MyTerna Portal User Manual – Registration

MyTerna Portal
User Manual
–
Registration
MyTerna Portal
User Manual
–
Registration
Edition 4.0
Contents
1
2
3
3.1
3.1.1
3.1.1.1
3.1.1.2
3.1.2
Purpose of the document ................................................................................................... 3
My Terna” Home Page ......................................................................................................... 4
Registration to MyTerna Portal ....................................................................................... 6
You are not registered in MyTerna ................................................................................ 6
New User.................................................................................................................................. 7
Changing your temporary password .......................................................................... 11
Data confirmation ............................................................................................................. 12
Counterparty that has stipulated a Contract/Agreement or submitted a
Connection Request to the NTG .................................................................................... 13
3.1.2.1 Changing your temporary password ........................................................................... 14
3.1.2.2 Master Data Completion .................................................................................................. 15
3.2
You are already a user of MyTerna ............................................................................. 16
3.2.1
Forgotten password .......................................................................................................... 17
3.2.2
Changing your password................................................................................................. 18
4
Portal Functions ................................................................................................................. 20
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1 Purpose of the document
This document describes the mode of operation of “MyTerna” web application with regard to
the Portal registration.
Since it is a Web application, the only tool you need to access its features is a browser
connected to the Internet. For optimal performance of the application, we recommend that
you use Internet Explorer 7 (higher versions or other browsers may not be fully compatible).
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2 My Terna” Home Page
After typing the http://myterna.terna.it address, you will view the portal home page which
is divided into three sections: header, control panel, data area as shown below. Different
content but same layout on all Portal pages.
The page header consists of:
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top left, MyTerna logo to access the User Home Page
top right, the English link to select the language of the web application (Italian
or English). When you click “English”, you will be able to visualize the “Italian”
link which will allow you to return to the various fields in the Italian language
finally, still at the top right, the
link to access the Home Page of
Terna's website.
The Control Panel provides the following functions:
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access to the Portal by registered users through the “You are already user of
MyTerna” link and the opportunity to retrieve a forgotten password through the
Forgotten Password? link;
creation of a new user account through the “You are not registered in
MyTerna” link;
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In this case, the data area provides a brief description of the functions on the control panel,
the “Manual” link, to download and consult the user manual for registration procedure and
the “Contact us” link to submit problems incurred during registration.
In this Form identification data should be entered (sender, e-mail), as well as the subject of
the request, message, any attachments (ex. the screen-shot of the error) and the
alphanumeric text proposed. Select “Confirm” to send this information.
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3 Registration to MyTerna Portal
In the portal home page, the following links can be found:
1. “You are already user of MyTerna”
2. “You are not registered in MyTerna”
The first link “You are already user of MyTerna” should be selected if registration to
MyTerna portal was already made or if the registration process must be completed, replacing
the termporary password that was received by mail from Terna.
The second link “You are not registered in MyTerna” should be selected if registration to
the Portal was not made yet.
3.1 You are not registered in MyTerna
By selecting “You are not registered in MyTerna” the following screenshot will appear:
In which:
If a Counterparty wishes to register, that has already stipulated a contract/agreement
with Terna or submitted a connection request to the NTG, the appropriate link must be
selected providing the login credentials already used to access Terna’s legacy systems
(https://procedure.terna.it/) or the file number if a Connection Request to the NTG was
already submitted.
If the Counterparty is a New User, i.e. it did not enter any contract with nor submit
any Connection Request to Terna, it should select the relative link.
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3.1.1 New User
Electricity Operators who have not yet signed a contract or an agreement with Terna or who
have not requested a Connection to the NTG, must select the second link being a New User
for Terna.
The following screen-shot will appear:
A New User’s registration request to MyTerna portal is submitted by a private customer
who is identified as Key Contact in MYTerna portal.
A new user registration requires, in the first place, the provision of data of the Key
Contact and of the Master Data of the New User, who will be different on the basis of
the type of customer, be a Private Customer or a Commercial customer.
