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Registration System Test Plan



Testing Overview
Thank you for your participation
The testing period for this first release is June 27 to July 5, 2013.
Testing takes place in a Sandbox environment. The changes you make will not affect your organizations data in production
systems. Registrations completed during testing will not result in user accounts being created all email confirmations and other
activities are for testing purposes only.
About This Test Plan
This test plan is designed for users to review and comment on the online forms to Grant or Revoke Access to IESO
Information Systems. Once it is introduced, this will replace Form 1276 IESO System Access Request and Identity
Management Form
You will be invited to participate in further tests as the system is developed.
Please note any comments or feedback in the space provided for the test cases below and return to
stakeholder.engagement@ieso.ca when you have finished testing.
How to report a problem during testing
Should a test case fail or if an error occurs, please report it as soon as possible to IESO Customer Relations
(customer.relations@ieso.ca).
To help us make corrections, please include as much information as possible when reporting an error or problem:
o Participant name
o User Name
o Time and date of problem
o Reference number assigned to the task
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o A brief description of the problem
o Error message
o Screenshot(s)
o Any other relevant information (for example, the sequence of events /actions leading up to an error)
About the Registration System
1. Logging in
Log-in information will be provided before the testing period.
2. A short tour of the Registration System
The test cases below use functions included on one of the following pages: Actions, Tasks or News. These are accessed from the
menu across the top of the page (see below). The Records and Reports pages are not being used at this time.

News: The News page is always the first one you will see after logging in to the Registration System. It provides is a series of posts
showing Actions and Tasks at various stages of progress.
The News page also allows communication between employees of your organization who are registered in the system, and between
those employees and the IESO. As a user of the registration system you will be able to generate your own newsfeed posts and
comment on other posts.

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Actions: The Actions page is where you start requests such as granting access or updating your own contact information:

Tasks: The Tasks page is where a to-do list of any tasks that have been assigned to you can be found. If you have started an action,
for example, but left the system before it could be completed, then you will find it on your Tasks page.
About the Rights Administrator
For the following test cases, you have been registered to act as a Rights Administrator for your organization (or
organizations, if you are registered with the IESO as a representative of more than one company).
A Rights Administrator has responsibility to either grant or revoke access to various IESO Systems for either a Person
Account or a Machine Account (API). A registered Rights Administrator is the only person who can do this.
If two or more people are registered as Right Administrators for an organization, they work as part of a team to grant or
revoke access to IESO Systems within the Registration System. All team members receive notifications, for example, and can
view Rights Administrator activities on the News page.
When you submit a request through the Registration System, it triggers a series of actions designed to complete the request.
Some of these are completely visible to you while some happen behind the scenes. You can, however, track the progress of
your request or search at a later date for the audit trail attached to the request.

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Test Cases
There are 3 test cases recommended below for you to complete. Each is an example of a system access request that a Rights
Administrator is responsible for. There is an additional Test Case 4 that is optional for you to complete. It is an informal test case that
will focus on the News page.
You can repeat these test cases as many times as you like.
If you choose to experiment with functions that are not described in the test cases, you may find that they are not fully functional.
We do welcome feedback and error reports about tests outside the cases described below, but will need as much detail as possible
about the steps you were taking.
Note: Only complete Test Case 3 if your organization currently uses machine accounts (API-Application Program Interface).
Test Case 1
In this test case you will be updating your contact information. Each user of the Registration System will have a set of contact
information that only that person can maintain. When a person is first registered, the Rights Administrator or Applicant
Representative who initiates the registration will be required to provide the basic mandatory person contact information. Once
registered, only the person can add further contact information or update contact.
Step Step Name Instructions Comments/Feedback
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Update
Person
Information
Login to the system using your username and
password. You are logging in as a Rights
Administrator for an organization.
Navigate to the Actions page and select the Manage
my Information action.
Update one or more of the fields or provide
information for the fields that are blank.
Note: It is recommended that you dont update your
email address unless it is a real address as this email

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will receive notifications throughout testing.
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Verify
Updates
Navigate to the Actions page and select the Manage
my Information action again.
Verify that the updates you just made to your person
contact information are reflected.


Test Case 2
In this test case you will be submitting a request to grant system access to a person. You are going to register a new person as part of
this request and then grant them access roles. Once you have granted them system access you will revoke system access from their
account.
Step Step Name Instructions Comments/Feedback
1

Initiate
System
Access
Request

Login to the system using your username and
password. You are logging in as a Rights
Administrator for an organization.
Upon login you will be on the News page. Navigate
to the Actions page and select the Grant/Revoke
Access action to initiate a system access request.
Select Grant Access Role(s).
In this scenario you are assigning access to a person
account-select person.

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2

Register New
Person
For this scenario you are registering a new person.
Enter any persons first name or last name in the
search field.
Even if a search result is returned select the Register
New Person Button for the purpose of this test
scenario. The system is designed to force users to
search for the person as they might already be
registered with the IESO.

Note: When entering the new persons information
the email you provide will be sent notifications.
Provide a real email address to receive the
notifications. It is recommended that you provide
your own email address as several emails will be
sent throughout testing.

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Select Access
Role(s)

All access role(s) that can be granted are displayed.
These access roles correspond to the participation(s)
the organization you are representing is filling. For
example if your organization is a market participant
in the physical market you will not see access roles
for information systems that are used by market
participants in the financial market.

