ENERGY STAR Exchange Services (ESES)

Overview and Demo

September 26, 2005

2

Agenda

• Introduction to ENERGY STAR Exchange Services (ESES)

• Key Features• How ESES Works• End User Organization (EUO) Portfolio

Management• Demonstration of Host Access System (HAS)

with ESES• Review of User Support Process• Q&A

3

Introduction to ESES: What is ESES?

• For the ENERGY STAR Program• A secure platform from which to conduct data exchange

with external organizations• A solution for extending ENERGY STAR-provided services

directly to external stakeholders

• For C&I• A Data Exchange system used to exchange facility data

and the ENERGY STAR Rating with third-party data providers, through XML, utilizing Web Services

• A mechanism for portfolio managers to manage the energy performance of their facilities without requiring redundant data entry

• A set of documented and globally accessible data standards for defining energy efficiency and performance of commercial facilities

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Introduction to ESES: System Architecture

9/20/2004phf

PM

Web Listener

JMS Queues

INMessage

DrivenBean

RatingExchange

Service

Req Inq

Asynchronous

Application Server - BEA WebLogic Server 8.1

DataAccessObjects

RES/DMSRequest Req Ack

PL/SQL

SOAP/XMLRequestMessage

SessionBeans

RES/DMSResponse Resp Ack

Resp Inq

DataManagement

Service

DataAccessObjects

Web Server Database Server

Internet/DISN

Host Access System (HAS)

SOAP/XMLResponseMessage

Participant Host SystemOther Organization System

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• Data Management Service (DMS)

• Primary function is to manage the portfolio. • Provides ability to add, edit, and delete any and all

facility data for a single organization.

• Returns single Rating and a limited set of metrics.

Key Features of ESES: Data Management Service (DMS)

For more information •Refer to Section 8 of the NEPRS-WS User’s Guide https://www.energystar.gov/istar/has/documents/NEPRS-WS User's Guide.doc

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• DMS Request: Add, update, delete Portfolio data • Adding Data – The following data types can be

added/edited/deleted through the Web Services: • General Facility Data• Space Data• Meter Data

• Updating and Deleting Data – The following indicators are used to flag special updates or deletions that need to be made:

• bldgDeleteIndicator - Indicates if the facility should be deleted.• spaceDeleteIndicator - Indicates if the space should be deleted.

Deleting a space deletes all attributes and Revision History assigned to that space.

• meterDeleteIndicator - Indicates if the meter should be deleted.• meterReadingDeleteIndicator - Indicates if the meter Reading

should be deleted.• correctionUpdateIndicator - Indicates if the new attribute value is a

correction or an update.

Key Features of ESES: DMS Request

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• DMS Response: Data provided in the Response to indicate whether the DMS Request was successful• The PH building ID, total floor space, a flag that

indicates if the space is using default values, and relevant informational alerts.

• The facility Rating generated for the period ending date (if provided) or the current period ending date.

• The weather-normalized annual energy consumption for the facility.

• The non-weather-normalized annual energy consumption for the facility.

• The weather-normalized annual energy intensity, or energy consumption per square foot, for the facility.

• The non-weather-normalized annual energy intensity, or energy consumption per square foot, for the facility.

Key Features of ESES: DMS Response

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Key Features of ESES: Rating Exchange Service (RES)

• Rating Exchange Service (RES)

• Primary function is to request ratings and detailed metrics for a specific set of time periods.

• Provides the ability to submit a specific date or a range of dates for the purpose of receiving a Rating for any and all facilities owned by a single organization.

• Returns a detailed set of metrics for the submitted time period(s).

For more information •Refer to Section 9 of the NEPRS-WS User’s Guide https://www.energystar.gov/istar/has/documents/NEPRS-WS User's Guide.doc

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Key Features of ESES: RES Request

• RES Request: Single Point-in-Time and Data Range Metrics Requests• Single Point-in-Time Metrics Request: Requires a specific

period ending month and year (period ending date) to retrieve a rating and other metrics for that period ending date.

• Date Range Metrics Request: Allows for a date range to be specified by providing a start month and year, and an end month and year.

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Key Features of ESES: RES Response

• RES Response: Data provided in the Response to indicate how well each facility performed over time • Same data provided in “DMS Response” (reference slide 7)• Eligibility to apply for the ENERGY STAR Label• Year or years in which the facility was Labeled• Period ending date associated with the most recent Label

received• Facility Rating generated for the period ending date(s)

provided• Non-weather-normalized site energy intensity for a rating of

50• Non-weather-normalized site energy intensity for a rating of

75• Estimated CO2 emissions for this facility, based on its

energy use

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• Error Messaging• Errors Returned by the Web Services: External error

messages resulting from the PH system and Web Service unable to conduct a transaction.

