PCR PROJECT

Engineering Project

1.

INTRODUCTION

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This Guide describes PCR Application from the user point of view. Main objective of the guide is to
provide brief overview of the application which helps the user to start using it. The document is
organized according to main menu of the application.
Content of the document is closely related to the use case specification, especially to user use
cases. Main parts of the application like market coupling session process and its sub-processes
are described screen by screen.
In addition, selected scenarios are included to help the user to become familiar with the PCR
application concepts like dashboard, market coupling session process and its sub-processes and
with local and shared configurations as soon as possible. Some simple functions are described
only as a scenario without separate description of the screens.

1.1
Version

Revision History
Date

Author

Description

1.0

9 th August 2012

Martin Hatka

Initial version

1.1

13 th August 2012

Martin Hatka

New chapters added.

1.2

14 th August 2012

Martin Hatka

2.0

8 th February 2013

Petra Kuinov

3.1.0

14 th March 2013

Petra Kuinov

5.3.0

31 st July 2013

Petra Kuinov

Partial and Full Decoupling Use Cases

5.4.0

6 st Septemer

Pavel Jza

Revision

6.2.0

13 th March 2014

Ondej Serbousek

7.0.0

6 th June 2014

Ondej Serbousek

Changes from PMB R7

8.0.0

28 th April 2015

Ondej Serbousek

Revision & Changes for PMB 8

Draft of the document, ready for

comments
New use cases added, pictures and text
revised
Use cases for System Price plug-in and
NPS Max Price plug-in

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Plugins Use Case modification, Screens

revision, Add default User account.

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2. CONTENT
1.
2.
3.
4.
5.

6.

7.
8.

Introduction.............................................................................................................................. 3
1.1 Revision History................................................................................................................. 3
Content..................................................................................................................................... 4
PCR Application Dashboard.................................................................................................. 6
3.1 Dashboard Layout.............................................................................................................. 6
Login.......................................................................................................................................... 7
4.1 Default user account........................................................................................................... 7
4.2 Logout................................................................................................................................ 7
Administration.......................................................................................................................... 8
5.1 Take over Coordinator Role................................................................................................ 8
5.1.1 Scenario - Take over Coordinator Role...................................................................8
5.2 Check Communication Lines............................................................................................10
5.3 Change Shared Parameters.............................................................................................12
5.4 Shared Configuration Check............................................................................................12
5.4.1 Scenario - Shared Configuration Check................................................................12
5.5 Shared Configuration........................................................................................................ 14
5.5.1 Scenario - Import New Shared Configuration........................................................15
5.5.2 Scenario - Activate New Shared Configuration......................................................21
5.6 Decoupling Configuration................................................................................................. 24
5.7 Local Configuration........................................................................................................... 25
5.8 User Management............................................................................................................ 26
5.8.1 Scenario - Create New User..................................................................................26
5.9 Logged Users................................................................................................................... 28
5.10 Change Password............................................................................................................ 28
5.10.1 Scenario - Change User Password.......................................................................28
5.11 About 29
General................................................................................................................................... 31
6.1 Upload File....................................................................................................................... 31
6.2 Daily Operational Report.................................................................................................. 32
6.3 Application Log................................................................................................................. 33
6.3.1 Scenario - Application Log.....................................................................................33
6.4 Audit Log.......................................................................................................................... 35
6.4.1 Scenario - Audit Log.............................................................................................. 35
6.5 Message log..................................................................................................................... 36
6.5.1 Scenario - Message Log.......................................................................................36
Plugins.................................................................................................................................... 39
7.1 System Price Plugin......................................................................................................... 39
7.2 Max Price Plugin............................................................................................................... 44
Market Coupling Session..................................................................................................... 53
8.1 Process Dashboard.......................................................................................................... 53
8.2 Configuration Synchronization..........................................................................................55
8.2.1 Received Shared Configurations...........................................................................56
8.3 Network Data.................................................................................................................... 57
8.3.1 Received Network Data.........................................................................................57
8.3.2 Sent Network Data................................................................................................59
8.3.3 Cross Check.......................................................................................................... 62
8.4 Order Data........................................................................................................................ 63
8.4.1 Received Order Data.............................................................................................63
8.4.2 Sent Order Data.................................................................................................... 63
8.5 Calculation........................................................................................................................ 64
8.5.1 Results Calculation Process..................................................................................64

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8.5.2 Market Coupling Results.......................................................................................65

Coordinators Results Calculation....................................................................................66
Results Sharing................................................................................................................ 66
8.7.1 Received Results.................................................................................................. 66
8.7.2 Sent Results.......................................................................................................... 66
8.7.3 Local Results Sharing........................................................................................... 68
8.8 Preliminary Confirmation of the Results...........................................................................70
8.8.1 Received Preliminary Confirmations.....................................................................70
8.8.2 Sent Preliminary Confirmation...............................................................................74
8.8.3 Local Global Preliminary Confirmation Sharing.....................................................77
8.9 Final Confirmation of the Results......................................................................................77
9. Fallback.................................................................................................................................. 78
9.1 Market Coupling Session Overview..................................................................................78
9.1.1 Scenario - Market Coupling Session.....................................................................78
9.2 Switch Market Coupling Session......................................................................................94
9.2.1 Scenario - Switch Market Coupling Session..........................................................95
9.3 Full Decoupling................................................................................................................. 97
9.4 Partial Decoupling............................................................................................................ 98
9.5 Switch to Decoupling Mode............................................................................................ 101
8.6
8.7

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3. PCR APPLICATION DASHBOARD

3.1

Dashboard Layout

First make sure you run the application in Internet Explorer browser with disabled compatibility
view. To disable compatibility viewin Internet Explorer version 9 just click on the icon of broken
page on the right side of address line. If you are using Internet Explorer version 8 go to Tools,
Compatibility View Settings, remove any sites listed, and uncheck all three boxes at the bottom.
Then press Ctrl + F5, close and open browser.
Main screen of the PCR Application consists of several parts. This screen is displayed after the
user successfully logged in to the application. At the top of the screen there is menu bar (1.) with
Dashboard, General, Administration, User, Fallback and Log Out menu items. In the left part of the
screen there is Notification bar (2.) in which the notification generated by the application are
displayed.
The most important part of the screen is the left column Process dashboard (3.) displaying the
information about current Market coupling session and its progress. If any of the sub-processes are
selected, then the corresponding sub-process details are displayed in the right column Detail
screen (4.).
At the bottom of the screen application status bar (5.) is displayed.