The Registering User will have to enter his data. All fields are mandatory, in particular the
User Name field must be at least 8 characters in length and represents the username of the
Registering User, therefore he should save it and keep it in a safe place as it is not
recoverable from the system.
The Email field is the address where to send the temporary password that is needed to
access and complete the registration process of the Counterparty.
If the Key Contact has selected “Private Customer”, the following screenshot is displayed
which must be filled out:
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If the user needs to enter a Domicile that is different from his place of Residence, he must
select the Domicile if different from residence option and fill out the fields in the Private
Customer Domicile section, as shown below:
If the Key Contact has selected “Commercial Customer”, the following screenshot is
displayed which must be filled out:
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If the user needs to enter an Administrative office that is different from the Registered
office, he must select the Administrative office different from Registered office option and fill
out the fields of the Administrative office section, as shown below:
In order to conclude the data entry process, the new user is required to accept the terms
and conditions by checking the “Accept” box below after the disclosure information
statement and the consent for the handling of personal data and then click “Send”.
If this phase of the registration process is successfully completed, the Key Contact will
receive an email at the email address he indicated, containing the temporary password
which will grant him a second access, allow him to change the assigned password and
complete the registration process.
The Counterparty that is registered on the Portal for the first time starts its relationship with
Terna and takes on the following status options:
-
Registered: the Registering Key Contact registers the Counterparty on the Portal for
the first time.
During this initial phase, the system sends the login credentials
(temporary password) to the email address indicated by the Registering Key Contact.
Prospect: after accessing the Portal using the login credentials supplied by the system,
the Registering Key Contact confirms the Master Data previously entered.
Validated: Terna has validated the Master Data entered on the Portal. Now the
Counterparty may interact with Terna with regard to signing contracts, completing
connections and managing contacts.
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3.1.1.1 Changing your temporary password
Upon receipt of the email containing the temporary password needed to access the portal
and complete the registration process, the Key Contact will have to authenticate his
account by using the "You are already user of MyTerna" link, entering the username he
previously chose and password he received via email.
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By clicking on “Login”, the system prompts to change the password sent for security
reasons, as shown below. A new password will need to be entered in the "New Password"
and "Confirm New Password" fields, selecting a secret question and entering a secret
answer which will be needed to change password in case of a forgotten password. The new
password must meet the criteria required by Terna: it must be at least 8 characters long and
have at least one capital letter, one numeric character and one special character (ex. “.” or
“-”, never “_”). The password will be valid for 3 months after which time the system will
propose a password change that will have to be done at the same time or else once the
password is expired, access to the Portal will be denied.
3.1.1.2 Data confirmation
In order to conclude the registration process, the Key Contact must confirm the New
User personal data. The first time he accesses the Portal, he will be prompted to confirm the
data by clicking “Confirm”.
Only after having confirmed registration, the services offered by the portal can be used.
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3.1.2 Counterparty that has stipulated a Contract/Agreement or
submitted a Connection Request to the NTG
An Electricity Operator who has signed a Contract or an Agreement with Terna or who has
an active Request for NTG Connection, after having selected “You are not registered yet in
MyTerna” will view the following screenshot:
Clicking on the highlighted link, the following screenshot will appear to be used for
registration:
The Operator who has signed a Contract/Agreement with Terna must register by
entering the login credentials that he uses for Terna’s Legacy systems.
(https://procedure.terna.it/)
The Operator who has an active Request for NTG Connection may register by
entering the Connection Request file number that is available to him (Ge.Co. – File)
The registration request in MyTerna Portal for a Counterparty is made by a Private
Customer who, on MyTerna, is identified as the Key Contact. The latter will have to click
on the “Existing Counterparty First Access” link to register. This will open the next page
where he must select the type of credentials he has based on the type of relationship
reported:
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Login credentials to access the Terna IT Procedure Portal
NTG Connection Request file (Ge.Co. File)
Depending on the selection made, the system will enable the related fields. If the choice is:
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“Login credentials to access Terna IT Procedure Portal”, the Vat Registration
Number, Login and Password fields must be filled out;
“Ge.Co. file”, the Vat Registration Number and Id Request field must be filled
out, by entering the file number of the NTG Connection Request.
