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Market Participant Graphical User Interface User's Guide

1. 10 Figure 2 4 The IE Standard Button Toolbar Refresh Button 10 Figure 2 5 Copying the MPI URL to the Links Toolbar n nnnnannnnannnnennnennnnennnnnnnenennnennnnnne 10 Figure 2 6 Renaming the MPI URL in the Links Toolbar cece eececeeeeeceeeeeeeeeteeeeseeeens 11 Figure 2 7 Standard Internet Explorer 7 0 Toolbars Display s 12 Figure 2 8 The Internet Explorer 7 0 Address Toolbar 12 Figure 2 9 The Internet Explorer 7 0 Back and Forward Buttons 13 Figure 2 10 The Internet Explorer 7 0 Refresh Button 13 Figure 2 11 Copying the MPI URL to the Internet Explorer 7 0 Links Toolbar 13 Figure 2 12 Renaming the MPI URL in the Internet Explorer 7 0 Links Toolbar and List 14 Figure 2 13 System Messages Depl y nennen nnns 15 Figure 2 14 Market Status DISDISy EEN 16 Figure 4 1 Sample Client Authentication IE Browser Window eaennnonnnnennnnenennennnnnnnnnne 20 Figure 4 2 MPlApplet Java Digital Signature Wammg 21 Figure 4 3 IE Browser Client Certificate Information 21 Figure 4 4 SSL Session amp Login Failure due to Expired Certificate in IE 23 Fig re 452 MIP I LOGIN DISDIAY E 23 Figure 4 6 Login Display with Selected EPF File and Password 24 Figure 4 7 Sample Login in Progress Login Display coooccccoccccoccccocnncccnncnocncnnnnnnonnnos 24 Figure 4 8 N
2. PM SUCCESS Hour 1 successfulhy inserted updated with all validations PM SUCCESS Hour 2 successfully Inserted updaled with all validations PM SUCCESS Hour 3 successfully insered updated with all validations PM SUCCESS Hour 4 successfully inserted updated with all validations PM SUCCESS Hour 5 successfully insered updated with all validations PM SUCCESS Hour 6 successfully inserted updated with all validalions PM SUCCESS Hour 7 successfully inserted updated with all validations PM SUCCESS Hour B successfully insered updated with all validations PM SUCCESS Hour 9 successfully inserted updated with all walidalions PM SLICCESS Hour 10 successfully inserted updated with all validations PM SLICCESS Hour 11 successfully inserted updaled wilh all validations PM SUCCESS Hour 12 successfully inserted updated with all validations Figure 5 49 OR Bid Submission HTML Status Page OR Offer Submission HTML OR offers are submitted for Generator Resources These can either be Dispatchable Generators within Ontario or Injection bids that result in Energy being dispatched into Ontario If an Injection bid is submitted the Resource Type must be a CSP SOURCE and a Tie Point must be defined see Appendix A for a listing of CSP s and MSP s This tutorial does not cover the submission of Injections 1 6 10 11 Select the OPER RESV Market Tab Ensure that the Delivery Date is tomorrow Select SUBMIT from the Action pull dow
3. a ZEE Gg ZEE Gass ZEE ao EM B ECH Figure 4 26 Sample Bilateral Contract Data Submission Form 50 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays See section 4 7 for the definition of common fields not covered in this section Participant Seller is the Short Name of the Participant Seller Participant Buyer is the Short Name of the Participant Buyer Resource is the name of the Resource used as the Point of Settlement PBC Percent Flag when this flag is checked The Commercial Reconciliation System CRS will ignore all absolute PBCD quantities and will use 10046 of the allocated metering quantities at the location identified by the Delivery Point ID However the user must still check the applicable hours and enter non zero positive values in the Quantity column These values are strictly a placeholder and will be overwritten by the allocated metering quantities Oper Resy Cap Congst Oper Cap Met Enrg AIL T Guantity Mkt Fes Mgmt Fes Resy Mkt Sett Credit Credit Credit Debit Debit Credit mmm E NG GG SS SG Figure 4 27 Bilateral Contract Data Submission Form Fields A Quantity indicates the amount of energy in MW allocated as a Bilateral Contract for that hour B Operating Reserve Settlement Credit indicates that ORSC Uplift charges will be allocated to the Participant Seller This is optional C Capacity Reserve Settlement
4. m Figure 5 27 Sample Retrieved Schedule HTML Stag Seel Public IK H ii IMO_GDE_0003 Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials Schedule Cancellation HTML The following steps show the user how to cancel a Schedule by first retrieving the Schedule into the web and then submitting those hours as cancelled The first step is in fact unnecessary as the bid can be cancelled straight from the Schedule Submission Form In cases where the user is dealing with vast amounts of information it is sometimes better to eyeball the data first to ensure that the correct Schedule is being cancelled 1 Repeat the steps detailed in the Schedule Retrieval HTML tutorial but only select 2 hours instead of 24 For example hour 1 and 2 will be retrieved 2 Inthe Bid Information Window in the Bid Submission Form change the Action to CANCEL 3 Click the SUBMIT button at the bottom of the page MIRP Eid Madificalion Status Page Transaction id 24F ZTO VALIDATION STATUS EO EMLZT E Go GC We El do a AA cce TATTOO AT PM BiD CHCELD Bid is Cancelled for Hour 1 PM BIO CNCELD Bid is Cancelled for Hour 2 Figure 5 28 Schedule Cancellation HTML Status Page If the user wishes the whole schedule can then be retrieved again by following the steps in the Schedule Bid Retrieval HTML tutor
5. 14 Click on the desired Links toolbar s website name shown or on the double arrow dropdown list and locate the appropriate entry A right mouse button click allows the user to use the Rename option and name the link appropriately to something like ESO Production MPI or IESO Sandbox MPI as required See Figure 2 12 This is the same as renaming links in the Favorites center C gut Windows Internet Explorer a x eo e Diesen es Cipa ener him Alte x p Pie Ld Ven Firiebes Too Hee E Production 1250 nt B CONEd Acci e COREA Iderdky E CONE dry Sandlos EC Cipin linia E Fron Hobo Ho Googie Lay w d ero n e 5 E Ma peci Performance Sabe B Login e mmm BT SE p k n Prat Epi or Gr p PROWL lesg Gen Y pro ii Browse Login Ge Ei Pr geg E AF d Cru Erse t and pn Secure lor List d B Zug tuus Adeo p x pi wn edo Ka wn Cu 6 Wik Lo Less Fai uc Delete Egnrayras trt Do Nan Figure 2 12 Renaming the MPI URL in the Internet Explorer 7 0 Links Toolbar and List Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 2 Overview 2 3 System Information The MPI has been designed to be user friendly for Market Participants When you start the MPI you are taken to the MPI Home page in the main browser window Two smaller fixed windows are also displayed They are The System Messages Display window that u
6. DT T 89 ei 15 0 05 5 10 10 20 20 5 5 5 20 5 4 40 5 5 45 0 5 5 10 10 20 20 5 5 5 20 5 4 40 5 5 5 0 5 5 10 10 20 20 5 5 5 20 3 30 5 5 5 0 5 5 10 10 20 20 5 5 5 20 3 30 5 5 5 0 5 5 10 10 20 20 Le Be DI e 20 Be 4 40 5 5 3 0 5 51 10 10 20 20 5 5 5 20 5 4 40 5 5 Gre S P E 34 34 Jd E Ta KM 5 0 5 51 10 10 20 20 5 5 5 20 5 1 40 5 5 15 00 5 51 10 305 20 201 5 01 5 5 110 10 20 20 45 0 5 5 10 20 20 201 5 5 5 20 5 4 40 5 5 5 0 5 51 10 10 20 201 5 00 5 5 10 101 20 201 O 5 6 5 5 10 10 20 20 5 5 5 26 5 AN 40 5 5 KM aa oa oa 4 5 0 5 5 10 10 20 20 5 5 5 20 5 4 40 5 5 5 0 5 5 10 10 20 20 5 5 5 20 3 40 5 5 5 0 5 5 10 10 20 20 5 5 5 20 3 40 5 5 y uu u 5 0 5 5 10 10 20 20 Le Be DI e 20 Be 4 40 5 8 X 3 0 5 5 10 10 20 20 5 5 5 20 5 4 40 5 5 in i im i i i im im im i i im im im im in i in i WO GN KM 15 0 5 51 10 10 20 20 5 5 5 20 5 1 40 5 5 15 05 5 5 110 104 20 201 5 5 5 120 5 4 40 5 5 15 0 5 5 10 10 20 20 55 51 20 5 1 90 5 5 KM KM E DR Uu uM DN S 9 uU UN D
7. More Information UE The digital signature cannot be verified by a trusted source Only continue iF you trust the origin of the application Figure 4 2 MPIApplet Java Digital Signature Warning As General etalk Certification path Certilicate bilori ie This certificate ix intended bic Erre the der of remedo computer xj Pr stata aErmpez sos car ore not bere EHH aho D ones Peor ide tans Aber nib Ra aProtects eal messages Acs data lo be red eit e re Cure erit ge sel eher Lo He cortical albo zi abersent lor dela Iepscd bp H Leite Legd he bes TALE ed Pree Predator Ch Entru 5 0 Im san Valid been 2004 07 21 be ZOE P Th hires prse berg Chat Cen pog lo this ctf Figure 4 3 IE Browser Client Certificate Information The user must then select 1 e highlight with mouse cursor the certificate desired for presentation to the MOS Web server for authentication from the list of certificates that have been imported into the browser from P12 files created with the JESO CLS Certificate Lifecycle application Issue 11 1 March 05 2008 Public 21 4 Displays IMO GDE 0003 22 Once the desired certificate has been selected with the mouse cursor and highlighted clicking on the OK button shall enable it to be presented to the MOS Web server for authentication There may of course be only one certificate available within the user s profile and if this 1s true automatic certificate s
8. Participant Seller USERGUIDE Participant Buyer CABLES Resource ID ERATOR DISP 01 Standing Flag NO D Standing Day Type ALL B Exp Date rrrrmmDbD Issue 11 1 March 05 2008 SCHEDULE I H Schedule Type SELFGEN E INTGEN NONDLOAD Resource ID Standing Flag no Standing Day Type ALL Exp Date rrrrmmDD RTEM D H Bid Type LOAD GENERATOR OFF TAKE INJECTION Resource ID Tie Point ID Standing Flag no Standing Day Type ALL Exp Date rrrrmmDD Submit Reset Show File Digest OPERATING RESERVE T H Bid Type DISPLOAD GENERATOR INJECTION OFF TAKE Resource ID Tie Point ID Reserve Class SPIN1U MIN n NONSPIN10_MIN RESERVE30_MIN rj Standing Flag NO D Standing Day Type ALL Exp Date rrrrmmDD Figure 5 11 PBC Retrieval HTML Public CAPACITY RESERVE TI Hl Bid Type GENERATOR INJECTION Resource ID Tie Point ID Standing Flag No Standing Day Type AL e Exp Date rrrrmmDbD 83 84 5 Tutorials IMO_GDE_0003 BILATERAL a ER 2 a F 7 F se F 12 3 or F TI 3 T3 DCH d F LI us ap SCH a bd B i a ak bl a la bU la bl A la al a ak iU dU du d dk IE EJ i E EJ I5 eee d EJ RSR SNE RH SR EH RI i i bl bJ BU bu iu i b EZ m bU du bu bl E i bu d bU kJ Lh WW Figure 5 12 Retrieved PBC HTML PBC Cancellation HTML The following steps show the use
9. Aere on loe Pa nl Market Mate Tapa PLE Pepe Bee Jr Asp Base Dan we Ta Pepa T l G7 A TI e pap 3O a TL istme chin ae iens dd ert Ten Vus eadgr Prada du wait meg sumen Formula 115 Biet Gire lhe cungnl darla fei Lites uia Updala Calunn Uim curnesb termoli de pepulabe valuad Seel _ Update Column NA La Mere Tag Oe Pricetauantily Fang MwWi Ramp Rabe Breakpoint RHup AR dien ssn 16 28 0 07 16 40 42 0 32 90 12 0 23 0 24 0 32 0 20 0 20 0 1 amp 48 0 0 15 48 12 0 1311 90 i i ul x x q d Unter Reap Turri Tren Armin E lt D 3 iz a 3 a 18 0 24 0 z24 0 32 0 30 0 30 0 15 48 0 0 15 48 12 05 91 0 Jean 16 48 L uh 31 90 16 0 24 0 24 0 32 0 30 0 30 0 16 0 24 0 24 01 32 0 30 0 30 0 EIS ERE a in u uw u uU aaa u CES 15 48 0 0 16 40 12 0 31 50 16 0 24 0 24 01 32 0 JD 0 30 0 EEX 16 40 13 0 11 50 16 0 24 0 24 01 12 0 30 0 30 0 115 48 0 0 15 48 12 0 31 90 x aa a Xl ERE 0 30 0 30 0 15 48 0 0 15 48 12 05 31 50 6 3 0 01 16 46 22 0 31 50 16 0 24 0 24 0 32 0 30 0 30 0 I o 16 20 0 07 16 40 12 0 31 50 14 0 23 0 24 0 32 0 20 0 20 0 D 3D 0 30 0 a uu i 1 amp 48 0 0 15 48 12 0 311
10. e LRPO e OTHER If OTHER Reason Code is selected a free text reason must be entered in Other Reasons D Other Reason is used to provide a valid reason if the bid offer is submitted in the 4 2 hour restricted window and the Reason Code F is OTHER Issue 11 1 March 05 2008 Public 59 4 Displays IMO GDE 0003 4 7 7 Capacity Reserve Bid Submission Form CAPACITY RESERVE Thu Feb 22 1 y GENERATOR zl Figure 4 35 Sample Capacity Reserve Bid Submission Form Note The Capacity Reserve Market is currently not available 60 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 8 Report Pages The report pages are accessible by clicking the Report tab on the Market Participant Work Space Each report has its own tab Details of each report are provided on Technical Interfaces page of JESO s web site Figure 4 36 Market Participant Work Space Report Tab Available reports are split into individual market and application types These market and application types are AMP All Market Participants Any Report that is NOT classed as public but should be available to all Market Participants FM Financial Market MP specific Financial Market Reports PM Physical Market MP specific Physical Market Reports SETTLEMENT Commercial Reconciliation Settlement Reports MP specific CRS Statements INVOICE Financial and Physical
11. 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials E bid offer downlond bhilat bid H BILATERAL 20010205 USERGUIDE USER NORMAL d E USERGUIDE CABLES GENERATOR DISP 01 N SUBMIT NORMAL 1 18 0 VN N N N Y 2 20 0 N V N N V N 3 4 30 0 N N V V N N 5 20 0 N V N N V N 6 18 0 V N N N N V 7 15 0 VN N N N V 8 25 0 N V N N V N 3 18 35 0 N N V N N 11 25 0 N V N N V N 12 15 0 V N N N N V H HE Figure 5 6 Downloaded PBC File Issue 11 1 March 05 2008 Public 79 5 Tutorials IMO GDE 0003 PBC Submission ASCII The following tutorial demonstrates to the user how to upload an ASCII Text File 1 Ina suitable text editor PFE for example modify the previously downloaded file so that the hours 13 24 are covered 2 Save the file as a different filename 3 Inthe MPI select the Main BID Tab to display the Market Participant Workspace 4 Inthe Action window a Select the Template radio button b Select the Upload radio button c Click the BROWSE button and select the modified file d Note the location of the Status File By default it is in the same location and has the same filename with an additional err extension 5 Click the SUBMIT button at the bottom of the page 2 bid offer uplond bilat bid PH BILATERAL 20010205 USERGUIDE USER NORMAL a al USERGUIDE 13 168 6 Y Figure 5 7 PBC Upload File
12. 206010208 18 23 52 into database cUSERGUIDE USER successfully successfully successfully successfully successfully successfully in successfully successfully successfully successfully successfully successfully inserted updated inserted updated inserted updated inserted updated inserted updated serted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated Inserting PM bid into database CUSERGUIDE USER PH SUCCESS Hour Hour E Hour PH SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PH SUCCESS PM SUCCESS PM SUCCESS Transaction ID Hour Hour Hour Hour Hour Hour Hour Hour Hour successfully successfully successfully successfully successfully successfully successfully successfully successfully successfully successfully euccecs Fully 241Nq8 2 bide received 2 bids accepted in full 8 bide rejected in full because of syntax errors 8 bids partially or fully rejected uith bid errors Figure 5 59 OR Bid Offer Submission ASCII Status File inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated with with with with with with with with with with with with with with with with with with M1 EF with with with with with all all
13. Energy Offer Submission HIM 104 Energy Bid Offer Retrieval Submission ASCII 108 b eres bid Orter Retrieval ASCLD s cda e 108 Enerey Bid Ofter Submission ASCID ii ii ld aid 110 Eneroy Did Retrieval Cd MD aa 112 Eneres Bid Cancellation HTML didas 115 Energy Bid Offer Cancellation LEE EE 115 5 2 8 Operating Reserve OR Tutonals 116 OR Bid Offer Submission HTML EE 116 OR Bid SUBMISSION TME EE 116 OR Offer elen E ei ft e Bt EE 120 OR Bid Offer Retrieval Submission ASCII 124 OR Bid Otter Retrieval ASCII istnd seo alta thsi ad ton us as diia G cius 124 OR Bid Oker Submission ASCU 223 a 126 OR BURetHevalcEEPMI ENEE 129 OR Bid Cancellation ELEM DL EE 131 OR Bid Offer Cancellation CA Cilantro ita 132 92 9 Capacity EE 133 5 9 SUMMA EN 133 o4 Standing BIS eiii 135 5 5 Short Notice SUBMISSION Sa ia 136 5 5 1 Short Notice Office Gubmtseion 136 5 5 2 APpproval lor SnortNotice Tess abest dea uir a 139 Issue 11 1 March 05 2008 Public 3 Table of Contents IMO GDE 0003 5 5 3 Rejection of Short Notice Otter 140 Appendix A Known MELProblems ridad 141 AL internet EXPTE 141 4 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 1 Introduction List of Figures Figure 2 1 Standard Internet Explorer Toolbars Display 9 Figure 2 2 The Internet Explorer Address Toolbar 9 Figure 2 3 The IE Standard Button Toolbar Back and Forward Buttons
14. Figure 5 48 OR Bid Submission HIM 119 Figure 5 49 OR Bid Submission HTML Status Hage 120 Figure 5 50 Resource Display OR iu noe t dota te arto exeo aea tona Pots eoe de deese 121 Fig re 551 OR ONer SUBMISSION pi 122 Figure 5 52 OR Offer Submission HTML Status Page ccccoocccncccoccccccnonncnncnnnconononaconnnonos 123 Figure 5 53 OR Bid Offer Retrieval Submission AGCH 125 Figure 5 54 Download Request Successful Dalog 125 Figure 5 55 Downloaded OR Bid Offer File eese 126 Figure 5 56 OR Bid Offer Upload Ee 127 Figure 5 57 OR Bid Offer Submission ASCH e 127 Figure 5 58 Upload Request Successful Dialog ccooccccccooncconnncnncnccncancnccnonaronnnnnos 127 Figure 5 59 OR Bid Offer Submission ASCII Status Ee 128 Figure 5 50 OR Offer Retrieval H TME oen aceto x ab e n SL ER UEM Pa A o coe ieee tte 130 Figure 5 61 Retrieved OR Offer HTML ion to tee ae ene eU ten ol ra te rode dies te 131 Figure 5 62 OR Offer Cancellation HTML Status Page 132 Figure 5 63 OR Bid Offer Cancellation Fe 133 Figure 5 64 Summary Retrieval HTML 134 Figure 5 65 Market Summary Display sees nnne 135 Figure 5 66 Short Notice Energy Offer HIM 137 Figure 5 67 Short Notice Energy Offer Status Page ooocccccccocccncononccnconnancncnonancncnnnarennnnnas 138 Figure 5 68 Short Notice Submission Acceptance Message occccccoocccnccnoccnccnnancnnnonaninnn
15. For each of the three operating reserve markets the IESO stacks the bids and offers in order of increasing price and then selects resources based on an optimization process It also forecasts the level of operating reserve required and accepts bids and offers in the Operating Reserve Market to achieve the desired level This level determines a market clearing price for operating reserve that all accepted offers and bids are paid regardless of whether the reserve 1s actually used The accepted offers and bids are essentially stand by payments If an event occurs that requires power from the Operating Reserve Market the IESO dispatches the least cost operating reserve based on the energy prices offered and bid into the Energy Market The dispatched generators and loads are paid according to that lowest energy cost Note In practice the market clearing price for operating reserve will be determined jointly with the real time energy market clearing process OPERATING RESERVE To Bid Type DISPLOAD E GENERATOR INJECTION OFF TAKE Resource ID Tie Point ID Reserve Class SPIN10_MIN a NONSPIN10_MIN RESERVE30 MIN Standing Flag NO Standing Day Type ALL y Exp Date Y Y Y YMMDD Figure 4 24 Operating Reserve OR Market Subtype Section Issue 11 1 March 05 2008 Public 45 4 Displays IMO GDE 0003 46 Operating Reserve retrieves the OR Market Data Bid Type The user can select one of the following
16. GENERATOR GENERATOR DISP 62 SPIN16_MIN SUBMIT NORMAL 3 3 18 14 NM PH OPER _RESU 26010205 USERGUIDE USER NORMAL H DISPLOAD LOAD DISP 61 NONSPINIG_MIN SUBMIT NORMAL 17 26 2l fe MN Figure 5 63 OR Bid Offer Cancellation File 5 2 9 Capacity Reserve Due to the Capacity Reserve Market being suspended no tutorials are available This portion of the document will be updated at a later date 5 3 Summaries The following tutorial demonstrates the retrieval of a Summary Report for all market types 1 Select the Main BID Tab to display the Market Participant Workspace 2 Inthe Action window a Select the Web radio button b Select the Retrieve radio button c Select Summary in the pull down box 3 Inthe Application window a Select Both in the Market Type pull down box b Select the Delivery Date as tomorrow 4 Inthe Hour window select the All checkbox so that the hours 1 through 24 are selected 5 Inthe Financial Market Window select BOTH in the Bid Type pull down box Issue 11 1 March 05 2008 Public 133 5 Tutorials IMO GDE 0003 6 Inthe Physical Market Window a Select the BILATERAL checkbox b Select the SCHEDULE checkbox c Select the RTEM checkbox d Select the OPERATING HESERVE checkbox 7 Click the SUBMIT button at the bottom of the page Market Participant Work Space BILATERAL F m SCHEDULE F a RTEM F n iunii dde n sitse lime ile it Figure 5 64
17. Hour Hour Hour Hour 13 successfullu 18 successfully 15 successfullu 16 successfully 17 successfully 18 successfully 19 successfully 20 successfully 21 successfully 22 successfully 23 successfully 4 successfully 24HIj8 2 bids received 2 bide accepted in full 8 bids rejected in full because of syntax errors 8 bide partially or fully rejected with bid errors inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated with with with with with WEER with With with With with with all all all all all all all all all all all all validations validations validations validations ualidations Validatiome ualidations validations validations validations validations validations USER LOAD DISP 61 gt Permnissian granted validations ualidations validations validations validations validations validations u ltdatzong ualidations ualidations ualidations validations Success Figure 5 42 Energy Bid Offer Submission ASCII Status File Energy Bid Retrieval HTML The following tutorial demonstrates to the user how to retrieve an Energy Offer into the WEB in HTML format Note that this tutorial only covers the retrieval of an offer as the actions required to retrieve a Bid are the same 1 2 3 112 In the Action windo
18. PM SUCCESS Hour 6 successfully inserted updated with all validations PM SUCCESS Hour 7 successfully inserted updated with all validations PM SUCCESS Hour 8 successfully inserted updated with all validations PM SUCCESS Hour 9 successfully inserted updated with all validations PM SUCCESS Hour 10 successfully inserted updated with all validations Figure 5 52 OR Offer Submission HTML Status Page The user should note that the first two hours of this Operating Reserve Offer are rejected These hours are rejected due to no Energy Offer existing for these first two hours Issue 11 1 March 05 2008 Public 123 5 Tutorials IMO GDE 0003 OR Bid Offer Retrieval Submission ASCII OR Bid Offer Retrieval ASCII The following tutorial demonstrates the retrieval of an OR Bid and Offer to a text file and then the resubmission of that text file for different hours 1 Select the Main BID Tab to display the Market Participant Workspace 2 Inthe Action window a Select the Template radio button b Select the Retrieve radio button c Select Fullin the pull down box d Click the BROWSE button and enter a filename and location for the download file 3 Inthe Application window a Select Physical in the Market Type pull down box b Select the Delivery Date as tomorrow 4 For hours 1 through 12 inclusive select the Hour checkbox 5 Inthe Physical Market Window Operating Reserve section a Select the OPERATING HESERVE checkb
19. the NERC Tag ID field would be populated with the allocated unique NERC Tag ID For hours 1 through 12 inclusive select the Hour checkbox For each of the checked hours enter a bid for example 40 0 40 5 30 10 25 15 20 20 15 25 10 30 5 40 Note The following basic rules apply for a Bid a The first price and second price must be the same 40 0 40 5 b The first quantity must be zero 40 0 c The Prices must always decrease 30 10 25 15 d The Quantities must always increase 30 10 25 15 e There is a minimum of 2 price quantity pairs for each hour f There is a maximum of 20 price quantity pairs for each hour For each of the checked hours enter a ramp rate for example 5 5 5 20 5 4 40 5 5 Issue 11 1 March 05 2008 Public 101 5 Tutorials IMO GDE 0003 Note The following basic rules apply for Ramp Rates g The Maximum Ramp Rate Break Point must be equal to or greater than the maximum energy quantity for that hour h Ramp Rate Break quantities must always increase 13 Click the SUBMIT button at the bottom of the page E IMO Resource Display Netscape Resource Display REALTIME ENERGY Resources GEN REG LOAD REG CSF SOURCE REG CSP SIHK REI J p 2mm GENERATOR DISP DI 20010205 LODE WO NEM Di RI M Resource 20010205 ES 20010204 GENERATOR ISP 02 20010205
