3. The presentation is about to begin We are technical people Lower your expectations

4. Presenting Joe the Fiscal Officer in… Close Encounters of the Nerd Kind

5. UITS Hardware Guy…. Rob Lowden Director, UITS - Enterprise Systems Infrastructure “Joe the Fiscal Officer”…………… Jim Thomas Director, UITS - Enterprise Business Systems Local “Techno-geek”... Ron Reuter Senior Network Administrator, FMS

6. The scene… The modern, high-tech, lavish work environment of a dedicated fiscal officer this time last year

7. Communication Issues???

8. Information Technology Rob Lowden Director, Enterprise Systems Infrastructure

9. 714 Full Time Staff 402 Part-time Staff 6 Primary Divisions

10. ....Accelerating the Journey http://ovpit.iu.edu/itsp2

12. Empowering People ITSP2 Background Charge from President McRobbie Developed over 7 months Endorsed by the Board of Trustees on 11 Dec 2008 Community Effort 140 members of the IU community in four task forces and an overall UITC committee 1 month of public comment, 85 presentations, 150 e-mails 15 recommendations and 72 action items Changing the game

13. Three Major Sections Sustaining the Foundations Efficient use of resources for productivity gains Human-centric IT Easier to use, more useful Grand Challenges and Opportunities Changing the game

14. Edge Trust Leverage Campus IT Services ? ?

15. Activity-Based Service Costs examples http://www.indiana.edu/~uits/business/report_on_cost_and_quality_of_services.html

16. 24 Hour Support Center Telephone Consulting Activity-based Costs

17. Classroom Technology Activity-based Costs

18. Student Technology Centers Activity-based Costs

19. New Bloomington Data Center

20. Quick Facts 88K GSQFT Building Single Story Construction (withstand an F5) 3 – 10K SQFT machine room pods Supports Enterprise Systems and Research http://it.iu.edu/datacenter/index.php

23. Enterprise Business Systems Jim Thomas Director, Enterprise Business Systems

24. Enterprise Software John F. (Barry) Walsh, Associate Vice President Enterprise Academic Systems Sarah Chambers, Director Enterprise Business Systems Jim Thomas, Director Financial Systems Ailish Byrne, Manager Research Systems Terry Durkin, Manager Human Resources Systems Aaron Neal, Manager Purchasing/AP, Travel, & eCommerce Systems Jim Julovich, Manager Enterprise Services, Integration & Delivery Brian McGough, Director

25. Financial Systems Ailish Byrne, Manager Financial Information System (FIS) Kuali Financial System (KFS) Implementation

26. Proposed Kuali Implementation Timeline 2009 20102011 February 2009 General Ledger Labor Ledger Sufficient Funds Winter 2009 More Batch Processes Chart of Accounts UI Summer 2010 Contracts & Grants in FIS  Kuali Coeus Feb/Mar 2011 Remaining FIS documents Fall 2011 Purchasing/AP

27. What are we doing now? Completing the 3 rd release of KFS Fit-gap analysis Getting an IU instance ready with your data (so that you can participate!)

28. Human Resources Systems Aaron Neal, Manager HRMS System HR Edocs Payroll Timekeeping ePTO Faculty Annual Report (FAR)

29. Human Resources Systems December 2008/January 2009 – HR Edocs UI improvements (using Kuali NS) March 2009 – Timekeeping enhancements July 2009 – New ePTO system August 2009 – PAO/PAUs moving to Timekeeping

30. Research Administration Systems Terry Durkin, Manager Electronic Research Administration (ERA) Executive Reports Environment (ERE) Coeus IRB Kuali Coeus Implementation Account Information Management (AIM)

31. Research Administration Systems February 2009 – Coeus IRB Implementation Fall 2009 – Kuali Coeus Release 2.0 Proposed Summer 2010 – Kuali Coeus Implementation

32. Purchasing/AP, Travel, & eCommerce Jim Julovich, Manager Purchasing/AP (Epic) Travel Pre-Disbursement Processor (PDP) Secure electronic payments/shopping cart Direct Deposit Onbase MMS

33. Purchasing/AP, Travel, & eCommerce Travel Management System – May 2009 - Pilot release – July 2009 - Full rollout to campuses and depts April 2009 – Secure Enterprise Shopping Cart Proposed Winter 2011 – Epic and PDP replacement /KFS implementation

