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Gen Re Microsoft PoC & Prod Implementation Assessment TCS Solution & Estimates

Gen Re Microsoft PoC & Prod Implementation Assessment TCS Solution & Estimates. Agenda. Background & Objective Scope Proof Of Concept Storyline : ‘Day in the life of an Underwriter ’ POC Solution Approach Solution & Technical Architecture Solution Overview Key Solution Components

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Gen Re Microsoft PoC & Prod Implementation Assessment TCS Solution & Estimates

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  1. Gen Re Microsoft PoC & Prod Implementation AssessmentTCS Solution & Estimates

  2. Agenda • Background & Objective • Scope • Proof Of Concept • Storyline: ‘Day in the life of an Underwriter’ • POC Solution Approach • Solution & Technical Architecture • Solution Overview • Key Solution Components • Exchange, Outlook and Lync • CISCO Integration • Documentum Integration • SalesForce Integration • Large Mailbox Test Migration • Assumptions & Dependencies • Production Implementation Assessment • TCS Deliverables • Approach • Key Focus Areas • Timelines • Estimates • Appendix

  3. Background & Objective • Gen Re as part of EA Strategy identified Microsoft platform as potential replacement for Messaging & Collaboration • Gen Re intends to conduct demo sessions with various business units to demonstrate capabilities of Microsoft Platforms (Outlook, Exchange, Lync & SharePoint) in this space • Theme for the demo session is identified as ‘A Day in the life of an Underwriter’ • Use cases identified for demonstrating as a Proof of Concept to the business units • A workshop was conducted with Gen Re Architecture team and TCS Microsoft CoE to review the use cases and identify solution options • Gen Re has requested TCS to submit a proposal with solution & estimates for conducting the PoC (Demonstrating the use cases and large mailbox test migration) • Additionally, Gen Re requested to enhance the proposal to include assessment and design for setting up Lync & Exchange Production environment, including mailbox migration.

  4. Scope Proof Of Concept • Installation & Configuration of Exchange, Outlook & Lync 2013 • Lync 2013 with CISCO Integration & AirWatch Integration (Active Sync) • Installation & Configuration of SharePoint 2013 Connectors for Documentum & SalesForce • Demonstrate the use cases (Refer Appendix) to the business units (3-5 Sessions) • Exchange, Outlook, Lync Use Cases - IM, Calendar, Mobile, SharePoint Integration, Web Client, Lync vs. Webex, Cisco, AirWatch Integration etc. • SharePoint Use Cases : Dashboard, MySite, OneDrive for business, Search, Worklist, Knowledge Item, Calendar, Workflow, Excel Services, PowerView etc. • Installation & Configuration of Notes Migration Tool, Test Migration of 3-4 Large mailboxes (approx. 20-25 GB) Prod Implementation Assessment • Analyze Gen Re environment, discuss with Gen Re stakeholders and prepare a high level design, solution options & cost estimates for production Implementation of Exchange & Lync 2013. Out Of Scope • User Manualfor PoC • User Training for PoC

  5. Our Understanding | Gen Re Landscape • No Of Locations Supported - 49+ Locations • Total Number Of Users - 3400 + Users • Language Supported - English • Coverage of Support - 24/7 • Email - Dominos V 9.0.1 • Lotus Notes Client Version - Release 8.5.3FP4 SHF69 • Instant Messaging - Sametime 8.5 • Number Of Mailboxes - 3590 • Total Number Of Distribution Lists - 6496 • Number Of User's Enabled for IM - 3590 • Total Number of Mailing Databases - 3000 • Mail Box Deletion Retention Period - 90 days • Mail Security (Antivirus & Spam) - Trend Micro Scanmail • No Of Domain which are Currently hosting the messaging environment - 8 • Mailbox quota - No Quota Set for Gen Re Users (Email Purge Process in Place) • Mail Gateway - Proofpoint • Backup Strategy - EMC Avamar