20. 6 To submit the Bid and Offer cancellation follow the steps in the PBC Submission ASCII tutorial Issue 11 1 March 05 2008 Public 87 5 Tutorials 88 IMO_GDE_0003 A bid offer upload blot bid PH BILATERAL 20010205 USERGUIDE USER NORHAL x USERGUIDE CABLES GENERATOR DISP 81 N CRHCEL NORMAL J 9 13 22 pe H Figure 5 15 PBC Cancellation File 5 2 6 Schedules Tutorials The following tutorials demonstrate to the user how to submit retrieve and cancel Scheduled Bids Different types of resources can be submitted for schedules In this tutorial however only Self Scheduled Generators will be used Other resource types namely ntermittent Generators and Non Dispatchable Loads can be treated in the same way Schedule Submission HTML Schedules may be submitted during the Real Time Physical Market Window This tutorial will only concentrate on the submission of a Schedule for du 1 2 Select the SCHEDULE Market Tab Ensure that the Delivery Date is tomorrow Select SUBMIT from the Action pull down box Select NO from the Standing Flag pull down box If known enter the name of the Resource If unknown press the Eif flag and choose from the list of resources available For hours 1 through 12 inclusive select the Hour checkbox For each of the checked hours a Enter a price Maximum Market Clearing Price b Enter a quantity not exceeding that of the Hesources capabil
21. AanMTaAANLO uy LIN aw Dv O y V y J uU S I CELU The same version 7 1 production certificate may be used with both the Production and Sandbox MOSWEB servers where applicable The 7 1 certificates distinguished names s have the market participant identifier number appended to the issues user s last name This will make it more apparent what market participant the certificate was issued to It also will make it easier for the user to select the correct one in the browser under those circumstances where that user has been authorized to represent more than one market participant and has been issued multiple digital certificates Issue 11 1 March 05 2008 Public 19 4 Displays IMO GDE 0003 Microsoft Internet Explorer 6 0 and 7 0 If the IE browser digital certificate usage has been configured to present the user s certificate with the Don t prompt for client certificate selection when no certificates or only one certificate exists Disable 1 e manual certificate presentation security setting configuration set within the Tools Internet Options Security Internet or Trusted Sites zone Custom selections presentation of the certificate must be manually completed by the user This is first manifested via the automatic appearance of a pop up window similar to that shown in Figure 4 1 Sample Client Authentication IE Browser Window after the URL for the JESO MOS Web server MPI has been typed selected into the browser address field It 1s i
22. Bid Type list box c Enter the Hesource ID Note Select OMIN_SPIN from the Reserve Class pull down box Note Enough information must be supplied to yield a single result If multiple results are required the user must download the data to a text file 6 Click the SUBMIT button at the bottom of the page Issue 11 1 March 05 2008 Public 129 5 Tutorials IMO GDE 0003 Market Participant Work Space Financial Market lt DAEFM Standing Flag uo Erg Date p j Bid Type 0 Stardisg Day Type ALL Physical Market 130 BILATERAL T H SCHEDULE Hi RTEM T H OPERATING RESERVE M Hl CAPACITY RESERVE l H Bid Type Bid Type Schedule Type Participant Seller SELFGEN LOAD DISPLOAD A Bid Type INTGEN GENERATOR GENERATOR GENERATOR NONDLOAD rj OFF TAKE INJECTION INJECTION INJECTION OFF TAKE Participant Buyer Resource ID Resource ID Resource ID Resource ID GENERATOR DISI Resource ID Tie Point ID Tie Point ID Tie Point ID Reserve Class Standing Flag SPIN10 MIN P Standing Flag No NONSPIN1O MIN No RESERVE30 MIN rj Standing Day Type Standing Flag Standing Flag Standing Flag Standing Day Type ALL e no J no no ALL Exp Date vvvvMMDD Standing Day Type Standing Day Type Standing Day Type Exp Date vvvvMMDD ALL ALL ALL Exp Date rrrrmmDD Exp Date rrrrmmDD Exp Date rrrrmmDD Submit Reset Show File Digest Figure 5 60 OR Offer Retri
23. Credit indicates that CAPRSC Uplift charges will be allocated to the Participant Seller This 1s optional D Congestion Management Settlement Credit indicates that CMSC Uplift charges will be allocated to the Participant Seller This 1s optional E Operating Reserve Shortfall Settlement Debit indicates that ORSSD Uplift charges will be allocated to the Participant Seller This 1s optional F Capacity Reserve Shortfall Settlement Credit indicates that CRSSD charges will be allocated to the Participant Seller This 1s optional G Net Energy Market Settlement Credit indicates that NEMSC charges will be allocated to the Participant Seller This is optional Issue 11 1 March 05 2008 Public 51 4 Displays IMO GDE 0003 4 7 4 Schedule Bid Submission Form Appl Typs Prorlm Pir Le Market Type TCHEDULE El ree r Carle Lauer Mos 27 Ea edi g Flog ra Eshadala Typa SELFGEN el fxarding Day Type aLL el Arica SUISMIT sl Exp Date rr YrmMMDD FEarorrca ID D Menen He 4 L 24 16 34 Calura 4 d Le Template EFemgula da pg late aloe er input dichy ilg Tables 8 ag 1 11 50 Bee IAN Far Wed Ge Taree Da tha TR Manu dan bar ura Lipsiae olus Ug gumenr rade pr las ara Uptae tu e Figure 4 28 Sample Schedule Bid Submission Form See section 4 7 for the definition of common fields not covered in this section Schedule Type is used to select one of the following reso
24. FOrm oooocccccnnocnnncnnnnnnnonnnconnnnnaness 50 Figure 4 27 Bilateral Contract Data Submission Form Fields ooccccconccccccccnnonccnnccnnnnccnnnnnos 51 Issue 11 1 March 05 2008 Public I Introduction IMO GDE 0003 Figure 4 28 Sample Schedule Bid Submission Form oocccccccnccnnccnnccnnncnononcnonancnnnonannnnnnnnnens 52 Figure 4 29 Sample RTEM Bid Submission FOrM cccccocccnccccnccnnccconcnconononnnonnannnncnnancnnonnnnons 54 Figure 4 30 RTEM Bid Submission Form Header Details 55 Figure 4 31 RTEM Bid Submission Form Fields 55 Figure 4 32 Sample Operating Reserve Bid Submission Form ssuuusss 57 Figure 4 33 Operating Reserve Bid Submission Form Header Details 58 Figure 4 34 Operating Reserve Bid Submission Fields ccoooncccccoonccccccooconnnnoncnnnnnnanoss 58 Figure 4 35 Sample Capacity Reserve Bid Submission Form eeesesuusss 60 Figure 4 36 Market Participant Work Space Report Tab 61 FIgure d 37 AMP Repon Tab DIS DIA EE 62 Figure 4 39 FM REDOM I e EE 63 Figure 4 39 PM REDONDO re zo A KARL I du da o 64 Figure 4 40 Settlement Report Tab 65 Figure 4 41 Invoice Report Tab E 65 Fig re442 Activity Report Ta EE 66 Figure 4 43 TR Repon E ER 66 Figure 4 44 ADHOC Report Tab 67 Figure 4 45 MPI Log out Green 68 Figure 5 1 Resource Display Bilateral CGontrachel 74 Figure 5 2 PBC Submission ATM ios a
25. GDE 0003 Figure 4 33 Operating Reserve Bid Submission Form Header Details See section 4 7 for the definition of common fields not covered in this section Bid Offer The user can submit cancel one of the following resource types e GENERATOR Generation Resources e DISPLOAD Dispatchable Load Resources e INJECTION Injection Resources e OFF TAKE Offtake Resource Tie Point ID can be used in conjunction with resource types that are either Injection or Offtake Reserve Class The user can submit cancel one of the following reserve classes e SPINIO MIN 10 Minute Spinning OR e NONSPINIO MIN 10 Minute Non Spinning OR e RESERVE30 MIN 30 Minute OR Price Quantity Pairs NM Reason Code Other Reason Figure 4 34 Operating Reserve Bid Submission Fields A Price quantity Pairs MW is where Energy Bids and Offers are entered 58 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays B Reserve Loading Point indicates the Reserve Loading Point for that particular hour of the Operating Reserve Bid or Offer C Reason Code is used to supply a valid reason code if the Bid Offer 1s submitted within the 4 2 hour restricted window It is also required if the Bid Offer is submitted during the DACP window of 11 00 to 15 00 and is subject to operator approval Please see DACP description Section 5 2 3 The reason codes are e FO e FD e ERPO
26. Invoices MP specific Market Invoices ACTIVITY Financial and Physical Statements of Activity MP specific Statements of Activity TR Transmission Rights Auction MP specific Transmission Rights Auction results ADHOC AMP MP specific ADHOC reports Most of the reports in the MPI can either be downloaded as a Text File Some reports with the exception of the Physical Market Reports are also available in HTML format In most cases all that is required from the user is the date of the report Issue 11 1 March 05 2008 Public 61 4 Displays IMO GDE 0003 The File Name field is used to download a template to a file 4 8 1 AMP Report Tab Figure 4 37 AMP Report Tab Display AMP reports can either be downloaded to a file in ASCII text format or displayed on the web in HTML format To request a report enter the date of the report in the format Y Y Y YMMDD in the Delivery Date field Select a report by clicking the appropriate radio button to the left of the report name and click Submit 62 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 8 2 FM Report Tab FINANCIAL MARKET Figure 4 38 FM Report Tab Financial Market reports can either be downloaded to a file in ASCII text format or displayed on the web in HTML format To request a report enter the date of the report in the format Y YY YMMDD in the Delivery Date field The date of th
27. LOAD DsP 2 20010005 Puente 20010205 GEMERATOR DISP 3 20010205 LOAD DESP 03 Figure 5 30 Resource Display RTEM 102 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide REAL TIME ENERGY MARKET Aert gr Tape Pirai Market Mess Type ATEB Debt D s hin reti x Steeg Day PT Di Prag Lea Opes rg Has Butte Loi E P r GIE a er er 15 F mi E nag rra La rra rra rra far GC or mr ar F F at ina Tarrg gin Poemata to Fa Am D tf Aviti ena Pb apii pra e 0 0 0 a aen laum Fa ees tei ba riet sep opel de oma li rd raum al a I k i z Pues Dui Puna EE KS i em vol Beater Coss a e da sl i IC el Tell ER Da EN sg Ino I SEESESERESESEREREREEEES S SEEESEEEESESEREEEEEEE JA a BS gz a a WR a a a a ER a a a a ET Reg a a WR a Issue 11 1 March 05 2008 Submit Reset Show Form Digest Figure 5 31 Energy Bid Submission HTML Public 5 Tutorials 103 5 Tutorials IMO GDE 0003 MIRP Bid Modification Status Page Transaction id 24Gab0 VALIDATION STATUS are TA e PM SUCCESS Hour 1 successfully inserted updated wiih all validations PM SUCCESS Hour 2 successfully inserted updeted wilh all validations PM SUCCESS Hour 3 successfully insened updaied wih all validations PM SUCC
28. March 05 2008 March 05 2008June 1 2006 Market Participant Graphical User Interface User s Guide 4 Displays 4 Displays This section describes the displays provided by the Market Participant GUI subsystem For each display it explains how the display 1s accessed and describes fields and buttons presented in the display 4 1 Login Displays 4 1 1 Initial Login to MOSWEB Use and Presentation of Browser Certificate The Market Participant Interface secure web server requires strong mutual authentication for access Essentially this means the user must first present an ESO issued browser based digital certificate for authentication when the JESO secure MOS web site is visited and the web server requires a client side certificate to be chosen and presented back to the server Version 7 1 Digital Certificates As of release 17 0 both the MPI IE version and MIM IDK has been able to accept Entrust Authority version 7 1 issued digital certificates to authenticate users to the ESO MIM system As of release 18 1 Entrust Authority version 6 1 certificates withave been completely replaced by the version 7 1 certificates For the MPI Internet Explorer browser users are required to use the JRE version of specified on the Supported Client Platform Page of IESO s Web Site at http www ieso ca imoweb ti ti Supported Client Platform aspversren l 5 0 06 Cversions uip te a have p mally teste a a heli D ew o a a a Y h J C Y Ic A
29. STATUS PM VALD ERR Emergency Ramp Rate will be used from Master File PM SUCCESS Hour 1 successfully inserted updated with all validations PM SUCCESS Hour 2 successfully insarted updated with all validations PM SUCCESS Hour 3 successfully inserted updated with all validations PM SUCCESS Hour 4 successfully Insered updated with all validations PM SUCCESS Hour 5 successfully inserted updated with all validations PM SUCCESS Hour 6 successfully inserted updated with all validations PM SUCCESS Hour 7 successfully inserted updated with all validations PM SUCCESS Hour successfully inserled updated with all validations PM SUCCESS Hour 9 successfully inserted updated with all validations PM SUCCESS Hour 10 successfully inserted updated wilh all validations PM SUCCESS Hour 11 successfully inserted updated with all validations PM SUCCESS Hour 12 successfully inserted updated with all validation Figure 5 35 Energy Offer Submission HTML Status Page Public 5 Tutorials 107 5 Tutorials IMO GDE 0003 108 Energy Bid Offer Retrieval Submission ASCII Energy Bid Offer Retrieval ASCII The following tutorial demonstrates the retrieval of an Energy Bid and Offer to a text file and then the resubmission of that text file for different hours 1 Select the Main BID Tabto display the Market Participant Workspace 2 Inthe Action window a Select the Template radio button b Select the Retrieve radio button c Select Full
30. a separate browser window is displayed that shows the available resources that can be used in the Resource field for Bilateral Contracts only resources belonging to Selling Market Participant will be displayed Issue 11 1 March 05 2008 Public 47 4 Displays IMO GDE 0003 Though Standing Bilateral Contract information 1s not shown here separately it can also be applied from Section 4 6 8 Physical Market Standing Flag indicates whether the user 1s choosing to download a Standing Bid SPBCD or a Current Bid PBCD Valid values are e NO Only current offers PBCDs will be retrieved e YES Only standing bids offers SPBCDs will be retrieved Standing Day Type This field 1s used only when the Standing Flag entry is YES A Standing Bid must have a day type It is used to determine which bid should be used for the specified day Day types can be as follows e ALL Bid Offer SPBCD is used every day e MON Bid Offer SPBCD is used only on Mondays e TUE Bid Offer SPBCD is used only on Tuesdays e WEI Bid Offer SPBCD is used only on Wednesdays e THU Bid Offer SPBCD is used only on Thursdays e FRI Bid Offer SPBCD is used only on Fridays e SAT Bid Offer SPBCD is used only on Saturdays e SUN Bid Offer SPBCD is used only on Sundays Expiry Date 1s used only when the Standing Flag entry 1s YES Please note that the user should allow one day for the conversion of the expiry day Thus if the user wants the bid SPBCD to be
31. address field contains the MPI URL mouse click and drag on the IE browser icon in the address toolbar over to the Links toolbar and release See Figure 2 5 F elMO Microsoft Internet Explorer File Edit View Favorites Tools Help a Back 7 al Search Favorites t A d s e T gt gt DLLjesn campi je indexEntrust htm Profile Password Bleech m 1 Figure 2 5 Copying the MPI URL to the Links Toolbar Click on the Links toolbar dropdown list and locate the appropriate entry Right click on the Rename option and name the link appropriately to something like ESO Production MPI or IESO Sandbox MPI as required See Figure 2 6 This is the same as renaming links in the Favorites list Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide d elMO Microsoft Internet Explorer F e Eet Weer Fonie Took Hep On x A fn se gee O A a LJ a DS bei Si hihra nee San conned Klrgieetr nrg Pim Iesse CH Issue 11 1 March 05 2008 Proree Dt tee Browsa a ms i coet eo o Qo NN Ileso Se Figure 2 6 Renaming the MPI URL in the Links Toolbar Public 2 Overview Erik Juba ml Paba Srel ee Send To Cu Crashes Shorbout Delete 11 2 Overview IMO GDE 0003 12 Internet Explorer 7 0 Standard IE 7 0 Toolbars Windows XP SP2 and Vista The IE 7 0 toolbars Menu Bar and Links are located at the top of the br
32. current EPF and P12 files can be viewed within the Certificate Lifecycle System CLS as documented within the PKI Operations Guide section 10 7 5 Display of Certificate Content Unfortunately the encryption certificate lifetime information is not currently available for viewing within the ESO applications at this time The expiry date of the signing public verification key imported from the current or previous P12 file into the Internet Explorer browser can be viewed as detailed in the following procedure 1 Within the IE browser select the Tools Internet Options menu then the Content tab in the Internet Option window 2 Click on the Certificates button and then the Personal tab in the resulting Certificates window 3 Click on the certificate that represents the user to highlight it and then click on the View button located near the bottom of the window 4 Click on the Details tab in the resulting Certificate window The expiry date 1s shown by the Valid to field value 5 Click on the window s OK button afterwards and then the close button at the bottom of the Certificates window and close the Internet Options window to resume normal browser use The Market Participant Interface will handle automatic updating of an JESO issued digital certificate and its associated keys This shall be triggered normally upon reaching 73 days before expiry of the keys and 182 days before the verification certificate The private signing key will expi
33. ieso cafimo_iefindexEntrust htm do Ban kel 2 Profile leso Figure 2 9 The Internet Explorer 7 0 Back and Forward Buttons The Refresh button can be used to ensure that you have the most current version of the displayed screen elMO Windows Internet Explorer A 6 GA T https mos leso cafimo_lefindexEntrust hkm ie Edit Wew Favorites fools Help 10 w du emo fur p ME cM 32 33 Profile p Password j Figure 2 10 The Internet Explorer 7 0 Refresh Button The IE 7 0 Links toolbar can be utilized to hold the URLs for the MPI Production and Sandbox environments as well as other websites for easy navigation to the MPI this is the same as putting them in the Links folder in Favorites center the Yellow Star To do this when the address field contains the MPI URL mouse click and drag on the Netscape icon in the address toolbar over to the Links toolbar double arrow symbol and release See Figure 2 11 glMO Windows Internat Explorar Alaka Pie ER Yew Foie T EE Production TESO MPG E CORE Access EC COR E Eg enc Pleso Hilos Ton reel eso caf nro je eidexEntr ust him v A ox A COMEN Identity Sandben E Customize Links E Free Hotmail C Googie Figure 2 11 Copying the MPI URL to the Internet Explorer 7 0 Links Toolbar Issue 11 1 March 05 2008 Public 13 2 Overview IMO GDE 0003
34. in effect until the day X he must enter the expiry date 2 X 1 X minus one Action can be one of the following values e SUBMIT Datais to be submitted to MIM as a new Bid PBCD or as an Update to an existing bid PBCD OR e CANCEL Datais to be cancelled in the MIM database Resource ID is completed with a Resource Name for the resource types entered This field 1s not on all screens Hour indicates hours for which data will either be submitted or cancelled The All check box allows you to check or uncheck all hours 48 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 7 2 DAEFM Bid Submission Form gam MP POWERC Workspace zl Feb 21 2001 10 42 user SMITHJ DAY AHEAD ENERGY FINANCIAL MARKET 0 Make DABFM a ache E No d Eer EC 1 24 20 00 0 0 20 00 6 4 30 00 9 5 Price Quantity Pairs MW Figure 4 25 Sample DAEFM Bid Submission Form Note The Day Ahead Energy Forward Market is currently not available Issue 11 1 March 05 2008 Public 4 Displays 40 4 Displays IMO GDE 0003 4 7 3 Bilateral Contract Data Submission Form BILATERAL amm Haze Type MILATIRAL F ida Flag wo Acton Tee sl Emang Det Tute ar sl P Lei Ese kij Es i Gett m m m m m WT WU n WT B h x BEE Gg a ZI d EN ZEE ZI ZEE
35. name Select 710MIN NONSPIN from the Reserve Class pull down box For hours 1 through 12 inclusive select the Hour checkbox 10 For each of the checked hours enter a bid for example 10 0 10 5 20 10 30 15 40 20 Note The following basic rules apply for a BID a The first price and second price must be the same 10 0 10 5 b The first quantity must be zero 10 0 10 5 c The Prices must always increase 10 5 20 10 d The Quantities must always increase 10 5 20 10 e There is a minimum of 2 price quantity pairs for each hour f There is a maximum of 5 price quantity pairs for each hour 11 For each of the checked hours enter the Reserve Loading Point value 12 Click the SUBMIT button at the bottom of the page Issue 11 1 March 05 2008 Public 117 5 Tutorials IMO GDE 0003 Grotz IMO Resource Display Netscape Kur 1 i wh fra urn Resource Display OPERATIMG RESERVE Resourcas CSP SINHK REI GEN REG LOAD REG CSF SOURCE REG uem 20010705 LOAD DISF n1 7 i nh is A d 20010205 Puba Der pl 20010205 RER pg A Po ierg 20010205 LOAD ferm GENERATOR DISP D1 GENERATOR DISP D2 GENERATOR DISP 03 20010205 200100058 20010205 Figure 5 47 Resource Display OR Public Issue 11 1 March 05 2008 118 Market Participant Graphical User Interface User
36. offers into the OR Market e Dispatchable Generators e Dispatchable Loads e Injections e Offtakes For this tutorial however only Dispatchable Generators and Dispatchable Loads will be used OR Bid Offer Submission HTML OR bids and offers may be submitted during any open Market Window For this tutorial however only day ahead bids and offers will be submitted Short Notice bid offer submissions will be covered later in this document OR Bid Submission HTML OR Bids are submitted for Load Resources These can either be Dispatchable Loads within Ontario or Offtake bids that result in Energy being dispatched outside of Ontario If an Offtake bid is submitted the Resource Type must be a CSP SINK and a Tie Point must be defined see Appendix A for a listing of CSP s and MSP s This tutorial does not cover the submission of Offtakes Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 8 9 Select the OPER RESV Market Tab Ensure that the Delivery Date is tomorrow Select SUBMIT from the Action pull down box Select NO from the Standing Flag pull down box Select LOAD in the Bid Offer pull down box If known enter the name of the Resource to be used as the Pricing Point If unknown press the Y flag and choose from the list of resources available If the bid were an njection or Offtake the Tie Point ID field would be populated with the appropriate Tie Point ID
