1 SETTEN Policies and Guidelines Handbook 2012-2013 Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 2 Table of Contents I. About SETTEN 3 II. SETTEN Management Board 4 III. SETTEN Members 5 IV. SETTEN Policies and Guidelines 6 V. Guidelines and Procedures for Scheduling Videoconferences 17 VI. Attachment 1 – Region 5 Email Services Acceptable Use Policy 28 Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 3 I. About SETTEN The SouthEast Texas Telecommunications Education Network links school districts served by Region 5 Education Service Center into one communications system. With an Internet hub located at Region 5’s Beaumont site, thirty- two local education entities form the membership group receiving Internet access and email via high-speed T1 and/or Gigabit lines. The regional network is capable of simultaneously handling Internet access, computer data transmissions and videoconferencing. The network is part of a statewide effort by the Texas Education Agency to create a K-12 telecommunications infrastructure. The Commissioner’s Access Initiative drives the growth of the infrastructure to provide PEIMS, TAKS and other instructional resources to educators in classrooms and campus offices. The ultimate connection goal of the SETTEN network is to create a telecommunications infrastructure which will be compatible with other regional, state, national and international telecommunications networks. The SETTEN Management Board is empowered to make local decisions regarding policy and growth issues. The nine-member Board consists of six member superintendents (one from each county served), Region 5’s executive director and two representatives from the Southeast Texas Higher Education Regional Council. Associate Executive Director of Technology, Director of Network Operations, and a Technology Coordinator (nominated by peers) also serve in an advisory role on this board. SETTEN Management Board Meetings will be held as needed in order to update and allow the board members to make decisions about the network. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 4 II. SETTEN Management Board The 2011-2021 Management Board members are as follows: Mr. Shannon Holmes Hardin Jefferson ISD 110 Vaughn PO Box 460 Kountze, TX 77625-0460 Ph. (409) 246-3352 Fax (409) 246-3217 Hardin County-(10-13) Mr. Richard Hazelwood Kirbyville CISD 206 East Main Street Kirbyville, TX 75956-2128 Ph. (409) 423-7520 Fax (409) 423-2367 Jasper County - (12-15) Mr. Rob Madding Nederland ISD 220 17th Street, Nederland, TX 77627-5029 Ph. (409) 724-2391 Fax (409) 724-4280 Jefferson County –(10-13) Mrs. Paula Quick Burkeville ISD PO Box 218 Burkeville, TX 75932-0218 Ph. (409) 565-2201 Fax (409) 565-2012 Newton County - (12-15) Mr. Mike King Bridge City ISD 1031 West Roundbunch Rd. Bridge City, TX 77611 Ph. (409) 735-1500 Fax (409) 735-1694 Orange County - (12-15) Mr. Glenn Conner Woodville ISD 505 North Charlton Street Woodville, TX 75979-4505 (409) 283-3752 (409) 283-7962 Tyler County - (08-11) Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 5 -continued- SETTEN Management Board, continued Dr. Danny Lovett 2295 Delaware Street Beaumont, TX 77703 Ph. (409) 951-1855 Fax (409) 833-9755 Region 5 Education Service Center Ms. Judy Wright Angelina Community College Ph. (936) 633-5392 Fax (936) 633-5410 SE Texas Higher Edu. Regional Council Mr. Johnny Jarrell Lamar University - Beaumont P.O. Box 10694 Beaumont, TX 77710 Ph. (409) 880-1847 Fax (409) 880-1897 SE Texas Higher Edu. Regional Council III. SETTEN Members Angelina College Beaumont ISD Bob Hope Charter School Brookeland ISD Buna ISD Burkeville ISD Chester ISD Colmesneil ISD Deweyville ISD East Chambers ISD Evadale ISD Hamshire-Fannett ISD Hardin-Jefferson ISD High Island ISD Jasper ISD Kirbyville ISD Kountze ISD Lamar University – Beaumont Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 6 Lamar University - Orange Little Cypress-Mauriceville CISD Lumberton ISD Nederland ISD Newton ISD Orangefield ISD Port Arthur ISD Port Neches-Groves ISD Region 5 ESC Sabine Pass ISD Silsbee ISD Spurger ISD Vidor ISD Warren ISD West Hardin County CISD West Orange-Cove CISD Woodville ISD IV. SETTEN Operational Policies and Guidelines 1.0 PURPOSE The purpose of SETTEN is to facilitate communications and foster educational opportunities among educational entities throughout the state via the Internet and Internet 2; and to ultimately include video conferencing, data exchange, regional intranet connections, and distance learning to all of SETTEN’s members. This document serves to define the service relationship that exist between SETTEN and its customer community and peer networks. In making a connection to the Internet through SETTEN’s access service, all connecting organizations agree to adhere to the policies and procedures provided within as well as any others set forth by the current Internet Service Provider. 2.0 MEMBERSHIP Membership will be open to public school districts, institutions of higher learning, and other non-profit educational entities. 2.1 MEMBERSHIP The SETTEN network was established in 1997 by charter entities which collaboratively financed its implementation. Current Membership in SETTEN includes thirty-three (33) entities; namely, Region Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 7 5 ESC, Lamar University-Beaumont, Lamar University – Orange, Angelina Community College, and 30 school districts including: Beaumont ISD, Buna ISD, Burkeville ISD, Colmesneil ISD, Chester ISD, Deweyville ISD, East Chambers ISD, Evadale ISD, Hamshire-Fannett ISD, Hardin-Jefferson ISD, High Island ISD, Jasper ISD, Kirbyville ISD, Kountze ISD, Little Cypress-Mauriceville ISD, Lumberton ISD, Nederland ISD Newton ISD, Orangefield ISD, Port Neches-Groves ISD, Port Arthur ISD, Silsbee ISD, Spurger ISD, Vidor ISD, Warren ISD, West Hardin County CISD, West Orange-Cove CISD, Woodville ISD, and one (1) Charter School, Bob Hope Charter. 2.2 ADDED MEMBERSHIP New membership will be solicited from educational entities as defined in 2.0, above. New membership joining fees will be determined by the SETTEN Management Board and adjusted periodically to reflect costs of installation of local site equipment and upgrade to hub equipment to accommodate the additional connection. 