ACTS Version 5.5 Release (with Test Notes)

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1 ACTS Version 5.5 Release (with Test Notes) Release Note Last Updated: January 14, 2013 EFC Version: , Country Code: 1 Product Affected: ACTS Version 5.5 Document Author: Lindsey Organ, Tom Duong KEY FEATURES AND UPDATES This ACTS release includes several new features. Highlights of the changes include: Updated user help to online version New "Equipment Service" module that allows for scheduling and logging maintenance items New "Pooled Unit" module that allows for associating lease, facility, and well information Added new tabs to Portfolio, Equipment, Project, and Workorder windows Added new "rounded rectangle" equipment containment shapes Added support for area equipment to the Operational Data window Updated Task window to show file attachments with option to attach task report Added ability to lock database records to prevent updates or deletes on sensitive data Created archive table for long-term storage of data changes and application activity Speed improvements to the calculation engine Added bulk import logic for emission factors FIXED ISSUES Bulk recalculation was limited to the application server s memory size and when reached, ACTS would respond as if all the recalculation was completed. The fix standardizes all calculation and recalculation processes such that each calculation is evaluated in series, sequentially and the memory cached is cleared prior to evaluation of the next calculation Page 1 ACTS 5.5 Release Notes

2 INSTALLATION AND UPGRADE NOTES ***The following Installation and Upgrade Notes are only relevant to clients that host ACTS on internal servers.*** The release is two (2) parts in the following sequence: 1. Run Database Script by Oracle Database Administrator. Login to the ACTS database as user "acts" and run the Ecocion-provided database SQL script. (It is very important to use "acts" user credentials to run the script). The script should takes about 5- minutes to run. Spool the results of the process into a file and send it back to Ecocion Database Administrator (support@ecocion.com) for verification. 2. Run Application Installer by Network and/or Citrix Administrator. To update the application on the batch server, run the Ecocion-provided Application Installer on the batch server. This process usually takes about 5-minutes per server. To update the application on the Citrix server(s), run the Ecocion-provided Application Installer on each of the Citrix server(s). This process usually takes about 5-minutes per server. As with any updates, creating a backup of the database before you run the script is advised. Ecocion has tested the script against a test database and has found no issues. However, having a backup never hurts! REPORTING ISSUES If you encounter any issues during this update, please contact Ecocion IT immediately. For after hour service, a support ticket can be opened at Page 2 ACTS 5.5 Release Notes

3 DETAILED UPDATE NOTES See below for examples of each New Feature or Update. User Help Updated all application help references to access online ACTS Users Guide, instead of an application version. Help topics will be presented within a web browser and help redirects include menu bar, F1 button, help icon, and context help buttons in various screens. Equipment Service Added Equipment s Service Schedule and Service History (tabs) to capture equipment maintenance and servicerelated information. Service Schedule is added for scheduling and tracking preventative maintenance within an equipment record, instead of setting up a Regulation. Service Schedule notifications can be issued based on calendar, internal, or operational hour (new). Operational hour will be cumulative since the active date or last task closure for a piece of equipment. Service History is added to log repair information, such as service type, cost, and service vendor. Service Type dropdown selection are linked to Service Type table in Code Maintenance. Page 3 ACTS 5.5 Release Notes

4 Pooled Unit The Pooled Unit is a module that allows for associating Lease, Facility, and Equipment (well) information. This allows an alternative grouping of assets, other than those grouped by areas, portfolios, locations, etc. The pooled units are represented beneath any of the associated assets in the Asset Explorer hierarchy. Portfolio Updates Added new Equipment, Address, and Location tabs to Portfolio window. Equipment can now be directly associated to a portfolio, such as a Leased Engine portfolio for example. This also allows for Portfolios which may include all applicable Equipment to a particular Regulation, for example, all engines applicable to 40 CFR Part 63 Subpart ZZZZ. Address and location information can be used for GHG- or SPCC-associated addresses, among others. Update Code Maintenance s Portfolio Type to control visible tabs Page 4 ACTS 5.5 Release Notes

5 Correspondence Tab Updates Added Correspondence tab to the Equipment window. Update Code Maintenance s Equipment Type to control visible tabs Added Correspondence tab to the Workorder window Page 5 ACTS 5.5 Release Notes

6 Project Security Added new security tab page to the Project window to define/maintain active users who have the ability to view and/or edit individual Project record. Secondary Containment Updates Added new secondary containment shape for Rectangular, Rounded. Volumetric calculations for secondary containment shapes are setup in Code Maintenance s Emission Calculation. Added user feedback to indicate edited, unsaved data for secondary containment Equipment type. Similar to all ACTS windows, an asterisk will appear in the window header upon edit and is removed after saving. Page 6 ACTS 5.5 Release Notes