37. one hour market is created in MIM The status of each of these markets 1s set to Initial Bids Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials and offers may be submitted and revised multiple times during the nitial Window without any system constraints e Unrestricted Market Window The Unrestricted Market Window opens at 11 00 for the day ahead At this point the status of each of the 24 hourly markets 1s set to Unrestricted Bids and Offers not subject to DACP validations may be submitted and revised multiple times during the Unrestricted Window without any system constraints Additional Validations for the Day Ahead Commitment Process DACP To support the requirements of the DACP an additional validation window will apply for a portion of the unrestricted window This window will run from 11 00 to 15 00 and will apply to certain bids offers applicable to hours of tomorrow For the purpose of the DACP validations the following definitions will be used 1 Day Ahead Resource A Day Ahead Resource is any resource that that is not an Export offtake Linked Wheel Through Import LWTI Schedule intermittent generator self schedule non dispatchable load or Physical Bilateral Contract 2 Energy Limited Resource ELR An ELR resource is an internal generator that is unable to generate at its maximum offered capacity for the entire dispatch day An ELR will be determined
38. pU UU de ters 9 Internet Explorer OO SP ce oat Ee ed EMI EENEG 9 Standard Kee Tee 9 Merc E X DIoret E 12 Standard IE 7 0 Toolbars Windows XP SP2 and Vista 12 2 9 SYSTEM e eo E e 15 2c Maece T T 16 A tet uaaueta neha Suet eat nel tect 16 2 3 3 Bid Acknowledgements nennen 17 o e ee UI AION EE 18 Bz EISE 19 A EOI Ri RI 19 41 Jal Eoginto MOSWEB L 2 REED ette techos 19 Use and Presentation of Browser CertlTICate aveces e 19 Version Dista Cortas illa 19 Microsoft Internet Explorer 6 0 and TDi iii 20 Presentation of EPF Format Certificate Within the MPI Applet ccccccccnooonccncnnnnncnnnnnno 23 4 1 2 Automatic Update of Digital Certificates ecccccceeesseeeeeeseeeeeeeens 25 Failure of P12 Import after Automatic Update 26 4 1 3 Browser SSL State and User Identity Changes 27 LOSS 01 SSL SESSION Rei diia 2T Changing User Identity and SSL State with MPI Re login eese 28 IE 6 0 Users using Windows XP SP2 or IE 7 0 Users using Windows XP SP2 and Vista 28 4 1 4 Certificate Mode of UsemtbeMbt cc ecceccececeeeeeeeeeeeeeeeeeeeaeeeeeees 28 Issue 11 1 March 05 2008 Public 1 Table of Contents IMO GDE 0003 4 2 Home Page Display occcoccoconccocccocnoconoconcconnonononanconnnonononancnnnnenanenos 29 43 HomePage TEE getest ee 30 4 4 Market Status Display nennen 31 45 System Messages Dtspl y nnns 32 4 5 1 Re activation of Market Status and
39. sddress in the Address bar make sure Hat has spelled correc Ta check your connection settings cick the Tonle meri amd then click Internet Options on the Conveclons tab dick Settings The settings should match those pr nd d by your local area network LAN adminestrak r os Internet serca provider TSP iF your Meteark Adminestrat r has enabled it Mierosoft Windows can examine pour mebwork and automatically decover neteark connecbon settings If you would ber Windows to try and iscover them click EA Ostect Network Settings Some sites require 120 5ft conection security Click the Help menu and then cick About Internet Explorer to determina what firength security you h ve mitalled If you are trying to reach a secure site males sure pour Seturity sanas ean support it Click the Tools mena and then check Interact Options Oo the Advanced tab strall bo thet Security section and check sethnas for SSL 2 0 SSL El E MD internet Presentation of EPF Format Certificate Within the MPI Applet 4 Displays After successful presentation of the certificate manually or automatically from the browser database the following page as shown in Figure 4 5 MPI Login Display will be rendered in the upper portion of the browser display upon complete download of the MOS MPI Tes regiis Pasar d Browse Login Figure 4 5 MPI Login Display Note The Participant Technical Reference Manual describes the browser settings
40. wed Fab 21 0 Al TT 2 4 5 6 T 8 B 0 11 12 13 14 15 16 17 18 149 20 21 22 23 24 m mj sii mi dl mi mi SH mi mi mi mi mj mij mi mij mi mi mi m ai m Figure 4 13 Market Participant Work Space Display 34 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 6 1 MPI Main Screen Access The MPI is split into several sections that enable easy navigation There are two main screens that can be accessed using tabs These tabs are BID that displays the Market Participant Work Space REPORT that displays the Report Work Space The Report Work Space is covered later in this document Market Participant Work Space Figure 4 14 Work Space Display Main Tabs 4 6 2 MPI Market Access The market access tabs on the Market Participant Work Space display screens where HTML bids and offers can be submitted Tabs are displayed depending on the your access authority The function of each of the possible tabs is described below Market Participant Work Space Figure 4 15 Work Space Market Access Tabs DAEFM provides access to the Day Ahead Energy Financial Market DAEFM data submission form BILATERAL provides access to the Bilateral Contract Data submission form SCHEDULE provides access to the Schedule Market data submission form RTEM provides access to the Real Time Energy Market data submission form OPER RESV provides access to th
41. will be displayed The requested privileges in the pop up windows must be granted in order for full MPI access to be acquired It is advised however that the Remember this decision check box in each window should be left unchecked for security reasons so that the user is prompted to provide permissions on a current session basis Note If the ESO systems have not yet been configured to provide system access for the user login will fail with a message like Not Found or Page Not Found displayed in spite of presenting a valid certificate It is also possible that the UserlD created for user on the MPI is not matched properly by the one embedded with the user s digital certificate Under such circumstances the user should contact the ESO s Help Centre and or market representative to resolve the lack of system access Once the LOGIN button is selected this button will be relabelled Login In Progress and a busy reciprocating bar icon will be displayed above it similar to Figure 4 7 Sample Login in Progress Login Display Profile Password leso CEntrust Profilet Test IESOtestt Login in Progress Figure 4 7 Sample Login in Progress Login Display When successful login has occurred then the market participant user will be given access to the MPI Home Page Display Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 1 2 Automatic Update of Digital Certif
42. 11 Typical Market Status Display Figure FM DAEF Market Status e Market Date d d 1 and d 2 Issue 11 1 March 05 2008 Public 31 4 Displays IMO GDE 0003 e Market Open Date Time e Market Close Date Time PM RTPM Market Status e Market Date Hour Y YY Y MM DD HH e Initial Window Open Date Time e Unrestricted Window Open Date Time e Restricted Window Open Date Time e Mandatory Window Open Date Time e Market Close Open Date Time Note Green text denotes current market window state 4 5 System Messages Display The System Messages Display is the primary link between the Market Participant and the IESO From this screen the Market Participant will be notified of various system events Some of these notifications are generated automatically and others are manually sent by the JESO such as Market Suspension re activation or bid approval rejection There are three kinds of system messages 1 Normal These are messages displayed in Green 2 Urgent These messages are displayed in Blue 3 Emergency These messages are displayed in Red Users MUST acknowledge receipt of both the Urgent and Emergency system messages Not doing so will prevent the user from accessing any controls on the main web page If the web page freezes up the user experiencing this must first check the System Message Display for any outstanding messages before attempting to determine if it is another issue The acknowledgement of an Emergen
43. 2 3 3 Bid Acknowledgements When a bid or offer is submitted through the MPI the Market Information Request Processor MIRP decodes the bid or offer generates a transaction ID and validates messages for the relevant bid file An acknowledgement will be sent back from the MIRP when the bid has been received You must inspect the acknowledgement file returned from the JESO to determine that the e bid has been received e MIRP was able to read it successfully e Bid or Offer has been applied to MOS You should never have to wait more than five minutes for an acknowledgement file and in most cases you should receive an acknowledgement file within three or four seconds of submitting a bid End of Section Issue 11 1 March 05 2008 Public 17 2 Overview IMO GDE 0003 3 Configuration For the Market Participant Interface MPI to work properly the user PC must be set up properly and must use either the Microsoft Internet Explorer 6 0 SP2 browser or Microsoft Internet Explorer 7 0 under Windows XP SP2 or Vista For information on setting up your PC and browser properly see the Participant Technical Reference Manual Section 2 Participant Workstation Network and Security which 1s located at the ESO web site Www 1eso ca Also refer to the Identity Management Operations Guide regarding importing of digital certificates and installation of the required Java Runtime Environments End of Section 18 Public Issue 8 0
44. 31 5 Tutorials IMO GDE 0003 MIRP Bid Modification Status Page Transaction Id 24ibWwo VALIDATION STATUS eee AE PA ee amd HE a HEN PET ee A ee Bel APA PM BID CNCELD Bid is Cancelled for Hour 3 PM BID CNCELD Bid is Cancelled for Hour A Figure 5 62 OR Offer Cancellation HTML Status Page If the user wishes the whole bid can then be retrieved again by following the steps in the Energy Offer Bid Retrieval HTML tutorial The user should notice that the hours that were cancelled in this tutorial are no longer part of the bid OR Bid Offer Cancellation ASCII 1 To retrieve the OR Bids and Offers to file follow the steps in the OR Bid Offer Retrieval ASCII tutorial 2 n an appropriate Text Editor for example PFE delete the bid body from the bid and offer These are the lines starting with the market hour 3 Replace the deleted lines with the individual hours that are to be cancelled For example 1 4 Hours 1 to 4 will be cancelled 5 Hours 5 and 7 will be cancelled Se 4 Inthe Bid Header the part that reads SUBMIT NORMAL change the text SUBMIT to CANCEL 5 Savethe file as a different filename 6 To submit the Bid and Offer cancellation follow the steps in the OR Bid Offer Submission ASCII tutorial 132 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 2 bid offer uplond or bid DN ODER RESU 28010205 USERGUIDE USER NORMAL z x
45. 5 10 PBC Status File Issue 11 1 March 05 2008 Public 81 5 Tutorials IMO GDE 0003 82 PBC Retrieval HTML The following tutorial demonstrates to the user how to retrieve a PBCD into the WEB in HTML format 1 Select the Main BID Tab to display the Market Participant Workspace 2 Inthe Action window a Select the Web radio button b Select the Retrieve radio button C Select Fullin the pull down box Gei In the Application window a Select Physical in the Market Type pull down box b Select the Delivery Date For the Standing PBC the Delivery Date is ignored 4 Inthe Hour window select the All checkbox so that the hours 1 through 24 are selected 5 Inthe Physical Market Window Bilateral Section a Select the BILATERAL checkbox b Enter the Participant Seller short name c Enter the Participant Buyer short name d Enter the ResourceName Note It should be noted that enough information must be supplied to yield a single result If multiple results are required the user must download the data to a text file 6 Click the SUBMIT button at the bottom of the page Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Market Participant Work Space eh an a n wis F F F F F Financial Market lt DAEFM 5 Tutorials Bid Type Jon gt Standing Day Type aL Physical Market Standing Flag uo Exp Lag certs j BILATERAL M E
46. 72 accompanied by a defined Reason Code or a valid textual free text reason as to why these constraints have been exceeded e Mandatory Market Window The Mandatory Market Window opens 2 hours before the Dispatch Hour The status of that hourly market is set to Mandatory Bids and offers that are submitted within this window would always require ESO Operator Approval Again a valid Reason Code or textual reason must accompany the bid or offer After the Initial Submission Window 1s closed the data will be used as the basis for the day ahead pre dispatch The results of this will be logged into the MIM database and published After the close of the Initial Submission Window the pre dispatch will be run and published every hour 5 2 4 Submission of Bids in the RTEM Market The participant may submit bids for multiple hours at one time Each of these hourly bids may fall into a different market window The Physical Markets System will accept the bid into the appropriate open window and perform the necessary validation Note A bid is referenced to be either a Bilateral Schedule Energy Operating Reserve Dispatch data submitted during the dispatch day to which it applies need refer only to the remaining dispatch hours of that dispatch day Whenever a bid fails validation in the Physical Market the system will attempt to diagnose the problem and alert the participant to the source of the error A bid will be processed until further processi
47. 80 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials Market Participant Work Space E ene Fa MESS e E Ae AU M D Keep WW s A Figure 5 9 Upload Request Successful Dialog Submission Date 28018204 13 56 50 Parsing Status for Bid 1 PM BILATERAL 26016265 USERGUIDE USER gt Success Inserting PM bid into database USERGUIDE USER Permission granted PH SUCCESS Hour 13 successfully inserted updated with all validations PH SUCCESS Hour 14 successfully inserted updated with all validations PH SUCCESS Hour 15 successfully inserted updated with all validations PM SUCCESS Hour 16 successfully inserted updated with all validations PH SUCCESS Hour 1T successfully inserted updated with all validations PH SUCCESS Hour 18 successfully inserted updated with all validations PH SUCCESS Hour 19 successfully inserted updated with all validations PH SUCCESS Hour 20 successfully inserted updated with all validations PM SUCCESS Hour 21 successfully inserted updated with all validations PH SUCCESS Hour 22 successfully inserted updated with all validations PH SUCCESS Hour 23 successfully inserted updated with all validations PM SUCCESS Hour 24 successfully inserted updated with all validations Transaction ID 24DuoB 1 bids received 1 bids accepted in full B bids rejected in full because of syntax errors O bids partially or fully rejected with bid errors Figure
48. 90 18 0 24 0 z4 0 3z 0 30 0 30 0 i15 48 0 0 15 48 12 0 92 90 16 0 24 0 24 0 52 0 30 0 30 0 esoe 16 48 12 01 31 50 16 0 24 0 24 0 32 0 30 0 30 0 1a5 38 0 01 L ap e Oh 31 70 16 0 23 9 24 07 4 32 0 30 0 230 0 16 49 0 0 15 40 12 0 31 50 16 0 24 0 24 01 32 0 JD 0 30 0 RRE 16 46 22 0 131 90 RRE 32 0 30 0 30 0 re ag 0 0 15 48 12 0 31 90 D EE 7 x SL b aa aa u EEES gu ux u HERE xl OTHER a XI X SR 15 0 24 0 24 D0 32 0 30 0 30 n 15 48 0 0 15 48 12 05 91 0 u6 3 0 01 IL ap L Oh 31 70 ROGER 32 0 370 0 30 0 116 38 0 0 16 40 12 0 311 90 o 1e 2 0 07 16 40 42 0 22 90 16 0 24 0 24 0 32 0 30 0 30 0 un XI X XI 9 x Aa a XI 4 SES U0 0 uw u u Mis 16 0 24 0 24 07 a 32 0 10 0 30 0 UE Xl U JO U JU 1 amp 48 0 0 15 48 12 0 311 90 23 M 16 48 0 0 16 48 12 0 31 30 16 99 0 0 156 48 L Oh 31 50 z4 0 32 0 30 0 30 Wu SES Al 0 30 0 30 0 30 0 30 Submit Reset Stee Cem Digest Figure 5 66 Short Notice Energy Offer HTML Issue 11 1 March 05 2008 Public 137 5 Tutorials 138 MIRP Bid Modification Status Page Transaction ld 6600590 VALIDATION STATUS PM MKT CLSED Hour 1 Markel closed PM M
49. A list of known issues for the MPI and redirects when using Internet Explorer are available on IESO s web site at http www ieso ca imoweb ti ti_ MPl issues asp Issue 11 1 March 05 2008 Public 141 5 Tutorials IMO GDE 0003 References Java 2 Runtime Environment Non ESO http java sun com Market Manual 1 Market Entry Maintenance amp Exit Part IMP GDE 0088 1 3 PKI Operations Guide Market Manual 6 Participant Technical Reference Manual IMO MAN 0024 Section 2 Participant Workstation Network and Security IESO Developer s Toolkit IDK Implementation Manual IMO MAN 0023 End of Section End of Document 142 Public Issue 11 1 March 05 2008
50. Applicaton Upload request successful See CYuserguidebid offer uplaad sched bid err Figure 5 24 Upload Request Successful Dialog Submission Date 28018204 15 25 49 Parsing Status for Bid 1 PM SCHEDULE 20010205 PE USER GENERATOR SELF 61 gt Success Inserting PM bid into database lt USERGUIDE USER Permission granted PH SUCCES PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS PH SUCCESS Transaction ID Hour Hour Hour Hour Hour Hour Hour Hour Hour Hour Hour Hour successfully successful ly successfully successfully successfully successfully successfully successful ly success Fully successfully successful ly sucessfully 24F Pre 1 bids received 1 bids accepted in full O bids rejected in full because of syntax errors B bids partially or fully rejected with bid errorsl inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated with with with with with with with with with with with with all all all all all all all all all all all all ualidations validations ualidations ualidations ualidations ualidations validations ualidations ualidations ualidations ualidations ualidationz Figure 5 25 Schedule Status Fi
51. CSS ESSE 20010005 GENERATOR ose ce enee aD ospa 200s Me Resource dcin Po Zi Found Found 010205 GENERATOR DISP 3 20010205 LOAD DISP 3 Figure 5 50 Resource Display OR Issue 11 1 March 05 2008 Public 121 5 Tutorials 122 OPERATING RESERVE IMO GDE 0003 GENERATOR EMERATOR DEP 02 H JHHEEEEECCLEEN CR EE Frica Ouartily Fam S Man 10 05 130 5 20 L0 20 25 14 10 05 130 5 20 10 20 13 4 10 0 30 5 20 20 20 25 14 bi NN bi zw DN M cM 10 05 30 5 20 10 20 25 14 don pm 110 51 20 101 30 15 4 don o 110 51 20 101 30 15 4 10 0 10 5 20 10 20 25 3 10 0 10 5 20 10 90 25 4 10 0 120 5 20 10 20 25 3 10 0 120 5 20 10 20 25 3 20 05 20 5 20 10 020 05 4 10 05 120 5 20 1D 020 25 4 Figure 5 51 OR Offer Submission Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials MIRP Bid Modification Status Page Transaction Id 19Jj20 VALIDATION STATUS PM ENGY BID Energy Bid for hour 1 does not exist PM ENGY BID Energy Bid for hour 2 does not exist PM SUCCESS Hour 3 successfully inserted updated with all validations PM SUCCESS Hour 4 successfully inserted updated with all validations PM SUCCESS Hour 5 successfully inserted updated with all validations
52. D No D No D no ALL D Exp Date vvvvMMDD Standing Day Type Standing Day Type Standing Day Type Exp Date vvvvMMDD ALL ALL ALL D Exp Date rvrvMMDD Exp Date rrrrmmDD Exp Date rrrrmmDD Submit Reset Show File Digest Figure 5 53 OR Bid Offer Retrieval Submission ASCII mosweba theima com JavaScript Application Download request successful See C userguidebid_offer_download_or bid for details Figure 5 54 Download Request Successful Dialog Issue 11 1 March 05 2008 Public 125 5 Tutorials IMO GDE 0003 E hid offer downlod or bid SIE ES DR OPER_RESU 20010205 USERGUIDE USER NORHAL x GENERATOR GENERATOR DISP oz SPINIG_HIN SUBMIT NORMAL 3 12 10 00 8 0 10 00 5 0 20 08 10 0 30 08 15 0 50 08 20 0 0 1 H H PR OPER_RESU 20010205 USERGUIDE USER NORHAL H DISPLORD LORD DISP 01 NONSPINIG MIN SUBHIT NORMAL 1 12 180 880 80 0 10 00 5 0 20 08 10 0 30 08 15 0 50 00 20 0 0 0 H H Figure 5 55 Downloaded OR Bid Offer File OR Bid Offer Submission ASCII The following tutorial demonstrates to the user how to upload an ASCI Text File 1 In a suitable text editor PFE for example modify the previously downloaded file so that the hours 13 24 are submitted Save the file as a different filename In the MPI select the Main BID Tab to display the Market Participant Workspace In the Action window a Selec
53. D U B L C IMO GDE 0003 SI E eso Power to Ontario On Demand Market Participant Graphical User Interface User s Guide Issue 11 1155ue 11 0 This document provides user information and tutorials for the Market Participant GUI MPI subsystem which acts as the gateway for all other secure web servers Disclaimer The contents of these materials are prepared in draft form only for discussion and information purposes and are provided as is without representation or warranty of any kind The IESO may revise withdraw or make final these materials at any time at its sole discretion without notice to you It is solely your responsibility to ensure that you are using up to date documents and information Document ID IMO GDE 0003 Document Name Market Participant Graphical User Interface User s Guide Issue Issue 11 115sue 14 0 Reason for Issue Released for Baseline 19 Effective Date March 05 2008 Market Participant Graphical User Interface User s Guide Document Change History Document Change History Issue rem e Released for Baseline 6 1 April 2 2001 Released for the update to Baseline 7 0 June 26 2002 Released for Baseline 8 0 September 25 2002 zi o Released for Baseline 9 0 November 28 2002 24 3 0 4 0 5 0 7 0 30 ReleasedforBaseline9 0 January 15 2003 40 ReleasedforBaseline9 I June 4 2003 5 0 Released for Baseline 10 1 December 10 2003 60 ReleasedforBaseline120 Septe
54. ESS Hour 4 successfully insened updated with all validations PM SUCCESS Hour 5 successfully insened updated wilh all validations PM SUCCESS Hour 6 successfully inserted updated with all validations PM SUCCESS Hour 7 successfully insened updated wilh all validations PM_SUCCESS Hour 8 successfully inserted updated with all validations PM SUCCESS Hour 3 successfully inse ed updaled wilh all validations PM_SUCCESS Hour 10 successfully inserbed updated with all validations PM SUCCESS Hour 11 successfully inserted updaled with all validations PM SUCCESS Hour 12 successfully inserted updated with all validations Figure 5 32 Energy Bid Submission HTML Status Page Energy Offer Submission HTML Energy Offers are submitted for Generator Resources These can either be Dispatchable Generators within Ontario or Injection bids that result in Energy being dispatched into Ontario If an Injection bid is submitted the Resource Type must be a CSP SOURCE and a Tie Point must be defined see Appendix Al CSP s and MSP s This tutorial does not cover the submission of Injections 1 Select the RTEM Market Tab 2 Ensure that the Delivery Date is tomorrow 3 Select SUBMIT from the Action pull down box 4 Select NO from the Standing Flag pull down box 5 Enter the Daily Energy Limit 6 Enter the Operating Reserve Ramp Rate 7 Select GENERATOR in the Bid Offer pull down box 8 If known enter the name of the Resource to be used as the Pri
55. In addition this systems guide does not address wider IT related activities such as those relating to the digital certificate process that require implementation before the MOS can be used by a Market Participant These set up activities are addressed in separate documentation 1 3 Who Should Use This Document The document is intended for MPI Market Participant Interface users 1 4 Conventions In this Guide there are several special styles in use Screen Names and Menu Names When screen and menu names are referred to in the text of this document they will appear in BOLD Arial font Screen Column Headings When the column headings on a screen are referred to in the text of this document they will appear in TALIC Arial font Option Names When the options names or system status under a screen column heading are referred to in the text of this document they will appear in ITALIC default font Field Names When field or section names on a screen are referred to in the text of this document they will appear in ITALIC default font Names of buttons on a screen will also be in this style Issue 11 1 March 05 2008 Public 5 Introduction IMO GDE 0003 Names of Paper Documents When the names of paper documents are referred to in the text of this document they will appear in QUOTES 1 5 How This Document is Organized Section 2 Provides an overview of the MPI and Internet Explorer browser Section 3 Where t
