Energy Trading System (ETS) Training Environment User Access Enrolment Procedures

Transcription

1 Energy Trading System (ETS) Training Environment User Access Enrolment Procedures Participants that require access to the Energy Trading System (ETS) Training Environment will need to apply for a digital certificate as this is a secure site. This is a 4 step process: Step 1: Application The Energy Trading System (ETS) Training Environment Application form needs to be completed and the corporate contact for your company (as listed in the Participant List) will need to be carbon copied when the request form is sent to ets.training@aeso.ca Enrolment names must be unique, therefore, the AESO recommends that the both training and participant ID are included in your application name. For example, if the applicants name is John Smith and his company participant ID is AESO then the Name in the Applicant Informaton section should read John TRAINING AESO Smith. Applicant information must be the same information used when enroling for your certificate online. Figure 1.1 Participant information must match exactly with ETS (participant name and corporate contact). Page 1 Page 1

2 Step 2: 2.1 Apply Online Once the request has been submitted the applicant must apply online for a digital certificate via the following web site: The screen shot shown below is an example of what you will see once you log onto the internet address provided for the Digital ID Center. 2.2 Enrol Figure 2.1 Please NOTE that you must use the same browser, on the same computer, to enrol and install your digital certificate. Once you have accessed the Digital ID Center, click on Enrol. This will take you to the Enrolment Form, as seen below. Page 2

3 Figure 2.2 Please NOTE that the application information and the online enrolment information must match. In order to match the application form, submit the information as follows: - First Name: John TRAINING - Last Name: AESO Smith Once you have filled in the mandatory fields, scroll to the bottom of the screen and select Submit. - The challenge phrase is a type of password which must be at least 6 characters mixed with numbers; special characters are not allowed. After selecting submit you will be prompted to confirm your address. This is a critical step as the PIN number that is needed to pick up your digital certificate will be ed to this address. You will then receive a confirmation message similar to the one below. Page 3

4 Figure 2.3 You will also receive an similar to the one below. Figure 2.4 This is used to ensure the application form (Figure 1.1) has been sent to Without both of these steps completed the certificate will not be processed. Page 4

5 Step 3: 3.1 Granting Access Once the enrolment information has been verified, AESO s Digital Certificate Administrator will approve. When the digital certificate is ready for pick up you will receive an from Symantec Verisign with instructions on how to Pick-Up and Install your digital certificate. The will look similar to the one below. Figure Pick-Up Please NOTE that you must use the same browser, on the same computer, to enrol and install your digital certificate. When you receive the in Figure 3.1, click on the link provided. This will take you to the digital certificate site where you enroled (Figure 2.1). Select Pick Up ID. You will see the following screen: Page 5

6 Figure 3.2 Copy and paste the PIN number from your (Figure 3.1) to the box above in Figure 3.2, then select Submit. This will install the certificate onto your web browser. You may receive the below message, if so, select Yes. Figure 3.3 You will then receive confirmation that the certificate has been successfully installed on your computer which will look similar to the message below. Figure 3.4 Page 6

7 Step 4: Please NOTE this step only needs to be followed one time. 4.1 Install To install the new certificate return to the Digital ID Center shown in Figure Select Install CA. Select Open in the screen below. Select Install Certificate in the screen shown below. Figure 4.1 Figure 4.2 Page 7

8 4.2 Certificate Import Wizard Select Next in the Wizard screen as shown below. Figure 4.3 Accept the Automatically select the certificate store based on the type of certificate default setting by clicking on Next in the screen below. Figure 4.4 Page 8

9 Select Finish in the screen below. Figure 4.5 Select Yes on the security warning, as shown below. Figure 4.6 Select OK once the import was successful, as seen below. Figure 4.7 If there is another screen open click on OK/Yes to close it. Page 9

10 4.2 ETS Access Granted You should now be able to access the ETS Training Environment located at: Once you arrive at this website click on the ETS Login button in the upper right hand corner of the screen, as shown below. Figure 4.7 If you have multiple certificates installed on your computer you will need to select the appropriate certificate, then select OK; the screen will look similar to the one below. The certificate will be named according to the applicant name on the Energy Trading System (ETS) Training Environment Application form (Figure 1.1) and your online enrolment (Figure 2.2). Figure 4.8 Page 10

11 Renewing For security integrity, certificates require renewal prior to the anniversary date of their installation. Symantec VeriSign will automatically notify you one month prior to the annual renewal date. The notification will look similar to this: Figure 5.1 Go to the link provided in the From this page select which provider you are using, as seen below. Netscape users will need the renewal password provided in the ; the steps will be similar to the ones that follow. Internet Explorer users can follow each of the following steps. Figure 5.2 Page 11

12 You will then be asked to verify that all information is correct, as seen below. You may not see any information, if this is the case, click Renew to pull up a list of certificates, similar to the one shown in Figure 5.5. Figure 5.3 A request to trust the website may appear, as shown in Figure 5.4. Click on the yellow bar to follow the instructions. Figure 5.4 Page 12

13 From the list of certificates, highlight the appropriate one and select Renew. Select Yes on the security warning, as shown below. Figure 5.5 Figure 5.6 Page 13

14 The security level should be set to medium. Select OK. Figure 5.7 Once again, select Yes on the security warning, as shown below. Figure 5.8 Congratulations! Your certificate is ready to use for another year! Page 14 Figure 5.9

15 Need Help? If you are having difficulties please view our Trouble Shooting Guide. For further technical assistance please contact the AESO Digital Certificate Administration team Monday to Friday 8:00AM - 5:00 PM MT. Send inquiries to our Digital Certificate Administrator at ets.training@aeso.ca Page 15