1. Information Technology Division Executive Office for Administration and Finance IT Consolidation Working Group Messaging and Directory Services September 20, 2010

2. - 1 - Messaging FY11 Strategy  GOAL: To position MassMail and its related services so that it meets or exceeds the service levels, security, support and overall value that Secretariats and Agencies can self-provide  To accomplish this goal MassMail needs to be improved to: Automate the adherence to State, Federal, and other legal archive and retention requirements (e.g. legal holds, journaling, archive & retention. Upgrade its services to current applications: Blackberry BES Servers, Exchange 2007, Improved anti-spam Enable Secretariats and agencies to manage and maintain their own Active Directories while allowing for single sign-on to MassMail services  ITD has initiated and plans to complete the following “tracks” of work to accomplish these needs: Automated Archive & Retention Key Applications Upgrades Consolidated Directory Services

3. - 2 - Messaging and Directory Services Roadmap – High Level SeptOctNovDecJanFebMar Automated Archive & Retention Consolidated Directory Service Upgrade Initiatives Implement A&R Solution* Blackberry Upgrade Implementation ITD Pilot Ready for DIA & DOT Migration Pilot Ready for CHSB, etc Anti Spam Upgrade Exchange 2007 Upgrade** * Date depends on vendor dates currently being negotiated ** Does not include MassDOT/RMV

4. - 3 - Messaging and Directory Services Roadmap - Detailed

5. - 4 - Archive & Retention Initiative Status  Accomplishments to date ITD has completed its work with BlueSource* and has determined the necessary hardware, software, and services required to: 1.Remove the current users and data from the existing Symantec Enterprise Vault (currently being used as a “mailbox expander”) 2.Install and implement the new software and hardware to provide journaling, archival, and eDiscovery capabilities 3.Pilot ~50 ITD users  Next steps  Execute Task Order #2 with BlueSource  Purchase necessary hardware and software using existing blanket agreements  Complete the “migration” of existing users out of the current Enterprise Vault  Install and deploy new Enterprise Vault  Pilot new functionality with a representative set of ITD users  Anticipated end result - An Enterprise vault that:  Will allow any user’s email to be journaled, with controllable parameters to eliminate “generic” emails  Will allow all users to archive emails (manually) by providing archive folders for their use (e.g. Retain for x days, retain for y days, etc)  Support legal functions (legal hold, eDiscovery search and categorization  Operate efficiently (automatic de-duplication)

6. - 5 - Exchange 2007 Upgrade Status  Migrated Mailbox count is ~19,000 as of the end of August  Major Targets for September include DMH (3,654) and EOHHS (4,755)

7. - 6 - Consolidated Directory & Other Initiatives Status Consolidated Directory Key Milestones DateStatus CDS RFQ develop and send to Legal09-13 to 09-17 CDS RFQ approved by Legal and TFG posted on CommPass 09-17 to 09-24 Legal review will need close monitoring to ensure moves to TFG and posts on CommPass by 09-24 EV clean-up (target date 10/30)10-30Marc and Donna scheduling exports out of EV Gateway BT Solution9-13IPG including Dir and contact sync replacement solution in CDS RFQ. Support window closes March 2011. IM – ITD RFI for solution vendors09-30Ramon working on list of potential vendors Other Initiatives Key MilestonesDateStatus BlackBerry Upgrade09-131200 of 1700 version 4.4 users complete as of 9/13. Expect to have all 4.4 and above users to BES 5.0 9/29. Users with device software < 4.4 upgrading now, of original 700 400 have upgraded and 300 remain. Anti Spam Solution9-13Charter out for signature, Vendor assessment completed, design finalizing and RFQ to legal review.