56. KT CLSED Hour 2 Markel closed PM MKT CLSED Hour A Markel closed PM MKT CLSED Hour 4 Market closed PM MAT CLSED Hour 5 Markel closed DM MKT CLSED Hour 6 Markel closed PM MRT CLSED Hour 7 Markel closed PM MKT CLSED Hour 8 Markel closed PM MKT CLSED Hour 9 Market closed PM MKT CLSED Hour 10 Market closed PM MAT CLSED Hour 11 Market closed PM MKT CLSED Hour 12 Markel closed PM MKT CLSED Hour 13 Markel closed PM MAT CLSED Hour 14 Market closed PM_OPR_APRY Hour 15 requires operator approval PM ODR APRV Hour 16 requires operator approval PM SUCCESS Hour 17 successfully inserted updalted with all validations PM SUCCESS Hour 18 successfully inserted updated with all validations PM SUCCESS Hour 19 successfully inserted updated with all validations PM SUCCESS Hour 20 successfully inserted updated with all validations FM SUCCESS Hour 21 successfully inserted updated with all validations PM SUCCESS Hour 22 successfully inserted updated with all validations PM SUCCESS Hour 23 successfully inserted updaled wilh all validations PM SUCCESS Hour 24 successfully inserted updaled with all validations Figure 5 67 Short Notice Energy Offer Status Page Public IMO GDE 0003 Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 5 5 2 Approval of Short Notice Offer The following figure shows how the participant will be notified when a Short Notice Offer 18 a
57. MP ONTAKIOIMD EE in x n Oc 2002 C3 24 weet TESTI ESTI Market Participant Work Space 5ecuntp lnfonmatin A PFPIFFEHHHHHBHHHHHHHHHEHHBHBHHH Figure 4 45 MPI Log out Screen End of Section 68 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 9 Tutorials This section provides a more detailed tutorial as well as a systematic walk through the usage of the Market Participant Interface There are two main sections e the Financial Market and e the Physical Market The tutorial guides the user through all the necessary actions required to be able to confidently use this tool All tutorials assume that the user can successfully connect and log into that MPI and that all configuration steps have been completed 5 1 Day Ahead Energy Forward Market DAEFM Tutorials This market is currently not available 5 2 Real Time Energy Market RTEM Tutorials 5 2 1 Market Overview The real time markets are the primary markets in which electricity will be bought and sold Businesses industries and generators embedded in distribution systems in Ontario must decide whether to become active participants in these markets Participants will have the opportunity to save money by managing their supply or use of electricity according to changes between peak and off peak times changes between seasons or changes caused by other conditions in the market In addition n
58. R DR DR USUS D HM O 9 9 M E a ee eee ee m m m m DT DT HAT WT H D D D OC H KM Figure 5 44 Retrieved Energy Offer Bid HTML 114 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials Energy Bid Cancellation HTML The following steps show the user how to cancel an Energy Offer by first retrieving the Offer into the web and then submitting those hours as cancelled The first step is in fact unnecessary as the offer can be cancelled straight from the KIEM Submission Form In cases where the user is dealing with vast amounts of information it is sometimes better to eyeball the data first to ensure that the correct Offer is cancelled 1 Repeat the steps detailed in the Energy Offer Retrieval HTML tutorial but only select 2 hours instead of 24 For example hour 1 and 2 will be retrieved 2 Inthe Bid Information Window in the Bid Submission Form change the Action to CANCEL 3 Click the SUBMIT button at the bottom of the page MIRP Eid Modification Status Page Tranzacbian Id 24 HD VALIDATIOM STATUS HERES Um oU im E emt UH on mom E Sms BS v Tow e ER P Mao p TO Lo we LE sd E e PM BID CNCELD Bid is Cancelled for Hour 1 PM BID CNEL LD Bid is Cancelled for Hour 2 Figure 5 45 Energy Bid Offer Cancellation HTML Status Page If the user wishes the whole bid can then be retrieved again by following the steps in the Energy Offer Bid Retrieval HTML tutorial
59. Summary Retrieval HTML 134 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials MIRP Bid Query Status Page Summary Delivery D ate 20010205 Hours ALL M 8 I LER Mr E M AA rg LL REL Cc E E DAEFM Summary Results EID CEFER BILATERAL Summary Results SERGUDE CABLES GENERATOR DISP OI SCHEDULE Summary Results SELF GENERATOR SELF 01 RTEM Summary Results GENERATOR GENERATOR DOSP TI LOAD LOAD CESP 07 OPERATING RESERVE Summary Results GENERATOR GENERATOR DISP 02 SPINTO MI DISPLOAD LOAD DF 01 HONSENTD MIN Figure 5 65 Market Summary Display 5 4 Standing Bids The submission of Standing Bids and Offers for those markets in which they are available is done using the same methods as covered in the tutorials for bid and offer submissions retrievals and cancellations All that differs with standing bids is the extra controls that must be utilised Standing Bid Flag Standing Bid Day and Expiry Date with extra validation rules about the submission of Standing Bids There are two main points that should be considered when using Standing Bids These are e Standing Bids must NOT overlap nor can they co exist with other standing bids of the same day type For example e tis not possible to have two standing bids of Type WED one that expires this Wednesday and another that takes effect after Issue 11 1 March 05 2008 Public 135 5 Tuto
60. System Messages Windows 33 4 6 Market Participant Work Space Display 34 40 1 E MEET ACCESS i iis alvo ou inp ah dh mde PERI S 35 ee CN E E ee 35 4 6 3 Market Participant Work Space Sections cccocccccccccoccncconncconononannnnnans 36 464 JAGHOD SECUOMN ra 36 405 sADDICATION SOCOM cries EE 37 460 dott SC CUOM EEN 37 46 2 Financial Market SOCIO a 39 4 6 8 Physical Market Gechon nn 39 Common Buttons and Bild tl 39 Intormatio BUHO tos 39 SPBCD Standine Ela ti II I dtc LOU On A ad 40 SPBCD Standing Day Ty EE 40 SED GID EX Oy DAS Mec 40 Standine Bid Offer D 40 Stand DIO ODeEDa TDi M ELM M A EE 40 Standme Bid Olter Ex pity RE 4 Bilateral Market SUDY Pe EE 4 EE 42 IR ENN RI EE 43 Operating Reserve OR Market Subtype sensata 45 Capacity Reserve C RI Market SUDLVD6 oie aliada 46 4 MTM Bid S bmission PO EE 47 A e 47 Standard Buttons and Er iso mite Eod ret ono euet eo sa aoro oU EE ERE DP ue pase odes 47 4 7 2 DAEFM Bid Submission POLT ote ilia i duo Qoa Y UR Cir AE 49 4 7 3 Bilateral Contract Data Submission Form seesessssse 50 4 14 Schedule Bid Submission TOLL sedo tw dep ida 52 47 5 REEM Bid SUBMISSION F OFM zona coo eon deoa etu partt OD ep Ed 54 4 7 6 Operating Reserve Bid Submission Form seeeeeesssssss 57 4 7 7 Capacity Reserve Bid Submission Fom enee 60 4 9 REON e 61 40 1 AMP REDOM Ee EE 62 402 FM REPO VAD ii a 63 2 90 53 PM R
61. T NORMAL 1 15 10 50 4 0 Figure 5 21 Downloaded Schedule File Issue 11 1 March 05 2008 Public 93 5 Tutorials IMO GDE 0003 Schedule Submission ASCII The following tutorial demonstrates to the user how to upload an ASCII Text File 1 Ina suitable text editor PFE for example modify the previously downloaded file so that the hours 13 24 are submitted 2 Save the file as a different filename 3 Inthe MPI select the Main BID Tab to display the Market Participant Workspace 4 Inthe Action window a Select the Template radio button b Select the Upload radio button c Click the BROWSE button and select the modified file Note Notice the location of the Status File By default it is in the same location and has the same filename with an additional err extension 5 Click the Submit button at the bottom of the page j Uploaded_Sched bid WordPad Bp iol xj File Edit View Insert Format Help PM SCHEDULE 20021125 PARTICIPANT MAME USER WANE NORMAL SELF GENERATOR NAME SUBMIT NORMAL 13 24 10 50 4 0 Figure 5 22 Schedule Upload File 94 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials Upload 7 Faairiewa F A E C userguideibid affer upload sch Bra B E Cuserguidelbid_ofter_uplosd_sche Browse Figure 5 23 PBC Submission ASCII Ki mosweba theimmo com Javascript
62. The user should notice that the hours that were cancelled in this tutorial are no longer part of the bid Energy Bid Offer Cancellation ASCII 1 To retrieve the Energy Bids and Offers to file follow the steps in the Energy Bid Offer Retrieval ASCII tutorial 2 Inan appropriate Text Editor for example PFE delete the bid body from the bid and offer These are the lines starting with the market hour 3 Replace the deleted lines with the individual hours that are to be cancelled For example 1 4 Hours 1 to 4 will be cancelled 5 Hours 5 and 7 will be cancelled L 4 Inthe Bid Header the part that reads SUBMIT NORMAL change the text SUBMIT to CANCEL 5 Save the file as a different filename Issue 11 1 March 05 2008 Public 115 5 Tutorials IMO GDE 0003 116 6 To submit the Bid and Offer cancellation follow the steps in the Energy Bid Offer Submission ASCII tutorial bid offer upland enengy bid PM RTEH 2688018205 USERGUIDE USER NORMAL 8 gt J GENERATOR GENERATOR DISP 02 CANCEL NORMAL 5 39 18 13 24 H DN DIEN 200102605 USERGUIDE USER NORMAL LI LOAD LORAD DISP 01 CANCEL NORMAL 1 b 13 16 Figure 5 46 Energy Bid Offer Cancellation File 5 2 8 Operating Reserve OR Tutorials The following tutorials demonstrate to the user how to submit retrieve and cancel OR Bids and Offers There are four types of resource that can be used when submitting bids and
63. Tie Point ID Tie Point ID Reserve Class Standing Flag SPIN1O MIN a Standing Flag no v NONSPIN10_MIN no RESERYE30_MIN Standing Day Type Standing Flag Standing Flag Standing Flag Standing Day Type ALL D NO D NO D NO D ALL D Exp Date cvv MMDD Standing Day Type Standing Day Type Standing Day Type Exp Date vvv MMDD ALL D ALL D ALL D Exp Date rrrrmmDbD Exp Date rrrrmmDD Exp Date crrrrmmDb Figure 4 20 Market Participant Work Space Physical Market Section Common Buttons and Fields For all sub types several buttons or fields perform the same function in each type Information Button Information 1 When selected a separate browser window is displayed that shows the available resources that belong to the Selling Market Participant and can be used if applicable in the Resource field Issue 11 1 March 05 2008 Public 39 4 Displays IMO GDE 0003 40 SPBCD Standing Flag Standing Flag indicates whether the user 1s choosing to download a Standing Physical Bilateral Contract Data SPBCD ora Physical Bilateral Contract Data PBCD Valid values are e NO Only PBCD s will be retrieved e YES Only Standing SPBCD s will be retrieved SPBCD Standing Day Type Standing Day Type This field is used only when the Standing SPBCD Flag is YES A SPBCD must have a day type It is used to determine which bilateral contract should be used for the specified day Day types can be as follows e ALL SPBCD is use
64. a H H H H H HH H H H H H PBC HTML ing a Cancel Figure 5 13 Issue 11 1 March 05 2008 Public 86 Market Participant Graphical User Interface User s Guide 5 Tutorials Transaction ld 24EgXD VALIDATIOM STATUS E o TAR M es s 3 T EET a A PM BID CNCELD Bid is Cancelled Tor Hour 1 PM BID CHCELD Bid is Cancelled for Hour 2 Figure 5 14 PBC Cancellation HTML Status Page If the user wishes the whole PBCD can then be retrieved again by following the steps in the PBC Bid Retrieval HTML tutorial The user should notice that the hours that were cancelled in this tutorial are no longer part of the PBCD Note The Cancellation of a Standing PBC SPBCD becomes effective on Day 2 after cancellation day Day 0 The Delivery Date is ignored The other days remained in the system cannot be cancelled as SPBCD but may be cancelled in the PBCD mode PBC Cancellation ASCII 1 To retrieve the PBC to file follow the steps in the PBC Retrieval ASCII tutorial 2 n an appropriate Text Editor for example PFE delete the bid body from the PBC These are the lines starting with the market hour 3 Replace the deleted lines with the individual hours that are to be cancelled For example 1 4 Hours 1 to 4 will be cancelled 5 Hours 5 and 7 will be cancelled T 4 Inthe Bid Header the part that reads SUBMIT NORMAL change the text SUBMIT to CANCEL 5 Save the file as a different filename
65. a error message window for the Certificate Import Wizard that states The specified file does not exist This appears to be an issue with the java applet keeping a lock on the file until the session is closed 26 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 1 3 Browser SSL State and User Identity Changes Loss of SSL Session 8 Re login On occasion it is possible for the user s browser SSL session security context to be interrupted and lost for various reasons Under such circumstances the user will be required to represent their browser based imported p12 certificate for re establishment of the SSL session and security context If the Internet Explorer Don t prompt for client certificate selection when no certificates or only one certificate exists Disable security setting as discussed 1n section 4 1 1 has been utilized for certificate use this will be manifested via the automatic appearance of the Internet Explorer Client Authentication pop up window again Depending on the reliability of the communications over the Internet this could happen frequently or not Multiple Client Authentication window presentation instances may also occur in IE for establishment of SSL security context for the multiple MPI windows or frames and the user will have no control over this for initial establishment of SSL security contexts It is important under such circumstances that the same certifi
66. a su ewm Zen Gen SUTAN CS ee SOT E I 08 00 Vici eegen UE MTH ue da hes p e gen A E ewes aen pon Pid ARTEM Marke Staus AENA AAA AAN Cf DE OO 14 00 ari 20500 Bete SI SOE 20000400 20070100 200000 IT ELM GO Go 1450 Sab Ski rai n TELE reido PS FAN AA ea oo 11 00 Feidt cO CLES Sora enen AA eme OO AO Ch qus 11x SEI fim ei apr OCTO FAKE Mo OOO LET GHI on o OO 30 00 00 Gm eld aora Cen leng rom CT AO Ce 00 00 19 00 01 00 terno UD CET Se TED CELL HAT oi DT o OC LEY LGE ERO CHNLR ei a aa oa 2O0T4 EP HT Ce 0500 Tog erg fom Beta Seil Figure 2 14 Market Status Display 2 3 1 Bidding One of the main uses of the MPI is to enable market participants to submit offers and bids for energy A bid contains one entry for each resource owned or operated by the Market Participant If for example the participant has six resources there will be six separate bids each with its own nominated pricing and energy quantities A resource can consist of one or more physical units that are capable of being controlled as a single unit Typically a resource will be one or more generating sets at a single power station Bids from the Market Participants are matched to demand forecasts to control which resource will be dispatched either to produce power or to adjust loading levels 2 3 2 Types of bids Using the MPI one can create and submit three different kinds of bids e Daily bids are submitted g
67. aa 75 Figure 5 3 PBC Submission HTML Status Page 76 Figure 5 4 PBC Retrieval Submission ASCH 78 Figure 5 5 Download Request Successful Dalog 78 Figure 5 6 Downloaded PBC File eese nene nnns 79 Figure 5 7 PBG Upload BEE 80 Figure 5 9 PBO SUDMISSION ASO EE 81 Figure 5 9 Upload Request Successful Dialog AA 81 Figure 5 10 PBE Status TEE 81 Figure 5 11 PBC Remeval ATM EEN 83 Figure 5 122 Retrieved PBO ATM E 84 Figure 5 15 Ganceling a PBG eh A EE 86 Figure 5 14 PBC Cancellation HTML Status Hage 87 Figure 5 15 PBG Cancellation Ale lod 88 Figure 5 16 Schedule Submission HIM 89 Figure 5 17 Resource Display Schedules cccccccccecceeeecceeseeesessesaneeeeeeeeeeeeeeeeeeeeeesenss 90 Figure 5 18 Schedule Submission HTML Status Page ccooonccccccoccnnccnnccnnnonancnnnnnancnnnnnanoss 91 Figure 5 19 Schedule Retrieval Submission ASCII ooocccconcnncccnnnccconocococononononoconnncnnncnnonos 92 Figure 5 20 Download Request Successful Dialog 93 Figure 5 21 Downloaded Schedule Ee 93 Figure 5 22 Schedule Upload FIG EE 94 FIgure 5 23 PBO Submission ASG iia dd 95 Figure 5 24 Upload Request Successful Dialog ccccoooccnccoconcnncononencnnnannnnnnnancnnononoons 95 Figure 5 25 Schedule Status EE 95 Figure 5 26 schedule Retrieval ATM uisi ra arie E ep Er ra e RE E EAE er pe EUER IRIS 97 Figure 5 27 Sample Retrieved Schedule HIM 98 Figure 5 28 Schedule Cancellation HTML Status P
68. age nneennnneennensenennsnrnnnsnnrresrrreen 99 Figure 5 29 Schedule Cancellation File ooonnccccccnncnnccooncncnnonnnncononnnnnononcnnnnnonccnnonons 100 Figure 5 30 Resource Display RTEM nuestra 102 Figure 5 31 Energy Bid Submission HIM 103 Figure 5 32 Energy Bid Submission HTML Status Page 104 Figure 5 33 Resource Display HIEN unn 105 2 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 1 Introduction Figure 5 34 Energy Offer Submission HIM 106 Figure 5 35 Energy Offer Submission HTML Status Page occcccccccoccccnccccnonnconncnonannnnnnnos 107 Figure 5 36 Energy Bid Offer Retrieval Submission AGCH 109 Figure 5 37 Download Request Successful Dalog 109 Figure 5 38 Downloaded Energy Bid Offer File occoooonnccnnccccnoccconononanccnnnnnnnnnnnnnnnnos 110 Figure 5 39 Energy Bid Offer Upload ie 111 Figure 5 40 Energy Bid Offer Submission ASCH 111 Figure 5 41 Upload Request Successful Dialog ccccceccceseeeeeseeeeeeeeeeeeaeeeeeseeeeeseaeeeeas 111 Figure 5 42 Energy Bid Offer Submission ASCII Status File ss 112 Figure 5 43 Energy Offer Bid Retrieval HIM 113 Figure 5 44 Retrieved Energy Offer Bid HIM 114 Figure 5 45 Energy Bid Offer Cancellation HTML Status Page 115 Figure 5 46 Energy Bid Offer Cancellation tie 116 Figure 5 47 Resource Display ORD 118
69. al market which sets a spot price for energy controls its dispatch and controls payments and receipts e A financial market which allows Market Participants who buy and sell energy at prices based on the spot price set in the physical market This helps to reduce the level of risk by establishing financial contracts using financial instruments such as swaps The MPI is an interface to both markets Traders in the financial market might use the MPI to obtain valuable information to help them make decisions about what financial contracts to put in place and generators will use the MPI to handle their requirements regarding physical energy Issue 11 1 March 05 2008 Public 7 2 Overview 2 1 3 IMO GDE 0003 Typical uses of the MPI Participants in the Ontario Energy Market can use the MPI to 2 2 Prepare and submit bids Re bid based on changes in plant availability and operation Receive Market Notices sent by System Operators Obtain continuous updates on market prices dispatch and pre dispatch schedules Retrieve Financial Market Reports if relevant Retrieve Transmission Auction Reports if relevant Retrieve data on Ontario market metering and settlement values Functions The MPI has multiple tiers accessed through menus It supports the following key functions Bidding Re bidding Reporting of prices dispatch and settlement details Market Notices prices and reports Public Issue 11 1 March 05 2008 Mark
70. all 411 all all all all all all all all all all all all all all 411 all all all all all Public ualidations ualidations validations validations validations ualidations validations validations validations ualidations validations validations validations ualidations validations validations validations validations validations validations ualidations validations validations validations USER LORD DISP 0I gt Permission granted IMO GDE 0003 USER GENERATOR DISP 2 1 Permission granted SUECOS Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials OR Bid Retrieval HTML The following tutorial demonstrates to the user how to retrieve an OR Offer into the WEB in HTML format Note that this tutorial only covers the retrieval of an Offer as the actions required to retrieve a Bid are the same 1 2 Select the Main BID Tabto display the Market Participant Workspace In the Action window a Select the Web radio button b Select the Retrieve radio button c Select Fullin the pull down box In the Application window a Select Physical in the Market Type pull down box b Select the Delivery Date as tomorrow In the Hour window select the A checkbox so that the hours 1 through 24 are selected In the Physical Market Window Operating Reserve section a Select the OPERATING RESERVE checkbox b Select GENERATOR from the
71. articipant or the IESO has no control over that affects all users Under these conditions the normal certificate online login mode for revocation checking against the current Certificate Revocation List located on the CA directory server will not be possible and login to the MIM system with the MPI GUI will fail with a directory not available type error message To counteract these situations the JESO shall in addition to dealing with planned CA outage situations continually monitor the availability of the CA directory server and under such circumstances when feasible and appropriate centrally enable offline mode certificate use within the MPI GUI for market participants when the need arises This shall enable general continuity of market systems access via the MPI GUI At no time shall the market participant need to make any changes in the browser or login procedures on the client platforms and the mode of use will in general be transparent to end users Only the Java console log in the browser will indicate that this is occurring to the market participant Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 2 Home Page Display The MPI Home page is displayed when the login to the secure MOS Web server is successful This is the main browser window from which you will access other parts of the MOS web site During logon in addition to the Home page window two other windows are displaye
72. ary 5 d 1 Select the BILATERAL Market Tab 2 Ensure that the Delivery Date is tomorrow 3 Select SUBMIT from the Action pull down box 4 Select NO from the Standing Flag pull down box 5 Enter the Participants short name in the Participant Seller text box 6 Enter the short name for the Buyer in the Participant Buyer text box 7 Enter the name of the Resource agreed to in the contract to be used as the settlement point If unknown press the Bag and choose from the list of resources available A list of dispatchable and non dispatchable delivery points is available on the ESO web site 8 For hours 1 through 12 inclusive check the Hour checkbox 9 For each of the checked hours a Enter a quantity up to the maximum quantity of the designated resource b Select the appropriate credit debit uplift allocation check boxes 10 Click the SUBMIT button at the bottom of the page 11 Aunique Transaction ID will be generated for the PBC submitted Note Do not check the PBC Percentage Flag The PBC percentage flag is only used for the settling 100 of the allocated metering quantities at the location identified by the Delivery Point The Expiry Date 1s used only for Standing PBCD Submission s Expiry Date is used only for Standing PBCD Submissions The user should allow one day for the conversion of the expiry day Thus if the user wants the contract to be in effect until the day X he must enter the expiry date 2 X 1 X min
