New features and enhancements

This section lists new features that have been added in IEE 10.4.

1969799: Extending end of time (EOT) to 01/01/2071 00:00 UTC

End of Time (EOT) is applicable to a wide range of aspects in IEE that has effective end dates such as Configuration entities (meter, service point, channels), Validation & estimation sets, Formula constants, Time of use schedules, Rates assignments, Recurring schedules, and more. Currently, EOT in IEE is 01/01/2031 00:00 UTC. In this release, EOT has been extended by 40 years to 01/01/2071 00:00 UTC.

If an earlier effective end date is not specified, all UIs, APIs, and core libraries in IEE will use the new EOT as the default. All existing/old EOT dates in the database will be migrated to the new EOT during the upgrade. All documentation has also been updated.

Important! After the upgrade is completed and all EOT dates have been updated to the new EOT, there may still be custom code or external system that are hardcoded to insert the old EOT dates. All IEE customers must update these before 01/01/2031 00:00 UTC. In this release, we provide a script to do post-upgrade ad-hock checks. The script identifies any old EOTs (inserted post upgrade) with an optional parameter so the user can choose only to report or correct the old EOT dates.

2673319: Workflow Manager update with Cloud Action Manager

The IEE Workflow Manager add-on module was released as part of IEE 10.2 in February 2022. In this module, IEE integrates with OpenWay Action Manager to provide workflow automation. Action Manager is Itron’s existing workflow management tool. In the IEE 10.2 release, IEE integrates with the on-premises version of Action Manager. In this release, the IEE Work Manager module has been updated to integrate with the cloud version of Action Manager.

2826059: IEE MDM Help on the Itron help site

IEE help articles were previously provided as .CHM files, accessible through the Rich Client (Help > Online Help), while Web UI help articles were provided as .HTM files, accessible through the Web UI (Assistance > Help).

All IEE help articles have now been combined and are published on the Itron Help site: Itron Enterprise Edition (IEE) Meter Data Management (MDM) Help. Both the Rich Client (Help > Online Help) and the Web UI (Assistance > Help) now navigate to this site.

The latest changes are published to this site regularly. Enter a keyword in the search box to search for specific help articles that contain that keyword.

2761919: IEE Install Suite enhancements

The IEE Install Suite has been updated to allow multiple installations to be performed. This saves time by illuminating the need to unpack the temp files multiple times. Users now have the option to delete the temp files as well as allow for a signature so the temp files can be reused. Users can now choose to export the dynamic link libraries (DLLs) in the release; this enables users to view the contents of the release and the individual files.

The IEE Install Suite has been updated to delete the installation directories ..\Itron\EnterpriseEdition files when uninstalling.

2706708: New reading statuses

The following table contains the new reading statuses that were added to support the new functionality.

Table 4 New reading statuses

Reading status ID	Label	Description	Category	Used for
BACKCAST	BCA	Backcast Data	Forecasting	Used for backcasted data from Itron Metrix IDR forecasting application when it is integrated with IEE.
BACKUP1	BK1	From Backup Data Source 1	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 1, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP2	BK2	From Backup Data Source 2	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 2, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP3	BK3	From Backup Data Source 3	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 3, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP4	BK4	From Backup Data Source 4	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 4, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP5	BK5	From Backup Data Source 5	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 5, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP6	BK6	From Backup Source 6	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 6, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP7	BK7	From Backup Data Source 7	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 7, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP8	BK8	From Backup Data Source 8	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 8, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
BACKUP9	BK9	From Backup Data Source 9	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from Backup Data Source 9, such as check meter, handheld, or Supervisory Control And Data Acquisition (SCADA).
DUPLICATE	DUP	Duplicate read	Validation	Used by a user-defined validation rule to mark duplicate reading, if an interval reading value is the same as the previous interval's value.
FORECAST	FCA	Forecast Data	Forecasting	Used for forecasting data from Itron Metrix IDR forecasting application when it is integrated with IEE.
PRIMARY	PRI	From Primary Data Source	UCE	Used by the Best interval Universal Calculation Engine (UCE) formula when the best interval read selected comes from the Primary Data Source, such as main or primary revenue meter.
SCALEDUSINGTBU	SBU	Scaled using Total Billed Usage	Estimation	Used to mark estimated reads that have been scaled against total billed usage reads.
TOTBILLEDUSAGE	TBU	Total Billed Usage	Data Collection	Used by the Reading Import XML Enhanced (SRI-E) when a total billed usage read is imported into IEE.

2774765: Export validation history details via the ValidationConfigurationReport for the Process Reporting export task

The Validation Configuration report produced from the Process Reporting export task has been updated to include the Validation history details.

2774791: Export setting history details via the SystemConfigurationReport for the Process Reporting export task

The System Configuration report produced from the Process Reporting export task has been updated to include Setting history details.

2795109: Performance optimization for Configuration export

The Configuration export performance has been enhanced to enable parallel processing and optimizing SQL queries.

2873184: Performance optimization for MRS export

The MRS export performance has been enhanced to optimize queries used to create the export tasks.