  6. POC Solution

  7. A day in the life of an Underwriter – Our Understanding • Email • Webmail • Calendar • Phone, Mobile Integration Client Prospect Specialists / Experts Messaging External • Instant Messaging (IM) • Meeting • Video Session • Skype Demo • CISCO • Mobile Integration, AirWatch SharePoint Lync Outlook Underwriter • Dashboard • Profiles • Social Features • Tasks • File Share (OneDrive) • Team Calendar • Search • Push Email, Knowledge Topic • Workflow • Excel Services & Power View • SalesForce, DMS Internal Collaboration Internal Marketing Legal Actuarial

  8. Solution Approach One Week Two Weeks Four Weeks Two Weeks Demonstration Requirements Finalization Installation & Configuration Use Case Development • Demonstration to IT • Demonstration to Business users (3-5 sessions) • Installation and configuration of MS Exchange 2013, Outlook 2013 and Lync 2013 • Installation & Configuration of SharePoint 2013 Connectors for Documentum & SalesForce • Installation and configuration of CISCO CUCI-Lync • Installation and configuration of Quest Notes Migration Tool • Session with Gen Re IT to finalize the detailed requirements – Number of users, integration requirements • Session with Underwriters to understand the theme & Workflow requirements • Session with IT Support groups for Infrastructure validation and CISCO integration • BCP Site Migration – requirements • Lotus Notes Test Migration - requirements • Active Directory Changes • Integration of Exchange, Outlook and Lync components • Integration of Lync and SharePoint • Integration of Lync and Cisco Voice • Integration of Documentum and SalesForce with SharePoint • Integration of SharePoint and OneDrive for Business • Custom development for specific use cases – Lync, outlook, Mobility and SharePoint Key Activities Outcome • Finalized requirements • Finalized demonstration flow • Validated and finalized Infrastructure available • Exchange 2013, Outlook 2013, Lync 2013 and SharePoint 2013 ready environments • Configured environment with use cases ready for demonstration • Completed demonstration to IT and Business users

  9. Solution Architecture Browser Office Mobile Devices (AirWatch Integration) Office Web App Outlook Web App Exchange 2013 Skype Outlook 2013 SharePoint 2013 Sync to Site Mail Box Mailbox Instant Messaging from Mailbox Search Calendar Two way Calendar Sync Calendar Workflow User Profiles Contacts Tasks OneDrive for business Active Directory Indexing Connector Power View Social Features Lync 2013 WCF Connector Excel Services & Reporting Contacts IM & Presence SalesForce Web Conferencing Audio & Video Conferencing Cisco Documentum

  10. Technical Architecture USTRNTDA251, USTRNTQD251 WCF Connector

  11. Exchange/Outlook/ Lync/ SharePoint | Solution Overview Key Considerations • Leverage latest Lync 2013 and Exchange 2013 enterprise features • Solution will be in accordance with the Gen Re Business requirements. • UM integration to support Voice mail, Auto Attendant and subscriber access features that will be enabled with Exchange integration

  12. Exchange 2013 | Detail Solution • Microsoft Exchange 2013 Server will be installed and configured in Development environment for demonstrating a complete Exchange Unified Messaging & Communication solution. • Address book sync between Outlook and Lync client will be implemented. • Leverage existing Active Directory services and will be integrated with Exchange. Lync and SharePoint • Exchange will be Integrated with Lync to demonstrate all the enterprise Integration features • UM integration to support Voice mail, Auto Attendant and subscriber access features Voice Mail feature will be enabled in a way that users receive the messages in their client • All the features like OWA,Outlook anywhere, auto discover ,active sync will be configured and enabled.

  13. Lync 2013 | Detail Solution • Microsoft Lync 2013 Server will be installed and configured in Development environment. • The POC setup will consist of the following components: • Active Directory Services • Microsoft Lync 2013 Server • Microsoft Exchange 2013 Server • Client Machines with following features - Live meeting, Presence Information, Instant Messaging, A/V Conferencing, Desktop Sharing , PC to PC calling • Demo of Skype • Lync 2013 will be integrated with Exchange 2013 , SharePoint 2013, Cisco & AirWatch. Key features will be achieved - Instant messaging, Group Chat, File Sharing, Desktop Sharing, PC to PC calling, Schedule/attend meeting and Enterprise voice. Microsoft SQL Server Express database software will be automatically installed. This database stores data for all users who are enabled for SIP communications • Lync 2013 Integration with Cisco Unified communications Manager will be achieved via CUCI-Lync which is a Cisco Plug-in to Integrate Microsoft Lync and Cisco UCM • Lync mobility feature will be made available for Gen Re test users to access Lync from their Mobile devices and attend meetings Join calls, make audio and video calls via AirWatch (Active Sync).