1.
3.

2.

5.

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4. LOGIN
To log in to the application the user must fill in his username and password (1.) and click the Login
button (2.). After the user is successfully logged, main Dashboard screen is displayed.

4.1

Default user account

After clean installation PMB contain default user account with role Function administrator. Through
this user account is possible to create specified account for next users. The credentials for default
user account is login: pmb_admin, password: password. The password of default user is
possible to change through UC Change Password.

4.2

Logout

If desired, the user can log out from the PCR application using Log Out link right from main menu
bar.After clicking the Log Out, the modal confirmation window is displayed. After confirmation is
user logged off.

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5. ADMINISTRATION

5.1
5.1.1

Take over Coordinator Role

Scenario - Take over Coordinator Role

This functionality allows the user of the broker to start the process in which the coordinator role is
taken over from current broker coordinator to its own broker.
The following scenario shows the procedure of taking over coordinator role.
1) Navigate to Menu Administration and click onTake over coordinator role menu item (1.). This
can be done only by Broker backup coordinator or Broker non-coordinator with installed and
enabled Matcher. The broker role is displayed in the application info bar (2.).

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1.

2) Take over screen is displayed. Click on Take over coordinator role (3.).

2.

3.

3) Click theYesbutton (4.) to confirm the message and to become Broker coordinator.

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4.
3) Take over coordinator role message is sent to Broker cloud. All brokers confirm the change on a
pop-up window and create corresponding notification (5.). The change is made after all
confirmations are received or after time-out is reached.

5.

5.2

Check Communication Lines

Thanks to Check Communication Lines functionality the user of PCR Application can monitor which
brokers are connected to the broker cloud and which of them are not.

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2.

4.

1.
3.

The Communication Lines Status screen displays connectivity to all Brokers in the Broker cloud.
The states are as following:

Brokers (1.)
>

Online Broker is online. It received a Watchdog message (see chapter 6.6 in

Messages and Data Flows document) message and sends response.

>

Offline Broker is offline. This can occur in two ways. First way is that calling
Broker get an error while he trying to call corresponding web service. Second
way is that calling Broker successfully calls corresponding web service but did
not receive a confirmation message.

Current line status (2.)

>

Up At least one Broker in Broker cloud is online.

>

Down No Broker in Broker cloud is online. So the first possibility is that all
Brokers are really offline or Broker line is down. In this case the Operator takes
manual action and solves this problem outside the system.

On the screen there are the following controls available.

Check again button (3.) New communication check is performed for all Brokers in
Broker cloud.

Check again button (4.) New communication check is performed only for
corresponding selected Broker.

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5.3

Change Shared Parameters

The coordinator can change shared parameter value. This functionality is available if the Market
coupling session is active and only values of selected parameters can be changed (Gate closure
time,Algorithm iteration limit and Active site).

On the screen the following controls are available.

5.4
5.4.1

Select parameter combo box allows the user to select one of the parameters for
which he wants to change the value.

New parameter value text box allows the user to fill new value of the parameter.

Save button saves updated value of the selected parameter and sends update to
broker cloud.

Cancel button cancels the action of changing parameters and redirects to dashboard

Shared Configuration Check

Scenario - Shared Configuration Check

Thanks to manually triggered Shared Configuration Check the user of the broker can check shared
configurations of all brokers. The purpose is to find out if all configurations of all brokers are the
same or if particular broker has activated configuration which differs from the configurations of
other brokers.
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Note that this function is similar to automatic check which is performed at the beginning of Market
coupling session.
The following scenario describes manually triggered process of the check.

1) Navigate to Menu Administration and click on Shared configuration check menu item (1.).

1.

2) Shared configuration check signal is send to Broker cloud, then shared configurations are send
back to your Broker application and compared with own configuration. Finally, application displays
the list of received Shared configurations and comparison results (2.) and the comparison of
common parameters (3.).

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2.

3.

5.5

Shared Configuration

Shared Configuration Management screen is accessible through Shared configuration menu item
in Administration menu. The Shared configuration overview displays the list of Shared
configurations in the system (in the following figure only one shared configuration is displayed).

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Shared Configuration Management contains the following controls and provides the user with the
following options.

Download templatebutton to download blank template for the configuration in

Microsoft Excel file format.

Import new configuration button to create and import new configuration (link to
New Configuration screen).

Activatebutton this button starts shared configuration activation process. The button
is enabled only as a reaction to the shared configuration activation. Only one activation
button can be enabled at the time. There is an exception for Broker coordinators which
has all activation buttons enabled.

Exportbutton to download Microsoft Excel file containing corresponding shared

configuration.

Compare withbutton allows the user to compare the configuration with other one
already imported in the system.

Note that the shared configuration is described in separate document in detail.

