Green Button Initiative GREEN BUTTON DOWNLOAD MY DATA CERTIFICATION DRY RUN Marty Burns, for NIST August 6, 2013

Agenda Green Button Download My Data Dry Run September Target DMD with manual procedure and inspections Based on current documentation and capabilities OpenADE Task Force Deliverables Test Procedure [9/4] Test Procedure (part 6 of GB Test Plan Document) [9/4] Data Sheet to record test results Features Tested [9/4] Application form (PICS) [9/16] Certificate of Compliance 2

Green Button Testing and Certification Implementation Agreements Application Profiles Standards Updates Test Requirements Requirements Breakdown Requirements verification Test Procedures Software Implementation Green Button Download My Data Green Button Connect My Data ITCA Certification Mark Certification Process Certification Bodies Certified Green Button Implementations

UCAIug ITCA Architecture 4

Testing Process Flow Chart 5 1. All Dry Run Artifacts and Relationships Created Test Labs are identified and registered with CBs Test Labs are Identified on various web sites 2. Vendor selects test lab May get from UCAIug list May get from CB list May get from prospective test lab 3. Vendor Application Form Application Form Application for Certification 4. Application Accepted Vendor Informed that application accepted and test scheduled 5. TL administers test 6. Test Report Generated Failures get addressed and possible retest -- go back to step CB gets Test Report Reviews report Issue Certificate if Approved Notifies Program Owner (UCAIug) 8. Posting Successful Vendors on Public Web Page 9. Certifications managed revoked and renewed

Green Button Test Plan Requirements Breakdown 6 Applications Profiles Section 3 GBTP Function Blocks Section 5 GBTP Test Requirements Rows of GBTC spreadsheet From source documents From experience Test Cases Rows of GBTC spreadsheet GBTP – Green Button Test Plan Document GBTC – Green Button Test Cases Spreadsheet

Testing a Green Button Data File 8 Select Common Scope Allow us to save file Browse for file (IE9) Drag/Drop (FF) Analyze Results Edit Scope (Function Blocks)

Sample Results 9 SUCCESS ERRORS

Test Procedure (part 6 of GB Test Plan Document) 10 Application form Test Procedure Data Sheet Suggest Eliminate Refers to ITCA Docs

Test Procedure and Data Sheet 5.1.1[FB_1] Common Other requirements [initials] [TR_CPYRT001] Verify Data Custodian Purchase of Standard: Verify that the implementer has purchased the standard. Attach scan of invoice or receipt ___ Protocol requirements [TR_PROTO001] HTTP: Verify implementation of HTTP Use Web Browser to go to GB DMD page : URL here: _____________________ 11 Test Requirement Optional Test Artifact Example manual entry P/F Checkbox Initials of tester and witness Test Steps Content comes from GreenButtonTestPlan.docx and GreenButtonTestPlan.xlsm

Volunteer Editors Test Procedure and Data Sheet [Due 9/4] Test Procedure (part 6 of GB Test Plan Document or can be standalone document) [Due 9/4] Data Sheet to record test results Editors: Don Coffin, Dave Mollerstuen Application form [Due 9/4] Application form (PICS) [Due 9/16] Certificate of Compliance Editors: Kay Clinard, John Teeter 12