• Informational Alerts: Messages returned from DMS or RES to provide additional information necessary about the DMS or RES request transaction.

• XML Document Errors: External error messages generated when data exceptions are encountered during XML processing.

• General Errors: Internal error messages that occur when attempting to process an accepted transaction.

Key Features of ESES: Error Messaging

For more information •Refer to Section 10 of the NEPRS-WS User’s Guide https://www.energystar.gov/istar/has/documents/NEPRS-WS User's Guide.doc

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• Host Access System (HAS): An online tool to be used by PHs as a technical resource when exchanging data through ESES.

• Self Registration/Account Management• Test XML Utility• System Documentation• PM-style Data Review screens• Contact Technical Support

Key Features of ESES: Host Access System (HAS)

For more information •Host Access System (HAS) URL: https://www.energystar.gov/istar/has/•Refer to Section 6.2 of the NEPRS-WS User’s Guide https://www.energystar.gov/istar/has/documents/NEPRS-WS User's Guide.doc

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How ESES Works

1. Create an Account

2. Submit a Request

3. Collect a Response

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How ESES Works: Creating ESES Accounts

• Technical Requirements for Creating an ESES Participant Host Account• Provide a USERNAME and PASSWORD for both a

“Primary” and a “Test” Account• Primary Account – designated for use by the PH to provide

“Live” data for and request ratings from Portfolio Manager accounts that can be accessed by customer organizations. Accessing HAS requires using the Primary Account username and password, however, data exchanged through HAS will be considered “Test” data.

• Test Account – designated for use by the PH to test their systems and/or XML files prior to sending “Live” data.

• Identify a primary contact for the PH organization and provide contact information

• Identify what platform their PH system is built upon

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Creating ESES Accounts (Process Flow Diagram)

Ho

st A

cces

sS

yste

m (

HA

S)

Par

tici

pan

tH

ost

Access Host AccessSystem (HAS)

Fill outRegistration form

Store Account andGeneral Registration

information

Send ConfirmationRegistration e-mail to PH

Account holder

Registration Completed

Receive Registrationconfirmation

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How ESES Works: Submitting a Data Exchange Request

• Technical Requirements for Submitting a Data Exchange Request• A valid ESES USERNAME and PASSWORD (obtained

through HAS PH account registration)• A valid DMS or RES XML file that conforms to ENERGY

STAR-provided XML schemas• ENERGY STAR-provided Security Certificates installed on

the PH system• A system that can submit a Web Services request, over

SSL, and wrap the XML document in a SOAP message as either a string or as an attachment (Java/J2EE applications only)

• HAS can be used in place of a “system” for Test transactions only

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Web

Ser

ver

Submitting a Data Exchange Request to ESES (Process Flow Diagram)Ja

va A

pp

licat

ion

Ser

ver

Ora

cle

Ser

ver

(Po

rtfo

lio M

anag

er)

Par

tici

pan

t H

ost

Send Transaction IDand confirmationmessage to PH

Change Data(DMS) or Request

Ratings (RES)?

Calculate Rating and generate RESResponse XML file

Initiate a DataExchange Request

(through PH System orHAS (Test only))

Is XMLRequest valid?

Send Messageto PH with EUO

Account Info

Receive AccountInfo

Update EUO Portfolio Account with"valid" data and generate DMS

Response XML file

Notify PH that theirXML document is

not valid

Notify PH that they donot have permission to

exchange data

Send DataRequest to

Portfolio Manager

Is this for a neworganization?

Is UserAuthorized to

AccessESES?

Send RESRequest

Create PortfolioManager EUO Account

Send DMSRequest

Load Request intoQueue

Change Data(DMS) or Request

Rating (RES)?

RequestCompleted

Request Processed/Response Ready

DMS RES

No

Yes

No

Yes

StoreTransaction

ID

DMS

RES

Yes

NoValidate data provided in request;generate errors where applicable

Is this for a Liveaccount?

Yes

No MessageSent

No

Valid SSLcommunication?

Yes

No

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How ESES Works: Collecting the Response from ESES

• Technical Requirements for Collecting a Response from ESES• Identical requirements from “Submitting a Request”

(reference slide 16)• A valid Transaction ID that matches a Transaction ID in

the system with the same combination USERID and EUO ID.

