SMART METER TEXAS Smart Meter Texas Scope “Summer Release and Fall Approach” May 25, 2010.

SMART METERTEXAS

Smart Meter Texas Scope“Summer Release and Fall Approach”

May 25, 2010

Overview of Scope for Summer

• Summer Scope– Meter Attributes / Capabilities– Premise Attributes– Monthly Billed Usage Report– Customer HAN Device Provisioning and De-Provisioning– SMT Automated Reporting of Statistics– REP Web Rebranding (Moved Up from Fall)– Support for Regulatory (Moved Up from Fall)– Support for Supplementals (friends) (Moved Up from Fall)

2

Overview of Scope for Fall

• Fall Scope– On Demand Read (Moved out of Summer)– Event Subscriptions and Notifications– Support for Third Parties– Change Requests

3

Approach for Fall Design Process

• Late July upon request one on one requirements design workshops with REPs to understand individual requirements to ensure that Fall baseline framework for HAN and third parties as well as other functionality will support future needs.

• August – September AMIT Fall functionality requirements and design sessions.

• August – September parallel AMIT HAN functionality design discussions as appropriate to support Fall third party and other functions.

• Late July – September AMIT change request review, design, approval

4

METER/PREMISE ATTRIBUTES

5

Meter/Premise Attributes Overview

• Meter and premise attributes will be available through SMT to the ROR, TDSPs, SMT Host, and Customers

• Can view, print and download Meter/Premise attributes for 1 ESIID at a time in Portal

• Can download Meter/Premise attributes for multiple ESIIDs via Portal or API

• Attributes read from SMT database– SMT presents what is online

• Same attributes are presented to all user types• Not in Scope

– Support for 3rd parties, Supplemental, Regulatory– Sorting/editing attributes

6

Meter/Premise Attributes – UI Design (REPs and TDSPs)

Meter and Premise attributes would be available from My Account / Search

A button will be added that links to a new Meter/Premise attributes page

Export would be available from that page

My Account

Search

View MeterAttributes

View PremiseAttributes

Export Attributes

View Premise Information

View Meter Information

Export Information



Export Information

7

Meter/Premise Attributes – UI Design (Customers)



Export Information



Export Information

8

Meter/Premise Attributes – Export Request

Premise InformationMeter Information

9

Meter AttributesName of the Field Description (Tool Tip)Electric Utility Company Company that transmits and distributes electricity for this Smart MeterESI ID Electric Service IdentifierMeter Number Manufacturer Serial Number of the MeterUtility Meter Number Meter Identifier used by the Electric Utility CompanykWh Meter Multiplier A multiplying factor that is used to convert kWh readings to kWh consumption on certain (instrument rated) metersNumber of Channels Number of Channels the Meter is configured forMeter Manufacturer Name Company that manufactured the MeterLast Meter Test Date Last date the Meter was manually testedMeter Class (Ampacity) The maximum current (amperes) the meter can register continuously without creating an unsafe condition at the

meter socketMeter Installation Date Date Meter was installedMeter Activation Date Date when Meter started sending Usage Information to SMTTechnology/Communication Indicator Indicator of the type of communication used to transport data from the MeterInstrument Rated Indicator of whether or not the Meter requires a Current Transformer / Potential TransformerRatio of Current Transformers The ratio of the primary to secondary transformer windings of a current transformer that is on the source side of an

instrument rated meterRatio of Potential Transformers The ratio of the primary to secondary transformer windings of a potential or voltage transformer that is on the

source side of an instrument rated meterESI Firmware Version The firmware version of the ZigBee communication moduleHAN Protocol (ZigBee or HomePlug) Type of HAN Protocol enabled (displayed if available)

Smart Energy Profile The HAN compliance specification that this meter supportsInterval Setting How often the Meter is recording usage (length in minutes of the interval)In flow / Out flow (DG) Capable Indicator of whether or not the Meter is able to handle both consumption and generation meteringDistributed Generation Channel The channel number on the meter of the Distributed Generation channel (displayed if available)Remote disconnect / connect Capable Indicator of whether or not the Meter is enabled for remote disconnectsMeter Status E/e: the Meter is energized; D/d: the Meter is de-energized (displayed if available)Meter Phases The number of phases that the meter handles, either 1, 2 or 3 (displayed if available)Meter Model Meter Model Identifier (displayed if available)Electric Utility Company Company that transmits and distributes electricity for this Smart MeterESI ID Electric Service Identifier