7 Operational Data Window Updates Added ability to delete operational data rows in Normal view, in addition to Advanced view. Added an alert prompt in Advanced view load where the display will return 5000 or more operational data points. Users can accept to display all values or switch to Normal view for faster loading. Page 7 ACTS 5.5 Release Notes

8 Added support for tracking Operational Data for area equipment. To select area equipment, update Criteria dropdown to Area. Facility Association Update Added support for Facility associations to the Equipment window. Equipment may not exist at more than one ACTS facility, but the facility associations tab allows for tracking any other facility associations (i.e. the historical record of the facilities where the equipment existed in the past, where the equipment may be scheduled to go to in future, etc.) Page 8 ACTS 5.5 Release Notes

9 Task Window Update Added new option to indicate a task s associated documents. These documents, when attached, will be ed as attachment to the assignee(s) and multiple photo attachments will be included in a consolidated printable document. Database Records Lock Update Added an administrative function that allows the ability to lock and preserve database records to prevent updates or deletes. This ensures that previously reported emissions, for example, are properly preserved in ACTS. Records Lock are implemented by inserting a non-null character into the Data Lock Type ID column. To unlock a record, a null in the Data Lock Type ID column is required for each record; deleting the non-null character is not sufficient. Typically, we recommend that reported emissions such as GHG emissions be locked. Locking the reported emission set will preserve the evaluated calculation formula which includes emission factor, operational data, and other technical data used. Page 9 ACTS 5.5 Release Notes

10 (Data lock column shown from the acts.emissions table) Data Change Log Update Added an additional data change table (data_change_archive) to track long-term data change and application activity. To facilitate quicker data change query, the data_change table will retain data for 6-months and automatically roll-over to the data_change_archive table. Page 10 ACTS 5.5 Release Notes

11 Calculation Engine Update In addition to the current ACTS Calculation Engine (hereon ACTS Calc), a new Oracle Calculation Engine (hereon Oracle Calc) has been developed to facilitate faster bulk recalculation. An application setting (UseDB) can be set to determine which calculation engine is used and would require a comprehensive review for syntax update of all ACTS equations. The next major release of ACTS, ACTS O&G, will only use the Oracle Calc since there will no longer be an application version. From initial testing, Oracle Calc was observed to be multiple times faster than ACTS Calc. However, Oracle Calc requires formulas using commands to be reviewed for compatibility with Oracle commands and syntax. The review and update should be tested methodically and in a controlled, test environment (not production). Additionally, ACTS Calc has had 10+ years of daily usage and user testing. Switching to Oracle Calc should be done only for specific reasons, such as large recalculation needs. Also, overtime Oracle Calc will be replacing ACTS Calc as part of our ACTS O&G upgrade. CALCULATION EQUIVALENCY TESTING PROCEDURES: This section documents Ecocion s internal testing of the Oracle Calc using the Ecocion Demo instance. To confirm equivalency between the two calculation methods, a full recalculation of the database shall be executed using each method and then compared for discrepancies and errors. For clients with emission database containing more than 500,000 data points, we recommend doing the testing sequences in discrete steps (one month, six months, one year at a time, and then a full database recalculation). WARNING: Some of the test sequences require deleting the acts.emission table. The delete is permanent and the deleted data cannot be recovered. NOTES: Test instructions requires user to have ACTS Administration security privileges and have full authorization to execute table deletes (acts.emission). The delete and recalculation of acts.emission will also update all emission_id s. 1. Delete the current acts.emission table Switch to database Batch User to bypass the data change log for these steps Execute the following command from DB Admin: select * from emission Save query result to file (for later comparison) as the initial snapshot Execute the following command from DB Admin: delete emission WARNING: THIS WILL PERMENANTLY DELETE the data within the acts.emission table and the data cannot be recovered since the data change log is bypassed (Batch User mode). If you are prompted with parent-child relationship errors, execute the following command from DB Admin to clear out emission test data (which are child records): update test_data set emission_id=null. Test data is stored in both the act.test_data and acts.emission table. This Page 11 ACTS 5.5 Release Notes