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Collecting a Data Exchange Response from ESES (Process Flow Diagram)O

racl

e S

erve

r(P

ort

folio

Man

ager

)Ja

va A

pp

licat

ion

Ser

ver

Web

Ser

ver

Par

tici

pan

t H

ost

DMS RES

No

YesYes

No

Yes

RequestRES

Response

Send message notifyingto check back later

DMS or RES?

Notify PH that theirrequest is not valid

Collection Request Completed

Response CollectionCompleted

Is Response XMLfile available?

Initiate a Data ExchangeCollection Request

(through PH System or HAS(Test only))

Remove XML File from theResponse Collection queue

Is UserAuthorized to

AccessESES?

Is Request valid?

Retrieve the XML file and send itin a SOAP message

RequestDMS

Response

Send Request toPortfolio Manager

Notify PH that they donot have permission to

exchange data

Receive and import Responsedata into PH system

Valid SSLcommunication?

No

Yes

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EUO Portfolio Management:The Relationship between the EUO and PH

• EUO owns the Portfolio• Manages the PM account• Manages user access to facilities• Applies for ENERGY STAR recognition• Co-provider for general facility and space data• Sole provider of building data not managed by a PH

• PH is a Data Provider for the EUO• Initial registrar of PM accounts for new EUOs• Manages data at a facility level; not an account level

• Co-provider for general facility and space data• Sole provider of energy data

• Energy data is read-only for the EUO when there is a relationship between a PH and an EUO for a facility

• EUO cannot use the multi-facility energy update feature for facilities linked to a PH

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EUO Portfolio Management: Registration Process

• Two-stage Registration Process for New Users1. Initial account is set up through PH transaction

• Only for Live Facilities• Only for Organizations that don’t already have a known PM

account

2. EUO must complete registration and take ownership of account before they can access facility data in Portfolio Manager provided by PH• EUO will need:

• Energy Management Company Account Number• PM Customer Account (referred to as euoID)• PM Username

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Demonstration of Host Access System (HAS) with ENERGY STAR Exchange Services

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Demonstration of Host Access System (HAS) – Login Page

Host Access System Login page: https://www.energystar.gov/istar/has/ To access HAS, users must enter their Primary Account User Name and Password.

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Demonstration of Host Access System (HAS) – Home Page

HAS Home page: The HAS Home page is displayed upon logging into HAS and provides access to all its features including validating XML schemas, submitting test data to request ratings and other metrics, downloading results of submitted test XML files, viewing test and live data submitted to the rating system, and viewing Portfolio Manager account information for end users.

Account information, HAS on-line Help, a Contact Us form, and Logout are accessed through the corresponding icons in the top right corner of every page in HAS.

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Demonstration of Host Access System (HAS) – View Data

View detailed data for all facilities in primary and test accounts: To view the facilities that have been transmitted to the Data Management Service (DMS) , click “View detailed data for all facilities in your primary and test accounts” from the HAS Home page. Users will be able to view both Test and Live facilities by selecting the appropriate Account name.

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Demonstration of Host Access System (HAS) – Contact Us

Contact Us Page: Users will access this page to contact Technical Support.

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Demonstration of Host Access System (HAS) – View EUO Portfolio Manager Info

View end user's Portfolio Manager account information: Click “View your end user's Portfolio Manager account information” from the HAS Home page to view the End User Account information for Portfolio Manager.

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User/Technical Support Process

• User Support desk (energystarbuildings@epa.gov, estar@sra.com, Contact Us form through PM and HAS)• Staffed from 9am-5pm• Receives, addresses, and responds to User requests

• Technical Questions: Will be escalated to SRA Technical Team• Customer Support Questions: Will be escalated to EPA and ICF• Programmatic Questions: Will be escalated to EPA and ICF

• Logs all user requests• Notifies user community of any scheduled or unscheduled

outages that are likely to last for more than a few minutes

• System Response Team• Automated Monitors sending out e-mails to Systems Response Team

24x7 whenever the system goes down• Network staff check-ins (beginning at 7am, ongoing throughout

business day)• Emergency Response e-mail distro to inform all appropriate internal

staff

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User/Technical Support Process (cont’d)

• Other Support Processes to be addressed:• Linking a PH’s data to an existing Portfolio Manager user• Removing the link between a PH’s data and an existing

Portfolio Manager user (EUO) when the business relationship is terminated

• Handling multiple PHs supporting a single EUO

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Q&A

Thank You!!