10

Premise AttributesName of the Field Description (tool tip)Electric Utility Company Company that transmits and distributes electricity for this Smart MeterESI ID Electric Service IdentifierService Voltage Voltage at the Premise (displayed if available)Premise Status If the value is A or a, it means the Premise is active; if the value is I or i, it means that the Premise is inactiveTime Zone The time zone where the premise is locatedFractional House Address

Designator that can be used to distinguish premises with the same address (displayed if available)

Leading Directional The directional indicator (typically N, S, E, W) that precedes the street name (displayed if available)Street Name The street name for the service addressStreet Type The street type (e.g. St, Ave, Ln) for the premise address (displayed if available)Trailing Directional The directional indicator that occurs after the street type (displayed if available)House Number The House Number of the Service Address (displayed if available)Unit Designation Denotes individual premises in multi-unit addresses, for example in apartment buildings (displayed if available)City The city or locality of the service addressState The state of the service addressZIP Code The primary, five digit ZIP Code of the service addressZip Code + 4 The secondary, four digit ZIP Code of the service address (displayed if available)Meter Read Cycle The cycle number corresponding to a meter read cycle date when data is reported for the monthly billing periodLoad Profile Describes the load profile at the service location as per ERCOT specificationsRate Class/Code Code that identifies the tariff used by the Electric Utility Company in billing this location (displayed if available)AMS Profile Effective Date

Effective start date for SMT to start sending usage data to ERCOT (displayed if available)

Electric Utility Company Company that transmits and distributes electricity for this Smart MeterESI ID Electric Service IdentifierService Voltage Voltage at the Premise (displayed if available)

11

Meter/Premise Attributes Functional Flow

12

MONTHLY BILLED USAGE

13

Monthly Billed Usage Overview

• Customers, ROR, TDSP, SMT Host will have access to Monthly Billed Usage

• Usage data read from SMT database– SMT presents what is online

• Monthly billed usage is accessed via the API or UI– API access to billed usage (BR-

004.004)– Access via UI (BR-004 and BR-008) Default: previous 12 months

displayed Maximum accessible: previous

24 months

• UI capabilities– UI allows viewing monthly billed

usage for 1 ESIID at a time– Display, print and export all

monthly billed usage data elements (BR-004.004)

– Graph kWh only (BR-004.006/8)• Standard bar graph

– View updates/multiple versions – ROR and TDSP (BR-008)

– Change time period to be displayed (BR-004.003)

• Not in Scope– Support for 3rd parties,

14

Monthly Billed Usage – UI Design (REPs and TDSPs)

Billed usage would be offered as another report type

Exported like other reports

15

Monthly Billed Usage – UI Design (Customers)

16

Monthly Billed Usage – Export Request

Monthly Billed Usage

17

Monthly Billed Usage Functional Flow

18

CUSTOMER HAN DEVICE PROVISIONING & DE-PROVISIONING

19

Customer HAN Device Provisioning and De-provisioning Overview

• Residential Customers and Non-Residential Administrators are automatically granted HAN rights

– HAN rights will be granted on an all-or-nothing basis per Release 1.0

– Non-Residential Administrators can grant HAN access rights to Non-Residential users

• Customers screen functionality– Provisioning, De-provisioning– HAN Details and View History– Will reuse REP/TDSP screens

• Provisioner role will be added to device history

• A maximum of 5 (Customer and REP) devices slots can be allocated (HAN Device Check)

• Design does not include restrictions on messaging based on “provisioner”

– ROR can send Smart Energy Profile 1.0 messages to any devices

• No special restrictions need to be designed for de-provisioning devices – For example:

– REPs can de-provision customer-provisioned devices

– Customers can de-provision REP-provisioned devices

• Not in Scope– Smart Energy Profile 1.0 messaging for

customers– Customer provisioning & de-provisioning

via API– Customers access to Message Log

functionality

20

Customer HAN Device – Device List Screen

21

Customer HAN Device – ESIID List View

HAN Devices >

22

Customer HAN Device – Provisioning Screen

HAN Devices > View HAN Devices

• Page help contains information about where MAC Address and Installation Code may be found.

• The tool tip for the MAC Address and the Installation Code fields will display allowed characters and an example of what these fields look like.

• Confirmation Page displayed after Add a HAN Device informs the user that the Add request has been received and that he should check back the status of the request in a few minutes.