12 command only removes the duplicate test data link within acts.test_data table and does not delete test data. To review the test data records, execute the following command: select * from test_data where emission_id isnot null There may be other parent-child emissions data that should be addressed similarly and then execute the delete emission command. If you experience difficulty removing data, please contact an administrator at support@ecocion.com. Confirm that all emissions have been deleted. Execute the following command from DB Admin: select * from emission Confirm that the calculation engine is set to ACTS Calc (Application Setting/UseDB where Value = False). If the calculation is changed, the user must log-out of ACTS and then return to update the Application Setting cache Within the Application Settings window, add/update with the following settings: Section = Emission Item = UseDB Value = False /*ACTS Calculation Engine*/ Value = True /* Oracle Calculation Engine */ 2. Log out of the ACTS application 3. Log back into the ACTS application 4. Re-calculate all emissions using ACTS Calc Create a Data Import job with the following settings: Data Import Type = Calculate Emissions Data Import Name = Full Recalculation (To be deleted) DB SQL Select = SELECT operation_id FROM operation ORDER BY operation_id Recalculate Emission = Checked Run the above Data Import job Switch to database Batch User to bypass the data change log and to turn-off Automatic Idle Timeout for these steps Run the Recalculate Emission (Development Tools/Data Manipulation/Recalculate Emissions) WARNING: This step could take time to complete depending on the number of your operational data and calculation formulas to be evaluated Execute the following command from DB Admin: select * from emission Save query result to file (for later comparison) as the refresh snapshot Page 12 ACTS 5.5 Release Notes

13 Confirm the file in the immediate step above has been properly saved and is without error Execute the following command from DB Admin: delete emission 5. Re-calculate all emissions using Oracle Calc Switch to the Oracle Calculation Engine by updating the Application Setting to the following: Section = Emission Item = UseDB Value = True /* Oracle Calculation Engine */ Log out of ACTS and return to update the Application Setting cache Switch to database Batch User to bypass the data change log Run the Recalculate Emission (Development Tools/Data Manipulation/Recalculate Emissions) WARNING: This step could take time to complete depending on the number of your operational data and calculation formulas to be evaluated Execute the following command from DB Admin: select * from emission Save query result to file (for later comparison) as the Oracle Calc snapshot Known differences between ACTS (SQL syntax) and Oracle syntax. This table will be maintained and updated as more differences are discovered: ACTS Calc (using SQL) Oracle Calc pi() If() Case() CASE WHEN END CASE WHEN END Page 13 ACTS 5.5 Release Notes

14 ACTS Reports Updated Facility Detail report (viewed through Asset Explorer Preview Report) to include facility limits through a new Active Regulatory Limit Information section. These limits are queried from active, facility-associated Regulation(s) and only display the facility limits. Form and Attribute Data Type Update Updated Form and Attribute pages to support for when information contains incorrect Data Type information. When a field is modified, and saved, the data is re-validated to ensure the correct Data Type. Regulation Record Updates Added ability to compare and issue user alerts for analysis data (Compound and Value data) through Regulation s Requirement Limit Page 14 ACTS 5.5 Release Notes

15 Added facility-wide limit visual indicator within Regulation s Requirement Limits window. When a limit is not associated to specific equipment, ACTS will assume the limit to be a facility limit. Spill/Release Window Update Added Spill and/or Release Event s Attributes Tab and associated Code Maintenance window (Spill/Release Attribute Type) Page 15 ACTS 5.5 Release Notes

16 Test Record Attributes Added Test Attributes tab and associated Code Maintenance table Added ability to defaulted Compounds and Units for Test records, based on Test Type selection Page 16 ACTS 5.5 Release Notes

17 Bulk Emission Factor Import Update Added a new Data Import Type to facilitate bulk imports of emission factors. Similar to other ACTS bulk imports, emission factor data can be mapped and imported on-demand or via batch jobs. Below is an example import mapping and corresponding data set to facilitate the testing of Emission Factor Data imports: Copy the mapping to Notepad and save as an.ini file-type [Data Import Profile] DataImportTypeID=41 File=M:\Users\lro\Desktop\Emission Factor Import.txt /* Update to.ini filepath */ Worksheet=1 HeaderRow=1 StartRow=2 EndRow=20 Delimiter=\t Map=ignore, equipment_id, emission_type_id, emission_category_id, compound_id, emission_factor_name, active_date, emission_factor, unit_id, primary_ind, inactive_date Copy the following table to Notepad or Excel and update the equipment_id column to an existing piece of equipment Page 17 ACTS 5.5 Release Notes

18 emissio n_facto r_id equipm ent_id emissio n_type _id emissio n_categ ory_id compo und_id emission_factor_n ame active_date emissio n_facto r unit_id Capacity 7/24/2009 0: Y primary _ind inactive _date data_lo ck_type _id last_m odified _date externa l_identi fier comme nts Diameter 7/24/2009 0: Y Height 7/24/2009 0: Y True Vapor 7/24/2009 0: Y Pressure at Average Liquid Bulk Temp EF- VOC 7/1/2010 0: Y EF- CO 7/1/2010 0: Y EF- Formaldehyde 7/1/2010 0: Y EF-NOx 7/1/2010 0: Y Cone Slope 8/1/2010 0: Y Liquid Temperature 8/27/2010 0: Y Page 18 ACTS 5.5 Release Notes

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