenlESO Portal URLsin Portal URLs Portal URLs Portal URLs _ Internet zone by added to added to added to default for XP Tru
117. r as PRIVATE through a facility contracted by the market participant with a telecommunications service provider or SHARED over the JESO provided frame relay switched network Market participants who require high performance or reliability may wish to consider the PRIVATE or SHARED network alternatives aL Deleted 20 s 1 Formatted Indent Left 0 5 Formatted Indent Hanging 0 38 Tab stops Not at 1 1 1 35 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 J Deleted September 30 2010 Field Code Changed 2 Participant Workstation Network amp Security IMO MAN 0024 75 2 2 1 76 77 78 2 2 2 79 80 81 82 83 Regardless of the method chosen failure of the telecommunications network can occur Market participants should take this into consideration and establish alternate paths or contingency plans as required Internet The connectivity bandwidth should be at least 28 8 Kbps but higher speeds are recommended to maintain optimal performance credentials which are subject to the limitations and conditions defined in the Market Rules To authenticate to the JESO Web site the market participant will present an Operations Guide see Technical Interfaces page of JESO s Web site Secure Sockets Layer SSL is used to encrypt the messages between the client
118. red incorrectly if a Windows Operating System is not used Other operating systems and hardware may be used as long as the operating system supports the Java 2 Runtime Environment see java sun com At this time there are no known issues with the JESO Portal and the supported browsers For Windows XP It is recommended that the client workstation hardware conform to Microsoft s specifications found at http www microsoft com windowsxp pro evaluation sysreqs mspx and for Windows Vista at http www microsoft com windows products windowsvista editions systemrequiremen ts mspx However going forward the JESO recommends the following The minimum recommended processor is a 1 GHz 32 Bit X86 or 64 bit x64 CPU Memory The minimum recommended system requirements are 1 GB of internal RAM Deleted with Deleted 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 2 Participant Workstation Network amp Security IMO MAN 0024 Disk 24 The recommended available disk space is a minimum of 15 gigabytes on a 40 GB hard drive Interface Cards 25 A minimum 56Kb modem or faster cable modem or equivalent is strongly recommended if the market participant is interfacing with the JESO over the public Internet 26 Support for DirectX 9 graphics and 128 MB of graph
119. reliability standards and criteria for IESO Reliability Compliance Program 5 2 Funds Administration 5 2 1 HTML and Text File Invoices 281 Invoices will be distributed to the market participants via XML HTML or text files Formatted Tab stops 0 88 List tab Not hosted on the IESO Reports web server The market participant using any standard web LS browser over the web can view these XML HTML or text files The market participant can also download and save the XML HTML or text file and print the invoice 282 Descriptions of the XML and text file invoice may be found in the technical interface Formatted Indent Left 0 53 Tab stops document entitled Text File Invoice Format Specification 0 88 List tab Notat 1 1 Deleted Issue 24 1 5 2 2 E mail Deleted Issue 24 0 283 Emailing of invoices and statements will not be available as an option Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 5 Market Applications IMO MAN 0024 5 2 3 284 Banks used by the market participants must have electronic funds transfer capability Formatted Indent Left 0 53 Tab stops 0 88 285 Fund Transfers Electronic funds transfer is a computerized mode for payment and withdrawal used in List tabs Notat L transferring funds from the market participants bank account to the JESO a
120. rmatted Formatted Formatted Deleted Is sue 24 1 Deleted Is sue 24 0 additional authentication questions will be asked The question choices and their Deleted June 1 2011 corresponding answers shall have been provided by each user at time of account registration Future security implementation Deleted September 30 2010 Field Code Changed 34 Public Issue 24 1 June 4 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security 2 3 2 101 102 e In accordant with Market rule amendment MR 00376 if the user fails to answer any additional authentication questions correctly the account will be immediately locked out for a fixed period of time after which the user may attempt login again Future security implementation e Alllogin attempts successful or not will be logged for analysis by the IESO e All Portal activity login logout and pages visited etc will be logged for analysis by the IESO Administration activities for User ID account identity credentials include e Registration e Identification e Approval e Creation and system access privileges assignment e Identity credential Revocation and removal of system access privileges e Change of system access privileges e User ID password reset Y Individual Subscriber refers t
