Open Access Technology International, Inc. NERC webtads Training. Phia Vang, Software Developer Webcast October 18, 2010

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Open Access Technology International, Inc.

NERC webTADS Training

Phia Vang, Software Developer

Webcast

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Trade Secret

This document and attachments contain confidential and

proprietary information of Open Access Technology

International, Inc. This information is not to be used,

disseminated, distributed, or otherwise transferred without

the expressed written permission of Open Access Technology

International, Inc.

Proprietary Notice

All OATI products and services listed are trademarks and

service marks of Open Access Technology International,

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Training Scope

• New Features Demonstration Overview

• Company and User Management

– Creation and updates of webTADS users

– Delegated Reporting Entity (DRE) selection

• Setting and modifying TO Company for a Reporting Period

– Modify of Form exemptions for reporting period

– Add or Modify TO Company Contacts

• Data submission for different TADS forms

– Export data from Excel to XML files

– Upload/Import XML files

• XML bulk upload methods and error checking

– Manually enter and/or make changes to existing data using the Graphical User

Interface (GUI)

• TO Company Reports

– TO Company metrics

– Outage detail reports

– Outage count reports

– Outage graphs

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webTADS System Requirements

• User login credentials

– User Name / Password

– OATI Issued Digital Certificate

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Training Session Set Up

• Format

– Demonstration of TO data entry for the 2011 Reporting

Period, using the development environment

• Company Name: Demo TO 1 and Demo TO 3

• TO Administrator

• Materials

– This presentation and other supporting documents will be

available in webTADS under the HELP > DOCUMENTATION

menu

• webTADS Quick Start Guide

• Excel to XML Conversion User Guide

• Contact Lookup Process Guide

• Web Services API User Guide

• NERC TADS Instruction Manual Training

• TADS related internet links

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webTADS TO User Security Roles

TO Admin TO Data Entry TO Reports TO Data Entry Form 6.x TO Read Only Web Services API

Form 1.1

Read/Write

Read Only

Read/Write

Read Only

Form 1.2

Read/Write

Read Only

Form 2.1

Read/Write

Read Only

Form 2.2

Read/Write

Read Only

Form 3.1

Read/Write

Read Only

Form 3.2

Read/Write

Read Only

Form 3.3

Read/Write

Read Only

Form 3.4

Read/Write

Read Only

Form 4.1

Read/Write

Read Only

Form 4.2

Read/Write

Read Only

Form 4.3

Read/Write

Read Only

Form 4.4

Read/Write

Read Only

Form 5

Read/Write

Read Only

Form 6.1

Read/Write

Read Only

Form 6.2

Read/Write

Read Only

Form 6.3

Read/Write

Read Only

Form 6.4

Read/Write

Read Only

Inventory Reports

Read Only

Automatic Reports

Read Only

Non-Automatic Reports

Read Only

Forms 6.x Web

Services Data Entry

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webTADS

Export Data

XML for Upload-able Forms

Form 2.1 Form 2.2 Form 4.1 Form 4.2 Form 4.3 Form 4.4

Form 5 Form 6.1 Form 6.2 Form 6.3 Form 6.4

webTADS

Bulk Upload

Available for:

Form 2.1

Form 2.2

Form 4.1

Form 4.2

Form 4.3

Form 4.4

Form 5

Form 6.1

Form 6.2

Form 6.3

Form 6.4

TADS Workbook - XML Conversion for

Upload-able Forms

Export

webTADS Data Submission Life Cycle

webTADS GUI Entry

Available for all Forms

Web Services API Bulk

Data Entry

Available for Forms

6.x

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webTADS New 2011 Features Overview

• New reports and report enhancements

– Version 4.0 Reports (Annual Reports)

– “C” Confidential column

• N - NERC Confidential

• R - Region Confidential

– DC report with combined 400-499kv – 500-599kv (400-599kv)

– Adequate Level of Reliability (ALR) Metrics

– Data Quality Report

– Auto Outage Counts – Three New Total Columns

– Outage Counts per Number of Circuits

• Checklist

– Completion Status Column update

• Forms 3.x

– Consistent decimal places

– New “Lookup/Copy” Feature

– Form 3.4

• New “Calculate/Import” Feature

• New fatal error validation

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webTADS New 2011 Features Overview

• Form 5

– Reporting Period 2012 and beyond event types

• Form 6.x

– New fatal error validation

• Misc. Form Enhancements

– All data forms – CSV and XLS export capability

• Reporting Periods Report

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webTADS New Data Validations

Form(s)

Validation Description

Forms 3.4

For each voltage class, if the number entered for the 'number of circuits with

no outage' exceeds the Form 3.x inventory “End of Year” plus “Retired”

number of circuits:

“Entered number cannot exceed Form 3.x inventory End of Year plus Retired

number of circuits.”

Forms 6.x

If the duration is less than one minute:

“The Duration entered is less than 1 minute. Please enter a value of one

minute or more. Non-Automatic Outages which have a duration less than one

minute are not reportable.”

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Contact Information

Application issues

OATI Helpdesk

[email protected]

(763) 201-2020

Live Support

Monday-Friday

7:00am-7:00pm (Central)

Policy issues

Jim Robinson

NERC TADS Project Manager

Email:

[email protected]

Clyde Melton

Reliability Performance Analysis Engineer

Email:

[email protected]

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Proprietary and confidential. Do not copy or distribute without permission from OATI - © Open Access Technology International, Inc.

THANK YOU

Phia Vang

[email protected]

763-201-2020