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IT Briefing January 18, 2007
Network Core Update Firewall Migration Exchange Projects SciQuest Update Remedy Update Web Hosting Update
Paul Petersen Jay Flanagan John Ellis Dave Maddlone Karen Jenkins Karen Jenkins
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Agenda
Backbone Upgrade Status Present State Project Timeline
Two Recent Success Stories 57 Executive Park Relocating Fiber Duct Bank
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Backbone Upgrade Status
Present Status We’re Done! … Almost ResNet, Academic, and Secure Admin Cores have been
migrated Eleven Exceptions: AMUC/DUC, Math/CS, EUH
Telementoring, Marcus Center, Yerkes, Oxford Academic, SPH Public, B. Jones, Briarcliff (SA), AAIT (SA), and the Materiels Center (SA).
Healthcare will be migrated by the end of January
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Backbone Upgrade Status
Project Timeline Nov 2005: Virtual Core Design Finalized Mar 2006: Original Core Built Jul 2006: Replacement Routers Arrived Sep 2006: LAN Migration Started Jan 2007: Migration Complete
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Success Stories
57 Executive Park Traditionally Healthcare only facility Academic Dept. relocating to 57 Exec Pk How do we get the Academic network to 57 Exec Pk?
HCRTR
ACRTR
Ex PkSW
HCRTR
ACRTR
Ex PkSW
Before the New Core With the New Core
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Success Stories
Relocating Fiber Duct Bank Redundant Routers provide uninterrupted service
Step 1 Step 2
RTR2
SW
RTR1RTR
1
SW
Step 3
RTR2
SW
RTR1
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Firewall Migration
Migrating from our current firewalls (Checkpoint) to new firewalls (Netscreen)
Part of the overall new network core project Migration tightly coordinated and dependent upon
the completion of the core New core routers in place – firewall project is moving
forward quickly Start date January 22, 2007 Freeze on Firewall changes will begin on the 22nd
Direct questions to: [email protected].
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Firewall Migration Time-Frame
Week of January 22 - Convert Academic Core FW rules from Checkpoint to Netscreen
Monday, Jan 29, 6:30 a.m. - Migrate Academic Core Netscreen FWs to production
Week of February 12 - Convert Admin Core and DMZ FW rules from Checkpoint to Netscreen
Monday, Feb 19, 6:30 a.m. - Migrate Admin Core & DMZ Netscreen FWs to production
Week of February 26 - Convert Healthcare Core FW rules to Netscreen
Monday, Mar 5, 6:30 a.m. - Migrate Healthcare Core Netscreen FWs to production
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Procurement Solution Assessment Project
Define business goals and objectives Current Emory procurement state Determine technical viability of SciQuest Other major university implementations Document implementation alternative AAIT’s analysis summary and recommended
direction Bottom line costs
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LIMITED P+ BACK OFFICE FUNCTIONS DEPICTEDLOGIN
Web Browser
ID exists?
Contact help desk for new P+ ID set up
REQUESTOR PROCUREMENT PROCESSING / SETTLEMENT ASSIGNMENT (ONLY POs)Procure +
procurement application
Fill shopping cart with
various items
Enter item(s) information on
"quick REQ"
Check out/ assign
settlement
Val FAS acct?
EPIC Approvals workflow
Sende–mail to approver
Correct FAS account
Yes
No
A
Yes
No
P+ profiles
Attend required EPIC
training
NOTE: Single supplier requisitions
only.
EMU Buyer Ast creates
PO
Verify access to EPIC (P+)
NOTE: Limited FAS account validation.
Print REQ (yellow copy)
EMU Buyer Ast logs REQ
Launch CITRIX ICA client
Login to CITRIX(Act Dir/WINS)
Login to P+ Back Office
Launch P+ MAGIC
application P+ DBs
Select Back Office function
Process INVs?
Yes
No
Enter invoice
data
Process REQs?
Process POs?