121. rom that sent and it Non Repudiation Digital Signatures A sender shall not be able to deny later that he sent a message e 443 SSL protocol 108 Market participants can choose to use the application based MIM programmatic API solution_with a Market Participant custom application This is an alternative method Deleted bidding a me Deleted with osted within the IESO Web Deleted MIM MPI Market Participant Graphical User Interface Deleted bidding a Deleted Browser Based Solution for accessing the Energy Market Application functionality hosted with the IESO Portal Deleted browser Under such conditions the Market Participant must register the IP addresses of the systems used to access the IESO MOSMIM Web Server with the TESO in order for the appropriate firewall rules to be implemented at the IESO to permit Market Participant access with the MIM programmatic API 109 The MIM API Application can be downloaded from the ESO Web site as a part of the IDK IESO Development Kit see the Technical Interfaces Page of JESO s Web site 110 The MIM programmatic API provides the same market application functionality as the Energy Market Application in the Portal However only Template based bids and offers may be submitted using the MIM programmatic API HTML Form data cannot be submitted using the MIM programmatic API Appl
122. rtal grant permission java lang RuntimePermission getProtectionDomain permission java security SecurityPermission removeProvider IAIK permission java security SecurityPermission insertProvider IAIK permission java security SecurityPermission putProviderProperty IAIK x a m ll permission java util PropertyPermission read write permission java lang RuntimePermission queuePrintJob Under such circumstances an applet not inited error on the browser status line at the bottom may display and or a dialogue box with an error message with the content java security SecurityPermission removeProvider IAIK or others 67 window to allow the user to choose the directory location to save the file to sit IESO Java policy file WUTRSLGILIULI LU WISI INU LUL IH UTE UI JRE 1 2 0 FUE USE WILL LE DU eu TIT A special IESO Java policy file with the File name java policy note the dot at the beginning PAI of the filename is required for successful IESO PKI and MPI processing on the workstation when using Internet Explorer as the browser for the MPI This File must be installed in each user s C Documents and SettingsluserID e g C Documents and Settings smithj directory on the workstation where userID represents the login ID For the user Without this file with the above content in the correct location For each user the MPI applet PKI code will not function correctly w
123. s N A to indicate that the data value is not available r Data that is in the form of text strings must be entered within double quotes i e Such data cannot have double quotes embedded within it For example field other reason which is a text string should be submitted within double quotes i e s Allbid submission templates can be used for download purposes also The valid bid data that will be downloaded will be in a similar format as it is during an upload As mentioned above hour ranges will not be used to download data but on a per hour basis The downloaded data can be updated modified if needed and then resubmitted without having to make any formatting changes m Formatted Indent Left 0 5 Bid Data Validation 256 There is no sequence template files can be submitted at any time Submissions are lt checked for date and all other validations Submissions for bids in the mandatory Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 window must be made not later than 10 minutes before the mandatory hour closing 257 Data coming in to the Market Operating System MOS is subject to validation Three types of validation rules are recognized syntax validation technical feasibility checks and commercial acceptability checks Invalid data will be rejected with the appropriate Deleted Issue 24 1 error messages being posted to the sender
124. seconds The EMS communicates with the RTUs using the DNP 3 0 protocol The Binary Input Data are Object 1 Qualifier 01 Variation 1 normal and Variation 2 not normal The Analog Input Data are Object 30 Qualifier 01 Variation 4 normal and Variation 2 not normal with Application Confirm Request All data must show Data Quality Flags when not normal such as Off Line Restart Communication Lost Local Remote Forced Over range If data are derived from some intermediate devices these flags must indicate any manual manipulation or failure of these data in these devices Pseudo data do not require any Data Quality Flags DNP Distributed Network Protocol is an open standards based protocol used in the electric utility industry to address interoperability between substation computers RTUs IEDs Intelligent Electronic Devices and master stations This protocol is based Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 35 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 1 35 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Formatted Indent Left 0 53 Tab stops 0 88 List tab Not at 1 1 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Public Issue 24 1
