Network Planning Task Force

1. Network Planning Task Force “Setting the Stage”

2. Mary Alice Annecharico / Rod MacNeil, SOM Robin Beck, ISC Doug Berger / *Manuel Pena, Housing & Conference Services Chris Bradie, Business Services Chris Field, GPSA (student) Cathy DiBonaventura, School of Design* Geoff Filinuk, ISC Bonnie Gibson, Office of Provost Roy Heinz / John Keane, Library John Irwin, GSE Marilyn Jost, ISC Carol Katzman, Vet School Deke Kassabian / Melissa Muth, ISC Mike Lazenka, ISC Robert Helfman, Budget Mgmt. Analysis Dan Margolis, SEAS* (student) Chris Massicotte, Audit & Compliance Gerry McCartney / *David Seidell, Wharton Kayann McDonnell, Law Donna Milici, Nursing Dave Millar, ISC Michael Palladino, ISC (Chair) Andrew Rappe, Chemistry Faculty Dan Shapiro, Dental Mary Spada, VPUL Marilyn Spicer, College Houses* Steve Stines / Jeff Linso, Div. of Finance Ira Winston / Helen Anderson, SEAS, SAS Active Task Force Membershttp://www.upenn.edu/computing/group/nptf/ *New FY ‘04

3. NPTF Meetings • Dates • 9/15, 9/29 (1:30 – 3:30 PM), 10/6, 10/20?, 11/3, 11/17 • 12/1 – State of the Union • Time • 1:30 – 3:00 PM • Place • 357A conference room at 3401 Walnut Street, 34th street entrance, elevator to 3rd floor (near Starbucks)

4. NPTF Agenda • Review process, principles and budget assumptions used in 5-year budget submission. • Discuss operational/baseline activities. • Address challenges/topics and future directions. • Review N&T financial information.

5. NPTF Process

6. NPTF Process (Continued) • Summer focus groups helped • Reaffirm process and principles • Update budget assumptions • Identify issues and concerns • Provide good operational feedback • Craft agenda for the Fall task force • Focus on need for more strategic discussions

7. NPTF Process (Continued) • If no objections, operational feedback will be addressed with Six Schools as a subcommittee. • Over billing for ports / “ghost ports” • High-cost of small wireless installations and ongoing charges • Confusing intake process for installations • Prodesk/N&T NOC coordination • Confusing web (forms, outdated files)

8. NPTF Principles • Customers and ISC work as partners when making decisions. • Alignment with academic, research and business strategies of the University. • Network is key to many other investments across Penn. • Be a leader, not a follower. Decisions based on identifying competitive advantage over our peers. • Model flexible enough to accommodate for changing technologies. • Model encourages retirement of legacy services and systems.

9. NPTF Principles (Continued) • Use continuous process improvement approach to seek maximum cost-effectiveness and high degree of customer satisfaction. • Model should be rational from both a client and ISC perspective and be measurable in terms meaningful to client. • Model must be structured so that increasing demands that are fueled by rising service delivery requirements and expectations can be met. (Demand-based) • Keep funding model simple. (Currently, IP addresses are used as billing metric for Central Service Fee.)

10. NPTF Principles (Continued) • All operating expenses (business continuity, redundancy, planning, support, security) must be included in model. • Make costs visible for Network, Telecommunications and Video Services. • Identify tradeoffs. • Clarify expectations (SLAs). • Encourage standards and best practices (NPC). • Eliminate, reduce, or at least be aware of cross-subsidies.

11. Budget Assumptions • Security concerns are a top priority as various viruses, worms, etc. have reduced Penn’s productivity levels. These concerns will constitute a significant portion of the Fall NPTF discussions. • 5 year phase-out of allocated monies ($2.317M) to occur from FY2003-07. • Telecommunications surplus, operating efficiencies and increased costs to offset allocated cost phase out. • Aggregate PennNet, Telecommunications and Video service rate increases projected at 1-2% maximum yearly, determined in conjunction with NPTF.

12. Budget Assumptions (Continued) • Excellent bandwidth management techniques combined with a good Internet strategy have eased the pressure on developing tiered network connectivity options. However, this will continue to be explored and evaluated as the need/opportunity arises. • Separate SLAs for College Houses and Greeknet for maintenance and bandwidth. • FY2004-09 budget assumes Next Generation PennNet project averages $700k, down from original $837k/year. • NGP sources of funding include the Telecommunications surplus and the CSF as the allocated monies are phased out.

