Draft Minutes: ITANA Call 21-July-2012


• Piet Niederhausen, Georgetown University (stand-in Chair)
• Dan Brint, State University of New York - ITEC
• Glenn E. Donaldson, The Ohio State University
• Phil Robinson, Cornell University
• Vinay I. Varughese, Cornell University - Weill Medical College
• Scott Fullerton, University of Wisconsin - Madison
• Paul Erickson, University of Nebraska–Lincoln
• Emily Eisbruch, Internet2 (scribe)


Carry Over Action Items

AI (Jim) will write up his thoughts on the Gartner EA Summit and post to the wiki.
AI (Jim) will send a link to the SOA survey to the list.
AI (Colleen) will send a link to the Case Western architecture diagram to the list.
AI (All interested) in the higher-ed peer group, contact Chris Eagle.
AI (All) Think about topics for potential Educause session(s).




The Face2Face meeting will be on Tuesday, November 6, as a pre conference seminar (#06F) at the EDUCAUSE national conference in Denver, Colorado. Please be sure to register.


Feedback from the 2011 Face2Face meeting
• More case studies
• More Enterprise Architecture 101 for new architects
• More opportunities to interact and meet others (eg, mixing up tables during the session)
• More practical stuff to take home


Comments on Face2Face Planning


Agenda Build for Face2Face at EDUCAUSE

Additions to/comments on the draft agenda during the call are preceded by asterisks. (**)

A. Disruptive Change in Higher Education - Why does architecture matter?
• Fundamental changes that are coming to higher education
• CIO’s view on Enterprise Architecture and change management
• Break-out session on disruptive change
• What disruptive changes to you see or foresee at your institution?
• See Diana Oblinger’s free e-book at http://www.educause.edu/game-changers

— Break —

B. Enterprise Architecture 101 - How do architects get started?
• Architects at all levels are leaders
• Questions you should be asking as an EA
• Case studies as an example of how you get things done
• ** Scott: What is the domain, who are the consumers?
• **Is it for conversation among key stakeholders?
• **Is the goal to create new capabilities?
• **Examples of different ways for an architect to engage, and what gets produced
• **Adapting these tools to specific contexts and consumer needs
• Lifecycle Analysis as a framework for EA
• Starting conversations that wouldn’t normally start
• Connecting people who normally wouldn’t connect
• Linking initiatives that people haven’t thought about the linkage
• Focusing on the customers
• Highlights governance issues
• Forces you to frame your argument in business terms
• Capability Mapping
• A way to bring out the capabilities for a business unit
• A way to think about People, Process and Technology in neutral terms
• Using SOA as a model
• You need to be able to communicate value in each of the tiers of the enterprise
• You need to justify even technical work in business terms
• **Dan: Examples of documentation, tools you use to do your job
• Break Out / Workbook Activity:
• Think of a something that you tried to sell that didn’t go well and how you might have sold it differently. (influence and other dimensions)
• You have seen some higher level artifacts, how would you have used them

C. Report out from morning session
• How do you add value as an architect
• How do you manage cost / reduce risk
• Gartner’s idea that you drive Fiscal Efficiency and Business Execution
• Disruption drivers vs. university reality.

— Lunch —

D. Applied Architecture - How do we practice architecture?
• Case studies (this a list in progress of potential case studies)
• DEM IT Services Capability Mapping and IT Realignment as an example
• Advising Architecture Review Board and their Core Diagram
• SOA as a way of dealing with disruptive change
• Storage - general purpose storage, regulated data and explosion of personal data
• Data architecture in an ERP implementation (Workday HR/Benefits/Payroll)
• **Dan: Real world example of documentation/artifacts and how they were used; or things that didn’t work
• **Scott: How can we create thematic continuity through the day? Pull through items from earlier in the agenda – examples of disruptive changes and how they were resolved in real life case studies
• Exercise in personal landscape scanning and planning a response

• Given a change scenario, how will you lead through that change?
• Various scenarios including distance education, BYOD, outsourcing of various university operations, big research data, business process changes
• **Scott: Enterprise data management; as a necessary step toward SOA; control of research data; integration of ERP data; data bus – as a response to:
• **Need to open university boundaries, across internal and external solutions
• **Clarity about security and privacy
• **Quicker time to market, responding quickly with data
• **New data that is digital-native; how to maintain, curate, preserve it
• **Need for business intelligence in response to various drivers
• Each table gets one of the disruptive scenarios and think about how you would approach the problem
• Context, drivers and next steps
• Fiscal Efficiency and Business Execution

— Break —

E. Current and Future ITANA Work - How can ITANA help?
• Reference architecture development
• What questions would a reference architecture answer for you? What kinds of questions would you like it to answer
• What is does a reference architecture for HE look like to you?
• **Glenn: Starting point for those with no architecture yet
• **Scott: Layered; have to keep focus in the discussion
• **Systems
• **Business processes
• **Common core business systems and boundaries
• **Integration, middleware
• **Data models
• **Strategic goals
• **Scott: Does Kuali have a starting point?
• Enterprise Data Management and BI
• SOA working group materials (other than included above)
• Report on current working group activities


Common Solutions Group (CSG) Meeting report-out

Overall CSG meeting agenda (June 13-15 at the University of Iowa)
• Workshop on Projecting Institutional Infrastructure Into the Cloud http://www.stonesoup.org/meetings/1206/agenda.html#adda
• Workshop on Virtual Desktops http://www.stonesoup.org/meetings/1206/agenda.html#addb
• Attendee list in case you want to reach out to someone who presented http://www.stonesoup.org/meetings/1206/att/wrapatt.html

Highlights - Cloud
• Most institutions present are executing on a portfolio of cloud solutions with multiple solutions from SaaS to Paas to IaaS
• A few institutions are considering replicating critical infrastructure in the cloud, such as SSO, DNS, email routing – mainly to ensure continuous service
• No good general solutions for provisioning and de-provisioning user accounts and groups across cloud solutions; discussion of OAuth
• Progress on operationalizing cloud services, for example using Boomering and JMeter to monitor user experience

Highlights - VDI
• In all case studies, there was significant concern about cost and ROI
• Most case studies lean toward application-specific virtualization rather than full or persistent desktop virtualization, to limit costs
• For the same reason most case studies lean toward a few applications that need to be virtualized for security or because of special platform requirements
• BYOD is both a challenge and a promise; users are increasingly just interested in applications, accessible on any device, and virtualization can help support new devices such as tablets



ITANA wiki is https://spaces.at.internet2.edu/display/itana/Home

Google Docs Whiteboard for this call https://docs.google.com/document/d/1J-WZMKKZauiqeHnuQyzUFNcsMTDyjmz_f0FvtiJJ6A4/edit#


Next ITANA Call: Thursday, July 5, 2012, 2pm ET