23

Customer HAN Device – De-provisioning Screen


• Reason for Removing is not a required field for Customers.• Confirmation Page displayed after Remove a HAN Device informs the user that the Remove

request has been received and that he should check back the status of the request in a few minutes.

24

Customer HAN Device – Device Details


Condition Status DisplayedWhen the Portal accepts the add/provisioning request Add AcknowledgedWhen the TDSP acknowledges the receipt of the add request Add AcknowledgedWhen the TDSP sends a Pending Provisioning Status (only CNP could potentially send this status) Add PendingWhen the TDSP sends a Meter Ready Status Meter ReadyWhen the Device is provisioned Device AddedWhen the Portal accepts the remove/de-provisioning request Remove AcknowledgedWhen the TDSP acknowledges the receipt of the remove request Remove AcknowledgedWhen the TDSP sends a Pending De-provisioning Remove PendingWhen a de-provisioning request fails before the de-provisioning is complete by the TDSP Remove Failed

New column to be added to this table will display who added the request.

-Residential Customer’s Name-NRC Company Name-Name of the ROR-Name of the TDSP

25

Customer HAN Device – Provisioning History


Condition – statuses that take a slot Status DisplayedWhen the Portal accepts the add/provisioning request Add AcknowledgedWhen the TDSP acknowledges the receipt of the add request Add AcknowledgedWhen the TDSP sends a Pending Provisioning Status (only CNP could potentially send this status) Add PendingWhen the TDSP sends a Meter Ready Status Meter ReadyWhen the Device is provisioned Device AddedWhen the Portal accepts the remove/de-provisioning request Remove AcknowledgedWhen the TDSP acknowledges the receipt of the remove request Remove AcknowledgedWhen the TDSP sends a Pending De-provisioning Remove PendingWhen a de-provisioning request fails before the de-provisioning is complete by the TDSP Remove FailedCondition – statuses that do not take a slot Status DisplayedProvisioning Request Rejected by TDSP Add RejectedWhen a the TDSP sends a provisioning failure Add FailedDe-provisioning Request Rejected by TDSP Remove RejectedWhen the Device is de-provisioned Device Removed

New column to be added to this table will display who added the request.

-Residential Customer’s Name-NRC Company Name-Name of the ROR-Name of the TDSP

26

Customer HAN Device Provisioning and De-provisioning Functional Flow

27

SMT AUTOMATED REPORTING OF STATISTICS

28

SMT Automated Reporting of Statistics Overview

Criteria Totalas of 4/18/2010 @ midnight

User CountsResidential Users 1563Spanish Residential Users 16NRC Users 23REP Users 294TDSP Users 64Total users 1772Entity Counts in DB NRC Entities 23REP Entities 28ESIID CountsTotal ESIIDs in DB 897,903 Residential ESIIDs registered 1625Non-residential ESIIDs registered 36HAN DevicesHAN devices provisioned 127HAN devices deprovisioned 53HAN messages processed 12HAN message log requests 4

• REPs, Regulatory and TDSPs• Report items are at right• Report will be created

weekly and filed by a TDSP in project 34610. The TDSPs will include in their monthly compliance reports that they have filed the SMT status weekly in 34610.

29

REP WEB REBRANDING

30

REP Web Re-branding Requirements and Options

BR # RequirementBR-001.008

Ability to display usage data in portlets for REPs to develop and use, on their own, with their own logo

BR-004.005a

Ability to display monthly billed KWH usage data in portlets for REPs to develop and use on their own

BR-004.005b

Ability to display the REP logo in the portlet

• Two methods for interpreting the stated requirements– (Synchronous Web Services)

API for small amounts of data– Java Portlet Specification 2.0

(JSR 286)

• Both are machine-to-machine APIs

• Both offer different strengths/weaknesses

31

REP Web Re-branding

Smart Meter Texas

Integration

Environment

REP Portal

APIREP uses SMT data to present varied views of customer usage

SMT PortalEnd-Customer

API

Varieddataviews

32

SMT is Recommending the API Option

• (Synchronous Web Services) API for small amounts of data– Pros

• Leverages the existing ad-hoc usage query and HAN web services security infrastructure• REPs do not need to build a portal to use this API• REPs have unrestricted ability to innovate around the services they offer to customers

– For example. A unified view of interval, daily register and monthly billed usage data or advanced analytics