125. sted Sites Trusted Sites Trusted Sites SP2 and IE 6 0 zone in XP SP2 zone in XP SP2 zone in Vista and IE 6 0 and IE 7 0 and IE 7 0 controls marked as acceptable safe Downloads Automatic prompting Enable Enable Enable Enable for file downloads File Download Enable Enable Enable Enable Font Download Enable prompt Enable Enable Enable acceptable Microsoft VM Java Permissions High Safety Medium Safety Medium Safety Java VM Java permissions High Safety Medium safety Medium safety N A Miscellaneous Access data sources Change from Change from Prompt or Prompt or Enable across domains Disable to Prompt Disable to Prompt Enable or Enable or Enable Allow META Enable Enable REFRESH Allow scripting of Internet Explorer Web browser control No stipulation No stipulation No stipulation No stipulation Allow script initiated windows without size or position constraints No stipulation No stipulation No stipulation No stipulation Allow web pages to use restricted protocols for active content No stipulation No stipulation No stipulation No stipulation Allow websites to N A N A No stipulation No stipulation open windows without addresses or status bars Display mixed content Prompt Enable Enable Enable Don t prompt for client Disable may be Enable Enable Enable certificate selection changed to enable when no certificates or if only one IESO D
126. such as Market participant ID and Resource ID have been edited for confidentiality reasons The Energy Template is used to specify the bids or offers for various resources like generators loads off takes and injections This template can be used for data submission in any window and can be used to view the energy data These will be version sensitive and new versions will be available to all Market participants when available Older versions cannot be used when a new version is issued e The Bilateral Contract Template is used to specify the hourly amount exchanged between two Market participants This template can also be used to view the bilateral contract data e Real Time Energy Schedule Template is used to specify the schedules for various resources Market participants will use this template to send their schedule data to the IESO This template can also be used to view the schedule data This template can be used by market participants that are e Self scheduling generators or e Intermittent generators e Operating Reserve Template is used by market participants to send their bid offer data to the JESO It can also be used to view the operating reserve data All operating reserve ancillary service data loading use the same template There are 3 types of Reserves supported and they are 10 min Non Spin Reserve 10 min Spin Reserve amp 30 min Reserve e The Capacity Reserve Bid Template is used to send bid offer data to IESO This tem
127. system at the market participant and the Web Server at the JESO SSL uses a combination of asymmetric public and private keys and symmetric keys shared secret to negotiate the secure session between the market participant system and the ESO Web Servers This is a standard technology developed originally by Netscape and used extensively by Internet web servers to establish secure connections between two systems Private Network The Private Network option is recommended to market participants concerned about having direct control over the performance of telecommunications with the JESO for commercial purposes As the name implies the market participant privately arranges this service with a commercial telecommunications service provider The quality of service is subject to the contract between the market participant and the service provider All associated costs will be borne by the market participant The JESO enables this option by permitting the telecommunications service provider to establish a point of presence at the JESO s main and backup operating centers The IESO also will provide space and a physically and electrically secure environment for the premises equipment Market participant is expected to terminate its point of presence at the JESO s premises with routers supplied by the market participant located at the JESO s main and backup operating centers The actual demarcation point is the Ethernet connection to the router