In the latter case, if the Counterparty to be registered is a Private Customer, the Tax Code
must be entered.
The fields may be cleared by clicking “Clear Fields”.
After filling out all fields correctly, the Key Contact can click on “Next” to proceed.
At this point, the Key Contact must authenticate his account by entering his data. All fields
are mandatory, particularly the Username which must be at least 8 characters long and
represents the username to access the Portal, therefore it should be saved and kept in a
safe place as it is not recoverable from the system. It should be noted that if the same Key
Contact registers more than one company, he will have to choose a different Username for
each company.
The email field represents the reference address to receive the temporary password which
will grant access again, allowing to complete the registration process of the Counterparty.
If this registration phase is successfully completed, the Key Contact will receive an email to
the indicated email address, containing the temporary password which will grant him
access again.
This time the link “You are already a user of MyTerna” should be selected, changing the
password and completend the registration process as indicated here below.
3.1.2.1 Changing your temporary password
Upon receipt of the email containing the temporary password needed to access the portal
and complete the registration process, the Key Contact will have to authenticate his
account by using the " You are already a user of MyTerna" link, entering the username
and the password he received via email and clicking "Login".
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The system prompts the user to change password for security reasons, as shown below.
A new password will then have to be entered in the "New Password" and "Confirm New
Password" fields; the user will select a secret question and enter a secret answer which will
allow him to change password if he forgets it. The new password must meet the criteria
required by Terna: it must be at least 8 characters long and have at least one capital letter,
one numeric character and one special character (ex. “.” or “-”, never “_”).. The password
will be valid for 3 months after which time the system will propose a password change that
will have to be done at the same time or else once the password is expired, access to the
Portal will be denied.
3.1.2.2 Master Data Completion
Upon first access, the Key Contact of the existing Counterparty will view a message stating
that he should complete the Master Data on the system by adding missing information. This
action will allow having complete Master Data and using the Portal services.
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3.2 You are already a user of MyTerna
At the end of the registration process for subsequent portal access from the link “You are
already a user of MyTerna”, it is necessary to authenticate oneself by entering one’s
credentials: that is Username and Password in the appropriate fields.
After 3 unsuccessful login attempts, due to the entry of incorrect Username or Password, the
system will block the account and notify the user as follows:
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The account will be unblocked after nearly 20 minutes.
If Username and Password are correct, the system will know whether the user is making his
first access to the Portal and will request a password change.
3.2.1 Forgotten password
If the user loses his password to access the portal, he can access the password recovery
page from the "Forgotten password?” menu, as shown below:
The user must enter his Username and click on “Send", as shown below. The system will
send an email to the user at the email address indicated at registration, containing the new
password which will grant him access to the Portal. The user should change this password
upon first login.
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After having entered the Username, to complete password retrieval, the Answer indicated for
the Question during the Registration process should be entered.
3.2.2 Changing your password
Upon successful authentication of his account, the user of the Counterparty can view the
following Portal screen:
The user can select one of the following three options from the header section:
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“Changing your password” to change his password,
“Logout” to end the Portal session,
“English” to change the language settings.
The “Changing your password” function has a “Changing your password” page in which
the new password can be entered.
Upon successful confirmation, the system verifies that the new password is in compliance
with Terna’s security policies.
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4 Portal Functions
After having completed the authentication, the user will view the following screenshot in the
Portal:
In the Control Menus, all services offered by the Portal are indicated that can be accessed:
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My data
- Master data
- Contracts
- Guarantees
- Billing information
- Technical and market data
My services
- Managing Master Data
- Managing Connection Requests
- Managing contracts and guarantees
- Managing Legacy credentials
My contacts
- Open a ticket
- View my tickets
- My reports
News
- View
- Search
Links
FAQs
- View
- Search
Documents and Manuals
- View
- Search
Legacy Systems
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In this section, the user can find:
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A brief description of the Portal’s services,
The list of news divided in two sections:
o “My news”: linked to the user’s profile used for connecting to the Portal
o “Terna’s News”: the most important news found on Terna’s website
(www.terna.it)
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