Yes Yes
NoNo
Enter REQ data
Enter invoice
data
Logout of P+ Back Office application
Symbols: Start End Process Decision Man Proc Data I/O Data Stor on/off page Form E–form
Procure +
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SETTLEMENT PROCESSING AND FAS SYSTEM FEED
SUPPLIER ORDER DELIVERY / INVOICINGA
Supplier fills / ships order to
requestor
Invoice
EMU matching process
Shippingdoc
Match OK?
No
Yes EMU FAS system
P+ "Print" PO Send PO to
supplier
NOTE: May be FAXor NuBridges
EMU AP processes payments
P+ Back Office interface to
EMU AP
Check writer prints checks ACH, V–Pmts
Enter invoice data to P+ BO
Customer receives goods
Supplier settlement
fulfilled
Procure + (continued)
Symbols: Start End Process Decision Man Proc Data I/O Data Stor on/off page Form E–form
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CSO USE BY EMORY COMMUNITY AND SETTLEMENT ASSIGNMENT
CONTRACT STANDING ORDER ENTRY / RENEWAL
G–card order?
P card order?
EMU AP/FAS system
CSO entered into FAS as blanket PO
Order shipped and invoiced to
FAS acct
Order shipped and invoiced to
P–card
Order shipped and invoiced to
G–card
No
Yes
SETTLEMENT PROCESSING AND FAS SYSTEM FEED
Match OK?
Emory AP processes payments
No
CSOestablished
with supplier
CSO entered into FAS
NOTE: Only validation of SO number on invoice is done.
Match process
P+ Back Office interface to
EMU AP
Enter invoice data to P+ BO
Yes
Check writer prints checks ACH, V–Pmts
Supplier settlement
fulfilled
Customer receives goods
Customer receives goods
Customer receives goods
Renew?
Renewal note printed 60
days b4 CSO exp.
Renewal notice
reviewed by Buyer
Renewal entered
intoAP/ FAS
Cancel CSO in AP/FAS
No
YesNo
Yes
Customer places order with supplier
Contract Standing Order Processing
Symbols: Start End Process Decision Man Proc Data I/O Data Stor on/off page Form E–form
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STANDING ORDER ENTRY / RENEWAL SO USE BY EMORY COMMUNITY AND SETTLEMENT ASSIGNMENT
Renew?
EMU AP/FAS system
SETTLEMENT PROCESSING AND FAS SYSTEM FEED
Web Browser
EPIC approvals work flow
SO entered into FAS scns 04,05 (current) 34,35
(future)
SO formprinted 1 day
after entry
Renewal note printed 60
days prior to SO exp.
No
Renewal notice
mailed to dept
SO entered
in AP/FAS
Renewal entered into FAS
Supplier ships order and
invoices to SO
Yes
Buyer cancels EPIC Req.
Buyer fills out
SO form
Form Faxed to supplier
Cancel SO in
AP/FAS
Customer creates EPIC Requisition
Match OK?
EMU AP/FAS Processes payments
NOTE: Only validation of SO number on invoice is done.
Match process
P+ Back Office interface to EMU AP/FAS
Enter invoice data in P+ BO
Yes
No
Check writer prints checks ACH, V–Pmts
Supplier settlement
fulfilled
Customer receives goods
Customer places order with supplier
Supplier ships order and
invoices to SO
Customer receives goods
SO form is filed in cabinet
988888 acct?
Enter invoice in
EMU AP/FAS
Yes
No
Standing Order Processing
Symbols: Start End Process Decision Man Proc Data I/O Data Stor on/off page Form E–form
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EPIC System Today
Old technology that served us well … but needs replacement
Solution locally hosted at Emory Available to any “authorized signer”
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Symbols: Start End Process Decision Man Proc Data I/O Data Stor on/off page Form E–form
SciQuestADMINISTRATIONLOGIN
Web Browser
SQ ID exists?
Assign default profile (TBD)?
Cntrct Mgmt?
SQ catalog management
tool
Final catalogs approved and placed online
Yes
REQUESTOR PROCUREMENT PROCESSING / SETTLEMENT ASSIGNMENT
SQ procurement application
Locate item(s) in various SQ
catalogs
Catlg Item?