5.5.1

Scenario - Import New Shared Configuration

The following scenario simply describes how to download an existing configuration, modify any
parameters and finally import the modified configuration as a new configuration.
1) Navigate to Menu Administration (1.) and click on Shared configuration menu item (2.) to
display the list of all shared configurations.

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1.

2.

2) Overview with all Shared configurations imported to the application (3.) is displayed to the user.

3) Export a Shared configuration to your computer by clicking on Export button (4.). Shared
configuration can be download as an Excel file.

3.
4.

4) Open the file and go to the General sheet.Code is unique identifier for each Shared
configuration. Change the Code, Name and Description in the General sheet (5.). Check if
Template has the correct Template version.

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5.

5) Go to the Process timing sheet. Change Market coupling session start time absolute value (6.).
Change Network and Order data target time (GCT) absolute value (7.). Change Shared
configuration check Max. Dur. Value (8.). Then save the changes, close Microsoft Excel and go
back to the PCR application.

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6.

8.

7.

6) Click theImport new configuration button (9.).

9.

7) Choose the modified Shared configuration Excel file and click on Next button (10.).

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10.
8) Compare the modified Shared configuration with the default Shared configuration by clicking on
Compare button (11.). Then save the comparison results to your computer.

11.

9) Open the file and check the differences (12.). Close Excel and go back to the application.

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12.

10) Click on Complete button (13.).

13.
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11) Choose Yes(14.) to send the modified Shared configuration to Broker cloud. The modified
Shared configuration is sent to Broker cloud and then received by all Brokers.

14.
12) The modified Shared configuration was successfully imported (15.) to all PCR Applications
within the Broker cloud.

15.

5.5.2

Scenario - Activate New Shared Configuration

The following scenario describes the procedure how to activate configuration which is already
imported.
1) Choose any Shared configuration you want to activate and click on the Activate button (1.).

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1.

2) PMB asks for permission of activating Shared configuration and send activation signal to Broker
cloud.

3) You can see that the modified Shared configuration was activated (2.) and activation signal was
sent to the Broker cloud. Also new Notification (3.) was created.

3.
2.
4) Log in to other broker. You can see that activation signal was received by all other Broker
applications. A pop-up window is shown (4.) and corresponding notification (5.) is created.

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5.

4.

5) Choose the Shared configuration and click on the Activate button (6.).

6.
6) Choose Yes for activating Shared configuration.

7) You can see that the modified Shared configuration was immediately activated (7.). Also new
Notification (8.) was created.

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8.
7.
5.6

Decoupling Configuration

Decoupling Configuration Management is similar to Shared Configuration Management. It is

accessible through Decoupling Configuration menu item in Administration menu. The list of all
decoupling configurations imported to the system is displayed.
Decoupling Configuration Management contains the following controls and provides the user with
the following options.

Download templatebutton (1.) todownload blank template for the configuration in

Microsoft Excel file format.

Import new configuration button (2.) tocreate and import new configuration (link to
New Configuration screen).

Activatebutton (3.) this button activates selected decoupling configuration. The

button is enabled only for configurations which are not active.

Exportbutton (4.) todownload Microsoft Excel file containing corresponding

decoupling configuration.

Compare withbutton (5.) allows the user to compare the configuration with other one
already imported in the system.

Import and activation of a new decoupling configuration is similar to import and activation of shared
configuration. Thereforethese actionsare not described in detail. Because of local importance of the
decoupling configuration, there should be only one broker included in the decoupling configuration.
The following screenshot depicts Decoupling Configuration Management screen.

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1.

2.

3.
5.7

4.

5.

Local Configuration

Local Configuration Management screen is accessible through Local Configuration menu item in
Administration menu. The LocalConfiguration Management shows the list of local configurations
imported to the system (in the following figure only one local configuration is displayed).
Local Configuration Management contains the following controls and provides the user with the
following options.

Download templatebutton to download blank template for the configuration in

Microsoft Excel file format.

Import new configuration button to create and import new configuration (link to
New Configuration screen).

Activatebutton this button activates selected local configuration. The button is

enabled only for configurations which are not active.

Exportbutton to download Microsoft Excel file containing corresponding local

configuration.

Compare withbutton allows the user to compare the configuration with other one
already imported in the system.

Import of a new configuration is similar to the import of shared configuration. Therefore the import
of such configuration is not described in detail. Local configuration should be compatible with
active shared and active decoupling configuration.
The following screenshot depicts Local Configuration Management screen.

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5.8

User Management

Through the User Management menu item in Administration menu, the user can access the User
Management screen. This screen allows the user to view all PCR Application users, create a new
user and update or remove existing user.
User Management screen contains the following controls and provides the user with the following
options.

5.8.1

Add new user button to create a new user.

Edit button to view and edit the user detail.

Remove button to remove selected user (only offline user can be removed).

Scenario - Create New User

This scenario describes how to create a new user of the application.

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1)Navigate to Menu Administration and click User Management menu item. The User
Management screen is displayed. Then click theAdd new user button (2.).

2) Fill in the form (3.) with the Operator as a user role. Username can be an arbitrary string except
the usernames WATCHER, OPERATOR and HELPER. After the form is filled, click theSave button
(4.). The user is successfully created, click theClose button.

3) New user is then shown in the list of the users (6.). The user can be edited or removed. To edit
or remove the user, click Edit or Remove button in the corresponding row in the list of the users.
Only offline user can be removed.

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5.9

Logged Users

Logged Users screen which is accessible through the Logged Users menu item in Administration
menu provides an overview of all users currently logged to the PCR Application.

The administrator can click the Terminate button to terminate the session of corresponding user.
Before the termination the confirmation message is displayed to the user. User has to confirm the
message.

5.10 Change Password

Change password screen which is accessible through the Change Password menu item in
Administration menu provides UC for change password for current logged user.