13. Budget Assumptions (Continued) • There will be no rate increases for existing services for Telecommunications and in FY ’04 and ’05. • For FY2005 College House students will continue to be billed indirectly as part of housing fees for baseline PennNet and Penn Video Network services. • Building entrance and router equipment are on a four-year replacement cycle. • Closet electronics and network servers are on a three-year replacement cycle. • N&T will run a fiscally self-sufficient GigaPoP (MAGPI) and break even in FY ’04 and beyond.

14. Budget Assumptions (Continued) • The CSF will subsidize approximately 800 wired, public lab connections that have computers attached in FY2004. TBD for FY2005. • The growth rate in IP addresses from the schools/centers is projected to increase by 1800 per year from FY2004-09. • In FY2004, the IP address growth projection is 800, as SOM and others do “clean-up”. • ISC managed wallplates projected growth at 1800 new per year.

15. Budget Assumptions (Continued) • To retain and recruit appropriate N&T IT staff, 4% compensation has been budgeted to include annual performance increases, equity increases, bonuses, promotions and reclassifications from FY2004 - 09. • In FY2004 a 54.2% overhead rate was calculated to cover costs of benefits, rent, training, computers, telephones, etc. TBD for FY2005. • The NOC will not be physically staffed (7x24x365) through FY2009. It will continue to operate from 6 AM – 11 PM, M-F with the rest of the week covered by technical staff on beepers. • N&T total expense budget increases from $22.5M in FY ’04 to $24.2M in FY ’09.

16. ISC N&T FY 2004-09 Projected Revenue (All Sources)

17. Projected Telecommunications Revenue (FY2004)

18. Fall Challenges • Security • There are many threats to the network and data security from viruses, worms, etc. • This has resulted in a loss of productivity for Penn. • A host of “services” may need to be developed and deployed including VPNs, firewalls, intrusion-detection, virus protection, patch management, etc. • We must take every opportunity to educate IT and senior administrators in search of solutions for these most pressing problems.

19. Fall Challenges (Continued) • Telecommunications/Infrastructure • After the contract expires in July 2005, Telecommunications services costs from Verizon may increase. • Aging Telecommunications and Video infrastructure. • Aging Telecommunications equipment. • With the continued financial shake-up in Telecommunications, we may see a decrease in competition and therefore higher rates. • Moving towards VoIP may help, but a serious investment is necessary to upgrade Penn to new infrastructure and equipment.

20. Strategies • Examine Security Needs • Take realistic look at cost of productivity loss given current threats. • Create new revenue • Deploy new services as needed and as opportunities arise. (Cellular, VoIP, digital movies, etc.) • Rollout tiered network connectivity as soon as it is ready • Revisit Central Services List • Slow down Next Generation PennNet • Decrease redundancy • Decrease services

21. Strategies (Continued) • Continue to find operating efficiencies • Lower vendor expenses • Eliminate staff and contractors • Charge for unregistered IP addresses, private subnets, fiber circuits, domain names, etc. • Complete full audits for all services and charge out more accurately.

22. FY2004 Projected CSF Expenses

23. FY ’02 vs. FY ’03 School N&T Expense Comparison

24. Review CSF bundle of services Internet Public lab subsidy Internet2 Building/backbone upgrades Voice services (cellular, VoIP, etc.) Routing core upgrades Next Generation PennNet (building redundancy) Wireless authentication Operational Discussions

25. Strategic NPTF Fall Challenges/Topics • Security (VPNs, firewalls, intrusion-detection, virus protection, patch management) • On-line directory operational funding • Authorization • Wireless authentication in CSF? • Wired authentication • More public wireless – how to fund? • Public lab IP subsidy • Time to phase out and swap for wireless IP subsidy? • Tiered network connectivity options possible/necessary for FY ’05?

26. 9/29 10/6 10/20? 11/3 11/17 12/1 Security Discussions (Part I) Operational & financial discussions Security discussions (Part II) Other strategic discussions “Voting” / preliminary rate setting State of the Union Future Meetings