  14. Cisco Integration • Cisco UC Integration for Microsoft Lync • Cisco Telephony environment with MS Lync Client extends via CUCI Lync integration. • Cisco Unified Communication Integration (CUCI) for Microsoft Lync is a desktop integration • This integration enables the option to use soft phone as part of CUCI Lync or desk phone • CUCI Lync utilizes Messaging and Presence feature from Lync Server. • CUCI Lync utilizes existing CUCM resources with just add-on device licenses.

  15. Cisco Call Manager-CUCI Lync High Level Configuration CUCM: • Installation of CUCI plugin on user machine will add Cisco UC window at the bottom of the Microsoft Lync. • Client Service Framework (CSF) is a end device in CUCM which gets registered when user logs into Lync and operates in Softphone mode. • Screenshot of User Window shown for reference User Desktop/Laptop: Status in LYNC Starting a Call: Click to Call Incoming Call – Pop up Active Call

  16. SharePoint | Solution Overview Key Considerations Leverage of latest and OOB features of SharePoint 2013 to the maximum Solution will be evolved iteratively and collaboratively with Gen Re so as to align with user expectations Explicitly call out nature and extent of customizations where unavoidable

  17. SharePoint Dashboard Mockups SharePoint 2013 MySites essentially provides a One-stop Dashboard of content, profiles, tasks, newsfeeds, apps for a User Profile Tasks, Apps Newsfeeds Blog

  18. Documentum Integration The Microsoft SharePoint 2013 Indexing Connector for Documentum enables you to index content that is stored in the EMC Documentum system The Indexing Connector for Documentum: • Is a 64-bit connector based on the SharePoint 2013 Search Connector Framework. • Supports multiple versions of EMC Documentum Content Server. • Indexes Documentum objects and object metadata. • Supports Documentum security definitions and policies. • Supports Windows PowerShell for automated configuration and administration.. • Has a configurable search results URL to support multiple Documentum client applications. • Supports file and folder exclusion for crawling.

  19. SalesForce Integration Using the SalesForce Web service, WCF service wrapper is created with all the necessary operations. SharePoint 2013 BCS WCF connector can be used to consume the data from the WCF wrapper. External Content Types are created using the WCF connector. External lists can be created using the ECT for displaying the SalesForce information eg: contacts. SharePoint search can be used for searching the SalesForce content.

  20. Test Mailbox Migration • Quest Notes Migrator (Trial Version) would be used for PoC • Limitations of Trial Version • The trial version of Notes Migrator for Exchange has limitations built into the product as follows: • 30 day time limit. • All migrated messages contain a Quest Software stamp in the subject. • Only 5 contacts can be migrated from the address book. • Only 1 week worth of future calendar appointments will be migrated.

  21. Hardware & Software Requirements The components that are not present currently in DEV are marked in Blue. Microsoft MSDN Premium licenses would be used for the PoC for Exchange & Lync. Exchange, Lync, Outlook Recommended minimum configuration for the PoC is mentioned below. • One VM running Windows Server 2008 R2/2012 - SQL database server for Lync with 150 GB Hard disk and 8 GB RAM, Processor: 4 core 2.33GHz, Network Card: Single. Note:- Built already for the PoC. • One VM’s running Windows Server 2008 R2/2012 - Configured as the Exchange Server 2013 email server with 150GB Hard disk and 8 GB RAM, Processor: 4 core processor 2.67 GHz, Network Card: Single. Note:- Built already for the PoC. • One VM server running Windows Server 2008 R2/2012 - Configured as the Lync Server 2013 server with 150GB Hard disk and 8 GB RAM, Processor: 4 core processor 2.67 GHz, Network Card: Single. • One VM running Windows Server 2008 R2/2012 – Configured as the Notes Migrator with 100GB Hard Disk and 8GB RAM, Processor: 4 Core 2 GHz and Network Card: Single.4 • Two client computer running Windows 7 named with Hard disk: 80 GB and 2GB RAM, Processor: Intel Core Duo processor E6750, 2.67 GHz.

