How to Use Social Media, Identity Management, and Your Campus Portal to Efficiently and Effectively Communicate with Students Sarah Alpert, Senior Project Manager, Touro College Michael Sun, Director of Architecture and Programming, LMU "Copyright Sarah Alpert & Michael Sun, 2010. This work is the intellectual property of the authors. 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."

What is Enterprise Identity Management? AGENDA What is Enterprise Identity Management? How can it assist with social media and targeted communication? Campus snapshot Key Challenges Solutions Roadmap Lessons Learned

IDENTITY MANAGEMENT DEFINITION: Short: Management of “Who has access to What” Formal: “Identity management is the set of business processes, and a supporting infrastructure, for the creation, maintenance, and use of digital identities.” --The Burton Group

WHAT IS ENTERPRISE IDENTITY MANAGEMENT (IDM)? Centralized system for creating and managing user accounts and identities Integrates technology + business processes Consolidated access control to all managed resources, across full user lifecycle Enterprise Identity Management System Data Business Processes Technology Resources

IDM ROADMAP IDM Initiative Business Value Vision Federated Identity Allows the interoperability of identities across companies and networks. Incremental value is achieved when adopting each of these identity solutions. However, maximum value is achieved when all aspects of the Identity Roadmap have been implemented. Portals Web single sign-on, enabled through a portal, provides access to web-enabled applications, content and services based on your identity. User Account Provisioning Using identity to provision applications and services Identity Roles Define user roles and policies Web Services Providing authentication and authorization services Integrated Authoritative Source Populating the Identity Repository from HR, CRM or other authoritative source Strong Authentication Incorporation of encryption, PKI, biometrics, and smart cards provide stronger levels of authentication. Business Value Identity Repository Consolidate user identities into a centralized repository Access Management Access management that provides authorization and authentication of users. Vision

Idm System Architecture

HARNESSING IDM FOR SOCIAL MEDIA & PORTAL USE Social Media: “Media for social interaction, using highly accessible and scalable publishing techniques…(and) web-based technologies to turn communication into interactive dialogues.” (Wikipedia) Portal = front end/user interface IDM = “engine” driving portal and social media functionality

CAMPUS SNAPSHOT Touro College Loyola Marymount University Profile ~17,000 students 620 Full-Time Faculty Private Commuters & Residents Undergraduate & Graduate Implementing IDM/portal ~8,000 Students 498 full time faculty Private Jesuit Commuters and Residents 4 years live on IDM/portal Systems myCampus Portal Jenzabar/JD Edwards Blackboard 8 Gmail/Exchange 2003 Oracle Portal (MyLMU) Banner / Oracle HR Blackboard 9 Gmail / Exchange 2007 Goals for IDM/Portal Single Sign-On to Applications Unified access point for all Touro constituents Targeted Communication Virtual Communities Unified access point for all LMU constituents

IDM GOALS Unify diverse schools/programs Medium for efficiently and effectively communicating with students Expand use of technology in student experience Decrease reliance on current website - difficult to navigate, hard to find information Centralize business processes across organization Automate user lifecycle management Tighten security and access control

challenges Many stakeholders averse to change University politics, data ownership issues Internal buy-in Quality of underlying data De-centralized business processes Resource availability Training Alumni tracking

Targeted Alerts/ Announcements IDM SOLUTION: University-wide portal, customized pages/communities/portlets IDM value: easily converts LDAP Organization Units to portal user groups/roles to target content Set permissions at portal/page/community/portlet level LDAP OU User Groups Commu-nities Targeted Alerts/ Announcements Roles

Idm: the engine

Access hierarchy: Nested Portal Communities Pages Portlets

Access Hierarchy: Pages, Portlets, and Parts Portal username password Community Member Administrator Owner Page Role-based access Portlet Role-Based access Function / Feature

Alerts/Announcements Surveys Chat myCommunity Applicant portal IDM SOLUTIONS: Email Communities Calendaring Alerts/Announcements Surveys Chat myCommunity Applicant portal

IDM Solution: Email Password management issues addressed by IDM IDM provisions student email accounts Email synchronizes with LDAP to create distribution lists, manage dynamically Separation/management of faculty/staff vs. student email

IDM SOLUTION: EMAIL

IDM SOLUTION: COMMUNITIES

IDM SOLUTION: COMMUNITIES

IDM SOLUTION: COMMUNITIES

IDM SOLUTION: COMMUNITIES

IDM SOLUTION: COMMUNITIES

IDM SOLUTION: COMMUNITIES

IDM SOLUTION: CALENDARING

IDM SOLUTION: CALENDARING LMU: Utilizing R25 as our university calendar; focusing on content

IDM SOLUTION: ALERTS/ANNOUNCEMENTS

IDM SOLUTION: ALERTS/ANNOUNCEMENTS LMU uses alerts for only specific announcement such as holds or university wide alerts.

IDM SOLUTION: SURVEYS

IDM SOLUTION: CHAT

Goals/Solutions: Applicant portal

Goals/Solutions: Applicant portal

Goals/Solutions: Applicant portal Design to Finish : Nov – Jan (2 months) Departments involved : 6 Online Orientation Moving on: Graduate Applicant Next

Portal Year To Year MYLMU Access Count 2010 2009 Week of Login (Home) Academics Intranet Search Calendar Aug 30, 2010 83,775 2,358 2,704 2,800 237 Aug 31, 2009 75,795 2,900 3,276 3,394 344 Sep 6, 2010 71,531 2,047 1,987 1,661 220 Sep 7, 2009 63,939 2,125 1,956 1,777 227 Sep 13, 2010 76,317 1,964 2,669 1,692 138 Sep 14, 2009 69,474 2,004 3,675 1,800 212 Sep 20, 2010 70,894 1,665 2,068 1,344 158 Sep 21, 2009 64,375 1,831 3,193 1,406 229 Sep 27, 2010 72,762 2,323 1,319 128 Sep 28, 2009 66,154 1,895 2,883 1,460 184   TOTAL ACCESS 375,279 9,695 11,751 8,816 881 339,737 10,755 14,983 9,837 1,196

Policy decision on social media functions Alumni portal ROADMAP: TOURO Build out communities Policy decision on social media functions Alumni portal Campus directory? E-portfolio?

ROADMAP: REVISITED IDM Initiative Business Value Vision Federated Identity Allows the interoperability of identities across companies and networks. Incremental value is achieved when adopting each of these identity solutions. However, maximum value is achieved when all aspects of the Identity Roadmap have been implemented. Portals Web single sign-on, enabled through a portal, provides access to web-enabled applications, content and services based on your identity. User Account Provisioning Using identity to provision applications and services Identity Roles Define user roles and policies Web Services Providing authentication and authorization services Integrated Authoritative Source Populating the Identity Repository from HR, CRM or other authoritative source Strong Authentication Incorporation of encryption, PKI, biometrics, and smart cards provide stronger levels of authentication. Business Value Identity Repository Consolidate user identities into a centralized repository Access Management Access management that provides authorization and authentication of users. Vision

LESSONS LEARNED Don’t accept status quo Invest in comprehensive business analysis at the outset Start small, phased approach Manage expectations Expect and manage internal politics Properly manage resources for continued success

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