34. Empowering People It’s all about YOU! User-centered delivery Single point of service

35. Empowering People Mobile access to administrative services

36. Empowering People Consolidate services and infrastructure Emphasis on collaboration

37. Empowering People Modernized reporting & decision support

38. Empowering People: Examples Role-based portal for effectiveness & efficiency – Electronic documents – Document search – Balance Inquiries – IUIE Reports – Policy Documentation

39. Empowering People: Examples Access/approve documents from your PDA Associate permissions and workflow responsibilities with IU positions

40. Break (15 minutes)

41. Departmental Technology Ron Reuter Senior Network Administrator, FMS

42. What is an LSP? Local Support Provider – Many different Roles/Responsibilities – Middle Man – Trust Supports End Users Needs Support from users and Management

43. What do we worry about??? Providing on-time accurate support Security BIG concern!! – We must protect all data, and assist you in doing the same Uptime of desktops and servers That our end users will bring us food!

44. User Security Password Pass Phrase Social Engineering The internet is secure……… right?? – HTTP HTTPS – Encryption

45. User Security The web can be an UGLY place (Dark Alleys) Spyware Phishing Viruses -update –update -update

46. Server Security Proper setup and configuration Secure Location Patches applied timely Firewalls ITSO Scans Backups

47. Security Do’s and Don’ts Don’t 1.Change to a Pass Phrase 2.Give your password to anyone 3.Allow someone else to logon with your account (new users) 4.Leave passwords on post-it notes on your monitor 5.Allow someone else to user your safeword card

48. Security Do’s and Don’ts Do 1.Change to a Pass Phrase 2.Lock workstation upon leaving 3.ASK QUESTIONS!!! 4.Schedule Security Scans 5.LSP’s must stay on top of security issues

49. Identity Finder Scans your computer for sensitive information Available from http://iuware.iu.eduhttp://iuware.iu.edu Finds SSN’s, Passwords, Credit card info

50. Best Practices Automated Virus Protection Monthly Security Scans User Training Concise Guidelines for Users LSP Training - Ongoing! Ask: Do we really need this!!

51. Best Practices (Desktop) Update Virus Protection Run Defender (spyware) Apply OS patches (set for auto) Run Identity Finder Run without admin rights! NO longer optional!!!

52. Helpful Links Itso.iu.edu Iuware.iu.edu kb.iu.edu

53. Technology at Indiana University $100 $200 $300 $400 Jeopardy! $100 $200 $300 $400 Jeopardy! $100 $200 $300 $400 Jeopardy! Business Systems Business Systems Information Technology Department Technology

54. Business Systems for $100 Role-based Portal

55. Answer What gives me access to all the tools I need to do my job in one convenient location?

56. Information Technology for $100 Dr. Bradley C. Wheeler

57. Answer Who is the Vice President and Chief Information Officer at IU?

58. Department Technology for $100 Identity Finder

59. Answer What software can I use to scan my computer for SSN’s?

60. Business Systems for $200 Collaboration/Working Together

61. Answer How will we achieve success with the Empowering People plans?

62. Information Technology for $200 Empowering People

63. Answer What is the second IT strategic plan about?

64. A process to “scramble” data using a complex algorithm. Used to store or transport sensitive data. Department Technology for $200

65. Answer What is encryption?

66. Business Systems for $300 Kuali Coeus

67. Answer What is the name of the new community source Research Administration System?

68. Information Technology for $300 A financial practice that transparently represents all costs associated with a service

69. Answer What is Activity Based Cost Accounting?

70. Keep it updated – preferably weekly Department Technology for $300

71. Answer What is the most important thing to regularly do with a virus scanner?

72. Business Systems for $400 Aaron Neal

73. Answer Who is the manager of the Enterprise Business Systems: Human Resources Management Systems team?

74. Information Technology for $400 88,000

75. Answer What is the total Gross Square Footage of the new Bloomington Data Center?

76. Department Technology for $400 An exceptionally long secure password

77. Answer What is a passphrase?

78. In summary… We hope that our next steps will lead to more of this… 77

80. And, less of this… 79

82. We cannot take the next steps without your guidance. You will be hearing from us. 81

83. Rob Lowden: rlowden@iu.edurlowden@iu.edu Jim Thomas: jthomas@indiana.edujthomas@indiana.edu Ron Reuter: rreuter@indiana.edurreuter@indiana.edu Questions?

84. Technology at Indiana University $100 $200 $300 $400 Jeopardy! $100 $200 $300 $400 Jeopardy! $100 $200 $300 $400 Jeopardy! Business Systems Information Technology Department Technology