5.10.1 Scenario - Change User Password

User who is logged to the PCR Application can change his password. To change the users
passwordfollows these steps.

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1) Login to the application. Navigate to Menu Administrationand click Change password menu
item. Change Password screen is displayed.
2) Fill in Old password, New password and Re-type password (for confirmation) fields (3.). Click
theChange password button (4.). Password is successfully changed. Click on Close button.

3.

4.
5.11 About
Pop-up windowaccessible through the About menu item in Administration menu displayed version
of PMB application.If installed version contains plugins also plugin version. As additional
information displayed used technology including references as web links.

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6. GENERAL

6.1

Upload File

Upload File feature allows the user to upload the messages into the PCR Application manually.
This feature can be substitute for broker to broker communication as well as PX system to broker
communication. Receiver is always the broker to the message is uploaded.

The File upload screen allows the user to upload XML file containing the message into PCR
Application. The screen contains the following controls:

Data typecombo box To choose the type of the message to be uploaded.

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6.2

Sendercombo box System automatically fills this combo box with names of brokers
or PX-systems from active shared configuration according to choose type of Message.
User choose one of PX system or Broker.

Select file text box with Browse... button When user selects a file which he wants to
upload, system automatically fills text box with file path.

Upload file button uploads selected file into PCR application.

Daily Operational Report

After some session is completed user can display the daily operational report for the session.
1)Navigate to menu General and select Daily Operational Report item. Choose delivery day (1.)
and session ID (1.) on the displayed form and select Generate Report (3.).

1.
2.
3.
2) The daily operational report for chosen session is displayed or saved in axls file. It contains
overview of all sent and received messages. The first sheet contains main times for this session
and references to sheets with messages overview.

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6.3
6.3.1

Application Log
Scenario - Application Log

To view application log of PCR Application follow these steps.

1) Navigate to Menu General and click the Application Log menu item. The application displays
application log entries. Try to filter the logs. Choose Delivery Day or Creation interval (1.) and fill
the appropriate date(2.). Then select Coupling session (3.), Log Levels (4.) and Entity type (5.)

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1.

3.
4.
5.

2.

2) Only logs of selected parameters are displayed. Export the filtered log (7.).

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7.
6.4
6.4.1

Audit Log
Scenario - Audit Log

To view audit log of PCR Application, navigate to menu General and click Audit Log menu item.
Audit log (1.) works in similar way as the Application log, but user can filter records only by date
interval (2.) and username (3.).

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1.
2.

6.5
6.5.1

3.

Message log
Scenario - Message Log

Messages sent by broker are displayed in the message log. To watch and manage these messages
follow these steps:
1)To view message log (1.) of PCR Application, navigate to menu General and click Message Log
menu item.

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1.

2) It is possible to filter messages in message log by type (2.) and status (3.) or select another date
of sending (4.). Only messages of selected parameters are displayed.

2.
3.

4.

3) Try to resend not delivered message to the receiver using Resend button (5.). User can display
error detail of not delivered message using Error Detail button (6.).

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5. 6.

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7. PLUGINS
It is possible toinstallthe broker with two plugins. In this case user can see in the menu new item
Plugins(1.)

1.

7.1

System Price Plugin

To use and monitor the System Price plugin choose System Price Plugin item from menu Plugins.
The main screen of the plugin (2.) and detail screen (3.) are displayed, user can monitor the
process of calculating Alternative 1 and Alternative 2 (4.).

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3.

2.

4.

5.
If the plugin session is not active yet user can choose the plugin settings after clicking on the
Configuration button (5.). User can select PX system which receives the results (6.), set which
Alternatives are calculated (7.). Also user can manage time for algorithm calculation and extended
time for algorithm calculation (8.) and manage bidding areas which are included in the System
Price plugin calculations (9.).

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6.
7.

8.
10.

9.

11.

14.

For Adding new bidding area in the System Price configuration choose the button Add bidding
Area (10.). Particular form is displayed and user can choose name(12.) and type (13.) of the
added bidding area.

12.
13.

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It is possible to change the type of the bidding area (11.) to Internal, External or Semi-Internal. The
form for editing the bidding area is the same as the adding form, but the name is disabled. Through
Remove button (14.) the bidding area on the particular row is removed from the plugin
configuration.
The plugin can be switched from Automatic to Manual mode and vice versa using Switch to
Manual/Automatic mode button (15.) on the main plugin screen. In the manual plugin mode
buttons for controlling both Alternative calculations are displayed. User can Start (16.) or Skip (17.)
particular alternative calculation. Chosen Alternatives from the plugin configuration are not taken
into account in the manual plugin mode.

16. 17.

15.
To check whether the plugin result was delivered to the selected PX system click on the row Local
Result Sharing (18.) in the part of the table for Alternative 1 or Alternative 2. In the detail part of the
screen (19.) user can control if the result was delivered.

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19.

18.

Click on the row with the result. Screen with more information about the message is displayed in
the detail part. User can:

resend (21.) the result message

resend it to all receivers (24.)

show the error detail (22.)

download the result (20.)

show them in the result table (23.)

23.
20.
21.
22.
24.

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7.2

Max Price Plugin

Brokers can install the Max Price plug-in and use it if the Matcher is installed and enabled. The
plugin is started only in case coordinator detects the max price situation in the result document.
After detecting max price situation the coordinator notifies other brokers and sends them a list of
bidding areas where max price was detected.

If System Price Plugin is in automat mode then is switched to manual mode. Click on the Max Price
Plugin item from the menu Plugins. Main screen of the NPS Max Price plugin is displayed (1.) and
the result from coordinator with detected Max Price situation is visible in the first row of the Result
table (2.).

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1.

