1. Information Technology IT Briefing June 2007

2. Information Technology 1 IT Briefing June 20, 2007  Healthcare Exchange Migration Strategy  Exchange, DMS & Remedy  PS HR & Applicant Tracking  Guest Access in OPUS  NetCom Q&A  Eric Gentry (PLA Consultant)  Karen Jenkins  Dana Haggas  Mark Elliott  Paul Petersen

3. Information Technology Healthcare Exchange Migration Approach Eric Gentry Senior Consultant, Communications and Collaboration Project Leadership Associates Migration Specialist for Email/Active Directory/Desktop

4. Information Technology 3 Exchange 2007 Migration Plan Pre-Migration Process

5. Information Technology 4 Exchange 2007 Migration Plan Inbound Email Configuration and User Creation

6. Information Technology 5 Exchange 2007 Migration Plan User Preload and Migration

7. Information Technology 6 Exchange 2007 Migration Plan Final Migration Process

8. Information Technology Known Issues List  GroupWise Rules will not Migrate  Formatting Rich Text and HTML  Read Receipts  Meeting Updates  Deletion of Meetings in GroupWise not updated in Exchange  Recurring meeting request from GroupWise to Exchange  Recurring meeting request from Exchange to GroupWise will post first meeting only  Declination of meeting in Exchange, GroupWise user does not receive update  Distribution List appearance in GroupWise  Multiple eMail Addresses, Multiple IM Names, Categories, and Birthdays  Email address links in messages when converted to Exchange

9. Information Technology 8 ? Questions Migration Strategy

10. Information Technology Healthcare Exchange Desktop Management Remedy Karen Jenkins

11. Information Technology Healthcare Exchange  Testing ~98% complete  Training & support  54 Outlook seminars scheduled / ~15 complete  87 support resources – THANK YOU!!  9 Technical support classes  Video, FAQs, and other materials on-line http://it.emory.edu/ehc-training http://it.emory.edu/ehc-training  Schedule Update  Initial pre-pilot in June, made adjustments to strategy  Short list of early adopters end of June  100 pre-pilot users early July  500 pilot users mid July  Production migration begin late July end August

12. Information Technology Desktop Management Solution  Vendor negotiations  Would not agree to exclude students in lease options  Obtain commitment to purchase 50% Year 1 and 50% Year 2 – maintaining volume discount pricing (~90%)  Funding identified  AAIT providing $100k, on-going maintenance, fully fund 2 nd 50% (6,000 agents)  SPH fully funded 900 nodes (~$16k)  College providing $20k  Library providing $2k  OTHERS? Those contributing will receive agents first  Send email to dm-eval@listserv.cc.emory.edu if you are interested in contributing or training (~1,300 per student)dm-eval@listserv.cc.emory.edu  Total cost is ~$160 – we are about ~$20k short  Finalize Level 2 and submit to Governance

13. Information Technology Remedy  Initial priorities of stabilization & major enhancements completed  Stabilize system / address initial problems  Inbound email  Suppress notifications  Data export cleanup  Moving onto other enhancements  Notification improvements  Consolidation of fields (see example)  Creating tickets for requests / comments received during meetings  Ticket Transfer scheduled for fall  Initial consultant SOW received

14. Information Technology Tab Consolidation Example 13

15. Information Technology 14 ? Questions Other

16. Information Technology PeopleSoft HR Upgrade Applicant Tracking Dana Haggas

17. Information Technology HR Upgrade Project Overview  Project History  Needed to upgrade before expiration of maintenance support  Received project approval and funding in Sept 2006  Hardware order delayed due to enterprise hardware decision  Hosted first three test moves in CedarCrestone Upgrade Lab  Test move 4 on Emory Hardware in April 2007 and Test move 5 in June 2007  System Load and stress testing June 2007  Project Scope  Technical upgrade  Eliminated customizations: -42% of custom SQRs -32% of online objects  New functionality - Person of Interest - Row level security enhancements  Integration to Applicant Tracking System (KRB/Kenexa/BrassRing)

