Freddie Salas Manager Passport Nominations and Scheduling Jesse Battle Manager Business Process

Transcription

1 Freddie Salas Manager Passport Nominations and Scheduling Jesse Battle Manager Business Process

2 Conversion Update Agenda Passport2DART Timeline Customer Training Plan Topic specific training WebEx's Regional training workshops DART License Agreement and Security Process DART Conversion Information Online 2

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4 Passport2DART Timeline DART Conversion Customer Update Mar Other DART Conversion Updates As Needed Begin DART Training WebExs Mar2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Tariff Filing Reviews (Webex) Mar 12 and 19 Tariff Filing Mid Sep DART Security Access Webex Nov 10 DART Sandbox Open Jan 30 4

5 Passport2DART Timeline Customer Training Workshop Colorado Springs, CO Feb 7-9 Customer Training Workshop Phoenix, AZ Feb DART Opens for Business Apr 18 Invoice WebEx May 10 DART Invoices Jun 13 Feb 2017 March 2017 Apr 2017 May 2017 Jun 2017 Customer Training Workshop Houston, TX Feb DART Training Support Webexs Assistance with First of the Month Nominations DART LIVE May 1 Commence daily transportation business in DART 5

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7 Available Online Training Online DART Tutorial Videos 40 videos in total (ranging from 5 to 17 minutes) Choose those applicable to your area of interest: General DART Applications Contracts/Capacity Release Nominations and Scheduling Confirmations/Operator Reporting Tools Reporting Invoicing Watch at your convenience 7

8 Available Online Training Each pipeline portal page has these Passport2DART conversion folders: Conversion to DART Frequently Asked Questions Presentations Other Conversion-related documents Training (DART) List and links to all DART Tutorial Videos 8

9 WebEx Training Four Customer Training WebEx's Specific WebEx Dates and Subjects: (choose those applicable to you): January 10 th - General Navigation; Infrastructure; Contract Inquiry and Agency January 12 th Nominations January 18 th Confirmations January 25 th Capacity Release Will announce WebEx specifics via Non-Critical EBB Notices Plan on 1 ½ hours per WebEx 9

10 Training Workshops Regional Training Workshops Nominations and Scheduling Full day, hands on, exercise driven in the Sandbox Six different sessions offered Choose your city/day/session Contracts Half day, hands on, in the Sandbox Six different sessions offered Choose your city/day/session 10

11 Regional Training Workshops Regional Training Workshop, Colorado Springs, CO, February 7 9, 2017 Session Day/Date Time Nominations/Scheduling A Tuesday, Feb 7, :00 am to 4:30 pm Contracts A Wednesday, Feb 8, :00 am to 11:30 am Contracts B Wednesday, Feb 8, :00 pm to 4:30 pm Nominations/Scheduling B Thursday, Feb 9, :00 am to 4:30 pm Workshop attendance subject to user DART security access being completed 11

12 Regional Training Workshops Regional Training Workshop, Houston, TX, February 14-16, 2017 Session Day/Date Time Nominations/Scheduling C Tuesday, Feb 14, :00 am to 4:30 pm Contracts C Wednesday, Feb 15, :00 am to 11:30 am Contracts D Wednesday, Feb 15, :00 pm to 4:30 pm Nominations/Scheduling D Thursday, Feb 16, :00 am to 4:30 pm Workshop attendance subject to user DART security access being completed 12

13 Regional Training Workshops Regional Training Workshop, Phoenix, AZ, February 21 23, 2017 Session Day/Date Time Nominations/Scheduling E Tuesday, Feb 21, :00 am to 4:30 pm Contracts E Wednesday, Feb 22, :00 am to 11:30 am Contracts F Wednesday, Feb 22, :00 pm to 4:30 pm Nominations/Scheduling F Thursday, Feb 23, :00 am to 4:30 pm Workshop attendance subject to user DART security access being completed 13

