1. Planning: Project Readiness and Costs Mike Conlon Director of Data Infrastructure University of Florida Copyright Michael Conlon, 2004. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

2. CAMP Directory Workshop Feb 3-6, 2004 Agenda  Planning for Directory Services at the University of Florida  Project Costs for Directory Services  Extended Q&A and Discussion

3. CAMP Directory Workshop Feb 3-6, 2004 Context for Directory Services Directory Services are created in context –Institutional Context –IT Service Process Context –Deployment Environment Context

4. CAMP Directory Workshop Feb 3-6, 2004 One Slide About UF  49,000 students in Gainesville Fl  Freshman class: 3.92 GPA, 1300 SAT  $1.8 Billion annual budget, $450 million in research -- growing at 12% per year, Health Sciences – 52% of research  140 academic departments in 23 colleges  Land grant – extension in all 67 counties  The Gators, Lady Gators, GatorAde

5. CAMP Directory Workshop Feb 3-6, 2004 IT Service Processes Discovery Assess needs Analyze Recommend Decide Delivery Make or buy Integrate Develop policy & procedures Deployment Operations Manage resources Provide business continuity Support Help Teach Consult Roadmap

6. CAMP Directory Workshop Feb 3-6, 2004 Deployment Environment Users Requirements, acceptance, access, policies, procedures, communication, training, support, change management User Technology PCs, printers, PDAs, laptops, storage, office machines, video, phones, browsers, office suites, local and custom software System Architecture Models of access, security, business logic, transaction logic, business objects, messaging, middleware, system interfaces System Infrastructure Operational systems for transaction processing, databases, middleware, job control, workgroup, storage, business continuity Transport Layer Switches, routers, gateways, bridges, access points, Internet, Internet2, telecommunications, monitoring, DHCP, DNS, VPN

7. CAMP Directory Workshop Feb 3-6, 2004 One Slide About UF Technology  500 IT professionals across campus  Very decentralized  Over 300 email servers, 200 LANs  30,000 devices on the open network  AD, NDS, iPlanet, OpenLDAP, Kerberos  Directory Project (2000-2003)  PeopleSoft implementation (2002-2007)

8. CAMP Directory Workshop Feb 3-6, 2004 UF Directory Background  Community effort to solve the directory problem at UF -- 17 sources for directory information. Limited sharing  Strong data “ownership”  Information Systems, Academic Technology, Health Center, Registrar, Data Center involved from the beginning

9. CAMP Directory Workshop Feb 3-6, 2004 UF Directory Background  GatorLink – Kerberos-based authentication mechanism since 1997.  Unsponsored campus LDAP and NDS.  DB2-based registry of people information.  Adhoc integration.  Many feeds to the registry, few from the registry.

10. CAMP Directory Workshop Feb 3-6, 2004 SWOT Analysis  Strengths –Experience with registry, LDAP, Kerberos. –Vision –Spontaneous community effort  Weaknesses –Organizational barriers  Opportunities –SSN. Cleanup. Get to the next level. New organization  Threats –Commitment. Complexity

11. CAMP Directory Workshop Feb 3-6, 2004 Planning Effort  Ad hoc 14 member workgroup formed in August 2000  Considered all aspects of directory services  Connected with national efforts. Ken Klingenstein  Cross team planning with SSN task force  Cross team planning with IT Review  Completed white paper in August 2001

12. CAMP Directory Workshop Feb 3-6, 2004 A Vignette Bill is a physician faculty member in the College of Medicine. He and/or his department administrator can update his contact information using a web page. This information automatically populates/updates the personnel system, the Shands Communications system (CHRIS), the Shands HealthCare on-line directory of physicians, Bill’s entry in Netware Directory Services, Active Directory, the on-line phone book, the UF enterprise directory database, and the UF LDAP directory. People using email programs and their address books always automatically access Bill’s current email address. UF business processes have access to Bill’s current information. Bill’s information is updated once and is used and accessed consistently across the enterprise.

13. CAMP Directory Workshop Feb 3-6, 2004 UF Directory Project  Start planning August 2000  Finish report September 2001  Begin implementation October 2001  Deploy new directory January 23, 2003  http://www.it.ufl.edu/projects/directory http://www.it.ufl.edu/projects/directory

14. CAMP Directory Workshop Feb 3-6, 2004 Directory Project Deliverables  New Registry  New LDAP schema based on eduPerson and eduOrg  New IDs – UFID and UUID tied to GatorLink  50,000 new Gator One cards  1,500 applications modified  New self-service apps http://phonebook.ufl.edu http://phonebook.ufl.edu  New directory coordinator apps  Directory Architecture  New APIs for directory-enabling business processes

15. CAMP Directory Workshop Feb 3-6, 2004 Identifiers  GatorLink – public username, email address (mconlon@ufl.edu), single sign-on. Revocable. Lucent.mconlon@ufl.edu  UFID. Eight digit random number assigned by UF. nnnn-nnnn. Used where SSN was used previously. Protected. Revocable. Opaque.  UUID (GUID) “NDC”. Non-revocable. Opaque. Not used outside central systems.

16. CAMP Directory Workshop Feb 3-6, 2004 UF Directory – Architecture

17. CAMP Directory Workshop Feb 3-6, 2004 Project Cost  Project Cost at UF was estimated solely on staff time to design and implement ($400K). Other costs not considered –1.0 FTESoftware Development Manager –0.5 FTECommunications, Documentation –0.25 FTEDatabase Administration –2.0 FTEApplication Developers –1.0 FTESystems Programmers (LDAP, ETL) –0.25 FTETrainer  Total project cost at completion estimated at $4.7 million over 18 months. This includes training, all conversion  No hardware. All systems run on existing hardware

18. CAMP Directory Workshop Feb 3-6, 2004 Functional Issues  Who can update data?  Who can replicate data?  Who resolves conflicting values?  Who owns data?  Who can access data?  What business processes are supported? What processes are not supported?

19. CAMP Directory Workshop Feb 3-6, 2004 Your Turn  Context, roadmap, opportunities  What could work for you? What may not work for you? After the CAMP: UF Directory Project http://www.it.ufl.edu/projects/directory Email:mconlon@ufl.edu