128. t Left 0 5 Hanging 0 38 Tab stops 0 88 Left Not at 1 1 1 35 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed 3 Dispatch Information IMO MAN 0024 147 Interfaces see figure below shows the relationship that Message Exchange ME has with other parts of the system Most of the functions are internal to JESO however on the right of the diagram is the interface with the market participants Resource Dispatch Operator ME Overview Interchange Message Scheduler Exchange ICCP Interface Application X Compliance WEB interface Monitor Figure 3 1 Message Exchange Interfaces AAr HN HHA WR Pd 148 Specifics of ICCP Block 4 are discussed in the ICCP guidelines which can be ordered from EPRI Report TR 107176 over the Internet 149 A WEB Based Message Exchange user guide has been posted on the JESO Web site The user guide provides information on message displays user actions and contract management message displays etc Market participants are encouraged to consult the Web site for further details and latest updates to the user guide 3 2 2 Functional Parts 150 Message Exchange ME consists of several independent functional parts a An ICCP Server responsible for establishing and maintaining the communication between utilities usin
129. t Certification Authority s now owned by Verizon version of the Entrust PKI for use with the JESO MPI is 7 2 q Deleted PKI and other Deleted and the Certification Authority Formatted Font Not Italic Formatted Font Not Italic Formatted Font Not Italic Formatted Font Not Italic Formatted Font Not Italic Deleted digital certificates or Deleted digital certificates and Deleted Certificate Revocation amp Re issue lt gt Certificate Recovery Deleted Certificate Update Certificate Name or USERID Extension Change Activation Code Expiration Formatted Indent Left 1 1 No bullets or numbering Formatted Indent Hanging 0 38 Tab stops Not at 1 1 1 35 Deleted certificates or Deleted certificates or Deleted In all cases where digital certificates are involved the ESO will archive the Certificate Subscriber Agreement see the Technical Interfaces Page of JESO s Web site and for all credentials all instances of Certificate Subscriber Request Form Section 1 From the Certificate Subscriber Request Form Section 1 the ZESO can identify what action issue recover revoke revoke amp re ig Deleted and does not involve the request form Deleted The Certification Authority is responsible for issuing X 509 digital fa Delet
130. t Prompt Prompt and files in an IFRAME Navigate sub frames Enable Enable Enable Enable across different domains Open files based on Enable Enable Enable Enable content not file extension Software channel Medium Safety Medium Safety Medium Safety Medium Safety permissions Submit non encrypted Enable prompt Enable Enable Enable form data acceptable Use Phishing Filter N A N A Enable Enable Use Pop up blocker No Stipulation No Stipulation No Stipulation No Stipulation User data persistence Enable Enable Enable Enable Web sites in less Enable Enable Enable Enable privileged web content Deleted Issue 24 1 zone can navigate into Deleted Issue 24 0 this zone Deleted June 1 2011 Scripting Deleted September 30 2010 Field Code Changed Issue 24 1 June 120 abi jJ 21 2 Participant Workstation Network amp Security IMO MAN 0024 only in Intranet zone only in Intranet zone Parameter WhenlESO WhenIESO When IESO Portal URLs in Portal URLs Portal URLs Portal URLs _ Internet zone by added to added to added to default for XP Trusted Sites Trusted Sites Trusted Sites SP2 and IE 6 0 zone in XP SP2 zone in XP SP2 zone in Vista and IE 6 0 and IE 7 0 and IE 7 0 Active scripting Enable Enable Enable Enable Allow paste operations Enable Enable N A N A via script Allow programmatic N A N A Prompt Prompt clipboard access Allow status bar N A N A Enab
131. t commands to change the current generation The type of signal the sent to a specific unit that is providing AGC is determined by the IESO and is also dependent on the design of the unit s governor system which controls the power input to the generator A number of associated data inputs such as generator status generator output etc must also be telemetered by the RTU to the IESO Control Center 244 The control signals from the plant controller or RTU will issue raise lower pulses using an output relay These can be dry or wet contacts depending on the configuration The pulses typically are one second in length On receipt of a raise lower pulse the generating units under AGC control are expected to change their output MW by a pre determined amount 245 Units which do not have remote MW setpoint capability in their governors will execute a power change based on the pulse width time that the pulse is active of the raise or lower pulse provided by the ESO s AGC controller The pulse width is used to change the position of the unit s power control device usually a hydraulic gate or a steam turbine governor valve The resulting power change may not be exactly what was intended by the AGC controller During the next pass of the AGC controller typically every 2 seconds the error will be detected and a further adjustment made by the AGC controller to all the units participating in AGC 246 Units which have MW controllers with remote MW