– Cons• REPs with existing Portals have to build their own portlets

• Java Portlet Specification 2.0 (JSR 286)– Pros

• REPs do not need to build portlets but still must have or implement a portal– Cons

• REP portals are limited to reporting functionality implemented by SMT • REPs customer account information must be in SMT

– Requires federated identity management• JSR implementation is more complex than web service implementation (SMT

assessment)

33

REP Web Re-branding Proposal

• Re-branding is available to ROR only• SMT will provide synchronous

versions of existing APIs– Interval Data, Daily Usage, Billed

Usage• Invocations secured using existing

system account & credential exchange

– Leverages the R1 HAN and ad-hoc query infrastructure

• Synchronous limits are strictly enforced

– 1 ESI ID/40 days for Intervals– 1 ESI ID/40 days for Daily Registers– 1 ESI ID/24 months for Monthly Billed

Usage

• REP responsibilities– Development of their own

portlets– Assuring the user has proper

access to the data• ROR authorizes user access to

the ESIID• SMT validates the ROR system

account and ROR access to the ESIID

• Not in scope– Assistance in developing REP

software

34

SUPPORT FOR REGULATORY

35

Regulatory Overview

• Registration– Host will setup the initial Regulatory administrative (first admin) accounts

• Regulatory Admins & Users will have access to ALL ESI IDs• Reporting

– Have access to existing portal UI usage reporting• Interval usage, daily meter read usage, and billed usage• No access to premise and meter detailed data

– Batch reporting upon request for PUCT• History of SMT Access by person (who, frequency, duration) (BR-028.008)• History of 3rd Party Access (who, duration) (BR-028.009)• Report output will be delivered encrypted to the PUCT Entity email address,

regardless of who requests the report (CSV format)• Data Extracts by Request

– No automatic files for Regulatory Users• Not in scope

– Ad-hoc undefined reports– HAN functionality

36

Regulatory Registration

Regulatory Entity

• View meter usage data for all Texas Smart meters.

Request Access to an Existing Regulatory Account or see if your Regulatory entity is already registered.

Regulatory Entity

• View meter usage data for all Texas Smart meters.

Request Access to an Existing Regulatory Account or see if your Regulatory entity is already registered.

Access will be via Private URL

37

Reporting: History of SMT Access by Person

SMT Accounts5/3/2010

Entity Name Entity Type Account Type Status Registered First Name MI Last Name Suffix Phone Ext Email AddressAEP Texas Central TDSP Admin Active 4/1/2010 Jane E Eyanson 614-716-2252 [email protected] Texas Central TDSP Admin Active 3/17/2010 Mark D Hunt 325-674-7362 [email protected] Texas North TDSP Admin Active 4/1/2010 Jane E Eyanson 614-716-2252 [email protected] Texas North TDSP Admin Active 3/17/2010 Mark D Hunt 325-674-7362 [email protected] Energy TDSP Admin Active 3/15/2010 Esther F Kent 713-207-3683 [email protected] Energy TDSP Admin Active 3/15/2010 Kyle H Miller 832-257-5160 [email protected] Energy TDSP User Active 3/15/2010 Joselito Samoy 312-375-7362 [email protected] Energy TDSP User Active 3/15/2010 Susan Neel [email protected] Energy TDSP User Locked 3/15/2010 Robert Frazier [email protected] Energy NRC Admin Active 3/20/2010 Kim Myrep 614-408-1111 [email protected] Energy REP Admin Active 3/15/2010 Kim Myrep 614-408-1111 [email protected] Energy REP User Active 3/15/2010 Bill Halpern 614-408-1111 [email protected] Energy REP User Active 3/15/2010 Kimberly Brown 614-408-1111 [email protected] Energy REP User Active 3/15/2010 Pam Tudor 614-408-1111 [email protected] Energy REP User Active 3/15/2010 Tim House 614-408-1111 [email protected] TDSP Admin Active 3/15/2010 Robert Smith 214-486-5378 [email protected] TDSP User Active 3/15/2010 Chris Schein 214-486-5338 [email protected] TDSP User Active 3/15/2010 Linda Davis 214-486-5476 [email protected] TDSP User Active 3/15/2010 Terry Bates 214-486-5972 [email protected] TDSP User Suspended 3/15/2010 Ed Echols 214-486-7285 [email protected] Consulting 3rd Party Admin Active 4/1/2010 John Z Orange [email protected] Consulting 3rd Party User Active 4/5/2010 Jean Sellers [email protected]