2.

3.

4.

User can select the PX system for which the data are modified after clicking on Configuration
button (3.). Following form is displayed. Select the PX system (5.) and put Time limit and Extended
time limit for Algorithm (6.).Click on Save button (7.) to save the configuration to save the changes
and go back to the main plugin screen. Back button (8.) links to the previous screen without saving
the changes.

5.
5.
8.

6.
7.

When the plugin is configured correctly user starts the max Price curtailment (4.). The messages
for the Max Price calculation are created and shown in the tables (9.) for Network Data and (10.)
for Order Data. Then it is possible to calculate new results with the modified data (11.)

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11.
9.

10.
25.
The button Monitor calculation links to the Results Calculation screen. To control the calculation
use the buttons Start Calculation (12.) and Stop Calculation (13.). Button Back (14.) returns the
user to the main plugin screen (1.).The button Manual Upload (25.) leads to UC Manual Upload.
This UC is the same as UC mentioned in chapter 6.1 Upload File. In this case is Upload used for
upload messages only to Max Price plugin.

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14.

12.

13.

New calculated result is added in the table of results (15.) and it is shown whether max price
situation was detected also in this result document (16.). Rows of all the tables link to more detailed
screens.

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15.

16.

Click on the row from the Order Data table. All order data documents belonging to the selected PX
system are displayed with their versions. Click on Converted blocks button (18.) to see the blocks
from order document which were converted. Click on Original message button to see the original
message (MO80 / MN80) which came into Max Price Plugin.

18.

19.

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Select one row and click on it (19.). The File detail screen is displayed (20.).

20.

The screens for received Network Data and Results are similar to these screens for Order Data.
After Curtailment is finished it is possible to Send new Network and Order Data. Click on the Send
Data button (21.) on the main plugin screen.

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21.
The Send Data screen is displayed. To send the message click on the Send button (22.) in the
same row. The message is sent to the selected PX-system and the delivery status changes. If the
message was sent once, it can be resend (23.) in case it was not delivered for the first time it is
possible to deliver the message by resending.

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23.

22.

Click on one row of the Sent Order Data table. All versions of Max Price Order Data are displayed.
The messages can be sent also on this screen (24.).

24.

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Each row links to the File Detail screen of the particular message and can be downloaded in this
detail screen (25.).

24.

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8. MARKET COUPLING SESSION

8.1

Process Dashboard

The Process dashboard screen displays list of PCR processes together with their states, start
times, end times and deadline times. The dashboard is divided into two levels. On the first level
there are main groups of PCR processes. These groups consist of one or more individual
processes which create the second level of Process dashboard. Detail of process from second
level is displayed in detail section of PCR Application (see section 3.1). Each group in dashboard
can be expanded or collapsed by clicking on row with group name (row marked with + or -
symbol according to available action).
Content of Process dashboard is displayed according to the following rules. These rules are
applied when the dashboard is displayed or new sub process started.

Main processes with state Active are highlighted and their process activity groups are
expanded (the list of sub processes is displayed).

Main processes with other states then Active states are not highlighted and their
process activity groups are collapsed if there is no warning mark.

If the process activity group has more than one activity in state Active, the first of
them is highlighted and its detail is displayed in detail section.

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Process dashboard provides the user with the following details.

Status Each process shows its current status. Statuses are following:
>

Pending process waits for previous process

>

Active process is currently running

>

Completed process is completed successfully

>

Aborted process has been aborted as a consequence of Market coupling

session abortion

>

Skipped process was not completed, but it has been manually skipped by
the user (only processes Configuration Synchronization and Shadow
Calculation)

Start time Real start time of the process. At the beginning of the session, this time is
blank.

End time Real end time of the process. At the beginning of the session, this time is
blank.

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Target time Preconfigured end time for each processes. These times are defined in
Shared Configuration. When deadline time of process is reached PCR Application
indicates to the user, that this process should be already finished but it is still running.

User can click on any table row to navigate to the detail screen of the selected process. Process
detail is shown on the right side of the screen.
If the broker is broker non-coordinator, then the table row with Sent Results is not present in the
table. Only broker coordinator sends the results of the PCR Algorithm to the broker cloud.
Detail screens of all processes are described in the following sections.

8.2

Configuration Synchronization

Configuration synchronization allows the user to monitor Shared configuration settings of all
Brokers in the Broker cloud and to see the states of synchronization process. If the currently logged
user is a Functional administrator of Broker coordinator, then he can upload Shared configuration
file and set up new Shared configuration or resend current to all Brokers in Broker cloud.

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8.2.1

Received Shared Configurations

Received Shared Configurations screen contains the following controls and provides the user with
the following options.

Download current settings button downloads active shared configuration to the user.

Compare with currentbutton enables Operator to download Excel file with

highlighted differences between the Shared configuration and active Shared
configuration.

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8.3
8.3.1

Network Data
Received Network Data

Received Network Data process allows the user to monitor data received by the broker from the
cloud as well as data received from its own PX system.

The Received Network Data screen displays overview of received Network data from all PX
systems. When the user clicks on table row, the following Data received from PX system screen is
displayed.

The Data received from PX system screen displays overview of all received Network data from one
PX system. In case that multiple Network data document from particular PX system is delivered to
the broker, the table contains corresponding number of rows. When the user clicks on table row,
the following File Detail screen is displayed.

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The File Detail screen displays detail of one received Network data document. The screen provides
the following controls:

Download download selected file.

Validation detail displays validation resolution.

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Validation Detail screen contains results of the validations which are performed when the Network
data document is received by the broker.

8.3.2

Sent Network Data

Sent Network Data and Sent Order Data processes are similar. They allow the user to monitor data
sent by the broker to the cloud (data received from its own PX systems are distributed to the
cloud).