  22. Hardware & Software Requirements SharePoint • Existing SharePoint development farm would be used for the PoC. The components that are not present currently in DEV are marked in Blue. • Development Environment with the following at a minimum: • 1 Server with 4 Core, 12-16 GB RAM, Windows Server 2008 R2 with SP1 or Windows Server 2012, with SharePoint Server 2013 Enterprise Edition (can serve as WFE and App) • 1 Server with 4 Core, 12-16 GB RAM, Windows Server 2008 R2 with SP1 or Windows Server 2012, with SQL Server 2008 R2 with SP1 or SQL Server 2012 • Servers must be installed in a Farm Configuration using Active Directory Domain Controller • 1 Server with 6 Core, 12-16 GB RAM, Windows Server 2008 R2 with SP1 or Windows Server 2012, with Office Web Apps and also in same domain as SharePoint • Visual Studio 2012/2013 (for any custom development/workflow development), SharePoint Designer 2013 (workflows) • For SharePoint 2013 Indexing Connector for Documentum, we need: • A Documentum Foundation Services (DFS) Server with a version that is compatible with DFS Productivity Layer 6.7 SP2 is installed on a Windows host • DFS Productivity Layer 6.7 SP2 is installed and you have access to the .NET assemblies that are included in the DFS Productivity Layer 6.7 SP2. The Indexing Connector for Documentum uses DFS as the connectivity API to access Documentum repositories. • Documentum Content Server is installed. The supported versions of Documentum Content Server are determined by DFS v6.7 SP2. • For SharePoint 2013 SalesForce Integration, access needed to SalesForce Developer/SOAP Web Services. • Software versions: SharePoint Server 2013 Enterprise Edition, SQL Server 2012, Windows Server 2008 R2 or 2012, Office Web Access (OWA) • For Client • Windows 7, • Office 2013 or Office 2010 with SP2 • IE 9+ browsers • Mobile: Windows Phone 8.1 (IE Explorer Mobile), iOS (7.0+)

  23. Production Implementation Assessment(Exchange & Lync 2013)

  24. TCS Deliverables • Deliverables of Exchange & Lync 2013 Production Implementation Assessment will include • Exchange & Lync 2013 Implementation Pre-Requisite Checklist • High Level Architecture • Hardware, Network and Storage Sizing • Software Requirements • Backup Solution Design • Testing and Implementation Scenarios • Mailbox Migration Approach • Risks & Challenges • Effort & Timeline • Cost Estimation (H/W, S/W, Implementation, Migration, QA, Training & Support) • High level comparison (design, functional & cost) of different solution options (On-Premises, Hybrid & Office365)

  25. Prod Implementation Assessment - Approach Final High Level Design Document Customized Questionnaire Requirements Draft High Level Design Document Present to Gen Re

  26. Key Focus Areas Data Collection Analyze • Identification of detailed Infrastructure Operations related tasks and activities. • Validate the volumetric details (Server, Storage, Network etc) • Server functionality and configurations • Current Active directory architecture • Storage and Backup configurations • Network Management policies & configuration details, Reverse Proxy • Security Policies (Internal, External), Firewall etc • Messaging & IM Architecture and configuration • Cisco, Documentum, SalesForce, SP architecture & configuration details • Lotus Notes environment details (Mailbox, client access, Mail flow etc) • Applications Dependencies & Integration • Validate understanding • Exchange & Lync new features to be enabled • Exchange & Lync 2013 configurations (Ports and firewall configurations) • Strategic roadmap • DNS and DHCP requirements • Network bandwidth requirements, region wise impact • Understanding Vital Business Functions • AD requirements for Exchange & Lync 2013 • Archiving & Monitoring requirements (Policies) • DR, Backup, Archiving Plans • Cisco, SharePoint. SalesForce, Documentum Integration • AirWatch Integration Focus Areas • TCS • Windows Team • Storage & Backup Team • Network Team (Voice & Data) • Monitoring Team • Security Team • Lotus Notes Admin • Application Team • SharePoint • Platform Team • TCS\Gen Re • Architecture Team • Windows (Server, AD) Team • Storage & Backup Team • Network Team • Security Team • MDM Team • Lotus Notes Admin Team • ADM Platform Team Participants