3.0 GOVERNANCE A. Membership, Terms, and Procedures Direction of SETTEN is vested in a nine (9) member Management Board consisting of the Executive Director of ESC 5, one (1) District Superintendent selected by county peers for each of the counties that Region 5 serves (Jefferson, Hardin, Tyler, Orange, Newton, and Jasper) and two SETTEN member representative seats from the Southeast Texas Higher Education Regional Council. A non-voting advisory seat is designated for a technical coordinator to be selected by the Technology Coordinators Group. This technical member will advise the SETTEN board on technical issues. The SETTEN Technology Coordinators Group will meet as needed prior to the SETTEN Management Board. A permanent Management Board seat is designated for the Executive Director of ESC 5. The remaining members will serve for three-year staggered terms, elected from within the superintendents of the school districts located in their county and from within the Southeast Texas Higher Education Regional Council, as determined by that Regional Council. The Management Board will meet as required to fulfill its role and address the needs of SETTEN. It may meet at any place of its choosing and is not required to operate under the provisions of the Texas Open Meetings Act. Board members serve without compensation and the employing entity for each individual member shall underwrite travel costs associated with service on the SETTEN Management Board. B. Role and Function In general, the role of the SETTEN Management Board is to provide direction for the overall development and operation of SETTEN in order that: (1) communications among all member entities be accomplished in the most Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 8 highly effective and efficient manner possible, (2) the welfare and stability of SETTEN be nurtured, and (3) the operations of SETTEN be conducted in a financially responsible manner and be accountable to all member entities. Performance of the Management Board’s role includes performance of the following functions: 1. Advise ESC 5 leadership regarding SETTEN operational matters. 2. Prior to July 1 reconfirm the design through which member entities will be invoiced for cooperative operational costs. 3. Prior to December 31 each year, (1) review and approve cooperative operational expenditures for the past year, and (2) designate the amount of cooperative operational funds, if any, to be retained as a Reserve Fund for the cooperative. 4. Establish criteria and priorities for the operational uses and scheduling of SETTEN. Distance learning offerings involving members shall be awarded the highest priority for both use and scheduling. 5. Annually, provide for the development and adoption of plans (1) to promote understanding and support of SETTEN among member entities, and 2) to enhance the skills, capabilities, and effective use of SETTEN by personnel associated with member entities. 6. In conjunction with ESC 5, plan and implement events and activities designed to present and/or publicize SETTEN to specific audiences. 7. Review and consider applications for membership and seek avenues through which SETTEN member entities can be expanded. 4.0 MEMBER ENTITIES A. DEFINITION A member entity is a legal organization that (1) has a stated and demonstrated purpose to support education in the State of Texas, (2) submits an application to become a member of SETTEN, and (3) whose governance and administrative leadership commit to meeting all requirements associated with being a SETTEN member entity. B. RESPONSIBILITIES The connecting organization will make SETTEN network/Internet access available to its proper user community; e.g., an ESC to its school districts and schools to its faculty and students. Service to the general public requires special attention. Connecting organizations are cautioned that a publicly accessible information service should not provide a personal presence or identity on the Internet to individual citizens. The intent of these guidelines is to prevent a connecting organization from acting, whether intentionally or otherwise, as an Internet access provider to the public. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 9 Libraries and others wishing to become Internet access providers in their communities are encouraged to seek Internet connectivity from a commercial Internet provider rather than through SETTEN. In a large measure, the success of SETTEN is ultimately dependent upon the performance of member entities. It is the responsibility of each member entity to perform the following: 1. Designate an employee as the entity Administrator. * 2. Designate at least one employee as the entity Technical Contact. * 3. Require entity personnel to participate in training and serve as a site facilitator for all videoconferences.* 4. Support and abide by SETTEN established operational procedures and practices within each member entity. 5. Contribute to the enhancement of SETTEN by identifying and submitting suggestions on a continuing basis and as requested. * Optionally contract with ESC 5 5.0 MANAGER/FISCAL AGENT Utilizing the approved general design, ESC 5 is responsible for leading the development of SETTEN. In this capacity, ESC 5 is responsible for the following: 1. Obtain engineering services to accomplish detail specifications for all aspects of SETTEN and other services associated with product selection and procurement. 2. Provide for the acquisition, installation, and proof-of-performance testing of all lines and equipment required for SETTEN operations. 3. Receive, budget, and expend any capitalization or operational funds from nonSETTEN member sources for the purposes of supporting and/or enhancing SETTEN. 5. Region 5 or approved E-rate Consultant will file, on Consortiums behalf, all forms and apply for all eligible services for E-rate 4. Develop and distribute specifications for the SETTEN environment(s) to all member entities. 5. Provide for the recruitment and selection of staff to support SETTEN’s operations. 6. Actively participate with the SETTEN Management Board in the development and implementation of communication, staff development, and utilization plans. 7. Provide periodic status reports concerning implementation and/or operation to the SETTEN Management Board and member entities. 5.1 IMPLEMENTATION Typically implementation will be undertaken in concert with, and via a project team consisting of other qualified vendors. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 10 5.2 OPERATIONS In supporting operations, the SETTEN Management Board and ESC 5 personnel will be responsible for the following: 1. Developing and managing the SETTEN budget. SETTEN costs include (1) lease and phone line fees, (2) software and hardware maintenance, (3) insurance, (4) fees and supplies, (5) test equipment, (6) administrative overhead/support costs 2. Invoicing SETTEN member entities to obtain funding for ongoing operational costs. 3. Interfacing with all entity Administrators for technical training, assistance, and/or contracted support. 4. Interfacing with providers of all SETTEN lines and circuits. 5. Interfacing with providers of warranty relating to products purchased in the capitalization of SETTEN. 6. Actively participating in the development and implementation of the plans to enhance the utility and/or expansion of SETTEN. 7. Interfacing with providers of any ongoing maintenance programs. 8. Maintain a process for scheduling videoconferences. 9. Provide email service in a cost-effective manner to staff of member entities. 6.0 INTERNET ACCESS EXPENSES In addition to the standard monthly access and service fees, each connecting organization will be responsible for the costs associated with the acquisition, operation and maintenance of the specified hardware, software and data circuits. The SETTEN Management Board during the development and initial operational phases provides these services through a bundled single price per connection. The SETTEN Management Board shall continue to review the charges associated with development and operations of SETTEN and have the option of unbundling such service costs as best suits its members and operational costs. 6.1 EMAIL A. Expenses The Management Board will set a rate for account maintenance for each successive school year. Email will be hosted off site in order to be prepared for any type of disaster. Districts that use Region 5 email services will have the ability to check email off site as long as Internet Service is available. B. Retention Policy: Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 11 Region 5 will delete all email from the Delete files once a month. If a district needs to retain email for legal/administrative purposes email users must follow the districts’ local retention policy. Region 5 will not retain/archive email locally for districts. All email should be stored on local machines or printed in order to meet records retention laws. C. Acceptable Use Policy (see Attachment.) All members are required to follow the rules and guidelines in the Acceptable Use Policy. 6.2 UNBUNDLED COST ITEMS A. Setup Expenses The following information serves to outline and define the ‘one-time” Internet access setup costs: 1. Circuit configuration and installation expense 2. Equipment procurement and installation expenses 3. Typical customer configurations will require the following hardware and software components (one-time charges): HARDWARE (a) Gateway Router (b) Domain Name Server(s) - if desired (c) Interconnecting cables or connecting router 4. Secondary domain name service setup (optional) Each customer is required to maintain primary DNS for their domain name, and also operate a secondary domain name. Both of these services can be provided by ESC if the member desires to use them. If a school utilizing the ESC 5 domain name services installs its own DNS, costs associated with such a change will be borne by the SETTEN member (costs could include router and/or PIX box reconfigurations plus other expenses). B. RECURRING OR MONTHLY EXPENSES 1. Monthly Access Fee A monthly fee will be charged for each Internet and/or video connection based on a cost share principle for T-l circuits. Gigabit lines will be billed based on actual cost per district. 2. Monthly Router Management Fee A monthly fee will be charged for management of the routers located on the SETTEN hub. 3. Monthly Circuit Cost A monthly circuit cost will be billed to cover the cost for the digital circuits installed to support the member’s Internet access and for dedicated router management. 4. Monthly Warranty Fees A monthly fee will be billed to cover the cost of maintaining warranty and service agreements on equipment used at the hub and routers and/or switches at each SETTEN member’s location. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 12 7.0 ROUTER EQUIPMENT SETTEN member entities connecting to the regional network backbone must procure appropriate routing and line termination equipment. As a policy that serves to benefit all customers, SETTEN’s position is to provide a pure IP (Internet protocol) routed, nonbridged network. Currently the regional operated backbone is supported by CISCO routers along with the CISCO proprietary routing protocol, Enhanced Internet Gateway Routing Protocol (EIGRP). Integration of any other types of connections will be handled on a case by case basis. ie: Universities and non-school district entities 7.1 CONNECTING ORGANIZATIONS REQUIREMENTS A. PROTOCOL STANDARDS Members will only route IP. Member routers will support either EIGRP, BGP or OSPF. B. HARDWARE STANDARDS Members will utilize ESC 5 approved equipment. The specific make and model is to be specified depending upon the configuration of the SETTEN hub. C. ROUTER ACCESS ESC 5 SETTEN Network will provide the necessary specs for routers and/or switches for lease to the districts in order to join or upgrade existing equipment at local site for connection to the network. ESC 5 Network Manager has full access to routers and configurations used by SETTEN members to connect to the SETTEN Network. This ensures the SETTEN connection is not disrupted and/or compromised. Region 5 owns the equipment and configuration to routers and/or switches connected to the SETTEN Network. Members pay a warranty fee that covers the equipment and configuration under Region 5 to ensure stability of routers and/or switches connected to the SETTEN Network. Therefore SETTEN Members do not have access to the routers and must contact the ESC Network Manager to obtain information on configurations or for troubleshooting issues. Client application software should be deployed throughout their local network as needed. As with all other aspects of the connecting organization’s Local Area Network (LAN), it is entirely the responsibility of the connecting organization to acquire, configure, and operate the equipment and software necessary to support Internet access through SETTEN. This can be done with member personnel or services contracted through ESC 5. 8.0 DIGITAL DATA CIRCUIT The connecting entity will have the option to connect to SETTEN directly by leasing a circuit to achieve a connection to the SETTEN hub, or maintain and manage own data Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 13 connection. If the SETTEN Member wants ESC 5 to include Data Circuits on the E-rate Consortium Application the circuits must be procured through SETTEN. 8.1 HIGH BANDWIDTH CONNECTIVITY The SETTEN policy for bandwidth requests in excess of one T-l is as follows: A. Each member is entitled up to two (2) connections to the SETTEN hub. If more than two connections are needed an additional support fee is charged. B. A bandwidth surcharge will be negotiated on a case-by-case basis. The purpose of the surcharge is to support adequate bandwidth provisioning at the Hub. E. A surcharge for network management and maintenance may be applicable depending upon the specific implementation. 9.0 IP NETWORK NUMBERS (ADDRESSING) Unless the connecting organization has one or more Class B IP network addresses, the organization must procure new network addresses. If the number of addresses requested by the organization is greater than the number calculated by the ISP’s model, then the organization must obtain their addresses from ARIN 10.0 PROBLEM DIAGNOSIS The SETTEN Network Management staff will maintain the Internet access backbone and the equipment at the SETTEN hub. SETTEN Network Management Staff will assist connecting organizations with problem resolution support for their local routers. A. ESC 5 Support For a fee, the ESC 5 can provide network management support. In cases where the connecting router should fail, SETTEN may be able to provide a temporary spare and configuration services for the member. B. Member Self Support Connecting organizations that choose not to utilize to the ESC 5's network management support should have “in-house” technical staff familiar with the tools, ‘ping’ and ‘traceroute’ to help assess the status of their connection and the reachability of their networks. Technical staff should have at hand the domain names and IP addresses of local computers and common destination computers elsewhere on their network and beyond. They should know the addresses of all router interfaces on their local network. Member technical staff should know the location of the router at the gateway to the SETTEN network and become familiar with its operation and display. In case of the loss or corruption of the router configuration, technical staff should be able to connect a personal computer with a serial cable and terminal emulation program to the console port of their gateway router in order to restore the original configuration. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 14 In cases where a problem is not locatable within the connecting organization’s local network, the SETTEN Network Management Staff should be notified and provided with a narrative of observations made by local technical staff, the diagnostic measures attempted, and if any, the results. The SETTEN Network Management Staff, will help to isolate and identify the problem, and will delegate tasks to appropriate parties including any connecting organization’s technical staff. Such problems will be resolved through best-efforts cooperation between the technical staff of the connecting organization, the SETTEN Network Management Staff. 11.0 FILTERED ACCESS AND HOST SECURITY AT&T Internet Service is contracted through SETTEN to provide unfiltered Internet access. That is to say that they do not monitor or censor the content of connecting organizations data transmissions across the SETTEN network. If such a service is desired by a connecting organization, it is the connecting organization’s responsibility to provide such functionality for itself. The ISP does not provide firewalling or any other kind of host security services. SETTEN provides firewalling from the Internet for participating members. SETTEN requests that members acquire a firewall at the local level. Furthermore, local control allows each user to determine which security measure fits best with their particular application. 12.0 SANCTIONS 12.1 USE OF SETTEN NETWORK All use of the SETTEN network must be in support of education and research and consistent with the purposes of TEA, SETTEN and Region 5. Region 5 reserves the right to isolate/disconnect any site whose actions adversely affect the SETTEN network as a whole. Actions that could result in disconnection include: Modification or destruction of data at other sites Interconnection with sites outside the Region 5 firewall without authorization. Use of IP addresses that are not properly assigned to one’s site. Should it become necessary to disconnect/isolate a site from the SETTEN network, an emergency meeting of the SETTEN Management Board will be called to determine the appropriate course of action. In the event the offending site disrupts the proper operation Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 15 of the SETTEN network, the site will be immediately shutdown and the SETTEN Management Board will be apprised of the situation. 12.2 INTERNET USE All use of the Internet must be in support of education and research and consistent with the educational objectives of TEA, SETTEN and Region 5. Any user accessing the Internet is required to logon to a password-protected account first to ensure accountability. Network accounts are to be used only by the authorized owner of the account for the authorized purpose. Users shall not intentionally seek information on, obtain copies of, or modify files, other data, or passwords belonging to other users, or misrepresent other users on the network. All communications and information accessible via the network should be assumed not to be private property. Inappropriate use of the Internet includes but is not limited to: Any use of the network for commercial or for-profit purposes Extensive use of the network for personal or private business Any use of the network for product advertisement or political lobbying Malicious use of the network to develop programs that harass other users or infiltrate a computer or computing system and/or damage the software components of a computer or computing system Distribution of hate mail, chain mail, harassing or discriminating remarks or other antisocial behaviors Accessing or processing pornographic material, inappropriate text files, or files dangerous to the integrity of the SETTEN network. The SETTEN Network reserves the right to define and periodically modify the term “inappropriate use”. The SETTEN Network reserves the right to log Internet use and to monitor fileserver space utilization by users while respecting the privacy of user accounts. 12.3 VIDEOCONFERENCING USE The SETTEN Distance Learning network exists for the shared use of its members for the purposes of providing educational resources via the two-way video and two-way audio interactive system to those members. Those services include, but are not limited to dual credit courses provided by higher education entities, shared instruction between and among districts, staff development, virtual meetings and community education programs, electronic fieldtrips, statewide collaborative student projects and multiregional student events. A trained site facilitator must be present in each Distance Learning lab for all sessions. Use of the SETTEN Distance Learning network will be governed by the guidelines outlined in Section VI of this handbook. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 16 The SETTEN Management Board reserves the right to restrict use of the network by outside entities, and permission to use the network by non-members must be granted by the board prior to its use. The board agrees on minimal guidelines for usage of the distance learning network as follows: A. Current SETTEN members that have more than 4 mobile sites will incur an additional support fee. a. If schools are interested in purchasing DL equipment they must include Region 5 in the process to make sure the equipment is compatible with the hub equipment. B. Outside Service Providers College service providers who wish to provide instruction via their own remote connection must join the SETTEN network in order to deliver through the network. Joining as a member includes joining fee designated by the SETTEN Management Board, plus ongoing monthly fees as determined by the SETTEN fiscal agent. C. Non SETTEN School Districts School districts wishing to receive instruction delivered via the SETTEN/TETN Distance Learning network must join the SETTEN network as described in A. above. OR pay an annual $500 retainer fee along with connection fees of $150 for up to 3 hours or $300 for up to a 6 hour connection. This fee is per connection, per site and covers testing, scheduling and monitoring of event. This does not include on site technical support. The $500 retainer fee must be paid prior to any events and pre-testing with ESC 5 SETTEN staff must be conducted. These sites must request a conference 10-14 days in advance. D. Private Groups (Businesses) Other entities, such as private groups or businesses, which wish to use the network for one-time conferencing events must submit a request to do so to the management board. Approval of such usage will depend on whether the usage will include or benefit SETTEN members in any way. Use of the SETTEN hub by outside entities who are not including or benefiting SETTEN members sites in conferences will not be permitted. A usage fee of $125/hour per site will be assessed for any usage permitted by a private group or business. Reservation, scheduling and invoicing will be handled by the SETTEN hub staff and fiscal agent. Fees will be reimbursed to school district sites involved in the conference at the conclusion of the conference. The board authorizes the Region 5 Education Service Center Executive Director or Deputy Executive Director the right to waive any restrictions/fees. V. GUIDELINES AND PROCEDURES FOR SCHEDULING VIDEOCONFERENCES Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 17 1.0 TECHNICAL REQUIREMENTS Electronic events in SETTEN’s Videoconferencing Network are made possible through the use of 384k bandwidth teleconferencing technology using 1/3 T-1 lines. OPTION 1: Sites connecting to the SETTEN hub for videoconferencing purposes will need the following capability: Direct connection via T-1 or Gigabit line to the SETTEN hub located at Region 5 Education Service Center in Beaumont H.323 compatible videoconference system with appropriate network connections to interface with the SETTEN videoconferencing hub OPTION 2: Sites choosing to NOT directly connect to SETTEN hub will need the following capability: High bandwidth connection with adequate bandwidth. H.323 compatible videoconference system with appropriate network connections to interface with the SETTEN videoconferencing hub ** ISDs that choose option 2 MUST adhere to the above mentioned guidelines in order to have the best possible connections to SETTEN. ISDs in option 2 are not guaranteed QOS (Quality of Service) from SETTEN since SETTEN Network Operations has no control over individual data connections and Internet service. **Only ISDs choosing option 1 are afforded QOS (Quality of Service) because the SETTEN Network Operations have 100% control of data connections and traffic. 2.0 PLANNING FOR A VIDEOCONFERENCE The key to a successful videoconference is planning. Coordinating the personal schedules of all of the participants is the most challenging part of the planning process. For most events, the SETTEN Staff will process a videoconference request and provide a schedule confirmation within two business days. However, the SETTEN Staff assumes that all of the coordination was done between all of affected sites before the videoconference request is submitted. The required coordination steps include: 1) Developing a meeting agenda, 2) Requesting time from each participant’s personal schedule, and 3) Submitting a CRF (Conference Request Form) to the ESC SETTEN staff. 3.0 VIDEOCONFERENCE LEAD TIMES Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 18 As a rule of thumb, potential attendees’ personal calendars tend to get filled up 2 to 4 weeks into the future. Beyond the 2 to 4 week timeframe, more appointment times may be available. Typically, the planning process becomes more complex as more people and more sites are involved. Lead-time for videoconferences is defined as the time between official notification of the SETTEN Staff until the expected start of the videoconference event. The following lead times are given as guidance to help videoconference hosts and participants plan their event. Based on experience with establishing successful and unsuccessful events, the SETTEN Staff recommends these lead times. Events that are scheduled with less than the recommended lead times may receive lower scheduling priority and may be deferred (“bumped”) by an event that was scheduled with at least the recommended amount of lead time. Event Expected Lead Time Region-wide Videoconference Videoconferences requested by the ESC Executive Director or Superintendents Large Group Videoconferences Medium Group Videoconferences Point-to-Point Videoconferences Emergency Executive Director/ Superintendent Videoconferences Other Emergency Scheduling Needs At Least 10 Working Days At Least 10 Working Days 4.0 At Least 5 Working Days At Least 3 Working Days At Least 2 Working Days Same Day/Immediately By Approval (Contact Krin Mackenroth) TASKS AND RESPONSIBILITIES Site Managers The Site Managers are responsible for making the proper arrangements for videoconferences. These tasks include: 1) Coordinating videoconference event times and dates between sites with the other Site Managers, 2) Operating the videoconferencing system for the host or guests when necessary, 3) As the Host Site, assisting the event host with notifying attendees for participation in each videoconference, 4) As the Host Site, collecting attendance information from the event host and passing the information on to the SETTEN Staff 5) Ensuring a trained facilitator is scheduled to mange the conference 5) Providing any required additional equipment beyond the standard SETTEN Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 19 videoconferencing suite for events when necessary. SETTEN Staff The tasks and responsibilities of the SETTEN Staff include: 1) Establishing policies and procedures for the use of the SETTEN system on a daily basis, 2) Advising Site Managers on technical and management issues, 3) Creating, checking, and maintaining the communication system connections for requested videoconferences, and 4) Providing maintenance support for the SETTEN system. Videoconference Event Host The videoconference event host is responsible for the following tasks: 1) Inviting guests and coordinating the guests’ personal schedules for the event, 2) Developing and coordinating the agenda with the guests as appropriate, 3) Creating, distributing, displaying presentation materials and sharing other appropriate information with the event guests, 4) Requesting the appropriate amount of time to run the event from the Site Manager at the host’s location, 5) Requesting primary and alternate times/dates for the event from the Site Manager at the host’s location, and 6) Coordinating any event schedule changes with the host Site Manager and all guests. 5.0 AUTHORIZED AGENTS The SETTEN Staff can accept videoconference event requests only from: 1) The Region 5 Executive Director 2) The SETTEN Management Board, and 3) The Site Managers or Site Management Staff members as designated by the member Superintendents. 4) The TETN Scheduler The SETTEN Staff will create and maintain a list of individuals permitted to make videoconferencing event requests. Each Site Manager will be responsible for coordinating their Site’s requests for videoconferencing events with every other participating Site. The Host Site Manager will contact the SETTEN Staff to request primary and secondary times for the event. If a Host Site is not designated for a multiRegion 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 20 point videoconference, the SETTEN Central Site Manager may assign a Host Site. 6.0 TYPICAL WORKDAY AND WORKHOURS All quotes for specific times in this Guide are stated in Central Standard Time. 6.1 SETTEN System Availability It is assumed that the highest demand for videoconferencing time will occur between 8 A.M. and 5 P.M. Monday through Thursday and 8 A.M. to 3 P.M. on each Friday. The SETTEN Videoconferencing System will initially be available for use 8 A.M. to 9 P.M. Monday through Thursday and 8 A.M. to 6 P.M. on Friday. The SETTEN holiday calendar will follow the Region 5 holiday calendar. Scheduling for videoconference system use beyond typical 8 A.M. to 5 P.M. Monday through Friday work-hours will need to be coordinated with the local Site Manager and the SETTEN Staff. 6.2 Notification for Employee Overtime For videoconference events that are scheduled with the recommended lead-time, the request for after-hours support will be stated in the videoconferencing time request. For events that are requested in less than the recommended lead time, and especially for very short notice requests, videoconference participants should notify their Site Manager if overtime is needed at least three hours before the end of the work day. The Site Manager will immediately notify the SETTEN Staff and the Site Managers at all of the other affected sites. This will permit the Site Managers and the SETTEN Central Network Manager to seek overtime for their respective employees for videoconference system support. 7.0 CENTRALIZED CLOCK The communication system connections for all videoconferences will be started and ended promptly using software in a videoconference server computer in the SETTEN Control Room located at Region 5 ESC. Because the SETTEN Control Room and the SETTEN Hub do not have videoconferencing capabilities, no countdown warnings will be issued by the SETTEN Staff to start or end a videoconference. The videoconference event host may announce countdown warnings in a videoconference to tell participants of the impending end time. 8.0 VIDEOCONFERENCE SET-UP TIMES All sites will be automatically given a 5-minute set-up time for all videoconference events, with the exception of the first conference of each day. First conferences of the day Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 21 will have a 15-minute setup time to ensure that the system powers up correctly and to allow for troubleshooting. The SETTEN Staff needs the 15 minute block of time to make sure all of the sites are connected with each other and to check the equipment settings at all of the sites before the planned start time. The set-up time will allow the site staff to rearrange tables, preset cameras, and prepare any materials for presentation. The Host Site may request up to thirty (30) minutes of set-up time before a videoconference begins for all of the affected sites in a particular event. The setup time cannot be claimed by any other site for a videoconference. 9.0 SCHEDULING EXAMPLE An example will explain the scheduling time rules. A Site uses the standard 5-minute setup time with a planned starting time of 8:30 AM for a two-hour videoconference. For all of the affected sites, the SETTEN Staff will schedule a set-up time from 8:25 AM to 8:30 AM. The videoconference host can begin presenting the event promptly at 8:30 AM. The connection for the videoconference will be broken promptly by the SETTEN videoconference computer at the scheduled end time of 10:30 AM. 10.0 VIDEOCONFERENCE EXTENSIONS Because there are many demands on videoconference resources and time, the SETTEN Staff cannot guarantee any videoconference extensions. However, extensions of videoconferencing time may be available for an event if there are no existing demands for the time in the SETTEN Videoconference Scheduling System for any of the affected sites. The Host Site Manager will be responsible for requesting an extension of videoconference time. Extension requests will not “bump” any existing or scheduled videoconference events. If additional videoconference time is needed and is available, the SETTEN Central Network Management Staff will attempt to create an extension for only one 15 minute block of time. In order to be fair to other SETTEN sites, the SETTEN Staff will not grant more than one 15 minute extension of videoconference time. Extensions will not be permitted if there is a conflict with videoconference set-up times. Because personnel overtime should be requested and approved ahead of time, there will be no extensions for videoconferences occurring during overtime hours. Because of the high risk of destroying the entire videoconference database and the videoconference server computer, the SETTEN Staff cannot grant a videoconference extension within 15 minutes of the planned videoconference end time. 11.0 MAXIMUM NUMBER OF PARTICIPATING SITES IN A Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 22 VIDEOCONFERENCE Each site (DL unit) can participate in only one videoconference event at a time. The multi-point control unit can handle simultaneous videoconferences to different sites as follows. The maximum switching capacity of the multi-point control unit is eighty (80) simultaneous videoconference connections. 12.0 VIDEOCONFERENCE SCHEDULING PRIORITY RANKING “BUMPING RIGHTS” The guiding principle is to provide an equal opportunity for every SETTEN Site to use the system. Therefore, a priority ranking must be established and maintained to keep the system access and usage balanced and fair for all participants. There are a total of ten (10) levels of priority in the central videoconference database system. Level 10 is the highest priority and level 1 is the lowest priority. Level 10 and level 2 are reserved for future consideration. 13.0 LEVELS OF PRIORITY A. UNIVERSITY DUAL CREDIT AND/OR HIGH SCHOOL CREDIT COURSES STATEWIDE STUDENT AND MULTIREGIONAL STUDENT COLLABORATIVE PROJECTS (LEVEL 10) Videoconferences that are part of day-to-day instruction of students and educators involved in degree or credit programs will receive the highest level of priority. They shall not be considered in the “bumping” priority list. The SETTEN Staff will work on a semester basis with service providers and school districts to arrange a schedule that satisfies the needs of all participants. Once this schedule is set, the Host Site in control of the conference is the only entity allowed to change it (i.e., to cancel a course or change the participating connecting sites.) B. TETN Mode B or E Multiregional Professional Development or Meetings Videoconferences that involve district and ESC staff in training or planning meetings provided by Project Directors from TEA or other ESCs across the state. C. EXECUTIVE DIRECTOR REQUESTED VIDEOCONFERENCES (LEVEL 9) Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 23 Videoconferences personally requested by the Executive Director of Region 5 Education Service Center receive the next