2896935: Performance optimization for Stale data export

The State data export performance has been enhanced to optimize queries used to create the export tasks.

2893328: Implement temporality criteria as part of dynamic group maintenance

Temporality criteria allows you to filter dynamic groups in IEE so that you can build a dynamic group with service points belonging to the group based on the service point’s effective time. The configuration’s partial membership will be honored while building a dynamic group to perform functions such as aggregation, reading export, and more. For more information, see Temporality criteria for dynamic groups in the IEE MDM Help.

2825091: Meter channel aggregation hierarchy

An additional setting has been added to the Aggregation task template when aggregating by a group. If an aggregation is scheduled by a group and if the linked service point channel has dependencies on another service point channel to aggregate, sorting will happen on the channels where the contributor is aggregated based on dependent channels.

A new option “ServicePoint Level Aggregation” has been added to the Aggregation task template to aggregate tasks based on “ServicePoint” entity instead of “ServicePoint when running an aggregation task scheduled by a group. For more information, see Aggregation in the IEE MDM Help.

2891964: Group checkbox for Validation

A new task parameter has been introduced for the Validation task type: Group checkbox. The new Group checkbox option allows the validation task, using the Validation task template, to use the configuration group to perform the validation. For more information, see Validation.

2921098: Dynamic parameters for dynamic groups

Dynamic groups now support dynamic parameters using an ampersand symbol (&). A dynamic parameter will be replaced with a specific value at run time, as specified in the UCE formula. This approach reduces the number of groups that need to be created with the same business entities but different parameter values. For more information, see Dynamic group parameter variables in the IEE MDM Help.

3000172: New rollover digits setting in the estimation set

A new Rollover Digits setting has been added to Estimation sets. This setting allows you to specify the number of digits that will be used by the estimation routines to manage rollovers, instead of using the existing Number of Dials attribute in the meter register channel. For more information, see Rollover digits setting in the IEE MDM Help.

3052008: New validation task parameter: Validation and estimation log level

A new task parameter has been introduced for the Validation task type: Validation and Estimation Log Level. This task parameter determines which validation and estimation logs will be stored. Select All to save all validation and estimation logs, regardless of if they pass or fail. Select Fail to store the validation and estimation logs for validation results where the Validation status equals failed or error. When upgrading to IEE MDM 10.4, existing Validation task templates will have this Log Level parameter set to All by default. For more information, see Validation in the IEE MDM Help.

Settlements

This section lists new Settlements features that have been added in IEE 10.4.

2666194: Retailer entity

Retailers buy energy from wholesale generators to sell to their end-use customers. To grow their business, retailers offer incentives and provide additional services, so the consumers switch from their current retailer to another retailer. The Retailer entity configuration tracks which consumers are served by which retailer. A consumer has one, and only one, retailer at any instance in time.

The Retailer entity tracks enrollments between consumers and retailers. The Retailer entity is also used for submitting energy and installed capacity (ICAP) data to the market, aggregations, exporting, and reporting. The Retailer entity configuration screen is available in the IEE 10.4 release.

2666193: Enrollment entity

The Enrollment entity represents the agreement between Retailers and consumers. IEE Settlements only tracks the dates when the Retailer serves the consumer. IEE Settlements does not track any other aspects of the agreement between the Retailers and consumers. The Enrollment entity configuration screen allows administrators to configure and view the enrollment details. The Enrollment entity configuration screen is available in the IEE 10.4 release.

2660404: IEE Settlements enrollment API

In an open energy market, electricity and natural gas consumers continually switch retailers as they find better offers to lower their energy bills. The new IEE Settlements Enrollment API allows the Enrollment “system of record” to send enrollment updates to IEE Settlements to ensure accurate reporting with the utility, retailers, and market operators. The Enrollment API ensures that each consumer will have only one retailer at any given time. The Enrollment API configuration screen is available in the IEE 10.4 release.

2732460: IEE Settlements: Retail Energy submissions

The Retail Energy submission process calculates, stores, and submits energy to the market. Prior to submission of data to the market, the system will generate a report of the zonal totals for the Market and time period being submitted showing the actuals and the differences between those and the market target. This information is displayed on the Retail dashboard and can be exported via .csv or .txt files.

2749683: IEE Settlements: Bulk validation and estimation of intervals

In the absence of actual metered readings, this new validation and estimation process calculates interval readings by applying actual billed usage to weather adjusted class load shapes. The billing system sends actual billed usage data to IEE using as modified IEE Common Readings Format (CRF) Importer. The new process is distinct from the existing validation and estimation. The new process runs the validation and estimation for a group of service points during an opening in the operational clock.

2759052: Settlements analysis Web UI

The Settlements analysis web UI allows analysts to monitor and manage settlements data for the market, along with its Zones and settlement points. The page shows the wholesale (generation) and retail (consumption), for each of the market’s settlement zones and settlement points. Analysts can perform the following actions on this page:

• View wholesale and retail energy.

• Compare wholesale and Retail energy.

• Submit wholesale and retail energy data to the market.

• Retrieve wholesale and retail energy data from the market.

• Download data from the page for additional analysis via spreadsheets and other tools.