  27. Timeline Feedback

  28. Estimates Cost is exclusive of any applicable taxes such as VAT, state tax etc. * Version 1.2 changes - Reduction in scope (High Availability, Skype Federation) in PoC. ** Version 1.3 Changes - Addition in scope for production implementation design of Lync & Exchange 2013. *** Version 1.4 Changes - Addition in scope for large mailbox test migration.

  29. Assumptions & Dependencies • Development environment for the PoC will be set up in North America. • Gen Re will provide necessary workplace, network access and privileges to TCS consultants to carry out the POC. • TCS has provided the hardware, software requirements assuming 100 users for outlook and Lync enablement. • 100 users will be enabled for IM/Presence/Desktop sharing, File Transfer, Persistent Chat, P2P voice and P2P Video. • Exchange and Lync 2013 will be deployed in the existing enterprise environment. • PoC can be demonstrated using evaluation version as well. TCS would follow the instructions from Gen Re from a license procurement perspective. • POC will be done on Production environment since CUCM is not available in development environment for Lync to CISCO integration. Needs to be discussed with Gen Re on the feasibility of using production environment. • Hardware and software licenses will be provided by Gen Re. • Admin access and test accounts will be provided by Gen Re. • For Lync to CISCO integration and Active Directory changes, baseline capacity will be utilized. • TCS has assumed one workflow of medium complexity for demonstration of the workflow use case. • Nouser migration will be done in this PoC. • Existing SharePoint capacity will be utilized for onsite-offshore coordination.

  30. Assumptions & Dependencies • Use Case for demonstrating Yammer capabilities is considered out of scope for this PoC • Access to SalesForce Developer/SOAP Web Services and Documentum/DFS development environments will be available for PoC for integration use cases – Also integration use cases are assumed to be read-only, one way search from SharePoint to Documentum and SalesForce • Likely extent of customizations that may be necessitated depends on user feedback and acceptance/non acceptance of out of box features – may not be possible to accommodate all of such potential customizations during PoC phase • Desktop Browsers assumed for PoC would be IE 9. • Mobility PoCs to be restricted only to latest supported devices and to restricted use cases. iOS/ WP8 will be used in this PoC. • It is assumed that there are no multilingual requirements for any of the Use Cases (only English assumed). • Access to development environment would be available for the offshore team to carry out the PoC. • Any third party add-ons/products be required/recommended for evaluation during PoC – trial or licensed versions, these would be procured by Gen Re. Additional time/effort may be necessitated for such evaluations including the required infrastructure which is not included in the current estimates • Gen Re to provide the large mailboxes (3-4, 20-25GB) in Dev lotus notes environment for test migration. • Trail Version of Quest Notes Migration tool would be used for the PoC. • Cost estimates for production implementation of Exchange & Lync would include H/W, S/W, Implementation, Migration, QA, Training & Support costs. • Gen Re to provide necessary inputs about licensing agreement with Microsoft for arriving at the H/W & S/W cost estimates.