73. as a generator with its latest validated offer for any hour of tomorrow having a Daily Energy Limit DEL specified i e the DEL for the generator has been previously specified as not NULL for tomorrow 3 Bid Offer A Bid Offer can be an Energy or Operating Reserve Bid or Offer 4 Linked Wheel Through Import LWTD An LWTI is an offer with a NERC tag beginning with WI From 11 00 to 13 00 all bid offer changes all new submissions revisions and cancellation requests applicable for any hours of the next day for all Day Ahead Resources which are not ELR will require operator approval From 13 00 to 15 00 all bid offer changes all new submissions revisions and cancellation requests applicable for any hours of the next day for all Day Ahead Resources will require operator approval Any Day Ahead Resources that are internal dispatchable generators or loads waiting for operator approval at 15 00 will be automatically rejected Any Day Ahead Resources that are imports waiting for operator approval at 15 00 will be automatically accepted e Restricted Market Window The Restricted Market Window opens 4 hours before the Dispatch Hour The status of that hourly market 1s set to Restricted Bids and Offers may be submitted as long as they are within the short notice constraints as laid down in the market rules Bids and offers outside of these constraints must be Issue 11 1 March 05 2008 Public 71 5 Tutorials IMO GDE 0003
74. cate be selected if multiple certificates exist within the browser If multiple certificates have been imported into one Internet Explorer user profile it 1s entirely possible for the user to inadvertently select a different one than what was originally presented during initial login Selecting a different browser based certificate from Internet Explorer as compared to the EPF file that was presented to the MPI applet and is still active in that applet session can lead to problems with a mismatched user identity for the session and the digital signatures created for uploaded transactions The digital signature is created from the transaction data and the EPF file content while the user s ID and Market Participant name shown in the Workspace header frame comes from the browser certificate used to establish an SSL session with Since no prompt will be likely be presented under these circumstances for re presenting an EPF file again 1t 1s imperative that either a The user logout completely and then re login to MOSWEB so that identity is kept consistent between the browser and MPI sessions b The user present the same browser certificate that was presented during initial login so that the authentication and identity to MIM is kept consistent between the browser certificate and EPF file For most users the whole issue of manual repeated re presentation of the user s browser based certificate and potentially incorrect choice of the wrong certificate ca
75. ccepted by an IESO Operator IML Seriem Messages Dpiap Helrcape System Messages Display 2002 08 08 13 00 55 IMO Request for Approval for ERDDSQIFRTEM GENERATOR DISP 03 2000080818 is Approved 2040606 12 56 24 RTPM Dispatch Constrained 5 minute OP RY schedules published for date 20020606 hour 14 2020606 12 56 23 RTFM Dispatch Constrained 5 minute Energy schedules published for date 200070606 hour 14 2020806 12 56 14 RATAM Dispatch Unconstrained minute prices published for date 20020606 hour 13 2020806 12 51 24 ATPM Dispatch Constrained 5 minute OPRY schedules published for date 20020606 hour 13 2002 D5DB 12 51 23 ATPM Dispatch Constrained 5 minute Energy schedules published for date 20020606 hour 13 COSUDE 1291 15 TEM Dispatch Unconstraned mute prices published for date 0020606 hour 13 20030606 12 46 24 RTFM Dispatch Constrained 5 minute OPRY schedules published for date 20020606 hour 13 20040606 12 48 23 ATPM Dusgrateh Constraned 5 minube Energy schedules published for date 200270606 hour 13 2002 55 08 12 48 14 RTFM Dispatch Unconstrained 5 minute prices published for date 20020806 hour 13 Figure 5 68 Short Notice Submission Acceptance Message Issue 11 1 March 05 2008 Public 139 5 Tutorials IMO GDE 0003 140 5 5 3 Rejection of Short Notice Offer The following screen shot shows how the participant will be notified when a Short Notic
76. chable Generators and Dispatchable Loads will be used Energy Bid Offer Submission HTML Energy Bids and Offers may be submitted during any open Market Window For this tutorial however only day ahead bids and offers will be submitted Short Notice bid offer submissions will be covered later in this document Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials Energy Bid Submission HTML Energy Bids are submitted for Load Resources These can either be Dispatchable Loads within Ontario or Offtake bids that result in energy being dispatched outside of Ontario If an Offtake bid is submitted the resource type must be a CSP SINK and a Tie Point must be defined see Appendix A for a list of CSP s and MSP s This tutorial does not cover the submission of Offtakes 1 2 10 11 12 Select the HTEM Market Tab Ensure that the Delivery Date is tomorrow Select SUBMIT from the Action pull down box Select NO from the Standing Flag pull down box Enter the Daily Energy Limit Enter the Operating Heserve Hamp Hate Select LOAD in the Bid Offer pull down box If known enter the name of the Resource to be used as the Pricing Point If unknown press the Y flag and choose from the list of resources available If the bid were an njection or Offtake the Tie Point ID field would be populated with the appropriate Tie Point ID name If the Bid were an njection or Offtake
77. cing Point If unknown press the Y flag and choose from the list of resources available 9 Ifthe offer were an Injection or Offtake the Tie Point ID field would be populated with the appropriate Tie Point ID name 104 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 10 If the offer were an njection or Offtake the NERC Tag ID field would be populated with the allocated unique NERC Tag ID 11 For hours 1 through 12 inclusive select the Hour checkbox 12 For each of the checked hours enter a bid for example 5 0 5 5 10 10 15 15 20 20 25 25 30 30 40 40 Note The following basic rules apply for an OFFER a he first price and second price must be the same 5 0 5 5 b The first quantity must be zero 5 0 C The Prices must always increase 15 15 20 20 d The Quantities must always increase 15 15 20 20 e There is a minimum of 2 price quantity pairs for each hour f There is a maximum of 20 price quantity pairs for each hour 13 For each of the checked hours enter a ramp rate for example 5 5 5 20 5 4 40 5 5 Note The following basic rules apply for Ramp Rates a The Maximum Ramp Rate Break Point must be equal to or greater than the maximum energy quantity for that hour b Ramp Rate Break quantities must always increase 14 Click the SUBMIT button at the bottom of the page ZG IMO Resource Display Ne
78. cy message by a user is logged It is the responsibility of the appropriate Market Participant user of the MPI GUI to acknowledge an Emergency Message as quickly as possible 32 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 5 1 Re activation of Market Status and System Messages Windows The System Messages Display may be minimized but should never be closed If either of the two windows are inadvertently closed or if the System Messages windows stops updating automatically they can be re activated through the following method Navigate the Home page and place the mouse cursor directly to the right of the controls list drop down menu in the white screen area Then use the right mouse button and chose the Reload Frame selection and then choose the Ok Option to the Repost form data prompt This will cause the Market Status Display and System Message Display windows to re initialize and actively start showing information again 2D MO Syatamn binrnagos Display Micracafi iniarnat Explorer Bieso System Messages Display 20070181 1000831 ETPM Dispatch Constrained results published for date 20070131 hour 10 SOOT A110 06 08 RTPM Dispatch Linconsirainied minute prices published for date 20070131 hour 11 2007 01 31 10005604 RTPM Dispatch Constrained 5 minute OF RV schedules published for date 20070131 hour 11 2007 0181 10 06 03 RTPM Dispah Constrained 5 minute Ener
79. d the Market Status Display and System Message Display These two screens should not be closed or you will not be notified of critical system messages that you must respond to so that you can continue to work in the MPI You may minimize these windows or click the ESO logo on the Home page to bring it in front of these two windows Issue 11 1 March 05 2008 Public 29 4 Displays IMO GDE 0003 4 3 Home Page Description A sample MPI Home page is shown below To conserve space in this guide screen images may be adjusted to fit and the browser controls will not be shown 8 leS MP POWERC Hama ur BEI AL Jam Fa 2097 THE S eso Figure 4 9 Sample Home Page Display MP te the identifier for the current market participant User is the identifier for the currently logged on user Date Time is the date and time provided by the web server It is updated every minute The Home page also has several controls listed in a drop down menu Which controls you see will depend on your access authority an 31 2007 10 53 Registration Transmission Rights Logout Figure 4 10 Typical Home Page Drop Down Menu Home returns the user to the Home page Workspace takes the user to the Bid workspace where bids and offers may be entered cancelled updated and reports downloaded Logout logs the current user off the system 30 Public Issue 11 1 March 05 2008 Market Participant Graphical User In
80. d every day e MON SPBCD is used only on Mondays e TUE SPBCD is used only on Tuesdays e WEI SPBCD is used only on Wednesdays e THU SPBCD is used only on Thursdays e FRI SPBCD is used only on Fridays e SAT SPBCD is used only on Saturdays e SUN SPBCD is used only on Sundays SPBCD Expiry Date Expiry Date is used only when the Standing SPBCD Flag 18 YES If known SPBCD with a common expiry date can be retrieved Standing Bid Offer Flag Standing Flag indicates whether the user 1s choosing to download a Standing Bid or a Current Bid Valid values are e NO Only current bids and or offers will be retrieved e YES Only standing bids and or offers will be retrieved otanding Bid Offer Day Type Standing Day Type This field is used only when the Standing Flag entry is YES A Standing Bid must have a day type It is used to determine which bid should be used for the specified day Day types can be as follows e ALL Bid Offer is used every day e MON Bid Offer is used only on Mondays Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays e TUE Bid Offer 1s used only on Tuesdays e WED Bid Offer 1s used only on Wednesdays e THU Bid Offer is used only on Thursdays e FRI Bid Offer is used only on Fridays e SAT Bid Offer is used only on Saturdays e SUN Bid Offer is used only on Sundays Standing Bid Offer Expiry Date Expiry Date is used only when the Standing Flag
81. e Mes Feb cl an E 1 D 3 d 5 5 H B 3 11 17 13 14 15 th 17 16 LE m FL HS 2 d4 E he E pr he Fr E pr La d he E r m E r E r a r m rn Financial Market lt DAEFM Bid Type oo gt Siardisg Day Type aLL Standing Flag mo Exp Date p y Physical Market BILATERAL M Bl SCHEDULE Hi RTEM T H OPERATING RESERVE I H CAPACITY RESERVE l H Schedule Type SUIS pid Type Bid T Participant Seller SELFGEN LOAD DISPLOAD E USERGUIDE INTGEN GENERATOR GENERATOR GENERATOR NONDLOAD rj OFF TAKE INJECTION INJECTION E INJECTION OFF TAKE Participant Buyer Resource ID Resource ID Resource ID Resource ID CABLES Resource ID Tie Point ID Tie Point ID Tie Point ID ERATOR DISP 01 Reserve Class Standing Flag SPIN1IO MIN Es Standing Flag no NONSPIN10 MIN no RESERVE30_MIN Standing Day Type Standing Flag Standing Flag Standing Flag Standing Day Type ALL No D No D no ALL Exp Date vvvvMMDD Standing Day Type Standing Day Type Standing Day Type Exp Date vvvvMMDD ALL ALL ALL D 78 Exp Date rvrvMMDD Exp Date rrrrmmDD Submit Reset Show File Digest Exp Date rrrrmmDD Figure 5 4 PBC Retrieval Submission ASCII mosweba theimo com Javascript Application A Download request successful See C userguide bid_offer_download_bilat bid for details Figure 5 5 Download Request Successful Dialog Public Issue 11 1 March 05
82. e Offer is rejected by an IESO Operator E MO Syriam Hesisges Displap Helecape System Messages Display 2002 08 06 13 00 55 IMO Request for Approval for JG6DOS0RTEM GENERATOR DISP 03 J20U20808l8 is Rejected 20040606 12 56 24 ATPM Dispatch Constraned 5 minute OPFZV schedules published for date 200270606 hour 14 2002 08 06 12 55 23 RTFM Dispatch Constrained 5 minute Energy E neduies prend for date 20020606 hour 14 WADADE 12 56 14 ATPM Dispatch LIncanstrained route prices published for date 20020606 hour 13 ZU THUG 12 51 24 RTFM Dispatch Constrained 5 minute OPER schedules published for date 20020505 hour 13 020806 12 51 23 ATPM Dispatch Constrained 5 minute Energy schedules published for date 20020608 hour 13 OLOR 17 51 15 ATPM Dispatch Unconstramed 5 rmute prices published for date ZUUZUBUB hour 13 2002 05 06 12 46 24 RATEM Dispatch Constrained 5 minute OPRY schedules published for date 20020606 hour 13 0040606 12 46 23 F TPM Dispatch Constrained 5 minute Energy schedules published for date 20020606 hour 13 2002 05 08 12 46 14 RTPM Dispatch Unconstrained 5 minute prices published for date 20020806 hour 13 Figure 5 69 Short Notice Submission Rejection Message End of Section Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Appendix A Known MPI Problems Appendix A Known MPI Problems A 1 Internet Explorer 1
83. e Operating Reserve Market data submission form CAP RESV provides access to the Capacity Reserve Market data submission form Issue 11 1 March 05 2008 Public 35 4 Displays IMO GDE 0003 4 6 3 Market Participant Work Space Sections The Market Participant Work Space screen has several sections They are e Action e Application e Hours e Financial Market DAEFM e Physical Market 4 6 4 Action Section The Action section is used to upload or retrieve data in HTML or file template format Template C Upload Retrieve Full D Browse File Status File Browse Figure 4 16 Market Participant Work Space Action Section The controls are radio buttons which means that the selection can either be e Web or Template e Upload or Retrieve The Summary drop down box to the right of the Retrieve radio button is used for download only Web data will be uploaded from or retrieved to the web HTML format Template data will be uploaded from or retrieved to a file Upload data will be uploaded to the MIM database Retrieve data will be retrieved from the MIM database Summary has two options in the drop down list e Summary is used for Retrieve only When selected only summary information will be retrieved Summary data can be downloaded to either Web or Template 36 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displa
84. e report corresponds to the Financial Market Auction date in question Issue 11 1 March 05 2008 Public 63 4 Displays 64 4 8 3 PM Report Tab PHYSICAL MARKET Figure 4 39 PM Report Tab IMO_GDE_0003 The PM Report tab contains all the Market Participant specific reports generated from the Real Time Energy Market There are two basic types of reports available Dispatch Reports for Energy and OR The date format required is Y YY YMMDDHH Pre Dispatch Reports for Energy and OR The date format required is YY Y YMMDD Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 8 4 Settlement Report Tab Figure 4 40 Settlement Report Tab Participants are able to download their Settlement Statements by using the Settlements tab These statements are generated by the CRS system and pushed to MIM every business day Both Financial and Physical Statements are available 4 8 5 Invoice Report Tab INVOICES Figure 4 41 Invoice Report Tab Both Financial and Physical Invoices are available by using the Invoice tab These invoices are generated by the Oracle Financials system and pushed to MIM once a month Issue 11 1 March 05 2008 Public 65 4 Displays IMO GDE 0003 4 8 6 Activity Report Tab STATEMENT OF ACTIVITY Figure 4 42 Activity Report Tab Statements of Activity are available by using the Statement of Activity tab These s
85. ection All When checked automatically checks all 24 individual hourly checkboxes When unchecked automatically unchecks all 24 individual hourly checkboxes Issue 11 1 March 05 2008 Public 37 4 Displays IMO GDE 0003 Hour 1 24 When checked only data for that hour is retrieved Multiple boxes may be checked to retrieve data for multiple hours 38 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 6 7 Financial Market Section The Financial Market FM section is used to specify what FM data is to be retrieved Note This section is currently not used Bid Type BID D Standing Flag NO D Standing Day Type ALL Exp Date Y Y Y Y MMDD Figure 4 19 Market Participant Work Space Financial Market Section 4 6 8 Physical Market Section The Physical Market PM section is used to specify what PM data is to be retrieved To submit a bid in a particular market use the appropriate tab The window is split into the five Physical Market sub types These will be covered individually in detail BILATERAL 7 Bl SCHEDULE H RTEM Fa OPERATING ias CAPACITY RESERVE TF Bl Schedule Type Bid Type Bid Type Bid T Participant Seller SELFGEN Se LOAD DISPLOAD id type INTGEN GENERATOR GENERATOR GENERATOR NONDLOAD 2 OFF TAKE INJECTION INJECTION Y INJECTION OFF TAKE E Participant Buyer Resource ID Resource ID Resource ID Resource ID Resource ID Tie Point ID
86. election covered below may be more appropriate method of use Since the IE browser 6 0 or 7 0 by default has implicitly separate user profiles on a workstation if only one ESO production and one ESO test certificate has been imported into the browser the Don t prompt for client certificate selection when no certificates or only one certificate exists Enable 1 e manual certificate presentation security setting may be used See the configuration settings within the Tools Internet Options Security Internet or Trusted Sites zone Custom selections as defined in the Participant Technical Reference Manual Since only one matching certificate for either the Production or Sandbox environment is available for presentation and use during a session the browser Client Authentication popup window will not display and the user shall never have to go through the manual presentation step The presented certificate must be valid and officially represent that user as per the Certificate Subscriber Agreement signed by the Market Participant If it is not valid 1 e has been revoked or has expired keys then access will be denied when the corresponding EPF file is presented via the MPI applet for login as described further down in this section Successful presentation of the browser based certificate shall result in establishment of the required SSL session and security context enabling continuity of encrypted session communications Complete expiration o
87. enerally for the day ahead market A daily bid can only be submitted during an Open Market time window There are separate time windows for both Physical Markets and Financial Markets Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 2 Overview e Standing Bids are submitted by a Market Participant to ensure a default bid or offer is available for a specific period of time A Standing Bid is submitted in the same way as a Daily Bid except that the bid 1s 1dentified as Standing and a day type 1s identified This day type can be either for individual days Mon through Sun or for ALL days Note The above definition of Standing Bids includes Energy Operating Reserve and Schedules Standing Physical Bilateral Contracts bids will be identified as SPBCD A Standing Bid is converted at 06 00 am for the day ahead energy market and may not overlap for the same resource Therefore it is not possible to have a resource with a standing bid with day type ALL expiring on Friday and day type SAT for the following day A SPBCD Bid is converted at 00 30 am for the day ahead bilateral market and may not overlap for the same resource Therefore it is not possible to have a resource with a standing bid with day type ALL expiring on Friday and day type SAT for the following day e Rebids Bids may be updated as often as the Participant wishes as long as the constraints described for daily bids are adhered to
88. entry is YES If known Standing Bids with a common expiry date can be retrieved Bilateral Market Subtype The Bilateral Contract Market subtype allows Market Participants to trade among one another for the sale and purchase of power Specific settlement charges can be assigned to either the buyer or seller depending on the individual contracts that have been drawn up BILATERAL F Bl Participant Seller Participant Buyer Resource ID Standing Flag NO D Standing Day Type ALL D Exp Date rrrrmmDD Figure 4 21 Bilateral Market Subtype Section BILATERAL 1s used to retrieve Bilateral Contract Market Data Participant Seller is completed with the short name of the Participant Seller Participant Buyer is completed with the short name of the Participant Buyer Resource is completed with the name of the resource used as the point of settlement it is a TEXT field Issue 11 1 March 05 2008 Public 41 4 Displays IMO GDE 0003 Not all the above information is required to yield a result Depending on how much information is supplied more than one Bilateral Contract may be retrieved For example if only the BILATERAL check box is selected all Bilateral Contracts for the logged in participant and user will be retrieved Multiple Bilateral Contracts can only be retrieved to file template Schedule Market Subtype Schedules are used by Participants who own operate non dispatchable units The schedule is s
89. epon GE EE 64 4 8 4 Settlement Report Tab 65 e INVOICE REPON E E oia 65 4 0 5 ACV Report EE e EE 66 4 0 7 TIS Ee leie FAD EE 66 4 8 9 ADHOC Report Ee BEE 67 49 Log Re E EE 68 PM AT 69 2 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Table of Contents 5 1 Day Ahead Energy Forward Market DAEFM Tutorials 69 5 2 Real Time Energy Market RTEM Tutorials 69 5 2 1 EN II ROI E 69 522 F nctons avallable to USOS ui a 70 5 2 3 Bid Offer Schedule Submission WiNdOWS esee 70 Additional Validations for the Day Ahead Commitment Process DACP 71 5 2 4 Submission of Bids in the RTEM Market 72 5 2 5 Physical Bilateral Contracts PBC s Tutorials 72 PDC Subinisstom CAL MI li 73 PBC Retrieval Submission ASCII 76 PDC REMC Vali CAS Eh EE 76 PDC SUUDMES OM ASC ee ce 80 PBE Remieva GR NH E WEE 82 PBC Cancellation HEME EE 84 PDC C ancellatiom A SQ U EE 87 526 Sched les He EE 88 Schedules Ubmission ELEM BE EEN 88 Schedule Retrieval Submission CASCIL iro iicese eden eoe dia 9 Schedule Retrieval CAS CTD ee 9 Schedule Submission ASG I EE 94 schedule Retrieval HTML ia ida 95 Schedule Cancellation ATM dada 99 Schedule Cancellation CASI sa ina 99 3 27 ENSrgy Ee ET 100 Energy Bid Otier Submission ILEMDL E 100 Energy Bid Submission HIM 101
90. er Resource ID Resource ID Resource ID Resource ID Resource ID Tie Point ID Tie Point ID Tie Point ID Reserve Class Standing Flag SPIN1IO MIN Es Standing Flag no NONSPIN10 MIN no RESERVE30_MIN Standing Day Type Standing Flag Standing Flag Standing Flag Standing Day Type ALL No D No D no D ALL Exp Date vvvvMMDD Standing Day Type Standing Day Type Standing Day Type Exp Date vvvvMMDD ALL ALL ALL D Exp Date rvrvMMDD Exp Date rrrrmmDD Exp Date rrrrmmDD Submit Reset Show File Digest Figure 5 36 Energy Bid Offer Retrieval Submission ASCII mosweba theimo com Javascript Application Download request successful See CiuserquideXbid offer download energy bid for details Figure 5 37 Download Request Successful Dialog Issue 11 1 March 05 2008 Public 109 5 Tutorials IMO GDE 0003 B bid after direnian anergy hid PH HIER 28818205 USERGUIDE USER NORMAL GENERATOR GENERATOR DISP 02 SUBMIT NORMAL 1 12 5 08 0 0 5 09 5 0 10 00 10 0 15 00 15 0 26 00 20 0 25 00 25 0 30 00 30 0 49 00 H j PH HIEN 20810205 USERGUIDE USER NORMAL LOAD LOAD DISP 01 SUBMIT NORMAL 1 12 48 06 08 0 40 06 5 0 39 66 18 6 25 66 15 6 26 00 206 0 15 06 25 0 10 00 30 0 5 61 Lol Figure 5 38 Downloaded Energy Bid Offer File Energy Bid Offer Submission ASCII The following tutorial demonstrates to the user how to