132. taflow from the market participants to the JESO systems The following paragraphs also provide technical details of various market applications and application interfaces It is not intended to provide procedural information being outside the purview of this document Procedural information is available in the relevant market manuals Energy Bids amp Offers Gen Ld Imp Exp n a Y B L Energy Schedules Int Sif NonD Revenue Metering System 7 Bilaterals Operating Reserve Offers Gen Imp Load P d Standing Bids for Energy OR amp Sched P di SUBMIT REVISE DELETE REVIEW di Acceptance of Submission Transaction Code HandOff for MV Star Errors if any Y Data Requests N 4 Invoices N sf en reports NE T d Energy Bids amp Offers im Nd P OROfes MIS System Se Ny Pd Schedules Market Results x E As Accepted Amounts Contracts Clearing Prices cx d LM iM p ad N S cue t Interface System MIM Accepted Amounts N GUI hosted in IESO Portal Clearing Prices amp Volumes Financial Bids amp Offers Constraints Standing Bids Shadow Prices SUBMIT REVISE DELETE REVIEW P d A N Accepted Amounts Schedules EMS System FEM Schd amp Prc RTEM Schd amp Prc j OR Schd amp Pre F CR Schd amp Pro j i Bllaterals Public Information RTEM Pro Crvs System Forecasts N OR Prc Crvs System Status f RTEM Zonal
133. tember 30 2010 Field Code Changed 30 Public Participant Technical Reference Manual 2 Participant Workstation Network amp Security Change Icon Mew Edit Actions Set Default v Confirm open after download Always show extension Browse in same window cm Replace the FT00001 entry or FT000002 FT000003 etc with the term Java Policy File for ease of identification of the file type and then click on the OK button Ensure that the correct file type for the POLICY extension is being changed and not some other file type Correct file extension editing will let the user see that the java policy file is of the Java Policy File type in folder windows Internet Connection 72 2 2 73 74 For market participants planning to connect to the JESO through the public Internet the market participant must have an established Internet connection This may be in the form of either a dial up link to an ISP Internet Service Provider or through an internal Web gate or proxy server The speed of this Internet connection will directly affect application performance Participant Network Market participants will submit bids offers access market settlements and metering information through the use of the JESO participant network There are three methods for a market participant to connect to the JESO These are defined as PUBLIC over the Internet o
134. the supporting message dispatch facilities must be addressed with the highest priority Dispatches Processed Through Message Exchange Energy Dispatch 153 The JESO issues dispatch instructions for each registered facility other than a boundary entity and an hour ahead dispatchable load facility prior to each dispatch interval indicating for that dispatch interval The target energy level to be achieved in MW by the facility at the end of the dispatch interval at a rate in the case of a dispatchable load equal to the rate provided by the market participant as dispatch data and in the case of a generation facility equal to the most limiting of The last dispatch instruction and offered ramp rate or Actual MW output and the generations facility s effective ramp rate Reserve Dispatch Formatted Indent Left 0 63 Tab stops 0 88 List tab Not at 0 6 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 1 5 Formatted Indent Left 0 5 Formatted Indent Left 0 5 Hanging 0 38 Tab stops 0 88 List tab Not at 1 1 135 Formatted Indent Left 0 5 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public 43 3 Dispatch Information IMO MAN 0024 3 2
135. tion Profile is accessed via the USERID during login with the MPI programmatic API 114 When an End Entity at the market participant authenticates using the API the USERID Deleted Applet There are two differences Deleted lt gt See MIM MPI Applet section for SSL Handshake details q Formatted Deleted Issue 24 1 Deleted Issue 24 0 is presented by the system and is used to fetch the REGISTRATION Profile from the Deleted June 1 2011 MIM Netscape Directory Server The REGISTRATION Profile provides the required access permissions to the USERID upon login Deleted September 30 2010 Field Code Changed 36 Public Issue 24 1 June 1 2011 Participant Technical Reference Manual 2 Participant Workstation Network amp Security 2 3 4 2 3 5 IESO Web Server MOSMIM a SSL Secure Socket Layer is session is started The market participant uses an IESO jdentity credential to authenticate to the JESO The End Entity is able to automatically navigate the ESO site based on the End Entity s REGISTRATION Profile Tie lhe MIM programmatie API Application tequires access to the following pory ao SSL Market participants with firewalls must have thjs ports open for communication with the The JESO Developer s Toolkit IDK Implementation Manual should also be referenc