18. Information Technology 17 HR 8.9 Sign-on Page

19. Information Technology 18 Current HR 8.3 Self-Service Page

20. Information Technology 19 Employee Self-Service home page. Users will need to click to access Self-Service page below HR 8.9 Self-Service Pages

21. Information Technology HR 8.9 Upgrade Timeline  Monday, July 2  Update Production HTML to provide notice of system downtime/production read- only access  Tuesday, July 3  Freeze Tools and begin export/backup for HRTEST  Thursday, July 5  Production database down at 5:00 pm  Begin exports of Candidate data from PeopleSoft to KRB/ERM  Friday, July 6  Bring up Production with read-only access by 8:00 am  Begin upgrade steps (Tom Hytry, CedarCrestone consultant)  Saturday, July 7  Migration to KRB/ERM complete  Sunday, July 8  Upgrade Steps complete – notify project team  Post-Upgrade steps  Functional User approval  Change URL to point to 8.9 Production and notify Helpdesk

22. Information Technology 21 ? Questions PS HR & Applicant Tracking

23. Information Technology OPUS Guest Access Mark Elliott

24. Information Technology OPUS Guest Access Guest Access is a new OPUS self-service feature giving Emory students the ability to grant access to OPUS pages the student has selected and to individuals the student has authorized.  Up to 5 Guest Access accounts allowed Three Steps: 1. Student creates Alias for Guest Login ID. 2. Student creates password for Guest Login ID. 3. Student selects OPUS information Guest can access.

25. Information Technology OPUS Guest Access Project Team  PeopleSoft SA Team members representing:  Admissions  Campus Community  Financial Aid  Student Financials  Student Records  AAIT

26. Information Technology Project Timeline and Review  Weekly Meetings Began 1 st week of March 2007  Integration Testing Began 3 rd week of April 2007  Go-Live Date: July 5, 2007  Student Focus Group Review  Security Audit Approval  Internal Audit Approval  University Legal Approval

27. Information Technology Other Schools With Guest Access ColumbiaUniversity of Chicago IndianaUniversity of Georgia MITUniversity of Minnesota NorthwesternUniversity of Pennsylvania PrincetonUSC StanfordYale

28. Information Technology Learner Services OPUS Guest Access Link

29. Information Technology Create New Access/Manage Existing Access

30. Information Technology Step 1: Create Alias Step 2: Create Password

31. Information Technology Step 3: Select OPUS Information Guest Can Access

32. Information Technology OPUS Information Available Through Guest Access A cademics View Class Schedule View Grades and GPAs View Unofficial Transcript View Degree Progress View Final Exam Schedule Admissions View Admissions Decisions Pay Admissions Deposit Schedule Tour and Events Apply For Courtesy Tuition Benefit Submit Health Insurance Waiver Financial Aid View Financial Aid Information Personal Portfolio View Names/Addresses/Phone/Email View Parent/Guardian Address View/Update Emergency Contact View Honors and Awards View Holds/To Dos/Messages Student Accounts View Account Detail View Monthly/Registration Bills Make On-Line Payment Enroll in Payment Plan Make an EmoryCard Deposit View Registration Clearance Status View 1098-T Tax Information View Wire Transfer Instructions

33. Information Technology Manage Existing Guest Access

34. Information Technology Guest Access Ask OPUS

35. Information Technology Automated Student Communications  New Guest Access Request  Change To Guest Page Permissions  Guest Login ID Deleted  Student Requests Information Suppression/Guest Accounts Disabled  Reactivate Guest Login ID  Password Reset

36. Information Technology Student Responsibilities  Communicate Guest Login ID and Password to the Guest  Maintain Access of the Guest  Assist Guest with forgotten Guest Login ID’s and passwords  Advise Guest as to sensitive nature of information  Explain to the Guest how to use OPUS

37. Information Technology 36 ? Questions OPUS Guest Access

38. Information Technology NetCom Q&A Paul Petersen

39. Information Technology 38 ? Questions NetCom