No
Fill shopping cart by
searching for items
Enter item(s) information on
SQ e–form
Check out/ assign
settlement
Enter and validate P card
P card trans?
V Pmnt trans?
FAS acct?
P card > limit?
V Payment validation
Validate FAS account /sub–code
No
No
Yes
Yes
Yes
SQ approvals workflow
No
A
Update SQ DBs
SQ user profiles
EMU FAS accounts
EMU AP vendors
Punch out?
Locate item(s) on supplier's
site, return cart
No
Yes
Yes
EMU LDAP security
Cntrct apply?
Verify access to SQ
Select contract which applies, assign price
Yes
NOTE: Items may be ordered from multiple suppliersYes
SQ admin?
Yes
Profile. Mgmt?
No
Yes
No
No
No
No
Catlg. Mgmt?
Yes
No
Yes
Shop 4 items?
Yes
New spplr?
Non–PO inv?
Update SQ DBs
No
No
Enter invoice
data
Exit SQ system (logout)
Yes
No
Yes
Enter new
supplier info
No
SQ createsPO
SQ contract management
tool
SQ profile management
tool
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SETTLEMENT PROCESSING AND FAS SYSTEM FEED
SUPPLIER ORDER DELIVERY / INVOICING
V Pmnt P card?
A
SQ sends order to supplier
SQ sendse–mail to requestor
Update SQ Order Status from supplier
Supplier fills / ships order to
requestor
SQ sends payment data
to GE
GE pays supplier & bills
Emory
E–invoice
SQ sends PO to supplier
SQ matching process
E–shipping doc
Match OK?
EMU AP processes payments
Webmethods interface
No
Yes
No
EMU FAS system
Yes
NOTE: Order Status, and "E" functions require supplier(s) to have the necessary interfaces available
Supplier settlement
fulfilledCustomer receives goods
Check writer prints checks ACH, V–Pmts
Supplier settlement
fulfilled
Enter receiving
data
E–xmit/FAX PO to
supplier(s)
NOTE: Orders with multiple items can generate multiple POs to separate suppliers as needed
Symbols: Start End Process Decision Man Proc Data I/O Data Stor on/off page Form E–form
SciQuest (continued)
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Emory Express (SciQuest)
Hosted off-site at SciQuest Eventual replacement of EPIC Currently rolling out Pilot departments Full roll out over the next 12 months
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Categorization / Classification
Category
Type
Item
Product Categorization
Operational Categorization
Implemented using best practices:C=Noun T=NounI=Verb/Action
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Operational Categorization
Generic – no longer specific actions based on the “Category and Type”
Vast majority of our “Items” were a generic list of actions
Up to 3 TiersTier 1 Tier 2 Tier 3
Access Grant - None -
Access Remove
Password Reset
Password Sync
Code Promote To Prod
Code Promote To Q/A
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Production Categorization
Up to 3 Tiers plus Product Name, Model/Version, and Manufacturer
Product Name is a searchable field – will return the full categorization or a list of possible selections
Tier 1 Tier 2 Tier 3 Product Name+
Model/Version
Manu.
University Applications
Email & Calendaring
Eagle Emory
University Applications
Email & Calendaring
LearnLink FirstClass
University Applications
PeopleSoft HR PeopleSoft 8.x Emory
University Applications
PeopleSoft HR eBenefits 8.X Emory
University Applications
PeopleSoft SA OPUS 8.x Emory
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Company based Categorization
Create classifications as either global or local
Local classifications are linked to a specific Company (IT Unit)
Provides greater flexibility for local support to create unit specific classifications
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Status & Schedule
Application Install New Oracle RAC Foundation Data User Guide Testing & Input Review Input Training Go-live
Complete Complete 2/2 2/2 2/5 – 2/9 2/12 – 2/16 2/12 - TBD 2/19 – 3/2*
*dependent upon testing and input received by customer base
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Status
Approved by Governance in November Funding approved/identified in December Equipment ordered, scheduled to arrive
next week Working on planning, prep, and clean up Target delivery mid March (spring break)
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Suggested Topics?
Please forward any suggested topics for the IT briefing to: [email protected]