136. tion correctly from the MPI unless the ESO corporate web site in included in the same zone as the MPI Formatted Font Default Times New Roman 11 pt Italic Formatted Font Default Times New Roman 11 pt Formatted Font Default Times New Roman 11 pt Italic Formatted Font Default Times New Roman 11 pt General Security Privacy Content Connections Programs Advanced Settings Deleted lt gt F Formatted Indent Left 0 5 Li Always expand ALT test for images J Al Deleted lt gt 4 Move system caret with focus selection changes E Browsing Deleted lt gt ivi Always send URLs as UTF 8 requires restart l Automatically check for Internet Explorer updates v Close unused folders in History and Favorites requires restart Iv Disable Script Debugging Internet Explorer LI Disable Script Debugging Other Li Display a notification about every script error Enable folder view for FTP sites Li Enable Install On Demand Internet Explorer Enable Install On Demand Other v Enable offline items to be synchronized on a schedule v Enable page transitions Enable Personalized Favorites Menu v lt gt Figure 2 1 Internet Explorer Internet Options Advanced Formatted Indent Hanging 0 23 Tab stops Not at 1 1 3 Choose the following settings as shown in Table 2 1 f
137. ty or leave those URLs in the Internet zone by default for Windows XP If the URLs are left in the Internet zone by default then it is recommended that the Security settings for that zone be configured as defaulted medium security level except where noted However for Windows Vista is important that the URLs be placed in the Trusted sites zone as well as the ESO corporate site as discussed previously 51 When the URL s are included in the Trusted Sites zone for XP then it is recommended that the Security settings be configured as Medium low instead of the default Low This provides reasonable security but eliminates most prompts For Vista the default is medium and this can be left as is Formatted Indent Left 0 5 Formatted Do not check spelling or grammar Deleted may Deleted MPI and 52 However the market participant s IT security people should be involved in deciding the appropriate settings and implement based on their own rules and policies which may take precedence over the settings recommended here The choice is in the end up to each market participant Deleted MPI and Deleted Issue 24 1 Deleted Issue 24 0 Internet Zone Security Settings 53 When leaving the JESO Portal URLs by default in the IE Internet zone for XP it is recommended the following settings be made Deleted June 1 2011 Deleted September 30
138. uirements as recommended by Entrust for the Entrust Authority Administration Services tool for the JESO desktop digital IDs EPF files are as shown on the JESO Supported Client Platform web page However see http www entrust com pki admin_services specs htm for complete information Formatted Indent Left 0 5 Formatted Indent Left 0 5 Deleted Issue 24 1 Deleted Issue 24 0 Deleted June 1 2011 Deleted September 30 2010 Field Code Changed Issue 24 1 June 1 2011 Public J 7 2 Participant Workstation Network amp Security IMO MAN 0024 45 Microsoft Internet Explorer Configuration for Portal Y The IESO Portal is the main secure web based system used for hosting market 46 e TESO Energy Market Application currently in MPI to be decommissioned lt Fall 2011 e Transmission Rights Auction e MVWEB participant metering data e On line Settlement Forms e On line Outage Forms New e IESO Compliance Tool e Various Collaboration initiatives NERC CIP Technical Exceptions SmartGrid Working Group Enrolment etc for document submission and retrieval etc The Market Participant Interface energy market bidding application is in the process of D being converted for migration to the Portal It is anticipated that the migration will be implemented Septem
139. wed sites portalieso ca portalsandbox ieso ca Notifications and filter level v Play a sound when a pop up is blocked Show Information Bar when a pop up is blocked v Filter level Custom Pop up Blocker FAQ Sun Java Runtime Environment 59 Please refer to the JESO Supported Client Platform web page for the required Java runtime environment Obtaining this software from the Oracle Sun Java web site and its installation on the workstation is detailed in the Identity Management Operations Guide It does not need to be set as the default for the browser however in either the Java control panel or IE Internet Options 60 Only a user with administrative rights may be able to set the default use of the JRE Plug in with IE or not 61 The JRE should be installed on the workstation properly configured to enable the Portal with Internet Explorer These can be checked under the Java control panel See Figure 2 131 62 Ensure the setting Place Java icon in system tray is checked in the Java control panel This will allow access to the Java console via the right mouse button 63 Ensure that Enable logging is checked under Debugging in the Java control panel 64 Ensure that Hide console is checked under Java Console in the Java control panel This will prevent the Java console from always activating when a user navigates to the MPI or uses Internet Explorer 65 Ensure that SSL 3

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