Select which access role(s) you would like to assign.
Please select at least 2.

The system access request has now been initiated.
You will begin to receive emails specific to the
request.

Note: You will receive an email right away

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acknowledging that the request has been received.
You will receive a second confirmation email once
the request has been processed. It may take the IESO
a few days to process the request, so you may not
receive the confirmation email the day the request is
submitted.
4 News page Navigate to the News page and confirm a new post
has been generated regarding the system access
request you just submitted.



At this point you have successfully submitted a request to register a new person and grant them system access. The remainder of the
scenario will involve revoking one or more of the access roles that you just granted for the person you registered.
5 Initiate
System
Access
Request
Navigate to the Action page and select the
Grant/Revoke Access action to initiate a system
access request.
Select Revoke Access Role(s).
In this scenario you are revoking access from a
person account-select person.

6 Search Person Search for the person you registered earlier in this
scenario.
Select the person you registered.
If the search did not retrieve the right result, refine
your search by re-entering information in the search
fields.

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Select Access
Role(s)

Select at least one of the access role(s) to revoke. The
access role(s) that can be selected should be the
access role(s) you granted to the person earlier in
this scenario.

If you want to exercise revoking all access roles,
select the Revoke All button.

The system access request has now been initiated.
You will begin to receive emails specific to the
request.

Note: You will receive an email right away
acknowledging that the request has been received.
You will receive a second confirmation email once
the request has been processed. It may take the
IESO a few days to process the request, so you may
not receive the confirmation email the day the
request is submitted.

8 News page Navigate to the News page and confirm a new post
has been generated regarding the system access
request you just submitted.


Test Case 3
*Only complete this test case if your organization uses or is planning to use machine account(s)*
In this Test Case you will be register a new machine account, assign an account custodian and assign access role(s) to the account.
Similar to Test Case 1, you will then revoke access role(s) from the machine account.
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Step Step Name Instructions Comments/Feedback
1

Initiate
System
Access
Request

Login to the system using your username and
password. You are logging in as a Rights
Administrator for an organization.
Upon login you will be on the News page. Navigate
to the Actions tab and select the Grant/Revoke
Access action to initiate a system access request.
Select Grant Access Role(s).
In this scenario you are assigning access to a person
account-select machine.

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Register New
Machine
Account
For this scenario you will be registering a new
machine account. Select the New Machine Account
button.
Since this is a test you are not required to enter an
actual IP address. You may choose to enter the
following example IP address:
123.456.7.890

Search for the person you registered in scenario 1 to
assign as the custodian. You may then choose to
assign that person or register a new person to assign
as the custodian.

Note: Remember, if registering a new person the
email you provide will be sent notifications. Provide
a real email address to receive the notifications. It is
recommended that you provide your own email
address as several emails will be sent throughout
testing.

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Select Access
Role(s)

All access role(s) that can be granted are displayed.
These access roles are only applicable to machine
accounts and correspond to the participation(s) the
organization you are representing is filling. For
example if your organization is a market participant
in the physical market you will not see access roles
for information systems that are used by market
participants in the financial market.

Select which access role(s) you would like to assign.
Please select at least 2.

The system access request has now been initiated.
You will begin to receive emails specific to the
request.

Note: You will receive an email right away
acknowledging that the request has been received.
You will receive a second confirmation email once
the request has been processed. It may take the IESO
a few days to process the request, so you may not
receive the confirmation email the day the request is
submitted.

4 News page Navigate to the News page and confirm a new post
has been generated regarding the system access
request you just submitted.
Take note of the machine account ID.

At this point you have successfully submitted a request to register a new machine account and grant system access for that account.
The remainder of the scenario will involve revoking one or more of the access roles that you just granted for the machine account
you just registered.
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5 Initiate
System
Access
Request
Navigate to the Action page and select the
Grant/Revoke Access action to initiate a system
access request.
Select Revoke Access Role(s).
In this scenario you are revoking access from a
person account-select machine.

6 Search
Machine
Account
Search for the machine account you registered
earlier in this scenario using the machine account
ID.
Confirm that the person you assigned as the
custodian is displayed.

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Select Access
Role(s)

Select at least one of the access role(s) to revoke. The
access role(s) that can be selected should be the
access role(s) you granted to the machine account
earlier in this scenario.

If you want to exercise revoking all access roles,
select the Revoke All button.

The system access request has now been initiated.
You will begin to receive emails specific to the
request.

Note: You will receive an email right away
acknowledging that the request has been received.
You will receive a second confirmation email once
the request has been processed. It may take the
IESO a few days to process the request, so you may
not receive the confirmation email the day the
request is submitted.

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8 News page Navigate to the News page and confirm a new post
has been generated regarding the system access
request you just submitted.


Test Case 4
This is not a formal test case and does not include detailed instructions. However, feedback is welcome. The purpose of this test case
is to have you familiarize yourself with the News page and test out its functionality. It is recommended that you try out the
following functions:
Post a comment on a newsfeed post that resulted from test cases 2 or 3
Search for a post that resulted from test cases 2 or 3. Use the search bar and enter anything in the search field related to the
post such as the persons name that you submitted an access request for
Generate your own newsfeed post
If there is more than one person at your organization participating in testing comment on a post they generated
Please provide any feedback regarding the News page below: