NC Education Cloud Internet2 Member Meeting October 4, 2011 1 Agenda • Team Introduction • History/Background about NC Education Cloud • Cloud Projects Overview and Status Updates • General Q&A 2 About the NC Education Cloud The NC Education Cloud is a service delivery platform for modern instructional and administrative support systems. It will: •Establish PK-12 education technology cloud infrastructure to provide cost-effective and robust networking infrastructure for LEAs •Provide digital tools and resources to support all RttT initiatives 3 RttT Technology Snapshot System Admin & Configuration End Users (Students, Teachers, Staff, Parents) NCVPS $6M IIS $24M PDS User Devices $25.5M LEA Network $48.5M LMS/CMS $10.8M Learning Objects Repository $1.7M Collaborative Tools $4.4M Identity Management $1.2M Shared Infrastructure $11.2M Hosting Provider Data Centers Cloud Infrastructure Cloud Platform LEA Infrastructure 4 The RttT Technology Project Team Cloud Team The Friday Institute DPI Peter Asmar Adam Levinson Program Director Phil Emer Cloud Services Ed Chase Data Systems Julien AlHour Instructional Tech Neill Kimrey PM Office Jerry Bunn Sammie Carter, Systems Architect James Robinson, Systems Architect Larry Creglow, Project Facilitator Lee Sartain, Policy Specialist MCNC Dave Furiness, Director CNE Steve Thorpe, Systems Analyst NCSU ITng Lab NC ITS Bob Giannuzzi, Project Management NCVPS Chanin Rivenbark, CTO Nathan Thanos, LMS Admin 5 Organization & Collaboration NC State Board of Education & Governor’s Education Transformation Commission NCDPI RttT Leadership Team Program Director Phil Emer advises Functional Leads RttT Education Cloud Shared Services Advisory Committee LEA Working Groups Identity and Access Mgmt Sammie Carter Comms. & Collaboration Larry Creglow Content Management James Robinson Data Integration & Analysis Collaborative Procurement Ed Chase Deployment & Migration Dave Furiness Lee Sartain Identity and Access Management Content Management Collaborative Procurement Data Collection & Analysis 6 Cloud Plan Development Process Industry Best Practices LEA Webinars LEA Region Meetings LEA Working Groups LEA Site Interviews Plan Development NC Education Cloud Proposed Plan 7 LEA IT Infrastructure Platforms Learning' Enterprise' Business'Opera6ons' 8 NC Education Cloud Work Plan Strategies 1. Transition LEA infrastructure to a cloud-centric IT Enterprise service model 2. Deploy an NC shared learning infrastructure 3. Modernize statewide business operations systems 4. Form a dedicated NCEdCloud support organization 5. Initiate a digital inclusion model 9 NCEdCloud IT Enterprise Strategy Goal: Provide service-based alternatives to local hosting & admin of server and network appliance infrastructure. Survey shows: Email, VoIP, AS-400/iSeries, content filtering Learning applications and content licensing The work: Data analysis-complete in October K12 enterprise in the cloud blueprint-October Consortium buying process-ongoing LEA WG 10 NCEdCloud Shared Learning Infrastructure Strategy Goal: provide content learning and identity management platforms in support of planned instructional and professional development systems Survey shows: Complementary data management platform The work: Assist IIS to a Plan and system requirements Align with national SLI efforts of Gates & Carnegie & CCSSO IAM and LOR plan and service scope Develop near and long term plan 11 NCEdCloud Business Operations Strategy Goal: Align state and local financial and human resource systems with instructional and analytics backed systems. Survey shows: The work: Recommend modernization of business operation process and systems; BAFO on i-Series RFP; SOW; ODS tech specs 12 NCEdCloud Dedicated Support Organization Strategy Goal: Effectively manage collaborative procurement, shared governance, cooperative funding, service delivery Survey shows: need an Education Service Agency to serve as technology advisor and service provider The work: determine how to meet FCC(USAC) requirements; how to be accountable, inclusive, transparent; operational by 6/30/2012 13 NCEdCloud Digital Inclusion Strategy Goal: Stimulate debate to fund a study/plan, and deploy a statewide digital inclusion model Survey shows: “almost universally held expectation that student and teacher access to an individual, mobile and connected