Residential Individual Active 5/1/2010 Juan Valdez [email protected] Individual Active 3/20/2010 Kim Myrep 614-408-1111 [email protected] Individual Locked 4/7/2010 Diane Jones [email protected]

38

Reporting: History of 3rd Party Access

SMT 3rd Party Agreements5/3/2010

3rd Party ID 3rd Party Name 3rd Party Type Agreement ID Agreement Status Agreement Type Created Removed1212121211 Way Cool Energy REP 1234561-0000 Active 3rd Party 4/28/20101212121211 Way Cool Energy REP 2849271-0000 Pending 3rd Party 4/29/20101212121211 Way Cool Energy REP 7984317-0000 Removed 3rd Party 4/29/2010 5/3/20101212121211 Way Cool Energy REP 9847321-0000 Active LOA 4/29/20101212121211 Way Cool Energy REP 7645870-0000 Active LOA 4/29/20104830586749 Orange Consulting Consultant xxxxxxx-0000 Active LOA 5/1/20104830586749 Orange Consulting Consultant xxxxxxx-0000 Removed LOA 4/28/2010 5/3/20102938475639 Myrep Energy REP xxxxxxx-0000 Active 3rd Party 4/28/20102938475639 Myrep Energy REP xxxxxxx-0000 Active 3rd Party 4/29/20103932937564 HANs R Us Product Supplier xxxxxxx-0000 Removed 3rd Party 4/28/2010 5/2/20103932937564 HANs R Us Product Supplier xxxxxxx-0000 Active 3rd Party 4/28/20107293283753 Texas Agg Aggregator xxxxxxx-0000 Active 3rd Party 4/28/20107293283753 Texas Agg Aggregator xxxxxxx-0000 Active LOA 4/28/2010

This report is contingent upon development for the 3rd Party role. It is being removed

from the Summer release and will be bundled with the 3rd Party functionality in the

Fall release.

39

SUPPORT FOR SUPPLEMENTALS (FRIENDS AND FAMILY)

40

Supplemental (Friends) Concepts

Master Agreement• One Master Agreement defines

that there is a relationship between the Customer & the Friend

• Master Agreement ties to Friends by UserID, once active

• Pending Friend agreement contains Key + Email

• Either party may end the agreement at will

ESI ID Agreement• Customer may add or remove

ESI IDs to the Master Agreement

• Tied to Master by prefix on Agreement-ID

• Customer may change permissions at will

• Friend has view-only to ESI ID Agreement

Friend Master Agreements•Defines relationship between customer & friend

UserID

UserID

Customer

Active5/2/10UserID1234570-00000

gi09dX [email protected]/1/101234569-00000

Key + EmailStatusCreate DateFriendAgreement-ID

UserID

UserID

Customer

Active5/2/10UserID1234570-00000

gi09dX [email protected]/1/101234569-00000

Key + EmailStatusCreate DateFriendAgreement-ID

ESI ID Agreement•Defines access level by ESI ID

ESI ID Agreement•Defines access level by ESI ID

88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

No5/3/101234567-00003

Yes5/3/101234567-00002

Yes4/28/101234567-00001

NotificationsStart DateAgreement-ID

88888889999999003

88888889999999002

88888889999999001

ESI ID

898989003

898989002

898989001

Meter #

No5/3/101234567-00003

Yes5/3/101234567-00002

Yes4/28/101234567-00001

NotificationsStart DateAgreement-ID

41

Supplemental (Friends) Overview

• RES Customer as Supplemental– Only Residential accounts are eligible to be Supplemental

Users

• Non-existent SMT User Registration– Only Residential Customers can invite people to register as

a Supplemental– Registration as a Supplemental User (not an existing RES

Customer) is by Residential Customer invitation (Agreement Key)

– SMT matches on email address and Agreement Key

42

Supplemental (Friends) Overview

• Access to data is authorized by Customers– Only Residential Customers can create Friend Agreements– Customer creates a Master Agreement with the Friend– Customer may have a maximum of 5 Friends– Customer grants access by creating ESI ID Agreements under the Master

Agreement– ESI ID Agreements have no expiration date but can be removed at any time– Authorization for ‘data’ includes interval usage (13 months), daily meter reads

(13 months), billed usage (24 months), – Access is granted by email address and agreement key (email address is not

unique in SMT); relationship is with Friend’s UserID once the Friend accepts the Master Agreement

43

Create a New Friend Master Agreement

Add a Friend Relationship

Frie

ndF

riend

Aut

omat

edA

utom

ated

Res

iden

tial

Res

iden

tial

010 Navigate to My Account, select

Friends

030 SelectAdd a Friend

020 Display view of existing Friend

relationships

040 Enter Email address of Friend

050 Create PENDING Master Friend Agreement

060 Email Friend Agreement

notification w/Agreement Key to Customer & Friend

This establishes the master relationship between the customer and the Friend

@ 10 DAYS @ 14 DAYS

110 Email warning to Customer &

Friend

130 Email notification to

Customer & Friend

120 Agreement KEY expires;

Pending Friend Agreement is

deleted

GO TO Accept Friend

Agreement process

Max 5 Friends

055 More than 1 Meter on

Acct?

066 Create ESI ID Agreement using

default settings

No

Yes

Friend DOES NOT RESPOND

44

Customer View: Existing Friend Agreements

Add Agreement Edit Agreement Remove Agreement

Add Agreement Edit Agreement Remove Agreement

Friends

Add A Friend Edit Agreement Remove Agreement

Add a Friend Edit Agreement Remove Agreement

My Friends

Agreement Friend Name Friend Email Start Date Status1234567-00000 Doe, John [email protected] 4/28/10 Active1234572-00000 [email protected] 5/1/10 Pending - guq9Fd2

Remove will display pop-up asking for confirmation

Edit will allow adding / removing meters & permissions

My Smart Meters

My Friends Meters

My Profile

Friends

My Smart Meters

My Friends Meters

My Profile

Friends

45

Customer View: Add a Friend

Add Friend

Add a Friend

Cancel

Friends > Add a Friend

Add Friend

Add a Friend

Cancel

Friends > Add a FriendMy Smart Meters

My Friends Meters

My Profile

Friends

My Smart Meters

My Friends Meters

My Profile

Friends

46

Customer View: Edit Friend Agreement

• 1234567-00001, Doe, John, [email protected]

Add a Meter to Agreement Update

Add a Meter to Agreement Update Remove Meter

Remove Meter

Back

Friends > Edit Friend Agreement

Edit My Friend Agreement

•

Add a Meter to Agreement Update

Add a Meter to Agreement Update Remove Meter

Remove Meter

Back

Friends > Edit Friend Agreement

Agreement Notifications Description ESI ID Meter # Service Address State1234567-00001 Home 94285326937083100 10581987 12345 North Voltura Street TX1234567-00002 Well Pump 91992806272063100 28683213 12345 North Voltura Street TX

•No Data checkbox – Friend automatically gets usage•All Friend Agreements are perpetual – do not expire

These are existing meters that are already included in the Agreement

My Smart Meters

My Friends Meters

My Profile

Friends

My Smart Meters

My Friends Meters

My Profile

Friends

Notifications has been removed from this release.

XX

47

Customer View: Add a Meter to a Friend Agreement

My Friend Agreement

Add Meters to Agreement

Cancel

Select Smart Meters to add to your Friend Agreement:


Notifications

Friends > Edit Friend Agreement > Add a Meter to Agreement



Cancel

Select Smart Meters to add to your Friend Agreement:

•

NotificationsNotifications

Friends > Edit Friend Agreement > Add a Meter to Agreement


These are meters attached to the customer account that can be added to the Agreement

My Smart Meters

My Friends Meters

My Profile

Friends

My Smart Meters

My Friends Meters

My Profile

Friends

Notifications are in the Fall release.

X

48

Friend Accepts Master Agreement

Friend Accepts Master Agreement

Aut

omat

edA

utom

ated

Res

iden

tial U

ser

or

Reg

iste

red

Frie

ndR

esid

entia

l Use

r or

R

egis

tere

d F

riend

Unr

egis

tere

d F

riend

Unr

egis

tere

d F

riend

010 Enter registration info,

including Agreement KEY

020 Establish APPROVED

Friend Account

030 Email Temp Password to

Friend

040 Login with Temp Password

050 Change Password & Select

Security Q&A

060 Set Friend Account to

ACTIVE

100 Set Friend Master Agreement

to ACTIVE

110 Email Friend Acceptance

to Customer & Friend

Email address in Profile must match email address selected by Customer

110 Login120 Navigate to

My Account / Authorized Meters

130 Enter Key to accept Friend

Master Agreement & Submit

Email address in registration must

match email address selected by Customer

49

Friend Registration

Friend (invited by a Residential Customer)

• You have been invited by an existing Residential Customer.• View your friend’s electricity usage.