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The Sent Network Data screen displays overview of sent Network data from own PX systems.
When the user clicks on table row, the following Data Sent to broker cloud from PX system screen
is displayed.

The Data sent to Broker cloud from PX system screen displays overview of sent Network data from
one own PX system. When the user clicks on table row, the following File Detail screen is
displayed.

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The File Detail screen displays detail of one sent Network data file from own PX system. The
following controls are available on the screen:

Download Download selected file.

Resend To provide manual resend of Network data file to one Broker.

Resend to All To provide manual resend of Network data file to all Brokers in Broker
cloud.

Errordetail This button is shown in case of error and links to Error detail screen.

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8.3.3

Cross Check

Cross Check screen displays ATC Lines and Balancing Areas which are in Cross Check. That
means two PX systems can send data for one ATC Line or Balancing Area. The cross checked ATC
lines are in detail screen above, the Flow Based cross check Balancing area is in detail screen
bellow.

Based on validation of data from couple of PX Systems the Validation status can be following:

Validated both the data matches.

Decoupled one or both PX Systems responsible for the data were decoupled. Data from
both PX Systems are not needed or ignored if received. Data provided by the Coordinator
within Decoupled Network Data message are used instead.

Failed the data does NOT match. The following steps can be done in order to continue
with the MC session. If the status is failed, the error detail is accessible through Error
detail button.
o

Upload new data within a new version of a message from one of the two PX
Systems. This will to redo the comparison.

Alert data from one of the two PX Systems is missing. The following steps can be done in
order to continue with the MC session.

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Upload missing data within a new version of a message. This will to redo the
comparison.

Manually click on the Ignore button that will change the status to Validated. This
action must be done separately on each PMB in the cloud.

- both the data are missing. The following steps can be done in order to continue with
the MC session.
o

Upload missing data within a new version of a message. This will to redo the
comparison.

The Cross Check mode can be following:

Alternate Values from one of two PX can be missing. PMB will automatically validate it.

Crosschecked when values from on PX is missing, the validation status is Alert. For
validation of line the operator needs to take action click on ignore or wait for data from
second PX.

For Flow Based Cross Check only mode Alternate can be displayed. The mode is possible to
define in Shared Configuration as Submission mode. For detail information please see PCR EP
Functional Specification.docx.

8.4
8.4.1

Order Data
Received Order Data

Received Order Data sub-process is not described because the process is exactly the same as the
Received Network Data sub-process. The only difference is that the Order data documents are
received from the cloud instead of Network data document.

8.4.2

Sent Order Data

Sent Order Data sub-process is not described because the process is exactly the same as the Sent
Network Data sub-process. The only difference is that the Order data documents are sent to the
cloud instead of Network data documents.

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8.5
8.5.1

Calculation
Results Calculation Process

The Results calculation process screen displays overview of algorithm calculation. This screen
automatically refreshes after fixed period. The following details are provided to the user:

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Current status current status of algorithm calculation

Started at calculation start time (format hh:mm:ss)

First solution found at time when the first solution was found (format hh:mm:ss)

Execution time duration of calculating the results

Solutions found amount of found solutions

Terminated at time of termination result (format hh:mm:ss)

The screen contains the following controls:

8.5.2

Download results download results (only if calculation is finished)

Show results show the results.

Market Coupling Results

Market Coupling Results screen allows the user to view the results which were received by the
broker from the broker coordinator. User can switch between the tabs. Each tab corresponds to
particular entity which is contained in the results of PCR Algorithm calculation. Under each tab
there is a table with calculation results details. Some tables can be filtered using combo box (for
example Bidding Area Results).

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8.6

Coordinators Results Calculation

This screen is displayed only for broker, which is not the coordinator. It shows the calculation
screen visible on broker coordinator in Calculation process (see section 8.5). The layout and
statuses of the sub-process are the same as in coordinators Calculation sub-process.

8.7
8.7.1

Results Sharing
Received Results

After the broker coordinator has finished its calculation, the calculation results are distributed to
other brokers in the broker cloud. To monitor the process of result distribution there is Received
Results sub-process on each broker. All results received from broker coordinator are displayed in
the detail screen,

8.7.2

Sent Results

To monitor the process of distributing the results to the cloud, there is Sent Results sub-process
visible at broker coordinator. Other non-coordinator brokers do not sent their shadow results to the
cloud.

On the Sent Results screen the overview of sending results from the broker coordinator to the
cloud is displayed. User can click on table row to display File detail screen which is depicted below.

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The File Detail screen displays overview of brokers in the cloud along with the information if they
received the Results. There are the following controls available on the File Detail screen.

Resend to allbutton manually resends Results to all Brokers in Broker cloud.

Resendbutton manually resends Results to Broker.

Downloadbutton download the Results.

Show results button to view the Results.

Error detail button to view details of delivery error.

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8.7.3

Local Results Sharing

The Local Results sharing screen displays overview of received results from broker coordinator
and optionallyresults received from own Matcher if the Shadow results are set to be calculated. The
states about their delivering to own PX systems are shown as well.
Local Results Sharing screen of broker non-coordinator which calculates its own shadow results
containing the results in both tables, one results of broker coordinator and one shadow results.

User can click on table row to navigate to the following File detail screen.

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The File detail screen displays overview of own PX systems and information if they received the
Results. There are the following controls on the screen:

Show Results To view the Results.

Download Results Download the Results.

Resend to all Manually resends Results to all own PX systems.

Resend Manually resends Results to one own PX system.

Error detail To view reason of fail during delivering message.