device is becoming mandatory” The work: provide the foundation (Cloud) on which can set a sustainable, fully connected, mobile, and always available digital enterprise 14 Projects to inform the Cloud Plan Goals, Summary & Status • • • • • • • LEA & Charter site interviews Data Collection & Analysis Identity & Access Management Instructional Content Services Consortium Buying iSeries RFP Content Filtering and Firewall 15 LEA & Charter Site Interviews • Thank you for your time and effort!! • 113 LEA and 10 charter school site interviews completed (2 LEA site interviews pending/rescheduled) • Reviewing data – some LEA and charter school follow-up required to clarify survey data or obtain missing data • Site interviews/surveys informing the NC Education Cloud Plan • Section 1: General >>>>>>>> Service Considerations and Financial Modeling • Comprehensive IAM, recognizing the high cost of change (funding, resources, PD), consistency/stability/continuity of funding • Section 2: Information Technology >>>>>>>> Enterprise Services Strategy • Security services, hosted email integration, mobile device management, practices/infrastructure to support personal devices, consortium buying • Section 3: Instructional Software and Platforms >>>>>>>> Learning Platforms and Services Strategy • LMS/CMS/web hosting, instructional content, consortium buying, IIS alignment 16 Data Collection & Analysis • Goals: • To investigate and deploy contemporary analytics and business intelligence tools • Modify State TCO formulas to include cloud services • Streamline and automate data flows between LEAs, DPI, and technology systems • Key actions to date • • • • • Formed Working Group Initial Investigation of Business Intelligence Offerings Investigating technology solutions for DPI to LEA data return Begin deep analysis of Site Interview & AMTR Data (Final Data Captured September 1) Key actions next • Key Policy Revisions to Support Cloud Project Sustainability • Begin work on Total Cost of Ownership Modeling 17 Identity and Access Management – Big Picture NC Education Cloud Big Picture Vision: "Every student, teacher/staff member, parent/guardian, and school community member has a single unique username/password to access learning resources in North Carolina" Challenges (Problem Statement): NC Education Cloud Services y tor e osi p s vic Re Ser a y t r a re c to al D wa i re ntr o ft lD S a Ce r n nt tio Ce era Fed NCWISE Coordinator 1. Too many accounts for current services 2. Cumbersome manual process of updating account information from NCWISE to disparate local systems and services 3. Need solid foundation for K-12 cloud solutions growth HRMS Coordinator Authoritative Data Sources IAM System Local LEA Directory Service Local LEA Directory Service Local LEA Directory Service Local LEA Directory Service Local LEA Directory Service Local LEA Directory Service Local LEA Directory Service Local LEA Directory Service 18 User Experience NC Education Cloud User Experience 1 User logs into a cloud service once 2 Cloud service passes user request to IAM for authentication 3 IAM passes user authorization information back to cloud service 4 User granted access to all relevant cloud services Image Sources: Google Apps: http://www.google.com/events/smallbus_apps/images/apps_ring.jpg Microsoft Live@EDU: http://www.microsoft.com/liveatedu/App_Themes/Default/img/liveatedu-logo.png NC Public Libraries: http://www.publiclibraries.com/plscom1.gif Moodle: http://moodle.org/theme/image.php?theme=moodleofficial&image=moodle-logo&rev=248&component=theme Blackboard: http://farm4.static.flickr.com/3110/2828216796_fd66a1c428.jpg NC DPI: http://www.dpi.state.nc.us/images/pixel.gif 19 Identity and Access Management Current Accomplishments •Continued Vendor and Stakeholder Meetings The IAM team has continued having numerous meetings and discussions with vendors and stakeholders to inform the IAM planning process. The team has also established key relationships with other state entities/agencies that will be collaborating with the IAM system. •IAM Proof of Concept – Summer 2011 The IAM team met with vendors for multi-day proof of concept sessions to demonstrate capabilities of products against the IAM requirements. •IAM Planning / Architecture Document 2.0 Version 2.0 - Public draft whitepaper of IAM architecture model with requirements and specifications defined. •ITS IT Procurement RFP Process Training IAM and other Cloud Team members attended an ITS IT Procurement RFP Process Training Class to better understand RFP Process. 