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Instructions for Installing the ADS GUI Client Software

Purpose This document explains how to install the ADS GUI Client Application.

Content 1. Procedure for installing ADS Certificates 2. Procedure for Updating/Installing ADS Client 3. Procedure for Customizing the ADS New Instruction Alarms

Recommended system configuration for application:

• Dedicated PC for ADS • Intel 500MHz Pentium III or better • 256MB RAM or better • 16MB video RAM or better • 8GB hard disk or better • 19" or 21" monitor • ISDN BRI connection or better • Sound card (external speakers optional) • Windows NT service pack 6A or Windows 2000 service pack 4 operating

software or Windows XP service pack 2 or better or Windows 7 • Microsoft Internet Explorer version 5.5 or better (for downloading

application) • System administration privileges for installing software (may be required

depending on your network’s security settings)

Prerequisites: • You must have received your software-based certificates before you can

download ADS software from the California ISO web site. The certificates should be saved in a known location on your computer. If you do not have a certificate or your access needs to be updated to add or remove resources, please submit a User Application Access Request Form. The form can be found at the following url: http://www.caiso.com/participate/Pages/ApplicationAccess/Default.aspx For more information, please refer to the FAQ document found at the same location.

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Technical Support: If you are having difficulty with the security certificates or the ADS installation, please contact the CAISO Help Desk at (888) 889-0450 or email ISOHelpDesk@caiso.com

1. Procedure for installing the ADS Certificates: 1. You will need to install your ADS certificate in Internet Explorer to

download and use the software. The root certificates are automatically installed when you install the user certificate. On your ADS machine, open Internet Explorer and select the tools -> Internet options… menu option. Select the “Content” tab. Select the “Certificates” button.

2. As an alternative you can simply ‘double-click’ on the certificate itself to launch the Certificate Import Wizard and go to Step 4 below.

3. The Certificates window is opened. Press the “Import…” button.

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4. The Certificate Import Wizard is opened. Click “next”.

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5. You will need to know the location of the certificate in order to complete this step. Browse to the certificate location, press “open”, then press “next”.

6. Enter the certificate password on this screen and then press “next”. Do not check any of the boxes.

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7. On this screen accept the default option and press “next”.

8. Select “Finish”. You should see a pop-up box indicating the import was successful. Now “Close” or “OK” all the dialog boxes to return to the main Internet Explorer screen.

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2. Procedure for installing the ADS GUI Client: The default save location for Production is C:\Program Files\California ISO\ADS. The default save location for Market Simulation is C:\Program Files\California ISO\ADSMarketSim. ATTENTION : Only applicable for the ADS Client installation for Market Sim testing purposes. To avoid overwriting the production version of ADS:

• During installation, the user’s destination folder location must be updated to a location that is different from the default location.

• For example change the offered default location to: C:\Program Files\California ISO\ADS Market Sim\ADS.

If the user has an existing ADS shortcut on their desktop named “ADS”, that shortcut should be renamed to something similar to “ADS Existing”. The ADS install process below will create an “ADS” shortcut which will overwrite the existing shortcut if the existing shortcut is not renamed.

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1. To download the client installation package, enter the following address into the IE address bar and click “go”: Production Environment: https://portal.caiso.com/ads_install Market Simulation Environment: https://portalmap.caiso.com/ads_install 2. Save the installation package zip file to a location on your hard drive. 3. Unzip the file and run the executable (.exe) program. This starts the

installation wizard, shown on the next page. Follow the instructions in the wizard to install the ADS application.

4. The installation program will add a tree under the Start -> Programs… menu that contains the following shortcuts: • “ADS” which launches the ADS Client

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5. Following the successful completion of the installation, move a copy of the P12 certificate file from the known directory to the following location: C:\Program Files\California ISO\ADS….\keystore.

6. Next, launch the ADS application. Enter the Certificate Name as the

username, and enter the corresponding certificate password as the password.

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7. The application will display the following pop up boxes when connecting.

During the connection period the application will also check if an update is needed and may download updated files from the CAISO servers.

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1. Procedure for Customizing the ADS New Instruction Alarms:

ADS clients now have the capability to customize each New Instruction Alarm sound. Follow the steps below to configure your alarm sounds. Version 4.13 and greater, allow the alarms to be configured on the alarms tab, rather than navigating to the system Control Panel. While ADS is open, navigate to File -> Options -> Alarms.

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Alternatively, the alarms can still be set under the Control Panel. Follow the steps below to configure your alarm sounds on the Control Panel.

1. The alarm sounds are adjusted by browsing to Start -> Settings -> Control Panel -> Sounds and Multimedia (may be Sounds and Audio Devices in later versions of Windows).

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2. Under the Sounds tab, scroll to the ADS section in the Program events window.

3. Each ‘event’ has a wave file (*.WAV) sound that is associated with that event, such that when that event is triggered the sound is activated and played. Using the Browse option users can access standard wave files or they can find personalized wave files that can be used associated with the specific event. Four completely different sounds can be selected for each of the events. This will help the operators distinguish between the arrivals of the various instruction types.

4. Simply highlight the desired wave file and selected “Apply”. This will preserve the new settings.