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8.8
8.8.1

Preliminary Confirmation of the Results

Received Preliminary Confirmations

Received Preliminary Confirmations screen of the broker coordinator displays Preliminary

confirmations table containing an overview of all PX systems in the cloud along with the status of
preliminary confirmation delivery.
There is a button for create Global Confirmation on Broker Coordinator. When the conditions are
fulfilled, the button is displayed. When at least one received global confirmation is negative,
negative global confirmation is created. Otherwise positive global confirmation is created.

There are also buttons for possibility to accept or reject results directly from PMB. This buttons are
displayed on all brokers and only for own PX systems and only in manual mode when confirmation
process is active. After click on the button, the result confirmation message for particular PX
system is created.
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The buttons are displayed in column Manual Confirmation. When confirmation process is inactive,
the buttons are disabled.
The positive confirmation is generated without any reason text. When negative confirmation is
generated, user needs to choose reason text from modal window.

The predefined reason texts are configurable in Shared Configuration.

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Received Preliminary Confirmations screen of the broker non-coordinator displays Global

Preliminary confirmations table in addition. This table containsglobal confirmation sent by the
coordinator along with the status of the confirmation delivery.
The following actions can be done by the user.

Click on table row (Preliminary confirmations table) displays Confirmations received

from <PX system name> screen.

Click on table row (Global Preliminary confirmations table) displays Global

confirmations received from Broker Coordinator screen.

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The Confirmations received from PX System screen displays an overview of all received
Preliminary confirmations from one PX system. User can click on table row to display the File detail
screen.

The Global confirmations received from Broker Coordinator screen displays overview of all
received Global Preliminary confirmations from Broker Coordinator. User can click on table row to
display the File detail screen which is depicted below.

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The File Detail screen displays the detail of particular received Preliminary or Global Preliminary
confirmation file. On the screen the following controls are available.

8.8.2

Downloadbutton download selected file.

Validation detailbutton this button links to Validationdetail screen.

Sent Preliminary Confirmation

The Sent Preliminary Confirmations (Broker coordinator) screen displays an overview of sent
Preliminary confirmations from own PX systems to the cloud and Global Preliminary Confirmation
sent to broker cloud.Its evident that this screen relates to broker coordinator. User can click on
table row to navigate to Confirmations sent to Broker cloud from PX System screen.

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The Sent Preliminary Confirmations screen of broker non-coordinator displays overview of sent
Preliminary confirmations from own PX systems to the cloud. User can click on table row to display
the Confirmations sent to Broker cloud from PX System screen.

The Confirmations Sent to Broker Cloud from PX System screen displays an overview of sent
Preliminary confirmations from one PX system of particular broker. User can click on table row to
display File detail screen.

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The File detail screen displays detail of one sent Preliminary confirmation file from own PX system.
The screen is the same for common confirmation and for global confirmation. The following controls
are available on the screen.
-

Download button to download selected file.

Resend button to provide manual resend of Preliminary confirmation to one Broker.

Resend to cloud button to provide manual resend of Preliminary confirmation to all

Brokers in Broker cloud.

Errordetail button this button is shown in case of error and links to Error detail screen.

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8.8.3

Local Global Preliminary Confirmation Sharing

The Global Confirmation sent to own PX systems screen displays information about sent Global
Preliminary Confirmations from Broker to own PX systems.
The screen contains the following controls:

Download Download selected file.

Resend To provide manual resend of Global Preliminary confirmation to one PX

system.

Errordetail This button is shown in case of error and links to Error detail screen.

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8.9

Final Confirmation of the Results

Final Confirmation of the Results is the process analogical to Preliminary Confirmation of the
Results. Therefore the Final confirmations are not described separately.

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9. FALLBACK

9.1
9.1.1

Market Coupling Session Overview

Scenario - Market Coupling Session

In this scenario whole Market coupling session as a process and its manual control is described.
1) Navigate to Menu Fallback and click onSwitch to Manual mode menu item. Then start the
Market coupling session by clicking on the Play button (1.). After the button is clicked,
Configuration synchronization is performed.

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1.

2) After the configuration synchronization sub-process is complete (2.), check Received Shared
configuration details (3.). Then start Network data (4.) and Order data (5.) sub-process. Note that
these sub-processes are designed to run in parallel.

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3.
2.
4.
5.

3) Click on Received Network data (6.) to see the detail screen with the network data messages.
No messages from PX systems were received yet (7.).

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7.

6.

4) Navigate to Menu General and choose Upload file menu item. Upload file screen is displayed
and the user can upload XML file containing particular message. Note that the messages are
received automatically, but user can also upload the messages in manual way.
Fill in the form (8.):

Datatype: MN10 Network data from PX system to Broker

Sender: PXS_1_BROKER_A

File: SSN_26-06-2012_1_MN10_PXS_1_BROKER_A_BROKER_A.xml

Then click the Upload file button (9.).

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8.

9.
5) The file is successfully uploaded, click on the Close button. The uploaded message was
distributedinthe cloud and corresponding notification was created.
6) Check the Received Network data detail screen (10.) The message is displayed on all brokers
after its successful reception.

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7) Check the Send Network data detail screen (11.). The message is displayed only on the
brokerwhich sends the message.

11.

8) Navigate to Menu General and choose Upload file menu item. Upload file screen is displayed
(as in step 4).
Fill in the form (12.):

Datatype: MO10 Order data from PX system to Broker

Sender: PXS_1_BROKER_C

File: SSN_26-06-2012_1_MO10_PXS_1_BROKER_C_BROKER_C.xml

Then click the Upload file button (13.).

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12.

13.
9) The file is successfully uploaded, click on the Close button. The uploaded message was
distributedinthe cloud and corresponding notification was created.
10) Check the Received Order data detail screen (14.) The message is displayed on all brokers
after its successful reception.