20 Identity and Access Management Next Steps • IAM Planning/Architecture Document (Oct 1) Version 3.0 - Public draft whitepaper of IAM architecture model with MORE requirements and specifications defined. Also IAM SERVICE description. • Final IAM Plan Reviews by Stakeholders IAM Version 3.0 of IAM Plan will be presented for approval to IAM Stakeholders for approval before moving on to RFPs. • RFP(s) for IAM Platform Provider(s) The IAM Team has gather enough requirements and specifications from the vendor and stakeholder community to create a definitive solicitation proposal for the IAM Platform. Once the IAM Plan has been vetted and approved by the stakeholders, we plan to start the RFP(s) process later this Fall. 21 Instructional Content Services • Goals: • Support anytime and anywhere learning opportunities with a 24/7 service accessible from any device with a web browser • Provide educators and students with tools to create content, private and public, and facilitate conversations around the content • Provide educators tools for curating existing web content 22 Instructional Content Services • Key actions to date • Met with some vendors and some existing clients to get some background information • Working on Learning Object Repository (LOR) pilot with NCLOR and DPI • Meeting with Instructional Improvement System (IIS) and Professional Development System (PDS) project directors to create a content management/learning management system plan 23 Instructional Content Systems • Key actions next • Continue LOR pilot • Calling first Instructional Content Systems LEA working group meeting 24 Instructional Content Services NC Shared Infrastructure LEA Platforms Vendor Platforms Instructional Improvement System ThinkGate Bb Learning Management Pearson Haiku Moodlerooms Microsoft SharePoint Content Management Content Repository NC FALCON TOPS LEA Teachers Instructional Designers NC LIVE 25 Shared Learning Infrastructure Network Data/Report templates US-SLI Common-core aligned content LOR & collection management Data management tools Content distribution node Operational Data Store LEA-SLI NC-SLI Content cache LEA1 LEAn Teachers Administrators Students Parents 26 Consortium Buying • Goal: • Revise NC education services and equipment procurement • Optimal purchasing model • • • • Aggregate purchases Efficient cycle Optimal Use of E-rate when applicable Benefit from economies of scale and effort 27 Consortium Buying Working Group • Presently working the working group to establish business models on Consortium opportunities that leverage E-rate in order to have guidance before the upcoming E-rate filing season. • Hosted VOIP • Hosted Email • Will next work with several groups to look at an instructional content opportunity and how that could be procured with greater scale. 28 iSeries RFP • Goals: • Migrate 20 LEAs from local infrastructure to cloud hosted infrastructure in FY12 • Migrate all LEAs to cloud infrastructure in 3 years • Currently reviewing vendor proposals-vendors have DPI questions • Next Key Actions: • Negotiate & Award Contract • Identify 20 pilot LEAs • DPI & Pilot LEAs validate vendor migration, test, and schedule plans 29 Managed Firewall & Content Filtering Services • Service Summary • E-Rate filed for bundled service offering (Internet access, firewall, content filtering/malware protection) – security services optional • Premise-based firewall solution • Option 1 – Fully managed • Option 2 - Unmanaged • Multi-tenant cloud-based content filtering/malware protection • Option 1 - Replacement of existing LEA/charter school solution • Option 2 – Complimentary service, e.g. enhanced malware protection or remote client filtering/malware protection • Active Pilots • • • • • • Mooresville Graded School District Transylvania County Schools Mount Airy County Schools Cherokee County Schools General Availability – October 1, 2011 Service Inquires – dfuriness@mcnc.org 30 More Cloud Information • Web site—place for FAQ, Guidelines, Presentations, Organization, Team members, news, links to NCDPI & others: http://cloud.fi.ncsu.edu • Questions/comments: cloudhelp@ncsu.edu 31