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Lessons Learned in Building a Comprehensive Virtual Documents Room Erik Bowe, Lead IT Professional Ed Rugg, Accreditation Liaison Kennesaw State University

Lessons Learned in Building a Comprehensive Virtual Documents Room Erik Bowe, Lead IT Professional Ed Rugg, Accreditation Liaison Kennesaw State University

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Lessons Learned in Building a Comprehensive Virtual Documents Room

Erik Bowe, Lead IT Professional

Ed Rugg, Accreditation Liaison

Kennesaw State University CS-81 Monday, December 10, 2007

KSU’s Success

8 gigabytes of reports & linked supporting documentation were easily accessible online

30 megabyte PDF’s were retrievable in seconds

No user problems arose with our Virtual Documents Room

Review Committees were highly complimentary of the Web site’s contents and ease of use

Interactive features of the Web site worked well

Disaster recovery and redundancy saved us one time

Highly positive reviews of compliance were received

Six Key Dimensions

1. Vision for virtual access to all information1. Vision for virtual access to all information

2. Technological architecture of the Web site 2. Technological architecture of the Web site

3. Content Management issues3. Content Management issues

4. Document management issues 4. Document management issues

5. Scalability features to ensure Web site performance5. Scalability features to ensure Web site performance

6. Disaster recovery and backup options6. Disaster recovery and backup options

We will examine six key dimensions in the next sixty minutes:

Agenda

Six Key Dimensions

LessonsLearned

QuestionsAt the End

Vision for Virtual Access

Recovery

TechnologyContent

Documents

Scalability

Vision

5 minutes

Vision

KSU’s critical success factors (CSFs):

The decision to build an efficient, large, dynamic virtual documents room on the Web

The Accreditation Liaison’s early call for IT support & his collaborative involvement

Recognizing the expanded role for IT professionals under the new Principles

Identifying a lead IT Professional with a broad perspective & long-range view

Lessons Learned

1. Start the IT planning early1. Start the IT planning early

2. Emphasize the importance of technology2. Emphasize the importance of technology

3. Dedicate sufficient technology resources 3. Dedicate sufficient technology resources

Vision for Virtual Access to all information

4. Strengthen liaison role of Lead IT Professional4. Strengthen liaison role of Lead IT Professional

Architecture of the Web site

Recovery

VisionContent

Documents

Scalability

Technological Architecture

10 minutes

KSU’s CSFs

KSU’s Technology Architecture

ExistingTechnologies

ResourcesAvailable

AlternativeTechnologies

BackupOptions

KSU’s Technology Stack

The software stack:

Microsoft Word XP Adobe Acrobat 7.x Professional HTTrack Website Copier 3.x Oracle Application Server 10g Release 2

Portal

Oracle Database 10g Release 1 Enterprise Edition

KSU’s Technology Stack

The hardware stack:

Dell PowerEdge 1855 blade server Two CPU’s (central processing unit) per

server 12 GB (gigabyte) of RAM Two internal hard drives, mirrored (replicated)

EMC CLARiiON CX-500 storage area network (SAN) Allocated 100 GB disk storage per server

Campus network

Technology Diagram

EMC2

Dell/EMC CX-500

Dell PowerEdge 1855

PowerVault51F

McData FlexPort PowerVault51F

McData FlexPort

SP-A (x10) SP-B (x10)

SP-A SP-B

Lessons Learned

1. Do not underestimate technology needs1. Do not underestimate technology needs

2. Build in excess capacity2. Build in excess capacity

3. Stress test the architecture3. Stress test the architecture

4. Assign the most talented IT professionals4. Assign the most talented IT professionals

Technological Architecture of the Web site

Content Management Issues

Recovery

VisionTechnology

Documents

Scalability

Content Management

10 minutes

What is a Content Management System?

