NC Education Cloud Internet2 Member Meeting October 4, 2011

1. NC Education CloudInternet2 Member Meeting October 4, 2011

2. Agenda • Team Introduction • History/Background about NC Education Cloud • Cloud Projects Overview and Status Updates • General Q&A

3. 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

4. RttT Technology Snapshot End Users (Students, Teachers, Staff, Parents) NCVPS $6M IIS $24M PDS User Devices $25.5M LEA Network $48.5M LMS/CMS $10.8M System Admin & Configuration 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

5. The RttT Technology Project Team Cloud Team DPI The Friday Institute Sammie Carter, Systems Architect James Robinson, Systems Architect Larry Creglow, Project Facilitator Lee Sartain, Policy Specialist Adam Levinson Peter Asmar MCNC Dave Furiness, Director CNE Steve Thorpe, Systems Analyst Program Director Phil Emer NCSU ITng Lab Cloud Services Ed Chase Instructional Tech Neill Kimrey NC ITS Bob Giannuzzi, Project Management Data Systems Julien AlHour PM Office Jerry Bunn NCVPS Chanin Rivenbark, CTO Nathan Thanos, LMS Admin

6. Organization & Collaboration NC State Board of Education & Governor’s Education Transformation Commission NCDPI RttT Leadership Team advises RttT Education Cloud Shared Services Advisory Committee Program Director Phil Emer Functional Leads LEA Working Groups Identity and Access Management Identity and Access Mgmt Sammie Carter Comms. & Collaboration Larry Creglow Content Management Content Management James Robinson Data Integration & Analysis Lee Sartain Collaborative Procurement Deployment & Migration Dave Furiness Collaborative Procurement Ed Chase Data Collection & Analysis

7. Cloud Plan Development Process LEA Webinars Industry Best Practices LEA Working Groups LEA Region Meetings LEA Site Interviews Gather Information Define Problem PlanDevelopment NC Education Cloud Proposed Plan

8. LEA IT Infrastructure Platforms

9. NC Education Cloud Work Plan Strategies • Transition LEA infrastructure to a cloud-centric IT Enterprise service model • Deploy an NC shared learning infrastructure • Modernize statewide business operations systems • Form a dedicated NCEdCloud support organization • Initiate a digital inclusion model

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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): • Too many accounts for current services • Cumbersome manual process of updating account information from NCWISE to disparate local systems and services • Need solid foundation for K-12 cloud solutions growth

19. User Experience

20. Identity and Access Management 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 2.0 Version 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.

21. 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.

22. 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

23. 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

24. Instructional Content Systems • Key actions next • Continue LOR pilot • Calling first Instructional Content Systems LEA working group meeting

25. Instructional Content Services NC Shared Infrastructure LEA Platforms Vendor Platforms Bb ThinkGate Instructional Improvement System Haiku Pearson Learning Management Content Management Moodlerooms Microsoft SharePoint Content Repository NC LIVE Instructional Designers LEA NC FALCON TOPS Teachers

26. Shared Learning Infrastructure Network Data/Report templates Common-core aligned content US-SLI LOR & collection management Data management tools Content distribution node Operational Data Store LEA-SLI NC-SLI Content cache LEA1 LEAn Students Teachers Administrators Parents

27. 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

28. 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.

29. 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

30. 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

31. 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