14.

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11) Check the Send Order data detail screen (15.). The message is displayed only on the
brokerwhich sends the message.

15.

12) Upload the rest of the network data messages (MN10 Network data from PX system to Broker)
to the cloud to complete the Network data process. In the same way upload rest of the order data
(MO10 Orderdata from PX system to Broker) to the cloud to complete the Order data process. After
the all order and network data are distributed within the cloud, the calculation can be started.
13) Manually start the Calculation using Play button (16.). Broker immediately provides Network
data and Order data to its Matcher. Matcher component then secure the calculation using PCR
Algorithm. PCR Algorithm calculation has started and notification was created.

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16.

14) Check Result calculation process detail (17.) in which the log entries from the PCR Algorithm
are displayed. Then click the Show results button (18.).

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17.

18.
15) Check results of the Market coupling session (19.). Then click on menu Dashboard (20.).

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20.

19.

16) Wait until the Calculation is complete and the results are ready to be sent to Broker cloud. After
the calculation is completed, corresponding notification is created. Then manually start the Result
sharing sub-process. The Broker coordinator sends the Results to Broker cloud (21.).

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21.

17 All Brokers can monitor results received from Broker coordinator in Received Results.

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18) All Brokers send the Results and optionally also Shadow results to theirs PX systems (22.).
After the results are distributed to all PX systems, Results sharing sub-process is complete (23.).
Then manually start Preliminary Confirmation of the Results (24.).

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22.

23.
24.

19) Manually upload all Preliminary results confirmations to Broker cloud:

Datatype: MP10 Preliminary results confirmations from PX system to Broker

Sender: PXS_1_BROKER_A

File: SSN_26-06-2012_1_MP10_PXS_1_BROKER_A_BROKER_A

Then the Coordinator has all Preliminary results confirmations. As a reaction, Coordinator sends
Global preliminary results confirmation to Broker cloud.
20) All Brokers provides Global preliminary results confirmation to their own PX systems (25.). After
all PX systems have the confirmation, preliminary results confirmation is complete (26.). Start and
finish Final (27.) results confirmation by uploading all Final results confirmations to Broker cloud:

Datatype: MF10 Final results confirmations from PX system to Broker

Sender: PXS_1_BROKER_A

File: SSN_26-06-2012_1_MF10_PXS_1_BROKER_A_BROKER_A

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25.

26.
27.

21) Market coupling session is complete (28.):

All PX systems have Results

All PX systems have Global preliminary results confirmations

All PX systems have Global final results confirmations

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28.

9.2

Switch Market Coupling Session

The Switch Market coupling session screen allows the user to switch to already finished or active
Market coupling session, abort active session or create a new session. The screen is displayed as
a modal screen over Process dashboard screen. Keep in mind that selected date is related to
delivery day, not to business day.

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Switch Market coupling session screen contains the following controls and provides the user with
the following options.

9.2.1

Choose Delivery day (icon with calendar) allows the user to selects Delivery day to
which he wants to displays existing sessions.

Switch session button switch to the corresponding session.

Create new session button allows the user to create new session. System displays
message dialog Do you really want to create a new session? with Yes or No
possibility.
This button is enabled if the parameter which enables Manual creation of Market
coupling session is set to true and if no session is active.

Abort sessionbutton allows the user to abort active session.

This button is enabled if the parameter which enables more than one Market coupling
session is set to true and if there is active Market coupling session for selected
Delivery day.

Scenario - Switch Market Coupling Session

To switch market coupling session go through the steps as described below.

1) Navigate to Menu Fallback and click Switch Market coupling session menu item. You
cannot create a new session (2.) if there is other session Active or Pending. Click on Abort
session button (3.).

2) Create new sessionbutton (4.) is now enabled. Click on theCreate new session button to
create a new Market coupling session with status Pending.

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3) New Market coupling session is created (5.). Choose already created pending session and click
on Switch session button (7.).

4) Dashboard for the new Market coupling session is displayed.

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9.3

Full Decoupling

Coordinator Broker can stop the session using Full Decoupling functionality (1.) from menu
Fallback.

1.

Full Decoupling aborts sessions (2.) on all brokers connected to the Broker Cloud. Operators
cannot continue the session.

2.

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9.4

Partial Decoupling

During active Network and Order data processes Broker Coordinator can decide to decouple some
PX-systems. Partial Decoupling starts after selecting Partial decoupling option from Fallback menu
(1.).

1.

First Partial Decoupling screen is displayed (2.) and user can select PX-systems to decouple (3.).
After selecting these PX-systems user clicks on Next button (4.) User cannot decouple all PXs
systems.

2.

3.

4.

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The second decoupling screen is displayed (5.). User can select one of the decoupled PX-systems
(6.) to updatedefault capacities for each ATC line in both directions (7.). To copy the value from the
first row to all hours the blue arrow (8.) can be used for particular column or the green arrow (9.) for
all columns together. After complete values modification user can confirm and complete the action
by clicking on Finish button (10.).

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5.
6.

9.
7.

10.
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After the finish Broker Coordinator creates decoupling order and network data for each decoupled
PX System and distributes them to Broker cloud. Decoupled PX-systems are then excluded from
MC Session.

9.5

Switch to Decoupling Mode

If there is no pending or active session it is possible to run a session for only one broker. Choose
item Switch to Decoupling Mode from menu Fallback. A new decoupling session is created,
decoupling mode is indicated by label on the dashboard (1.).

1.

Conversely if the broker is in decoupling mode, there is Switch to Coupling Mode item instead of
Switch to Decoupling Mode in the Fallback menu. This link creates new coupling session and
switches the broker back to Coupling Mode.

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