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NC Education CloudInternet2 Member Meeting

October 4, 2011

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Agenda

•Team Introduction

•History/Background about NC Education Cloud

•Cloud Projects Overview and Status Updates

•General Q&A

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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

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RttT Technology Snapshot

Shared Infrastructure $11.2M

Identity Management $1.2M

Collaborative Tools $4.4M

Learning Objects Repository $1.7M

LMS/CMS $10.8M

LEA Network $48.5M

User Devices $25.5M

NCVPS $6M PDS IIS $24M

Hosting Provider Data Centers

End Users (Students, Teachers, Staff, Parents)

S

yste

m A

dmin

& C

onfig

urat

ion

Cloud PlatformCloud Infrastructure LEA Infrastructure

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Cloud Team

DPI

The RttT Technology Project Team

PeterAsmar

Cloud ServicesEd Chase

Program DirectorPhil Emer

NCSU ITng Lab

The Friday InstituteSammie Carter, Systems ArchitectJames Robinson, Systems ArchitectLarry Creglow, Project Facilitator

Lee Sartain, Policy Specialist

Instructional TechNeill Kimrey

MCNCDave Furiness, Director CNE

Steve Thorpe, Systems Analyst

NC ITSBob Giannuzzi, Project ManagementPM Office

Jerry BunnData Systems

Julien AlHour

AdamLevinson

NCVPSChanin Rivenbark, CTO

Nathan Thanos, LMS Admin

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Data Collection & Analysis

Functional Leads

Organization & Collaboration

NCDPI RttTLeadership Team

RttT Education Cloud Shared Services

Advisory Committee

Identity and Access Mgmt

Sammie Carter

Content Management

James Robinson

Comms. & CollaborationLarry Creglow

Data Integration &

AnalysisLee Sartain

advises

NC State Board of Education &Governor’s Education Transformation

Commission

Identity and Access Management

Content Management

Collaborative Procurement

Program DirectorPhil Emer

Collaborative Procurement

Ed Chase

Deployment & Migration

Dave Furiness

LEA Working Groups

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Cloud Plan Development Process

LEA Webinars

LEA Region

Meetings

LEA Site Interviews

NC Education Cloud Proposed Plan

Industry Best

Practices

LEA Working Groups

Gather Inform

ation Def

ine

Prob

lem

PlanDevelopment

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LEA IT Infrastructure Platforms

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NC Education Cloud Work Plan Strategies

1. Transition LEA infrastructure to a cloud-centric IT Enterprise service model

2. Deploy an NC shared learning infrastructure3. Modernize statewide business operations

systems4. Form a dedicated NCEdCloud support

organization5. Initiate a digital inclusion model

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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 filteringLearning applications and content licensing

The work:Data analysis-complete in OctoberK12 enterprise in the cloud blueprint-OctoberConsortium buying process-ongoing LEA WG

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NCEdCloud Shared Learning Infrastructure Strategy

Goal: provide content learning and identity management platforms in support of planned instructional and professional development systemsSurvey shows:

Complementary data management platformThe work:

Assist IIS to a Plan and system requirementsAlign with national SLI efforts of Gates &

Carnegie & CCSSO IAM and LOR plan and service scopeDevelop near and long term plan

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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

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NCEdCloud Dedicated Support Organization Strategy

Goal: Effectively manage collaborative procurement, shared governance, cooperative funding, service deliverySurvey shows: need an Education Service Agency to serve as technology advisor and service providerThe work: determine how to meet FCC(USAC) requirements; how to be accountable, inclusive, transparent; operational by 6/30/2012

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NCEdCloud Digital Inclusion Strategy

Goal: Stimulate debate to fund a study/plan, and deploy a statewide digital inclusion modelSurvey 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

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Projects to inform the Cloud PlanGoals, Summary & Status

• LEA & Charter site interviews• Data Collection & Analysis• Identity & Access Management• Instructional Content Services• Consortium Buying• iSeries RFP• Content Filtering and Firewall

•

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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

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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

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Identity and Access Management – 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):

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

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User Experience

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Current Accomplishments•Continued Vendor and Stakeholder MeetingsThe 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 2011The 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 2.0Version 2.0 - Public draft whitepaper of IAM architecture model with requirements and specifications defined.

•ITS IT Procurement RFP Process TrainingIAM and other Cloud Team members attended an ITS IT Procurement RFP Process Training Class to better understand RFP Process.

Identity and Access Management

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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 IAMVersion 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 thevendor and stakeholder community to create a definitive solicitation proposalfor the IAM Platform. Once the IAM Plan has been vetted and approved by thestakeholders, we plan to start the RFP(s) process later this Fall.

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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

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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

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Instructional Content Systems

• Key actions next• Continue LOR pilot• Calling first Instructional Content Systems LEA working

group meeting

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Content RepositoryContent Repository

LEA PlatformsLEA PlatformsVendor PlatformsVendor PlatformsNC Shared Infrastructure

NC Shared Infrastructure

TeachersTeachers Instructional Designers

Instructional Designers NC LIVENC LIVETOPSTOPS LEALEANC FALCONNC FALCON

Content Management

Content Management

Learning Management

Learning Management

MoodleroomsMoodlerooms

PearsonPearson

ThinkGateThinkGate

Microsoft SharePointMicrosoft SharePoint

HaikuHaiku

BbBb

Instructional Content Services

Instructional Improvement

System

Instructional Improvement

System

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Shared Learning Infrastructure Network

US-SLI

NC-SLILEA-SLI

Common-core aligned content

LOR & collection management

LEA1 LEAn

Students

Administrators Parents

Teachers

Data/Report templates

Data management tools

Content distribution node

Content cache

Operational DataStore

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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

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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.

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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

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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

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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