highest priority. In an emergency situation, the SETTEN Staff will seek the earliest possible unscheduled videoconference time that is available in the day. If the time is unsatisfactory to the Executive Director, the SETTEN Staff will begin seeking videoconference times from lower priority videoconferences and step up to higher priority videoconferences to meet the requested demand. The SETTEN Staff cannot guarantee any refunds of lost videoconference time to any of the affected sites. The SETTEN Staff will establish the connections and equipment settings for the event without using the standard 5 minute set-up time. D. SETTEN MANAGEMENT BOARD REQUESTED EMERGENCY VIDEOCONFERENCES (LEVEL 8) Emergency Videoconferences called by the Executive Director and a majority of the SETTEN Management Board members may override lower priority events, for no more than 30 minutes of videoconferencing time during an 8-5 workday per week. Based on a verbal or written request of videoconference time from the SETTEN Management Board Chair, the SETTEN Staff will seek the earliest possible unscheduled videoconference time that is available in the day. If the time is unsatisfactory to the Management Board Chair, the SETTEN Staff will look for videoconference times from low priority videoconferences and step up to higher priority videoconferences to meet the requested demand. The SETTEN Staff cannot guarantee any refunds of lost videoconference time to any of the affected sites. The SETTEN Staff will establish the connections and equipment settings for the emergency event without using the standard 5 minute set-up time. E. REGION-WIDE VIDEOCONFERENCES (LEVEL 7) Planned Region-wide events are Level 7. It is assumed that scheduled region-wide conferences with at least fifteen (15) Sites will take the majority of videoconferencing time during a typical workday, especially during peak periods of the year. If the conferences are repeated throughout the year (quarterly, monthly, weekly etc.), then the SETTEN Staff will schedule the conferences with all sessions, working groups, and discussions in the times and dates requested by the designated Region-wide conference Host Site. Based on experience and actual usage of the SETTEN system, a single Region-wide event should last no more than four (4) hours per 8 -5 workday. Videoconference events Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 24 lasting more than 4 hours each tend to fatigue participants. This limitation also gives other sites a chance to use the system during the same day. When there are several requests for events from multiple sites, each of the sites will have their Region-wide events limited to no more than ten (10) hours per week. All sites will be automatically given a 5-minute set-up time for the Region-wide videoconference. The Host Site may request up to thirty (30) minutes of set-up time before a videoconference for all of the affected Sites. F. SETTEN MANAGEMENT BOARD VIDEOCONFERENCES (LEVEL 6) Planned region-wide videoconferences with the SETTEN Management Board (for five sites or more) requesting a conference are Level 6 priority. If the conferences are repeated throughout the year (quarterly, monthly, weekly etc.), then the SETTEN Staff will schedule the conferences on a repeated basis. The SETTEN Staff will schedule videoconferencing events for two (2) hours or less per 8-5 workday for no more than five (5) hours per week. All sites will be automatically given a 5-minute set-up time for the videoconference. The Host Site may request up to thirty (30) minutes of set-up time before a videoconference for all of the affected Sites. G. LARGE GROUP VIDEOCONFERENCES (LEVEL 5) Planned Videoconferences involving a Large Group of seven (7) sites to twelve (12) sites are Level 5 priority. The SETTEN Staff will schedule videoconferencing events requested by the designated Host Site for sessions lasting for two (2) hours or less per 8-5 workday for no more than five (5) hours per week. All sites will be automatically given a 5-minute set-up time for the videoconference. The Host Site may request up to thirty (30) minutes of set-up time before a videoconference for all of the affected Sites. H. MEDIUM GROUP VIDEOCONFERENCES (LEVEL 4) Planned Videoconferences involving a Medium Group of three (3) to seven (7) sites will be given Level 4 priority. The SETTEN Staff will schedule videoconferencing events requested by the Host Site Manager for two (2) hours or less per 8 -5 workday for no more than five (5) hours per week. All sites will be automatically given a 5-minute set-up time for the videoconference. The Host Site may request up to thirty (30) minutes of set-up time before a videoconference Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 25 for all of the affected Sites. I. POINT TO POINT VIDEOCONFERENCES (LEVEL 3) Planned Videoconferences involving only two (2) sites will be given Level 3 priority. The SETTEN Staff will schedule events requested by the Host Site Manager for one (1) hour or less per 8-5 schedule on weekdays for no more than five (5) hours per week. Both sites will be automatically given a 10-minute set-up time for the videoconference. The Host Site Manager may request up to thirty (30) minutes of set-up time. J. RESERVED (LEVEL 2) K. ROOM RESERVATIONS (LEVEL 1) Site Managers may request downtime for their Videoconferencing rooms for local maintenance or repair actions. These events will be scheduled as Level 1 priority. 14.2 “BUMPING RIGHTS” Planned videoconferences have “bumping rights” from their assigned priority as listed above. Lower priority conferences can be reassigned to less desired times and dates as needed to meet a higher priority request. The SETTEN Staff will immediately notify all affected Host Site Managers if their requested time and date is changed. In addition, the SETTEN Staff will offer the Host Site Managers standardized notifications of any schedule changes. 14.3 LEAD TIME FOR BUMPING A PLANNED VIDEOCONFERENCE EVENT Few events have been deferred or “bumped”, based on the priority system listed above. However, it is not fair for a site to use a higher-level priority non-emergency event with a short lead time (example: a Region-wide videoconference with less than a few days lead time) to bump a lower priority event with adequate lead time (example: a Medium Group videoconference with over 6 months of lead time). Therefore, the minimum lead-time for “bumping” a lower priority event is at least half the recommended lead time before the scheduled start of the lower priority event. This will give the Host and Host Site Manager of the lower priority event time to seek another time and date. The Host Site Manager of the higher priority event will submit a formal, written request to bump an event to the Host Site Manager of a lower priority event that has been logged on the centralized videoconference database for more than three (3) months in advance of the scheduled start date. The Host Site Manager of the higher priority event will send a courtesy copy of the letter to the SETTEN Staff. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 26 14.4 UNSCHEDULED (AD HOC) VIDEOCONFERENCES Most of the Member Site Managers know that a videoconference event can be requested and implemented in a few minutes if there are no conflicting events on the videoconference database. These unscheduled (ad hoc) videoconferences will be given a very low level of priority. If a particular Site has not scheduled to participate in a videoconference, and the Site Manager requests to participate in the event on an unscheduled basis, the guest Site Manager will contact the Host Site Manager to request permission to join the session. If approved, the Host Site Manager will request the new Site join the planned session through the SETTEN Staff. The SETTEN Staff will attempt to add the unscheduled Site to the videoconference. The unscheduled Site’s videoconferencing time will be considered an unscheduled event with appropriate lower priorities for that site. 14.5 TIME/DATE CONFLICT MANAGEMENT Every Member Site Manager has access to the same videoconference database via the SETTEN web-site. Because everyone can view the database, most conflicts can be resolved immediately. However, there are times when two Host Site Managers submit a request for the same date and time, resulting in a conflict. All Site Managers need to submit their request for videoconferencing events with primary and secondary dates and times listed on the Videoconference Request Form. The SETTEN Staff will help Site Managers resolve conflicting requests, based on the levels of priority listed above. In case of conflicts with videoconference time requests with the same priority for the same time and date, the request with the greatest lead-time will be granted the videoconference time. If lead times match, the group initially requesting the time as a primary date (compared to a secondary date) will be granted the event. If there is a tie for priorities and primary time requests, any planned Videoconference that has been “bumped” from a previously scheduled time will receive priority. In the case of a tie for all of the previous items, neither site will be granted the event date and time in conflict. The SETTEN Central Site Manager will advise both groups to seek an alternate time and date. 14.6 VIDEOCONFERENCE SCHEDULING SYSTEM The SETTEN Staff will keep and maintain a centralized videoconference scheduling system database. The scheduling database will be backed up to an archive every week. At least a month of software-based back-up information will be kept in the archives. Further, the SETTEN Staff will establish and maintain a manual system for scheduling videoconferences. The SETTEN Staff will keep copies of all videoconference event requests in a centralized file. The SETTEN Central Site Manager, the SETTEN Scheduler, and the SETTEN Project Director will be the only personnel issued software passwords for scheduling of videoconferences. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 27 Each Site Manager may request Videoconferences from the SETTEN Staff through several means in the following order of preference. They include: 1) Email, 2) Facsimile to the SETTEN Staff, 3) Hardcopy mail services such as the US Postal Service, Federal Express, UPS, etc., and 4) Requests by telephone to 409-951-1850 or 409-951-1863. The SETTEN Staff will send confirmation of videoconference time requests using the email or facsimile/mail (if requested.) 14.7 VIDEOCONFERENCE INFORMATION The information needed to schedule a Videoconference is included in the Enclosed form. Each Site Manager is highly encouraged to give as much detailed information as possible to permit the SETTEN Staff to properly inform all participants of the pending videoconference. 14.8 VIDEOCONFERENCE SETTEN CONTACT INFORMATION Each Site Manager will give the SETTEN Staff information for each Site for the SETTEN Scheduling System Database. The information for the database includes the names of key personnel (i.e. technical contacts, site managers, etc.), exact street addresses, email addresses, fax numbers, and telephone numbers. The information will be used by the SETTEN Staff to create properly labeled videoconference confirmation reports for each site. ATTACHMENT 1 SouthEast Texas Telecommunications Education Network And Region 5 Education Service Center Email Services Acceptable Use Policy Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 28 Region 5 ESC Email Services Purpose The goal of Region 5 Email Services is to assist in the collaboration and exchange of information between and among K-12 educators in Region 5, educators outside the region, the Texas Education Agency, ESC 5, and other educational entities and supporting organizations. Region 5 ESC Email Services Use All use of Region 5 Email Services shall be consistent with the mission of Region 5 Education Service Center. Successful operation of the e-mail service requires that its users regard their Region 5 Email accounts as a professional account for the use of the authorized individual. The e-mail services provided are for the exclusive use of the educator applying for the account. It is imperative that members conduct themselves in a responsible, ethical, and polite manner while using the network. The intent of the Region 5 Email Services Acceptable Use Policy is to ensure that all uses of these services are consistent with the purposes of providing educators with a means of professional communication. The policy does not attempt to articulate all required or proscribed behavior by its members. In any specific situation, each individual’s judgment of appropriate conduct is relied upon. To assist in such judgment, the following general guidelines are offered: I. II. III. IV. V. VI. VII. VIII. IX. Any use of Region 5 Email accounts for illegal purposes, or in support of illegal activities, is prohibited. All use of Region 5 Email accounts must be in support of education and research. Any use of Region 5 Email accounts for commercial purposes is prohibited. Any use of Region 5 Email accounts for product advertisement or political lobbying is prohibited. No use of Region 5 Email accounts shall serve to disrupt the use of the network by other users. Only the authorized owner of the account should use Region 5 Email accounts for the authorized purpose. Periodically, Region 5 Education Service Center will make decisions on whether specific uses of Region 5 Email accounts are consistent with this policy. Region 5 Education Service Center reserves the right to pursue theft of service for electronic mail services and on-line resources. Region 5 Education Service Center reserves the right to impose fines, as defined by law, for the deliberate misuse of Region 5 electronic mail services resulting in the violation of personal rights and/or damage to property. Acceptance and use of the Region 5 Email Service indicates automatic acceptance of this policy and the guidelines stated above. Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2 29 Region 5 ESC/SETTEN Policies and Guidelines Handbook/Technology Services/June 2012/Rev. 2