A content management system (CMS) is used to manage the content of a Web site

The content includes computer files, image media, audio files, electronic documents and web content

The idea is to make these files available inter-office as well as for use in an archive setting

Content Management Issues

The internal debate of public versus private posting of information related to the compliance process & the logistics of password protection

Indexing of public information in Internet search engines such as Google and Yahoo

The decision to take static snapshots rather than hyper-links to other Web sites for evidence used in the Compliance Report

KSU’s CSFs

Leveraging five years of content management system experience

Reviewing other college and university SACS Web sites and asking questions

Assessing the Georgia Open Records Act (O.C.G.A. § 51-18-70) and opting for public posting of information, but limiting search engine linkages

Addressing the need to store massive quantities of digital documents on its website versus hyper-linking to the necessary sources

Lessons Learned

1. Write down agreed upon decisions1. Write down agreed upon decisions

2. Communicate the decisions frequently 2. Communicate the decisions frequently

3. Address massive storage needs3. Address massive storage needs

Content Management Issues

Document Management Issues

Recovery

VisionTechnology

Content

Scalability

Document Management

10 minutes

KSU’s CSFs

The review of several Web sites related to the reaffirmation process in order to determine what KSU thought might work or not work

The decision to publish all reaffirmation reports and supporting documentation in Adobe PDF format

The utilization of templates in Microsoft Word

KSU’s Document Lifecycle

5) Convert

4) Hyperlink

3) Disseminate

2) Revise1) Create

6) Publish

Lessons Learned

1. Document the process1. Document the process

2. Have easy to follow instructions 2. Have easy to follow instructions

3. IT professionals should provide feedback3. IT professionals should provide feedback

4. Hyperlink to durable URLs4. Hyperlink to durable URLs

Document Management Issues

5. Utilize Web 2.0 collaboration software5. Utilize Web 2.0 collaboration software

Scalability for Performance

Recovery

VisionTechnology

Content

Documents

Scalability Features

10 minutes

Scalability Issues

Questions to ensure proper performance:

What technologies could be used to deliver 30+ MB (megabyte) Adobe PDF documents in a matter of seconds from a Web site?

Does the technology architecture selected guide the efforts required to performance tune the Web site for optimal browsing capabilities?

KSU’s CSFs

The technology architecture selected The use of OracleAS Web Cache The use of 12+ gigabytes (GB) RAM per

host

The Lead IT Professional’s experience

The CIO’s emphasis on having excess capacity

Lessons Learned

1. Align the Web site design with the architecture1. Align the Web site design with the architecture

2. Have patience with the IT professionals 2. Have patience with the IT professionals

3. Outsource IT performance tuning3. Outsource IT performance tuning

Scalability features to ensure Web site Performance

Disaster Recovery & Backup

Scalability

VisionTechnology

Content

Documents

Disaster Recovery

10 minutes

KSU’s CSFs

Planning included the creation of a backup SACS Web site on a different server after the primary site had been completed

The Lead IT Professional’s role was established as the key player in ensuring that proper tape backups of KSU’s SACS web site were made

Why a Backup Web Site?

Due to the following business decisions:

The technological architecture Use of a content management system The document management lifecycle

and use of Adobe PDFs

…KSU generated approximately eight gigabytes (GB) of content…

Why a Backup Web Site?

CD-ROM DVD-ROMFlash Drive Web site

•700 MB limit•Instructions•Write speed•Read speed•Control (loss)

•4.7 GB limit•Instructions•Write speed•Read speed•Availability•Control (loss)

•4 GB limit•Instructions•Cost•Availability•Drivers•Control (loss)

•Dependable network•Maintain Control•Existing infrastructure

KSU’s pros and cons:

Lessons Learned

1. Perform a test recovery of the Web site1. Perform a test recovery of the Web site

Disaster Recovery & Backup Options

2. Plan for redundancy in hardware 2. Plan for redundancy in hardware

3. Plan for redundancy in accessability3. Plan for redundancy in accessability

Lessons Summary

Have a strong vision Plan the technological architecture to

include excess capacity Utilize a content management system Use a document management process Ensure proper scalability and

performance Have a working backup

References

Adobe http://www.adobe.com

Building Corporate Portals with XML http://www.amazon.com/Building-Corporate-Portals-Clive-Finkel

stein/dp/0079137059 Content Management Systems (CMS)

http://en.wikipedia.org/wiki/Content_management_system HTTrack

http://www.httrack.com/ KSU SACS Web site

https://sacs.kennesaw.edu/portal/page/portal/PG_SACS_INFORMATION_CENTER

Oracle http://technet.oracle.com

Contacts

Thank you for your time!

Contact Information: http://vic.kennesaw.edu/

Erik Bowe Ed RuggDirector Executive DirectorEnterprise Data Management Enterprise Information

ManagementKennesaw State University Kennesaw State University1000 Chastain Road, MD 0110 1000 Chastain Road, MD 5400Kennesaw, GA 30144-5591 Kennesaw, GA 30144-5591770.499.3360 [email protected] [email protected]

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