1. Information Technology IT Briefing January 2007

2. Information Technology 1 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

3. Information Technology Emory Backbone Upgrade Status and Timeline Paul Petersen

4. Information Technology 3 Agenda  Backbone Upgrade Status  Present State  Project Timeline  Two Recent Success Stories  57 Executive Park  Relocating Fiber Duct Bank

5. Information Technology 4 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

6. Information Technology 5 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

7. Information Technology 6 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?

8. Information Technology 7 Success Stories  Relocating Fiber Duct Bank  Redundant Routers provide uninterrupted service

9. Information Technology 8 ? Questions Backbone

10. Information Technology Firewall Migration Jay Flanagan

11. Information Technology 10 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 22 nd  Direct questions to: CTS-Security@listserv.emory.eduCTS-Security@listserv.emory.edu.

12. Information Technology 11 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

13. Information Technology 12 ? Questions Firewall

14. Information Technology Exchange Projects John Ellis

15. Information Technology SciQuest Dave Maddlone

16. Information Technology 15 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

17. Information Technology 16 LIMITED P+ BACK OFFICE FUNCTIONS DEPICTED LOGIN 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 Send e–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 No 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 +

18. Information Technology 17 SETTLEMENT PROCESSING AND FAS SYSTEM FEED SUPPLIER ORDER DELIVERY / INVOICING A Supplier fills / ships order to requestor Invoice EMU matching process Shipping doc Match OK? No Yes EMU FAS system P+ "Print" POSend PO to supplier NOTE : May be FAX or 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

19. Information Technology 18 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 CSO established 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 Renew? Renewal note printed 60 days b4 CSO exp. Renewal notice reviewed by Buyer Renewal entered into AP/ FAS Cancel CSO in AP/FAS No Yes No 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

20. Information Technology 19 STANDING ORDER ENTRY / RENEWALSO 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 form printed 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

21. Information Technology 20 EPIC System Today  Old technology that served us well … but needs replacement  Solution locally hosted at Emory  Available to any “authorized signer”

22. Information Technology 21 Symbols: Start End Process Decision Man Proc Data I/O Data Stor on/off page Form E–form SciQuest

23. Information Technology 22 SETTLEMENT PROCESSING AND FAS SYSTEM FEED SUPPLIER ORDER DELIVERY / INVOICING V Pmnt P card? A SQ sends order to supplier SQ sends e–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 fulfilled Customer 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)

24. Information Technology 23 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

25. Information Technology 24 ? Questions SciQuest

26. Information Technology Remedy Upgrade Karen Jenkins

27. Information Technology 26 Categorization / Classification Category Type Item Product Categorization Operational Categorization Implemented using best practices: C=Noun T=Noun I=Verb/Action

28. Information Technology 27 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 Tiers Tier 1Tier 2Tier 3 AccessGrant- None - AccessRemove PasswordReset PasswordSync CodePromoteTo Prod CodePromoteTo Q/A

29. Information Technology 28 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 1Tier 2Tier 3Product Name+ Model/ Version Manu. University Applications Email & Calendaring EagleEmory University Applications Email & Calendaring LearnLinkFirstClass University Applications PeopleSoftHRPeopleSoft8.xEmory University Applications PeopleSoftHReBenefits8.XEmory University Applications PeopleSoftSAOPUS8.xEmory

30. Information Technology 29 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

31. Information Technology 30 Status & Schedule  Application Install  New Oracle RAC  Foundation Data  User Guide  Testing & Input  Review Input  Training  Go-live  Complete  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

32. Information Technology Web Hosting Upgrade Karen Jenkins

33. Information Technology 32 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)

34. Information Technology 33 Suggested Topics?  Please forward any suggested topics for the IT briefing to: karen.jenkins@emory.edu