91. er logical resource for example generator load injection point etc and participants are allowed one bid per logical resource The logical resource may be an aggregation of individual physical resources or be an individual physical resource by itself The current bid is defined as the most recent valid submission for the delivery date Each bid can consist of a subset or complete set of the 24 hours of data and each of the 24 hours can have different bid data Each bid must indicate whether it is for Generated Power Load Injection or Offtake Bids can consist of as few as two price quantity bands or as many as twenty price quantity bands depending on the market type see below for more details Standing bids can also be submitted These are standard bid profiles for a given day of the week or for all days that stay in effect until superseded or until a defined expiration date Participants have the ability to revise and or cancel current or standing bids as many times as necessary within any submission window and subject to market specific window revision rules Participants will need the ability to query their current bid for a certain number of days in the past as well as for today independent of market window status Bids may be submitted into four windows These windows are explained below e Initial Market Window The Initial Market Window opens at 06 00 for the Real Time Physical Market one day ahead At this point 24
92. et Participant Graphical User Interface User s Guide 2 Overview 2 2 1 Basic Browser Functions While this user guide is not intended to give instruction on how to use Microsoft Internet Explorer browsers for users new to the browsers it may be useful to emphasize a few key points about some of Microsoft Internet Explorer s basic controls and features Internet Explorer 6 0 SP2 Standard IE Toolbars These toolbars are located at the top of the browser window You can hide or reveal these toolbars by using the View menu and then the Toolbars options 3 Independr ut ectricity System Operator IESO Microsoft Internet Explorer AE File Edit Favorites Tools Help ae tac ix ai L yo Search ST Favorites 4 A ds w uu dd 3 unie Address 2 http wai eso Cal wv Gn c e E dn Se B aU aeo Ge Figure 2 1 Standard Internet Explorer Toolbars Display A8 There are four toolbars available in the Internet Explorer browser e Standard Buttons e Address Bar e Links The Address toolbar has an input field displaying the current URL the name associated with a web site The specific URL related to the MPI can be entered here You can also use the dropdown button on the right of the Location toolbar to view and retrieve previously accessed URLs e elMO Microsoft Internet Explorer File Edit View Favorites Tools Help ay F E P en WE a s Pi amp A JA 8 e F Back EEC IDAS
93. eval HTML Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide OPERATING RESERVE wpe qum nm eee z EEN i I I i H S m a gt S wi gi H MERATOR DSF 2 ID DE O E X1 DD 3 0 30 90 1 LO ee LXI DOS 20 30 1 CIO DE 0G 119 002 91 20 31 1 KOR 130 30 DE DK AP 1 ad mii DE d Ep 133 00 2 23 zg CID i 0 z E E E P A E a E P A FP P P P P P E E al E A al i 1 D E py E Figure 5 61 Retrieved OR Offer HTML OR Bid Cancellation HTML 5 Tutorials The following steps show the user how to cancel an OR Offer by first retrieving the Offer into the web and then submitting those hours as cancelled The first step is in fact unnecessary as the offer can be cancelled straight from the RTEM Submission Form In cases where the user is dealing with vast amounts of information it is sometimes better to eyeball the data first to ensure that the correct Offer is cancelled 1 Repeat the steps detailed in the OR Offer Retrieval HTML tutorial but only select 2 hours instead of 24 For example hour 1 and 2 will be retrieved 2 Inthe Bid Information Window in the Bid Submission Form change the Action to CANCEL 3 Click the SUBMIT button at the bottom of the page Issue 11 1 March 05 2008 Public 1
94. ew revenue opportunities may arise for companies that wish to buy electricity and sell it to other companies or to provide operating reserve to the IESO However participation in these markets will require an investment of time and money and new risks so the decision to participate must be considered carefully At market opening there will be two real time markets taking bids and offers e Real Time Energy Market also called the spot market e Real Time Operating Reserve Market Issue 11 1 March 05 2008 Public 69 5 Tutorials IMO GDE 0003 70 Additional to these real time markets participants will also be able to submit Bilateral Contracts and Schedules 5 2 2 Functions available to Users The various functions available to participants through the MPI are as follows e Submission of bids and offers e Update of bids and offers e Cancellation of bids and offers e Query current or future data that has been entered into the database The Participant will also have the ability to view the results of the market via reports or to download the results into an ASCII file 5 2 3 Bid Offer Schedule Submission Windows The various submission windows will be controlled automatically with manual override capability Participants can submit bids and offers during multiple bid submission windows Bids received outside the submission window will be rejected with notification to the participant In the RTEM bidding 1s done p
95. f the certificate will result in failure to load the MPI applet altogether and a typical The page cannot be displayed error as shown in Figure 4 4 This can also happen if the correct version of SSL 1 e 3 0 1s not check marked under the menu Tools Internet Options Advanced settings The reason that this occurs is that a valid SSL session cannot be established between the MOSWEB server and the client during the IE client certificate 1mported p12 file presentation and identity handshaking process A valid SSL session must be established first in order to enable the download the MPI applet The client certificates validity dates can be viewed upon initial presentation before hand as discussed above and shown in Figure 4 2 and Figure 4 4 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Figure 4 4 SSL Session amp Login Failure due to Expired Certificate in IE Y Cannot fired gerer Microsoft Internet Euplorer Be C Wee Favores Tools Help EH 4aBak s QD GP ases aroe Beda 3 Ae Gd OF 0 Address A8 baps Inosreby timo comma jendextntrust htm oo die es Ihe page cannot be displayed Th p g you are looking for i amp currently unavailable Tha Web ie mg be experi bechrscal ditu or you mar need to adjust your browser settings Please try the folleg Check khe 7 Beiredh button or frg agar latar IF you typed the page
96. gy schedules published tor date 20070131 hour 31 ZUUCHT 1000712 RTEA Drepstch Linconstained minute prizes published lor dale 20070131 hour 10 200701249 10 01 42 RTPM Dispareh Linconstrained resumes published for date 20070131 hour 10 200710121 1000056 RTFM Despatch Constrained 5 minute OP RY schedules published for date 20070131 hour 11 Figure 4 12 Typical System Messages Display Issue 11 1 March 05 2008 Public 33 4 Displays IMO GDE 0003 4 6 Market Participant Work Space Display The Market Participant Work Space is the screen used to either e submit Physical or Financial Bids or Offers using either file templates or HTML Web submission O wi e to retrieve Physical or Financial Bids or Offers into the web as HTML pages or to raw files downloaded to the client The term download is used when any information is retrieved from the Market Information Management MIM database The term upload is used when any information is submitted to the MIM database Only a single bid or offer can only be downloaded in HTML format at any one time Multiple bids and offers or summaries can only be downloaded to files This is due to the MPI only being able to render one HTML page at a time F leSO mp powrnc SSES d eh 71 2001 10 39 user SMITH Market Participant Work Space Web C Template C Upload Rerieve Fu d c Browse rie ED Status File Financial H Delivery Date
97. h all validations PM_SUCCESS Hour 3 successfully insered updated with all validations PM SUCCESS Hour 4 successfully insenedfupdaied with all validations PM SUCCESS Hour 5 successfully inserted updated with all validations PM SUCCESS Hour 6 successfully inserted updated with all validations PM SUCCESS Hour 7 successfully Inserted updated with all validations PM SUCCESS Hour B successfully insered updated with all validations PM SUCCESS Hour 9 successfully inserted updated with all validalions PM SUCCESS Hour 10 successfully inserted updated with all validations PM SUCCESS Hour 11 successfully inserted updaled wilh all validations PM SUCCESS Hour 12 successfully inserted updated with all validations Schedule Retrieval Submission ASCII ochedule Retrieval ASCII 5 Tutorials The following tutorial demonstrates the retrieval of a Schedule to a text file and then the resubmission of that text file 1 Select the Main BID Tabto display the Market Participant Workspace 2 Inthe Action window a Select the Template radio button b Select the Retrieve radio button C Select Full in 3 Click the BROWSE button and enter a filename and location for the download file the pull down box 4 Inthe Application window a Select Physical in the Market Type pull down box Issue 11 1 March 05 2008 Public 9 5 Tutorials IMO GDE 0003 b Select the Delivery Date as tomorrow 5 For hours 1 through 12
98. how much information is supplied more than one Energy Bid or Offer may be retrieved For example if only the RTEM check box is selected all Energy Bids and Offers for the logged in participant and user will be retrieved Multiple Energy Bids and Offers may only be retrieved to file Public Issue 11 1 March 05 2008 IMO GDE 0003 Market Participant Graphical User Interface User s Guide 4 Displays Operating Reserve OR Market Subtype The IESO needs a reserve of electric power that it can call upon on short notice for short periods to ensure reliability in the event of equipment failures Wholesale sellers generators and consumers called dispatchable loads can contribute electricity for this purpose in the Operating Reserve Market Generators offer to supply extra power at short notice when needed and dispatchable loads agree to cut back part of their demand The ESO will have three separate operating reserve markets 10 minute synchronized reserve 10 minute non synchronized reserve and 30 minute non synchronized reserve Bids and offers in these markets must be able to be dispatched within the indicated times Generators participate 1n these operating reserve markets by submitting offers that specify amounts of power they can supply for at least one hour and the price for standing by Loads participate by making bids that specify amounts of power and prices at which they are willing to cut their consumption for at least one hour
99. ial The user should notice that the hours that were cancelled in this tutorial are no longer part of the bid Schedule Cancellation ASCII 1 To retrieve the Schedule to file follow the steps in the Schedule Retrieval ASCII tutorial 2 n an appropriate Text Editor for example PFE delete the bid body from the Schedule These are the lines starting with the market hour 3 Replace the deleted lines with the individual hours that are to be cancelled For example 1 4 Hours 1 to 4 will be cancelled 5 Hours 5 and 6 will be cancelled 6 4 Inthe Bid Header the part that reads SUBMIT NORMAL change the text SUBMIT to CANCEL 5 Save the file as a different filename Issue 11 1 March 05 2008 Public 99 5 Tutorials IMO GDE 0003 100 6 To submit the Bid and Offer cancellation follow the steps in the Schedule Submission ASCII tutorial Cancel 5ched bid WordPad E Ioj x File Edit View Insert Format Help PH SCHEDULE 20021128 PARTICIPANT NAME USER NAME NORMAL SELF GENERATOR NAME CANCEL NORMAL Figure 5 29 Schedule Cancellation File 5 2 7 Energy Tutorials The following tutorials demonstrate to the user how to submit retrieve and cancel Energy Bids and Offers The four types of resource that can be used when submitting bids and offers into the Energy Market are e Dispatchable Generators e Dispatchable Loads e Injections e Offtakes For this tutorial however only Dispat
100. icates The JESO issued digital certificates and associated encryption and signing keys have finite lifetimes 12 months for encryption certificates and 9 months for signing certificates This means that certificates and keys will expire and will need updating before expiration occurs in order to keep them usable much the same as a credit card needs replacing with an updated one Individual subscriber certificates contained in the EPF and P12 will always be updated automatically by the MPI PKI code files when they are used on a regular basis for login to the JESO MOS web server MPI applet via the Microsoft Internet Explorer browser Under such circumstances use of the Certificate Lifecycle System CLS is not required for update only for initial certificate creation and recovery purposes As a prerequisite read write access to the user s certificate files in the directory on local workstation or server is absolutely required only by the user who the certificates belong to This does not provide outside parties to the Market Participant access to the Market Participants workstation or server At no time will the JESO or the ESO s Certification Authority be able to gain access to the Market Participant s servers or workstations through the users read write access permissions to the directories and storage media that the certificate files exist in or any other The expiry date of the private signing public verification keys and certificate within the
101. in the pull down box d Click the BROWSE button and enter a filename and location for the download file 3 Inthe Application window a Select Physical in the Market Type pull down box b Select the Delivery Date as tomorrow 4 For hours 1 through 12 inclusive select the Hour checkbox 5 Inthe Physical Market Window RTEM Section a Select the RTEM checkbox b Select GENERATOR and LOAD in the Bid Type list box Note Only some of the details are provided This is because both a Bid and Offer are to be retrieved in this tutorial Remember that this is only possible when retrieving to a file unless the query only yields a single result 6 Click the SUBMIT button at the bottom of the page Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials Market Participant Work Space ere Dinag Data Man Feb 1 AL 1 z 3 4 n T B F nO 11 12 13 14 15 Ip 17 16 i Ai al fe i3 a f E E f Le E E ke E F ke E E m PR E LI m E Li r E E E Financial Market DAEFM Bid Type Jop gt Standing Flag o Stareding Day Typa aLL Exp Date perrita Physical Market BILATERAL T H SCHEDULE 7 Hi RTEM lv H OPERATING RESERVE I H CAPACITY RESERVE l H Bid Type Bid Type Schedule Type i Participant Seller SELFGEN m LoD DISPLOAD Bid Type INTGEN GENERATOR GENERATOR GENERATOR NONDLOAD rj OFF TAKE INJECTION INJECTION Y INJECTION OFF TAKE Participant Buy
102. inclusive select the Hour checkbox 6 Inthe Physical Market Window Schedule Section a Select the SCHEDULE checkbox b Select the Schedule Type c Enter the Resource ID for the schedule that is to be retrieved Note It is possible to just provide some of the details For example if only the SCHEDULE checkbox was selected schedules for that participant will be retrieved Remember that this is only possible when retrieving to a file unless the query only yields a single result 7 Click the SUBMIT button at the bottom of the page Markel Participant Work Space BILATERAL T Bl SCHEDULE iv Hi RTEM C E OPERATING RESERVE I Hl CAPACITY RESERVE T Hl SELFGEN S LOAD DISPLOAD INTGEN 7 GENERATOR GENERATOR Hesse A NONDLOAD OFF TAKE INJECTION INJECTION zi INJECTION OFF TAKE emm ERATOR SELF O1 O m SPIN10_MIN NONSPIN1O MIN RESERVE3 MIN aL gt at d EN LL Figure 5 19 Schedule Retrieval Submission ASCII 92 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials moswebn theimmo com Javascript Application Download request successful see CiusenquideXbid affer deawnlaad sched bid for details B Downloaded_Sched bid WordPad E m E IO x File Edit view Insert Format Help PM SCHEDULE 20021125 PARTICIPANT NAME USER NAME NORMAL SELF GENERATOR NAME SUBMI
103. ity Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 6 Click the SUBMIT button at the bottom of the page SCHEDULE Qe ge mee I mme ee E r TEE U NENNT ERIS ES Gpphcsr ppa Trased Market Miki Tess SCHEDULE Dabvery Daia vic hire 27 C1 x Standing ma INN gt fada Typs SELFIE Bast Der Pepa on gt Gerten Ieper x Gap tian betounen E CEMERATOR SHOU P Werkn Mo d Tm z Cohen EP d F r Dog Porra popes vaduto ar en deno rry Tables Forrado Base Tar ir gerd des alee ven Elle Ca Zeg didas b oer pr Ame emp E T zb LR f T xl QUAL 7 NL ma Den OoOo Ng ETIN e Figure 5 16 Schedule Submission HTML Issue 11 1 March 05 2008 Public 89 5 Tutorials IMO GDE 0003 loz Resource Display SCHEDULE Resources GEN GEN LOAD NDLD 20010003 Anmam l aiaa LOANO GEN SELF 30000208 NEE ER ERR 20010205 ImpmxarDEIELFD2 maan pm ern Figure 5 17 Resource Display Schedules Public Issue 11 1 March 05 2008 90 Market Participant Graphical User Interface User s Guide Figure 5 18 Schedule Submission HTML Status Page MIRP Bid Modification Status Page Transaction Id 24F4r0 VALIDATION STATUS PM SUCCESS Hour 1 successfully inserted updated with all validations PM SUCCESS Hour 2 successfully Inserted updated wit
104. le Schedule Retrieval HTML The following tutorial demonstrates to the user how to retrieve a Schedule into the WEB in HTML format 1 2 Select the Main BID Tab to display the Market Participant Workspace In the Action window Issue 11 1 March 05 2008 Public 95 5 Tutorials IMO GDE 0003 96 a Select the Web radio button b Select the Retrieve radio button c Select Full in the pull down box 3 Inthe Application window a Select Physical in the Market Type pull down box d Select the Delivery Date as tomorrow 1 In the Hour window select the A checkbox so that the hours 1 through 24 are selected 2 Inthe Physical Market Window Schedule Section a Select the SCHEDULE checkbox e Select the Schedule Type f Enter the Resource ID Note Enough information must be supplied to yield a single result If multiple results are required the user must download the data to a text file 3 Click the SUBMIT button at the bottom of the page Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Market Participant Work Space Financial Market lt DAEFM 5 Tutorials Bid Type E0 Standing Day Type aL Standing Flag uo Exp Date p j BILATERAL T H Participant Seller Participant Buyer Resource ID Standing Flag NO D Standing Day Type ALL e Exp Date rrrrmmDbD Issue 11 1 March 05 2008 SCHEDULE l
105. mber 2004 70 ReleasedforBaseline13 1 Jmme1 2005 80 ReleasedforBaseline15 1 Janet 2006 90 ReleaseforBaseline170 March7 2007 Related Documents Document ID Document Title MDP PRO 0027 Market Manual 4 Market Operations Part 4 2 Submission of Dispatch Data in the Real Time Energy and Operating Reserve Markets IMP PRO 0034 Market Manual 4 Market Operations Part 4 3 Real Time Scheduling of the Physical Markets MDP PRO 0029 Market Manual 4 Market Operations Part 4 4 Transmission Rights Auction MDP PRO 0034 Market Manual 5 Settlements Part 5 3 Submission of Physical Bilateral Contract Data MDP PRO 0046 Market Manual 5 Settlements Part 5 7 Financial Markets Settlement MDP PRO 0033 Market Manual 5 Settlements Part 5 5 Physical Market Settlement Statements Statements Market Manual Update Issue 11 1 March 05 2008 Public Document Control IMO GDE 0003 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Table of Contents Table of Contents la INTOdUCHON t c ceeregeneet 5 fa WK Gil ae GE D le 5 1 3 Who Should Use This Document 5 E GON NONS EE 5 1 5 ew This DOCUMENT IS Organized usd e pedra cel risa 6 136 jAssocited DOCUMEN EE 6 2 ONCEVICW cdi 7 21 VOC MCl EEN 7 ZA MES i i EE 7 2 Mice IV E tel EE 7 2 1 3 Typiealuses ON IM ridad 8 22 UA CONS a aaa 8 2 21 BASIC BrOWser FUNCIONS ssrin ine zd tudud ts cUm tA Meta DSEr
106. mportant where the user has not selected Don t prompt for client certificate selection when no certificates or only one certificate exists Enable or the user has more than one digital certificate for the MPI imported into the browser that the user select the required certificate from the Select a Digital Certificate popup window as quickly as possible and then if required the same one in the Client Authentication window If enough time goes by after the popup window displays e more than 35 seconds before the user picks the desired certificate and clicks on the OK button the Client Authentication window will likely display again perhaps multiple times Under such conditions the user after picking the same certificate and the OK button additional times will to a high probability end up receiving a Java exception error This can happen because the mutual authenication SSL session security context to 1t 1s never properly established Under such circumstances the user can either shut down and restart the browser use the Clear SSL State button under the Tools Internet Options Content menu tab selection and then try the mos URL again When using certificates issued from the Cybertrust Entrust Authority version 6 1 systems typically only the user s first and last names are were displayed However digital certificates issued from the Cybertrust Entrust Authority version 7 1 systems noww thave the market participant identifier appended t
107. n be completely avoided This can be done by having only one certificate in a user profile and using the the Internet Explorer Don t prompt for client certificate selection when no certificates or only one certificate exists Enable security setting as recommended in section 4 1 1 With such a configuration the browser will use the certificate in the profile automatically to re establish an SSL session and the user will never know it is occurring This will also help meet the requirements of the ESO PKI trust model to a greater degree IESO MOS Web server MPI security is still maintained given supporting PKI identity and other PKI procedures since the user must always present the EPF file matching the one used browser certificate and its password for every initial login The nuisance of having to represent the browser certificate repeatedly due to the problem of lost SSL session security context is completely averted Issue 11 1 March 05 2008 Public 2 4 Displays IMO GDE 0003 28 Changing User Identity and SSL State with MPI Re login For those users who must have multiple certificates imported into the browser to represent multiple Market Participants there are a number of potential scenarios and possibilities for controlling the use of certificates within the browser IE 6 0 Users using Windows XP SP2 or IE 7 0 Users using Windows XP SP2 and Vista While it is the user s responsibility to select the correct client certificate fo