Create a Friend Account

3rd Party

• Create an account to view Smart Meter Texas data for a customer.• The Customer must grant you permission to view usage.







3rd Party


3rd Party


Access will be via Public URL

50

Friend Registration

Friend Account

* Agreement Key:

Friend Account

* Agreement Key:* Agreement Key:

Friend Account

* Agreement Key:

Friend Account

* Agreement Key:* Agreement Key:

Email address must match that entered by Residential Customer

51

Friend View: Friend Agreements

Authorized Agreements (from your Friends)Friend Agreements (from your Friends)

Agreement Friend Name Friend Email Created Status1234567-00000 Doe, John [email protected] 4/28/10 Active

My Smart Meters

My Friends Meters

My Profile

Friends

My Smart Meters

My Friends Meters

My Profile

Friends

View Agreement Remove Agreement Accept Pending AgreementView Meters Remove Friend Accept Pending Friend

View Agreement Remove Agreement Accept Pending AgreementView Meters Remove Friend Accept Pending Friend

52

Friend View: View ESI ID Agreements

Authorized Agreements (from your Friends)

• , John M Doe

Back

View My Friend’s Meters


Back

Friend Agreements > View Meters

Agreement Notifications Description ESI ID Meter # Service Address State1234567-00001 Home 94285326937083100 10581987 12345 North Voltura Street TX1234567-00002 Well Pump 91992806272063100 28683213 12345 North Voltura Street TX

All fields are view-only

My Smart Meters

My Friends Meters

My Profile

Friends

My Smart Meters

My Friends Meters

My Profile

Friends

Notifications is not part of the Summer release.

X

53

Friend View: Existing SMT Account Accepts Friend Agreement

, John M Doe

Accept Agreement Cancel

*Agreement Key:

Accept Pending Friend

Accept Friend Cancel

*Agreement Key:

Friend Agreements > Accept Pending Friend

•Email address in Account’s profile must match that entered by Residential Customer•Acceptance will change the Agreement from Pending to Active•SMT will create agreement record w/ Friend’s UserID so that there is a unique relationship (allows Friend to change his email address w/out affecting the Agreement once it is active)

My Smart Meters

My Friends Meters

My Profile

Friends

My Smart Meters

My Friends Meters

My Profile

Friends

If a Residential Customer invites you to be a Friend, you will receive an Agreement Key in your email.To accept your Friend’s invitation, you must enter the Agreement Key here. If you cannot find the Key, contactYour Friend -- the Agreement Key is available to your Friend when viewing Friends

54

Residential / Friend View: Usage Tab

Description ESI ID Meter # Service Address StateHome 94285326937083100 10581987 12345 North Voltura Street TXWell Pump 91992806272063100 28683213 12345 North Voltura Street TX

My Friends Meters

•Usage Tab, left navigation will distinguish between My Meters and My Friend’s Meters

•My Meters will access Residential Customer meters

•My Friend’s Meters will search Friend Agreements to determine access rights

My Smart Meters

My Friends Meters

Report Request Status

My Smart Meters

My Friends Meters

Report Request Status

55

Actions that will Terminate a Friend Agreement

Master Agreement• Customer or Friend removes agreement• Customer’s SMT account is revoked, including revoke for inactivity• Friend’s SMT account is revoked, including revoke for inactivity• Friend fails to accept pending Agreement within 14 days

ESI ID Agreement• Move Out (or forced Move Out) transaction removes the ESI ID• Customer removes meter from SMT account• TDSP replaces Customer meter w/ non-Smart Meter

– Replacement w/ another Smart Meter will have no effect on the agreement– Customer & Friend will continue to have access to existing historical data for old meter

• TDSP removes Customer meter (not exchange)– Customer & Friend will continue to have access to existing historical data for old meter

Terminated Agreements will be marked w/ an expiration date but record of the agreement will be kept for historical logs

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Thank You For The Opportunity To Discuss

SMART METERTEXAS

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SMART METER TEXAS Smart Meter Texas Scope “Summer Release and Fall Approach” May 25, 2010.

Documents

Transcript of SMART METER TEXAS Smart Meter Texas Scope “Summer Release and Fall Approach” May 25, 2010.