  31. Appendix 1) PoC Use Cases received from Gen Re 2) Sample Questionnaire for Production Implementation Assessment

  32. Thank You

  33. Case Studies

  34. Leading Market Research company, US 8+ Languages 500+ Locations 12.8M$ team size 100+ countries 110+ Messaging Servers Proven Framework “ROLIT” 50,000 concurrent IM users alarms/yr service towers End to End management Business Requirements • Minimal disruption to end-users • Thorough analysis of reports, trends for optimized target infrastructure • Periodic meeting with various stakeholder for buy in – Network, Voice, BU, etc. • Phase wise step by step approach in embracing users to the new environment • Each SIP Trunk was scaled to host approximately 250 concurrent voice calls after thorough analysis • Thorough testing of the environment – feature, functionality, integration before onboarding • Periodic collection of feedback from pilot users via SharePoint for performance tuning • User awareness and Training was great success eliminating associated service quests • Communications with scheduled dates were sent to all users (moving on a site-by • site basis). • All audio conferencing users (as determined from OCS 2007 R2 usage) were offered • headsets that they could pick up at their local office’s tech center • Post implementation, environment is enabled with automated scripts for monitoring and alerting on performance • User classification is key important for enabling/provisioning – Headsets, Enterprise voice features, etc. • Business Scenario • Demand for Effective and efficient collaboration solution • High end user experience • A North America Lync 2010 Pool Supporting up to 40,000 concurrent IM users • Redundant Edge Services Supporting Up to 10,000 concurrent IM users • Redundant https Proxy Services • Meeting Support for up to 250 users max per meeting • PSTN Audio Conferencing available through centralized SIP Trunks • Policies in place across the network for assured voice quality • Ability to provide full PSTN VOIP (Enterprise Voice) dialing to select clients • Provide cost savings by having users join meeting using Lync VOIP rather than PSTN Dial-In

  35. Global Health and Hygiene Major 20$ Billion 150 Countries 55000 users 150+ PBX locations E-2-E Support Ownership 24X7 Support • Voice system in NA and EMEA were scattered stand alone systems with Avaya, Alcatel, Nortel and Siemens. Which involves huge maintenance cost, minimal support and less upgrade options. • Customer sites in LAO and EMEA were incurring huge cost for long distance calls when they call NA corporate locations. • Different gateways with different firmware versions were causing issues while implementing core wide changes Consolidation, Standardization & Transformation • TCS Solution: • All voice systems in the NA and EMEA were migrated to Avaya voice system and brought under NA and EMEA core model. • Dedicated IP trunking was established by leveraging the existing data network links between LAO / EMEA locations to NA Avaya core voice system. • All voice gateways were standardized to G700 and G450 models. • Business Benefits: • Core model management and support brought down the cost and enable 24/7 support capability with minimal down time. • IP trunking between regions brought cost savings of $167,000 in 5 months with long distance call bills . • Standardizing the gateways in NA and EMEA enabled uniform firmware versions across locations. Which also enabled automation of the upgrades to (N-1) version bringing down the down the complex city, down time and cost.

  36. Employee Intranet Portal for a Leading Hotel Brand One Stop Employee Portal that combines Collaboration, Communication, Social , HRMS Self Services, Rich Profiles. Single Sign On

  37. Documentum to SharePoint Migration for a Reinsurance Company Client is a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer Business Scenario • Business Critical need for the Client’s Legal Department to migrate from Documentum to SharePoint 2010 • Part of Client’s Overall Enterprise SharePoint Initiatives to foster effective collaboration and search Solution Highlights Approach and Methodology TCS DocM2Point migration tool deployed • Pre-Migration Discovery/profiling on source • Nearly 80,000 documents (75 GB) migrated - including versions and metadata • Reports created for documents needing manual / automated remediation at source • TCS tool quickly tailored to meet client specific migration requirements • More than 97% of migration automated with the balance needing manual intervention • Initial Test/Sample migration using Tool in development environment • Results validated by business and mapping rules tailored to incorporate feedback • Production migration carried out in 3 stages – Extract, Map and Upload • Reports (logs) generated using Tool, for Reconciliation • Validation by business users using sampling criteria • Delta migration (2-3 rounds) to migrate residual content changes • Post migration support provided to IT and business users DocM2Point tailored to meet specific business requirements: • Migration of only specific Documentum metadata • Mapping of original Created/Modified Dates into native SharePoint fields • Mapping to pre-configured content types on SharePoint • Migration of specific folder hierarchies • Remediation of file names with special characters • Branched versions migrated as minor versions using transformational rules Timelines • Core Production Migration Run completed in less than 72 hours • Delta runs completed over 1 week • Pre-migration preparation, infrastructure / business readiness, validation – 6 to 7 weeks Benefits / Outcome: • Formal acknowledgment from Business on successful migration • Business users productively collaborating on the content migrated

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