108. n box Select NO from the Standing Flag pull down box Select GENERATOR in the Bid Offer pull down box If known enter the name of the Resource to be used as the Pricing Point If unknown press the Y flag and choose from the list of resources available If the offer is an Injection or Offtake the Tie Point ID field would be populated with the appropriate Tie Point ID name Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 12 Select 10MIN SPIN from the Reserve Class pull down box 13 For hours 1 through 12 inclusive select the Hour checkbox 14 For each of the checked hours enter a bid for example 5 0 5 5 10 10 15 15 20 20 Note The following basic rules apply for an OFFER a he first price and second price must be the same 5 0 5 5 b The first quantity must be zero 5 0 C The Prices must always increase 10 10 15 15 d The Quantities must always increase 10 10 15 15 e There is a minimum of 2 price quantity pairs for each hour f There is a maximum of 5 price quantity pairs for each hour 15 For each of the checked hours enter the Reserve Loading Point value 16 Click the Submit button at the bottom of the page E MOO Resource Display Netscape Resource Display OPERATING RESERVE Resources GEN REG LOAD REG CSP S0URCE REG ESP SIHK REG 20010005 GENERATOR DISPO 20010205 LOAD DISPO REI
109. ng is impossible or meaningless All validation errors found in the bid as part of this processing will be reported back to the participant not just the first error found All valid hours of a bid will be accepted for each resource with error messages returned for each invalid hour Syntax errors within a bid or offer will result in a complete rejection of that bid or offer 5 2 5 Physical Bilateral Contracts PBC s Tutorials Please refer to the Subsection 4 7 2 Bilateral Contract Data Submission Form for detailed description of the Form Controls The following tutorials demonstrate to the user how to submit retrieve and cancel Bilateral Contracts Please refer to the subsection on PBC Cancellation below for an example of cancellation of an existing PBCD Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials Any resource as long as it is defined in the Master File Participant Lifecycle System may be used as the Resource ID A list of Bilateral Delivery Points is available on the JESO web site For this tutorial however a Dispatchable Generator resource will be used PBC Submission HTML PBC s may be submitted during a defined time submission window This window is defined as 7 calendar days before and 6 business days after the trading date This tutorial will only concentrate on the submission of a PBCD for an absolute quantity hours 1 12 with the trading date Febru
110. o find information on configuration issues Section 4 Describes each of the displays available Appendix A Known MPI Problems 1 6 Associated Documents Capability simulations and documentation for using MOS are located at the JESO web site WWW 1eso ca End of Section 6 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 2 Overview 2 Overview This section provides an overview of the Market Participant GUI tool purpose and available user functions including interfaces to other applications 2 1 General 2 1 1 Systems MOS Market Operation System is a software system that has several components one of which is the Market Participant Interface or MPI The MPI is supplied by the JESO to all participants as the default front end for training bidding and reporting for the Ontario Electricity Market The MPI enables Market Participants to send and receive market information to and from the Market Operation System MOS The MPI operates on a PC or any other computer system that can run either Internet Explorer 6 0 SP2 or Internet Explorer 7 0 and can establish a connection to the MOS web server All participants who bid generation or loads are expected to have backup and bidding systems that can be used in the event of the MPI or communications systems failure 2 1 2 MPI and Markets There are two main parts of the Ontario Electricity Market e Areal time physic
111. o the user s last name to make it easer to identify what market participant the digital certificates presented have been registered for The certificate can be viewed in detail see Figure 4 3 with the View Certificate button to confirm the correct one is being used Choose a digital certificate Identification The web site you want to view requests identification Please choose a certificate Issuer Cybertrust Common Issuer C View Certificate Figure 4 1 Sample Client Authentication IE Browser Window 20 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays Upon first attempted login to the MPI it may be that the digital signature applied by the JESO to the MPI applet will not be recognized by the client Under such circumstances a security warning pop window similar to that displayed in Figure 4 2 MPIApplet Java Digital Signature Warning will activate The user should check the Always trust content from this publisher and click on the Run button to proceed with the download of the MPI applet the first time This decision will be stored in the security settings for Java 1 e the Java control panel and will be remembered for subsequent logins Warning Security The application s digital signature is invalid Do you e want to run the application Name com abb applet MPIApplet Publisher iesa ca From https Imaswebg iesa ca Run Cancel
112. onos 139 Figure 5 69 Short Notice Submission Rejection Message 140 Issue 11 1 March 05 2008 Public 3 1 Introduction IMO GDE 0003 Table of Changes Reference Section and Paragraph Description of Change Removed references to specific JRE versions and replaced with version of JRE specified on the Supported Client Platform Page of IESO s Web Site at http www ieso ca imoweb ti Supported Client Platform asp location which shall provide the most current version information 4 1 1 Version 7 1 Digital Certificates Removed the following versions up to 1 5 0 11 have not been formally tested by 4 1 1 Version 7 1 the IESO but are believed to be acceptable Digital Certificates 24 3 5595807 1 Made contextual changes Digital Certificates 4 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 1 Introduction 1 Introduction 1 1 Purpose The purpose of this document is to describe the functions capabilities and user interface of the MPI Market Participant GUI subsystem 1 2 Scope This document describes the systems functionality of the ESO s Market Operations System MOS that 1s available to Market Participants through the MPI This system user guide does not address the wider business processes associated with the ESO administered markets that the MOS is intended to support for which Market Participants are referred to the relevant Market Manuals
113. otification of Digital Certificate Update ccccceccecsseeeeseeeeeseeeeeeseeeeeeeeeeesees 26 Figure 4 9 Sample Home Page Display 30 Figure 4 10 Typical Home Page Drop Down Menu ne 30 Figure 4 11 Typical Market Status Display oocccccccoccnnccoonnnncononcnnnononennnonononncnnnnnnnnnnanens 31 Figure 4 12 Typical System Messages Display 33 Figure 4 13 Market Participant Work Space Display cooocccccocnnncccnonocononconannconaconononennnnos 34 Figure 4 14 Work Space Display Main Tabe 35 Figure 4 15 Work Space Market Access Tabe 35 Figure 4 16 Market Participant Work Space Action Section cooccccccnnncocccnnonononoconnnononcnnonos 36 Figure 4 17 Market Participant Work Space Application Section 37 Figure 4 18 Market Participant Work Space Hour Section cccccoccccccccnnccoconononenocnnnnnonanononos 37 Figure 4 19 Market Participant Work Space Financial Market Section 39 Figure 4 20 Market Participant Work Space Physical Market Section 39 Figure 4 21 Bilateral Market Subtype Gechon 41 Figure 4 22 Schedule Market Subtype Gechon 42 Figure 4 23 RTEM Market Subtype Section enne 44 Figure 4 24 Operating Reserve OR Market Subtype Gechon 45 Figure 4 25 Sample DAEFM Bid Submission FOM nnannnnnannnnnunnnnnennnensnnnennnnrnnsnnnrnsnnnenne 49 Figure 4 26 Sample Bilateral Contract Data Submission
114. owser window You can hide or reveal these toolbars by using the View menu and then the Toolbars options as shown in Figure 2 7 d elt Windows Interne Explorer back the Toolbars Password Web Page Privacy Poly Ful Screen Fil Figure 2 7 Standard Internet Explorer 7 0 Toolbars Display The Address toolbar in IE 7 0 has an input field displaying the current URL the name associated with a web site The specific URL related to the MPI can be entered here You can also use the dropdown button on the right of the Location toolbar to view and retrieve previously accessed URLs 2 olMO Wind gr et Explorar oN Rust reg iaso caino ie nndest rin gt bim Pe L t Yew Pavone w di Ig ero EA E ma Paga EG Tools E leso ro tie Fase word Browse Login Figure 2 8 The Internet Explorer 7 0 Address Toolbar The back and forward Buttons can be used as an alternative means of navigating the MPI and other web sites as shown in Figure 2 9 On the left of the toolbar are the Back and Forward arrow buttons The IE 7 0 browser remembers the pages accessed and the Back and Forward buttons can be used to Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 2 Overview step back or go forward to a previously accessed page If the buttons are dimmed there are no previously accessed pages available EIE mao dows Internet Explorer Mattos mos
115. ox b Select GENERATOR and DISPLOAD in the Bid Type list box Note Only some of the details are provided This is because both a Bid and Offer are to be retrieved in this tutorial Remember that this 1s only possible when retrieving to a file unless the query only yields a single result 6 Click the SUBMIT button at the bottom of the page 124 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Market Participant Work Space 5 Tutorials Fils C erkerquedelhad sde doanisad_o ergusde bid offer Sownksad Dr Pisco ere riling Date Mte Feb 5L AL 1 2 3 d S E 7 B 17 13 th 17 16 FI 2 i3 d4 ie od E F E i E od E E E m r r m Li Li Financial Market DAEFM Bid Type oo gt Standing Flag mo Siardisg Day Type aLL Exp Date p y Physical Market BILATERAL T H SCHEDULE T H RTEM T H OPERATING RESERVE M Hi CAPACITY RESERVE TI Hl Schedule Type Bid Type Bid Type Participant Seller SELFGEN LOAD DISPLOAD B INTGEN NONDLOAD GENERATOR OFF TAKE GENERATOR INJECTION Bid Type GENERATOR INJECTION S INJECTION OFF TAKE Participant Buyer Resource ID Resource ID Resource ID Resource ID Resource ID Tie Point ID Tie Point ID Tie Point ID Reserve Class Standing Flag SPIN1IO MIN Es Standing Flag no NONSPIN10 MIN no RESERVE30_MIN Standing Day Type Standing Flag Standing Flag Standing Flag Standing Day Type ALL
116. pdates when a message is sent from the IESO These are issued by the System Operator in the case of significant events affecting the market and may be general or targeted at a specific participant Bic SO System Messages Display 2070441 1000031 ETE Deh Contd results pobdshes lor dure 2007 D EAT beug 10 2070181100008 RTPA Drspach Unceendirdined 5 minuto prices pubi esed for date 2060 0131 hour 11 DOTE 1 10604 Ri Cimahi Comia 5 minuts OF RY schedules pubtghed for dare 20070131 hour 1 2007131 1006 03 ATPM Despatch Consiraned 5 minute Energy schedules purdshed or date 20070131 hour 11 20040104 100142 FTFM Despatch Deconstraimed resus publieied for dat OD POTS hour T RATEM DCesparrh Unmconstrmned 5 minds miegs miare Tor date 20070131 hoor 1 HAUS wu x 58 RiP Deiparhiowirawd5mimis CE fc es published for dels 20070134 Peg 11 he ee t a E m m Se 1 7 SP Figure 2 13 System Messages Display The Market Status Display window that continually updates and displays the current status for each of the financial and physical markets for the present trading period The MPI will give you automatic updates each time a new market notice is issued Issue 11 1 March 05 2008 Public 15 2 Overview IMO GDE 0003 16 E Y wan Make Staten Diplay Miersasit internet Legisrer BAG ieso n Market Status Display rea Ar 1000107 Legere da erm leat denobrs cea stage KA a M ee m FIM DAEF Meb
117. r how to cancel a PBCD for all or specific hours Note If a participant wishes to change quantities change the type of the contract to 10096 PBC or change to a Standing PBCD then the Seller Market Participant must cancel all hours of the day for the contract already submitted then enter a new Bilateral Contract as desired go to the Submission Section for a new entry In cases where the user is dealing with vast amounts of information it is better to plan in advance to ensure that the correct PBC is cancelled Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 1 Repeat the steps detailed in the PBC Retrieval HTML tutorial This will bring up the PBC Submission Form Select only 2 hours instead of 24 For example hour 1 and 2 will be retrieved 2 Inthe Bid Information Window in the PBC Submission form change the Action to CANCEL For whole day cancellation all the hours should be selected Note If a participant wishes to cancel only a few hours instead of all hours he should deselect the hours to be retained in the new PBC Oe only selected checked hours will be cancelled In the Bilateral submission form below only Hour 1 and Hour 2 are checked for cancellation 3 Click the SUBMIT button at the bottom of the page Issue 11 1 March 05 2008 Public 85 IMO GDE 0003 5 Tutorials E Li Brutt a 8 a a a a a
118. r presentation and use with the MPI there is a mechanism in IE when used on Windows XP to clear the SSL session state and be able to use another browser certificate Once the user s certificate has been selected and presented to the MOSWEB server an SSL session is established and the security context is set for that session If the user desires to logout from the MPI and then re login with another certificate the user can clear the SSL session state and re login to the MPI with another certificate This 1s done by 1 First logging out from the MPI but leave the browser session running The user will be connected the IESO public web site Choose the Tools Internet Options menu selections Select the Content tab Use the Clear SSL State button in the Certificate section of the window and use the OK button Choose the MPI URL as normal Select the required certificate from the list presented for login the MPI EE qe Qe quu dv Complete login the to MPI as another user This enables the user to control use of their certificate identity credentials with the MPI 4 1 4 Certificate Mode of Use in the MPI There may be circumstances where communications to the Certification Authority CA directory server may not be possible by any market participant using the MPI GUI This may occur to due planned or unplanned outages of the Certification Authority systems or outages of Internet communication infrastructure systems elsewhere that the market p
119. re 109 days before the verification certificate expires Encryption keys will rollover 100 days before expiry of the associated certificate The update capability storage and technical requirements for such at the Market participant is detailed in the Participant Technical Reference Manual PTRM Network Security section When a certificate is updated an appropriate dialogue box will inform the user that their PKI certificates have indeed been updated and that they should re import the P12 file into the browser at the earliest opportunity This notification 1s illustrated in Figure 4 8 Notification of Digital Certificate Update Issue 11 1 March 05 2008 Public 25 4 Displays IMO GDE 0003 s MO Melicape alm x fie Lo ven Go Loesmresim Heb wf Bonmek E Rese ep eebe ne c EJ wives Rel D it 3d a m A 56 D 4 Back Dew OE Moo Samih Matta S Sach Shep ap TE Pref DAg ae P Fs Tant Canto ctr ape Dime _ Lagin mary Erem ca havin Appa ep FET Ee hu rods crema Messe Eet them mio pour bocatas vaa thes Ple Tit Corzusctied pl x applet nei 28 A 2323 0 wh pe i Bam Hetscape T mE NR 245PH Figure 4 8 Notification of Digital Certificate Update Failure of P12 Import after Automatic Update When automatic certificate update occurs import of the p12 will not be possible until the browser is closed and re opened again Attempting to re import the updated p12 file in the same browser session will result in
120. required and other aspects around digital certificates and network security for and should be referenced as a supplement to this manual The user or market participant will be prompted to enter the directory path and name of the EPF file in the Profile field which must correspond to the certificate just submitted from the browser database To present the EPF File the directory path and EPF file name can be typed into the field directly or the file can be located by clicking on the Browse button and navigating using normal Windows methods Issue 11 1 March 05 2008 Public 23 4 Displays IMO GDE 0003 24 to the directory where the EPF file is stored and selecting it Then the correct EPF file password chosen by the user at time of EPF creation using the ESO Certificate Lifecycle System and known only to the user must be entered in the Password field This password is used locally on the workstation between the applet and EPF file and is not transmitted over the Internet or network Figure 4 6 Login Display with Selected EPF File and Password shows an example screen Profile Password deenen Figure 4 6 Login Display with Selected EPF File and Password Once the correct password has been used and the EPF file has been validated by the MPI applet against the ESO and Certificate Authority system s current certificate revocation list CRL and list of active JESO system users a number of privilege request pop up windows
121. resource types e GENERATOR Generation Resources e DISPLOAD Dispatchable Load Resources e INJECTION Injection Resources e OFF TAKE Offtake Resource When any of these items are selected resources of that specific resource type will be retrieved Multiple selections are possible using standard Windows controls If multiple types are selected download is only possible to a file Resource ID is completed with a resource name for the resource types entered in the Bid Type field Tie Point ID The Tie Point ID may be used in conjunction with resource types that are either Injection or Offtake Reserve Class The user can select one of the following reserve classes e SPINIO MIN 10 Minute Spinning OR e NONSPINIO MIN 10 Minute Non Spinning OR e RESERVE30 MIN 30 Minute OR When any of these items are selected resources of that specific resource type will be retrieved Multiple selections are possible using standard windows controls If multiple types are selected download is only possible to a file All the above information is not required to yield a result Depending on how much information is supplied more than one OR Bid or Offer may be retrieved For example if only the OPERATING RESERVE check box is selected all Operating Reserve Bids and Offers for the logged in participant and user will be retrieved Multiple OR Bids and Offers can only be retrieved to file Capacity Reserve CR Market Subtype Note This subt
122. rials IMO GDE 0003 136 e tis also not possible to have a Standing Bid of any of the weekly Day Types MON through to SUN co existing with a Standing Bid Type of ALL If an ALL type standing bid 1s to be submitted all other Standing Bids for that Resource must first be cancelled e Standing Bids expire at midnight This means that if a standing bid of Type WED has an expiry date of Tues 16 it will not be cancelled on Tuesday but will be for Wednesday s market and will be cancelled at midnight on Wednesday 5 5 Short Notice Submissions Short Notice Submissions are bids and offers submitted into the Real Time Energy Market Schedules Energy and Operating Reserve within 4 hours of that hourly market closing The rules surrounding bids and offers being submitted within these timeframes are covered in this document in Section 5 2 Real Time Energy Market Tutorials This section is provided to show the messages generated when a short notice bid or offer 1s submitted accepted by the ESO Operator or rejected by the ESO Operator 5 5 1 Short Notice Office Submission The generated message for short notice submission is the same for all market types In this example an Energy Offer was submitted for all 24 hours for the current delivery date Some hours are closed and some require operator approval Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials REAL TIME ENERGY MARKET
123. s Guide 5 Tutorials OPERATING RESERVE OA A Apehcaton Type Physical Marked Market Type OPER RESY Dwbery Date Men Fab sl Standing Day Typa ALL Bos DISPLOAD Standing Flag uo Resor DI OADDGPO 8 AT AA EE Use Template Formula 16 poplita values ir input directly into Tables eg1 11 20 00 601 020 00 E annuls 12 24 30 00 0 0 30 00 5 4 40 00 12 5 Save Save the current formula for later use Update Column Use current formula to populate values Save Update Column Al T Price Quantity Pairs MW XENON EE CEET CAT Emer mere OORT BM log om 10 5 20 10 30 15 4 Eemere SURO RICE CORRECT ERE OEE 1 10 0 10 5 20 10 30 15 4 2M 10 0 10 5 20 10 30 15 4 3M 10 0 10 5 20 10 30 15 4 4 M 10 0 10 5 20 10 30 15 4 5M 10 0 10 5 20 10 30 15 4 Josue 10 0 10 5 20 10 30 15 4 7M 10 0 10 5 20 10 30 15 4 8l 10 0 10 5 20 10 30 15 4 gM 10 0 10 5 20 10 30 15 4 10 Iv 10 0 10 5 20 10 30 15 4 11M 10 0 10 5 20 10 30 15 4 12 M 10 0 10 5 20 10 30 15 4 een NET Figure 5 48 OR Bid Submission HTML Issue 11 1 March 05 2008 Public 119 5 Tutorials 120 IMO GDE 0003 MIRP Bid Modification Status Page Transaction ld 24 Hxd VALIDATION STATUS
124. s subject to operator approval Please see DACP description Section 5 2 3 These reason codes are as follows FO FD ERPO LRPO OTHER If the OTHER Reason Code is selected a Free Text Reason must be entered in Other Reasons G Other Reason is used to provide a valid reason if the bid offer is submitted in the 4 2 hour restricted window and the Reason Code F is OTHER Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 7 6 Operating Reserve Bid Submission Form OPERATING RESERVE P OPER RESV j d Bid Information Application Type Physical Market Market Type OPER RESV Delivery Date Thu Feb 22 1 y Standing Day Type ALL d Bid Offer GENERATOR y Action SUBMIT F Standing Flag No y Resource ID I A H TePointD Reserve Class own SEN Version No 1 Exp Datecyyyymmpp 1 24 20 DH DB 20 00 6 4 30 00 9 5 Column A v L nf Use Template Formula to populate values or input directly into Tables e 9 1 11 20 00 0 0 20 00 5 4 30 00 9 5 12 24 30 00 0 0 30 00 8 4 40 00 12 5 Formula Save Save the current formula for later use Update Column Use current formula to populate values Save Update Column Reserve Loading Point E Bi T es oo Y z sl 0 0 Figure 4 32 Sample Operating Reserve Bid Submission Form Issue 11 1 March 05 2008 Public 57 4 Displays IMO
125. t the Template radio button b Select the Upload radio button c Click the BROWSE button and select the modified file Note Notice the location of the Status File By default it is in the same location and has the same filename with an additional err extension 5 Click the SUBMIT button at the bottom of the page 126 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials PN OPER RESU 208180205 USERGUIDE USER NORMAL GENERATOR GENERATOR DISP 62 5PIN1O_ MIN SUBMIT NORMAL 13 24 18 00 0 8 10 00 5 0 280 00 18 0 30 00 15 0 40 00 20 0 0 1 i PH OPER_RESU 20010205 USERGUIDE USER NORMAL DISPLOAD LOAD DISP 81 NONSPINI8 MIN SUBMIT NORMAL 13 24 16 00 0 6 10 00 5 0 20 00 10 0 30 00 15 0 40 00 20 0 0 0 Figure 5 56 OR Bid Offer Upload File Market Participant Work Space lmoswebao theimo com Javascript Applicatia i Figure 5 58 Upload Request Successful Dialog Issue 11 1 March 05 2008 Public 127 5 Tutorials 128 Submission Date Parsing Statue for Bid 1 PH OPER RESU 20010265 USERGUIDE Inberting PM bid PM SUCCESS Hour AS Hour PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PM _ SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS Parsing Status for Bid Y 2 PM OPER RESU 20818285 USERGUIDE Hour Hour Hour Hour Hour Hour Hour Hour Hour Hour