14 Regional Training Workshop Sign-up Instructions Send an to Evelyn Spencer: Training Example Company: Energy Company, Inc Contact Number: Number of Attendees:3 Name of Attendee(s):Joe Doe, Bob Doe and Jane Doe Nominations/Scheduling Session: Phoenix, Feb. 21 st Session E Contracts Session: Phoenix, Feb. 22 nd Session F 14

15 May Business - Assistance Assistance with first of the month nominations will be offered during the month of April on an as needed basis. 15

16 Passport2DART Conversion For questions/concerns: 16

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18 DART Security Process Agenda Overview ESA (External Security Administrator) Responsibilities DART Business Functions/TSP (Transportation Service Provider) Selection Getting Started ESA Security Screens/Process Request Access Now 18

19 Overview Puts you in charge of security for each DART user in your company (NAESB Standard ) Requires you to appoint at least one External Security Administrator (ESA) Maximum of three (suggested) Can customize DART User access rights by: Business Function (Nominations, Capacity Release Offers, Contracts, etc.) TSP - Transportation Service Provider (Kinder Morgan DART Pipelines) 19

20 ESA DART Responsibilities Request logon IDs for company personnel Establish/Modify user Business Function rights Select TSPs for which the logon ID is valid Delete logon IDs when no longer needed Reset Passwords Assign ESA (External Security Admin.) functionality to other logon IDs Confirm user security rights (annually when requested by KM not available at this point) 20

21 DART Business Functions/TSP Selection Business Functions Amendment Request (Contracts) Cap Rel Bids (Capacity Release) Cap Rel Offers (Capacity Release) Contract Request Contract Execution Confirmations Imbal Trd/Stor Trans Nominations Operator Point Inquiry Read only (Default) TSP Selection ESA assigned all TSPs based on DART License Agreement(s) submitted ESA assigns TSPs for each logon ID (El Paso Nat. Gas, Mojave P/L) 21

22 Getting Started Complete ESA Request form and DLA DART License Agreement(s) Interstate and/or Midstream ESA creates all of their companies Security on-line (DART) Request additional ESA(s) and user logon ID s Assign pipelines (Interstate and/or Midstream) Assign Business Functions (Nominations, Capacity Release, etc ) Required for access to SANDBOX to dartsystemsecurity@kindermorgan.com Download Citrix Receiver Software from (KM Citrix Administrator: James (Skip) Stallings (713) ) 22

23 Getting Started (cont.) Forms are available on each respective pipeline Portal page Other Postings; Other Information; Conversion to DART 23

24 Getting Started (cont.) Forms are available on each respective pipeline Portal page Other Postings; Other Information; Conversion to DART 24

25 Getting Started (cont.) DART License Agreement and ESA Package.pdf Can ONLY setup at this time your DART Security related profiles Data for points, contracts, nominations, etc. is NOT AVAILABLE at this time 25

26 DART ESA Security Screens NAVIGATION PROCESS 26

27 DART ESA Security Screens NAVIGATION PROCESS ADD/SUBMIT USER 27

28 DART ESA Security Screens NAVIGATION PROCESS ADD/SUBMIT USER 28

29 DART ESA Security Screens NAVIGATION PROCESS CHANGE USER 29

30 DART ESA Security Screens NAVIGATION PROCESS RESET PASSWORD!cwwmgKM17 30

31 DART ESA Security Screens NAVIGATION PROCESS USER SECURITY RIGHTS CONFIRMATION 31

32 DART ESA Security Screens NAVIGATION PROCESS USER SECURITY RIGHTS CONFIRMATION 32

33 Request DART Access Now Logons will be created in Production and will be valid for testing in the Sandbox test environment ESA Help Guide ed when ESA setup is completed Need Help Contact DART Security (713) DART SCHEDULING questions (800) ; Select Option #1 DART Tutorial Videos - Training (DART) Todays information is covered in two of those videos under General DART Applications 33

34 Where To Find DART Training Info 34

35 Where To Find DART forms 35

36 Security Questions: DART Security (713) Other Conversion Questions: DARTConversionWest@KinderMorgan.com 36

37 Questions?