126. tatements are generated by the Oracle Financials System and pushed to MIM at the end of each month 4 8 7 TR Report Tab Figure 4 43 TR Report Tab Transmission Rights Auction reports are selected from the TR tab These TR reports are generated by the Transmission Rights Auction system and pushed to MIM 66 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 8 8 ADHOC Report Tab G mr smo oma ns a enee Figure 4 44 ADHOC Report Tab Reports created by ESO internal systems may be made available to Market Participants through the ADHOC tab Issue 11 1 March 05 2008 Public 67 4 Displays IMO GDE 0003 4 9 Log Out Screen The following screen is displayed if the user chooses the Logout option from the drop down box on the Home page The Continue button must be used The user will then be redirected to the JESO public web site If the defined period of inactivity is reached the user will be logged out automatically Note Choosing Cancel will still break the SSL session security context created between the browser and the MOSWEB or other server and require re presentation of the user s browser based digital certificate for re establishing an SSL encrypted session Depending on mode of presentation of the browser client side certificate as detailed in sections 4 1 1 and 4 1 2 this will happen transparently or not fdo
127. terface User s Guide 4 Displays Metering Registration are only available to those users with access to these systems Note Transmission Rights is no longer available in the MPI and is now only available in the ESO Web Portal A static web page is presented to the user when selecting and navigating to the Transmission Rights Auction application in the existing MPI A link on the page has been provided to navigate to the new web portal in a new web browser window Note The Metering application is planned to be made available in the ESO Web Portal in early 2008 It will continue to be made available in the MPI in parallel for some period of time for ease of migration of Metering users over to the Portal 4 4 Market Status Display The Market Status Display shows the user the status of both the Financial and Physical Markets It is updated whenever there 1s a change in any of the market statuses MO Art a Misplay Be USE INN t T II Bieso Marko Status Display COTA Zil 11 18010 rama BE ee TE A FM DAT Lue ai eT M Ri Wb 2 FE FHH EI pad 43 ri KR SIE Fi ETE a rar emt AO an tonn STE peur 4 ZK fia zu nd biria Ei AA O mr OO AA dl g 1100 rea nd ole rumm eue nia qun fee E LIB E a da Ha EFG GE Sick STE CE EP RL CE nta ADV Ferf ene A RI tiun Mk it 5 ie 1 Se hii i qug pe j D D ZE wr Eat AA a oc Et JE A j HIV Y i P TTT c dal COFEE RT tr Ip Bici ed CK mtm su ntangs le BEIER j qe len 4
128. the bid or offer Operating Reserve Ramp Rate indicates the ramp rate to be used if a corresponding Operating Reserve Bid is to be submitted Bid Offer is used to select one of the following resource types e GENERATOR Generation Resources e LOAD Dispatchable Load Resources e INJECTION Injection Resources e OFF TAKE Offtake Resource nau Wa A Po Me lr ss WEN All Nerc Tag ID s Price Guantity Pairs MW Ramp Rate Breakpoint RRup RRdown ps pis k Reason Code Other Reason a eS Figure 4 31 RTEM Bid Submission Form Fields Tie Point ID can be used in conjunction with resource types that are either Injection or Offtake A NERC Tag ID is used in conjunction with resource types that are either Injection or Offtake B Price quantity Pairs MW is where Energy Bids and Offers are entered C Ramp Rate Breakpoint RRup RRdown is where the Energy Ramp Rates are entered D 10 Min Spin This field is redundant Issue 11 1 March 05 2008 Public 55 4 Displays 56 IMO GDE 0003 E 10 Min Non Spin This field is redundant F 30 Min OR This field is redundant G Reason Code is used to supply a valid reason code if the Bid Offer is submitted within the 4 2 hour mandatory and restricted window It is also required if the Bid Offer is submitted during the DACP window of 11 00 to 15 00 and i
129. to a text file and then the re submission of that text file 1 Select the Main BID Tabto display the Market Participant Workspace 2 Inthe Action window a Select the Template radio button b Select the Retrieve radio button c Select Full in the pull down box 3 Click the BROWSE button and enter a filename and location for the download file 4 Inthe Application window Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials a Select Physical in the Market Type pull down box b Select the Delivery Date 5 For hours 1 through 12 inclusive select the Hour checkbox 6 In the Physical Market Window Bilateral Section a Select the BILATERAL checkbox b Enter the Participant Seller short name c Enter the Participant Buyer short name d Enter the Resource Name Note It is possible to just provide some of the details For example if only the BILATERAL checkbox was selected ALL Bilateral Contracts for that participant will be retrieved Remember that this 1s only possible when retrieving to a file unless the query only yields a single result 7 Click the SUBMIT button at the bottom of the page Issue 11 1 March 05 2008 Public TT 5 Tutorials IMO GDE 0003 Market Participant Work Space C posd Pin Fs Fils C erkenquedehid sE dersnisad bi Dest ergusde bid offer downksad bd Dewet Physical Delivery Dat
130. total demand for electricity and every five minutes it determines a new Market Clearing Price to be paid to generators The weighted hourly average of these five minute prices is charged to wholesale consumers and distributors Issue 11 1 March 05 2008 Public 43 4 Displays 44 RTEM O H Bid Type LOAD a GENERATOR OFF TAKE INJECTION Resource ID Tie Paint ID standing Flag no standing Day Type ALL Exp Date crrrrmiiDD Figure 4 23 RTEM Market Subtype Section RTEM 1s used to retrieve RTEM Market data Bid Type 1s used to select one of the following resource types e GENERATOR Generation Resources e LOAD Dispatchable Load Resources e INJECTION Injection Resources e OFF TAKE Off take Resource When any of these items are selected resources of that specific resource type will be retrieved Multiple selections are possible using standard Windows controls However that if multiple types are selected download is then only possible to a file Resource ID is completed with a resource name for the entry in the Bid Type field Tie Point ID can be used in conjunction with resource types that are either Injection or Offtake NERC Tag ID can be used in conjunction with resource types that are either Injection or Offtake Remove this statement NERC Tag is used on bid submission only not as a choice in retrieval Not all the above information 1s required to yield a result Depending on
131. tscape Resource Display moa mqo mumo opua yu im EH REALTIME ENERGY Resources GEM REG LOAD REG CSP SOURCE REG CSP SINK REG eben Data Resource D Dien Dale Resource ID D I Sne DCH Resource AMT GENERATOR DIES Of AOS LOAD DEF DI oe conan Mo Raspurcs E Mo Resource AM GENERATOR DIES 02 20010205 LOAD DEP 0G 0010205 Poured 20010206 found AUT GENERATOR DISP 06 2010205 LAAD OEP 06 Figure 5 33 Resource Display RTEM Issue 11 1 March 05 2008 Public 105 5 Tutorials 106 hm m m m m kh RR AU Ek EPP Th PJ Fae 199 IT 2a 120 5 04 5 55 410 101 825 191 20 15 5 81 20 5 42 40 5 5 KK oh z 45 5 51 20 5 41 040 5 5 15 06 Be BI 420 801 488 15 CEU 5 01 5 51 130 80 485 53 2D 15 5 5 20 5 31 3D 5 5 15 2 31 20 5 4 40 5 5j 15 5 81 20 5 42 40 5 5 15 5 51 420 5 43 80 8 BA 15 5 5 420 5 42 80 5 55 AX OR uU Ge OR OR OR OR OR OR Ge e OS OR OR UE UE TS ups m DR Da us He HR DR UR UR DR USUS He HS OR OR Dei e TUE T UA l a m m m m m m mmm DR m m m m m m m m Figure 5 34 Energy Offer Submission HTML IMO GDE 0003 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide Issue 11 1 March 05 2008 MIRP Bid Modification Status Page Transaction ld 24r VALIDATION
132. ubmitted to the market to declare a specific MW value and Market Clearing Price that that unit will reduce it s power generation consumption by if the Market Clearing Price reaches that specified value SCHEDULE l H Schedule Type SELFGEN E INTGEN NONDLOAD f Resource ID Standing Flag NO D Standing Day Type ALL D Exp Date crrrrmmDD Figure 4 22 Schedule Market Subtype Section SCHEDULE Schedule market data will be retrieved Schedule Type The user can select one of the following resource types e SELFGEN Self Scheduling Generator e INTGEN Intermittent Generator e NONDLOAD Non Dispatchable Load When any of these schedule type items are selected resources of that specific resource type will be retrieved Multiple selections are possible However 1f multiple schedule types are selected download is only possible to a file 42 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays Resource ID is completed with a resource name for the resource type selected in the Schedule Type field Not all the above information is required to yield a result Depending on how much information 1s supplied more than one Schedule may be retrieved For example if only the SCHEDULE check box is selected all schedules for the logged in participant and user shall be retrieved Multiple Schedules may only be retrieved to file RTEM Market Subtype In the Real Time Energ
133. ue 11 1 March 05 2008 Public 111 5 Tutorials Submission Date Parsing Status for Bid 1 PH BIEN 28018205 USERGUIDE USER GENERATOR DISP 02 gt Permission granted Inserting PM bid 28018208 17 18 45 into database lt USERGUIDE USER IMO GDE 0003 Success PM UD ERR Emergency Ramp Rate PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS ih SUCCESS M SUCCESS Pi SUCCESS PM_SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS Hour Hour Hour Hour Hour Hour Hour Hour Hour Hour Hour Hour 13 successfully 14 successfully 15 successfully 16 successfully 17 successfully 18 successfully 19 successfully 20 successfully 21 successfully 22 successfully 3 successfully 24 successfully will be used fram Haster File inzerted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated inserted updated HL ER with HL ER with iih with with with with with with M1 ER all all all all all all all all all all all all Parsing Status for Bid 2 PM RTEM 20010205 gier into database USERGUIDE USER Inserting PH bid PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PM SUCCESS PH SUCCESS PM SUCCESS SUCCESS PM SUCCESS PM SUCCESS PH Transaction ID Hour Hour Hour Hour Hour Hour Hour Hour
134. upload an ASCII Text File 1 In a suitable text editor PFE for example modify the previously downloaded file so that the hours 13 24 are submitted Save the file as a different filename In the MPI select the Main BID Tab to display the Market Participant Workspace In the Action window a Select the Template radio button b Select the Upload radio button c Click the BROWSE button and select the modified file Note The location of the Status File By default it is in the same location and has the same filename with an additional err extension 5 Click the SUBMIT button at the bottom of the page 110 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials L bad offer upload energy hid PR HIEN 28818285 USERGUIDE USER NORMAL GENERATOR GENERATOR DISP 82 SUBMIT NORMAL 13 214 5 88 0 8 5 08 5 8 18 88 180 8 15 80 15 0 28 08 28 0 25 88 25 8 38 80 38 8 48 0 E FH ATEH 2808180285 USERGUIDE USER NORMAL L LORD LORD DISP 81 SUBHIT NORMAL 13 24 480 00 8 8 48 00 5 8 38 00 10 0 25 080 15 0 28 08 20 8 15 88 25 8 10 88 38 8 S I Figure 5 39 Energy Bid Offer Upload File Market Participant Work Space C userguideibsd offer upload ene Browse Figure 5 40 Energy Bid Offer Submission ASCII Imoswebn theimmo com Figure 5 41 Upload Request Successful Dialog Iss
135. urce types e SELFGEN Self Scheduling Generator e INTGEN Intermittent Generator e NONDLOAD Non Dispatchable Load 52 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays When any of these items are selected resources of that specific resource type will be retrieved Multiple selections are possible using standard windows controls If multiple types are selected download 1s only possible to a file A Zero Price indicates the Price in that the Unit will reduce its Energy usage to zero B Quantity indicates the Quantity in MW by which the Unit will reduce its energy Issue 11 1 March 05 2008 Public 53 IMO GDE 0003 4 Displays RTEM Bid Submission Form 4 7 5 REAL TIME ENERGY MARKET ik eee KKK EEE Figure 4 29 Sample RTEM Bid Submission Form Issue 11 1 March 05 2008 Public 54 Market Participant Graphical User Interface User s Guide 4 Displays Application Type Physical Market Market Type RTEM Delivery Date Wed May 22 1 sl standing Day Type ut sl Daily Energy Limit Opres Ramp Rate Bid Offer GENERATOR y Action SUBMIT y standing Flag wo y Resource ID RE E Tie Paint ID E H Version Mo 1 Exp Date crrrrmhDDj Figure 4 30 RTEM Bid Submission Form Header Details See section 4 7 for the definition of common fields not covered in this section Daily Energy Limit indicates the maximum energy limit for
136. us one Note 2 The Submission of a Standing PBC SPBCD becomes effective on Day 2 after the submission day Day 0 so the Delivery Date is ignored Issue 11 1 March 05 2008 Public 73 5 Tutorials IMO GDE 0003 W IMD Resource Display Netscape P WI gd iid air cer Resource Display TN ee BILATERAL Resources SEM IGEM LOAD NDLD GEN REG LOAD REG MSP REG BEM SELF 30010205 MBSI GENERATOR DISP LOAD DISP d H 20010205 wa 20010205 wus 20010205 Es LOAD DEP Eat Rm 20010205 PoBE mem en roms TM 20010205 rop 20010205 POHA 20010205 roue 20010205 POPC 20010205 POOC j 20010205 20010205 if AQ H HH 20010205 GENERATOR DISP i Figure 5 1 Resource Display Bilateral Contracts 74 Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials BILATERAL Application Type Physical Market M rk t Type BILATERAL Delivery Date Mon Feb 5111 Standing Flag wo Action SUBMIT d Standing Day Type ALL Participara Seller JUSERGUIDE pg PEC Preteni Flag Exp Date vvv Munch E E Wore Na 1 Use Termas Formula 16 popolabe vaii D input denecihy mb Tables GDL Formula Tadd 20 Save Save the current formula for later use Update Column Use current formula to populate values Save Update Column g E ell el Oper Resv Net Enrg All F Quantit
137. v H Schedule Type INTGEN NONDLOAD Resource ID ERATOR SELF 01 Standing Flag no J Standing Day Type ALL Exp Date rrrrmmDD Physical Market RTEM FT H Bid Type LOAD GENERATOR OFF TAKE INJECTION Resource ID Tie Point ID Standing Flag no Standing Day Type ALL Exp Date rrrrmmDD OPERATING RESERVE T H Bid Type DISPLOAD GENERATOR INJECTION OFF TAKE Resource ID Tie Point ID Reserve Class SPIN1U MIN n NONSPIN10_MIN RESERVE30_MIN rj Standing Flag no Standing Day Type ALL Exp Date rrrrmmDD Submit Reset Show File Digest Figure 5 26 Schedule Retrieval HTML Public CAPACITY RESERVE TI H Bid Type GENERATOR INJECTION Resource ID Tie Point ID Standing Flag No D Standing Day Type AL e Exp Date rrrrmmDbD 97 5 Tutorials E 98 SCHEDULE amp 7 Zl 5 HM 5 T is A uk mb uF m a L EE Bp H xl Sppication fpa Phase Hecke Deveny Lua pa Feb SO D Schan Tapa Ice so Zon SUBMT E De berries Market Tepe SCHEDULE standing mag ME Sisi Den Trea UL 2 Emp D ropp Favours EI GENERATOR SELF D n For ge n L pA hs sa Teresa Forrea a Lo parla value s npa ckt ke Tab mam Cidade Seba deng nur doe din k nariak anum ave opm Cohn y f EE ME E T T x OK H Ca
138. w a Select the Web radio button b Select the Retrieve radio button c Select Fullin the pull down box In the Application window Select the Main BID Tab to display the Market Participant Workspace a Select Physical in the Market Type pull down box b Select the Delivery Date as tomorrow Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 5 Tutorials 4 Inthe Hour window select the A checkbox so that the hours 1 through 24 are selected 5 Inthe Physical Market Window RTEM Section a Select the RTEM checkbox b Select GENERATOR from the Bid Type list box c Enter the Hesource ID Note Enough information must be supplied to yield a single result If multiple results are required the user must download the data to a text file 6 Click the SUBMIT button at the bottom of the page Markel Participant Work Space BILATERAL T Bl SCHEDULE I Hi RTEM M E OPERATING RESERVE H CAPACITY RESERVE TI H OAD DISPLOAD E T GENERATOR GENERATOR GENERATOR NONDLOAD S INJECTION INJECTION H OFF TAKE or e qum SPIN10 MIN E EU Ee Gen Figure 5 43 Energy Offer Bid Retrieval HTML Issue 11 1 March 05 2008 Public 113 5 Tutorials IMO GDE 0003 Me retis E Ta d Gal r E el i 301 8 7 UD LIDL ED E83 MUR 7 95 20 5 8
139. y Favorites 2 ech i e d AA gg Password ae Po Browse J Lol Figure 2 2 The Internet Explorer Address Toolbar Issue 11 1 March 05 2008 Public 9 2 Overview IMO GDE 0003 10 The Standard Buttons toolbar can be used as an alternative means of navigating the MPI On the left of the toolbar are the Back and Forward arrow buttons The IE browser remembers the pages accessed and the Back and Forward buttons can be used to step back or go forward to a previously accessed page If the buttons are dimmed there are no previously accessed pages available elMO Microsoft Internet Explorer avorites Tools Help D B f ps e Saach s Favorites 2 t O G 1 Address 2 https moswebh iesa ca mpi iefindexEntrust hkm A EE m ri Figure 2 3 The IE Standard Button Toolbar Back and Forward Buttons The Refresh button on the Navigation toolbar can be used to ensure that you have the most current version of the displayed screen 23 elMO Microsoft Internet Explorer File Edit View Favorites Tools Help Back A Search Ets Favorites Address E https Imoswebh jeso ca mpi_lefindex Entrust hitrn Figure 2 4 The IE Standard Button Toolbar Refresh Button The Links toolbar can be utilized to hold the URLs for the MPI Production and Sandbox environments for easy navigation to the MPI this is the same as putting them in the Links folder in Favorites To do this when the
140. y Market offers for electricity are submitted by generators for each hour of the day Every five minutes the ESO balances the demand for electricity with offers from generators and calculates a Market Clearing Price or spot market price This price will be uniform across Ontario and it determines what generators are paid for wholesale electricity Consumers are charged the weighted hourly average of the five minute prices Beginning one day ahead the ESO receives offers to supply electric power from generators The generators specify an amount of power and its price for each hour of the day Offers can be revised without limit up to four hours ahead of the market hour and then by a maximum of ten percent or an absolute value as determined by the ESO up to two hours ahead of the market hour Consumers of electricity or loads can submit bids for electric power These bids specify maximum prices that the loads are willing to pay for amounts of electricity for each hour of the day When the cost of electricity exceeds the price in their bids the customers agree that parts of their loads will be curtailed or dispatched off by the amounts specified in their bids On market day conceptually the JESO stacks these offers and bids in order of rising price and then begins accepting them until the demand for electric power has been met across the province This process determines the Market Clearing Price The JESO continuously monitors Ontario s
141. y Mkt Mkt Sett Credit Credit H v E AAR v a E ea Y a 4 e 5 ee lt E ho x v v i v e x v ES NES e x v 10 M 11 Iv 12 M enis T EN Issue 11 1 March 05 2008 Public 75 5 Tutorials 76 MIRP Bid Modification Status Page Transaction ld 24CyVo VALIDATION STATUS PM SUCCESS Hour 1 successfully Inserted updaled with all validations PM SUCCESS Hour 2 successfully insered updaled wilh all validalions PM SUCCESS Hour 3 successfully inserted updalted with all validafions PM SUCCESS Hour 4 successfully Inserted updated with all validations PM SUCCESS Hour 5 successfully insered updalted wilh all validaiions Ph SUCCESS Hour 6 successfully inserted updated with all validations PM SUCCESS Hour 7 successfully Inserted updated with all validations PM SUCCESS Hour 8 successfully insered updalted with all validalions PM SUCCESS Hour 8 successfully inserted updated with all validations PM SUCCESS Hour 10 successfully inserted updated wilh all validations PM SUCCESS Hour 11 successfully inserted updaled wilh all validations PM SUCCESS Hour 12 successfully inserted updaled with all validations Figure 5 3 PBC Submission HTML Status Page PBC Retrieval Submission ASCII PBC Retrieval ASCII Please refer to the Template Format on the JESO Technical Interface Page IMO GDE 0003 The following tutorial demonstrates the retrieval of a PBCD
142. ype is currently not used Public Issue 11 1 March 05 2008 Market Participant Graphical User Interface User s Guide 4 Displays 4 7 HTML Bid Submission Forms 4 7 1 Introduction Users can access the HTML Bid Submission forms by using the tabs at the top of the Market Participant Work Space These HTML forms allow the user to submit individual bids and offers for each market type to MIM Market Information Management HTML results from queries submitted from the Market Participant Work Space are also displayed in these HTML Bid Submission forms Each Bid Submission form 1s broken into 3 sections e Bid Information e Formulae e Bid Data Bid Information This section is the equivalent of the Bid Header and contains text fields pertaining to each of the Bid Header fields for that specific market type Formulae This section enables the user to quickly enter multiple hours using the same information The Capacity Reserve Bid Submission Form does not contain a Formulae section Bid Data This section 1s the equivalent of the Bid Body and contains fields pertaining to each of the Bid Body fields for that specific market type There is one Bid Submission form for each of the six Market types e DAEFM e Bilateral e Schedule e RTEM e Operating Reserve e Capacity Reserve Standard Buttons and Fields For all or some of these forms several fields or buttons perform the same function Information 1 When selected
143. ys e Full is used for Retrieve only When selected full information will be retrieved A Full Retrieve for more than one Bid or Offer can only be to a Template File is used to select a destination for a file when Template is selected for either Upload or Retrieve Browse displays a standard windows file dialog that allows you to easily locate the required file Status File is used for Template Upload only It is the location of the status file for the data submission action If no file is specified the Path and Filename of the destination file is used with an additional extension of err 4 6 5 Application Section The Application section determines which Market bid offer data will be retrieved from and for the date specified in Delivery Date Financial gt Delivery Date vved Feb 21 0 Figure 4 17 Market Participant Work Space Application Section Market Type There are three options to select from e Financial only Financial Market data will be retrieved e Physical only Physical Market data will be retrieved e Both is used only in conjunction with the Summary Action type When selected data from both Financial and Physical Markets will be retrieved Delivery Date is used to specify which delivery date is to be used to retrieve data 4 6 6 Hour Section The Hour section allows the user to select the hours that they wish to retrieve Figure 4 18 Market Participant Work Space Hour S

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