Technology Outsourcing: In House or Out House….

That didn’t exactly come out the way it was intended, let me start over. The subject of this week’s post is the physical location of your technical support staff, particularly those doing higher level support. Providing support in house is having your technical staff on premises at all times. Providing your support remotely (or out of house) is having your technical staff work from their office.

Which is better? Let’s take a deeper look.

There is a very wide array of remote access and connectivity capabilities now available to Information Workers. This creates an opportunity for your IT staff to provide remote support in some cases more effectively than being on premises. But there can be significant perception issues in those situations and it might be problematic if not managed properly.

Before you start down this road, here are three questions you must answer:

1. Do you have a high level of confidence that your technical support staff acts with integrity?
2. Are you able to provide meaningful measures of performance and results?
3. Is your support communication infrastructure instantaneous and rock solid?

As you think about those questions, let me describe a scenario that occurred shortly after relocating our office from Texas to Utah a few years back.

 

We were providing technical support to an organization that was going through a major system upgrade. They needed someone onsite each day for a few weeks to bring all the new pieces together and train a large influx of new staff members. And they were looking to our organization for that support.

 

Only problem was, we were 1200 miles away!

 

So, we set up a remote control system on each desktop and started to provide the support needed and found we were significantly more effective than being there in person. Here’s how:

1. It is quicker to move room to room by tabbing to a new window than by physically walking there.
2. It is far less disruptive to be virtually in front of a computer than being physically present. And there is no competition for the same physical space.
3. It is more effective for technical support to actually observe new staff attempting to do a process than to ask them to describe a process or problem.
4. It is far easier to transfer support files, help documents, or simply chat when the support technician is at his workstation than at the workstation having problems.

However, there was just one small problem. Although our support of the staff was very effective, the administrator who was dealing with an entirely different set of problems was not happy about the arrangement. Her ongoing question was “Where is IT when we need them?”

 

Perception made short work of this very happy arrangement.

I’ve thought about this experience often, when discussing the manner in which we provide technical support at our partner schools and have been much more careful to ensure everyone understands the process. What appears to be very effective from the perspective of your technical support team may appear to be getting taken advantage of by an unconvinced administrator.

 Some organizations just feel the need to be able to walk down the hallway to the server room (closet in many cases) and talk face to face with technical support. Fair enough, but when we are trying to spread limited resources as far as humanly possible in a charter school environment, this may not provide the most bang for your buck.

What tools are required to do this? Good question. In short, Office 365 for education – specifically the Lync client now integrated into the latest release. Earlier versions work equally well. There are other solutions, but none as simple or as effective – especially if your staff uses Microsoft Office (Word, Excel, PowerPoint, etc.).

Using Lync (see previous articles for more details) our partner schools have a very effective support mechanism. It starts with presence, which indicates availability of technical support; then provides an escalation of communication methods to solve the problem at the required level. For example, a simple text message exchange can solve many minor issues. If more detail is required a phone call (via Lync) may be required. And if necessary, either party can share an application or entire desktop view to the other while communicating about the matter.
And if we need to involve more folks, or just talk face to face, we do an instant video conference or video call. And all of this can be accomplished without prior arrangement, meeting invitations, or software installation.

You’ll probably want to evolve into a remote (out of house) support mechanism over time, should you decide it is practical. It is very difficult to gauge the effectiveness of your support team when they are operating remotely, if you have no baseline of experience on premises. And you will definitely need to have a proven help desk solution in place to track and report on help desk issues.

And this discussion makes a couple of very important assumptions – trust being the one and capability the other. If you don’t have complete trust that your support staff will bill you according to services provided, or if you have doubts about their capability to effectively solve problems quickly then this long distance relationship may not work.

As distance learning has proven, proximity to support resources is not always necessary. And if the teacher or technician is competent and provides the right set of tools, the experience can be very effective and enjoyable. I personally think it is grand to go to work right after my workout when it is only 20 steps away – never mind the shorts and T-shirt!

If your technical support is inhouse or in the outhouse (so to speak) and you would like to explore ideas on improving it, give us a call.

To outsource or not to outsource… that is the question

We recently learned that one of our partner schools is proposing to hire full time staff for their IT, finance, maintenance, and other services, which had previously been contracted out. Okay, at first glance this seems like a legitimate management decision, but is it?

While I cannot speak to other types of services, we experienced this exact scenario once before with respect to IT services at a K-6 charter school and it was disastrous.

Several years ago in Texas, a Vice-Principal was hired at one of our partner schools. He quickly determined that his expertise was sufficient to supplant ours and within a few months found a way to eliminate our contract to provide IT support on one day each week. This was a school that we had built from the ground up and was operating with a high degree of efficiency.

I will spare you the details, but by the following year the Vice-Principal was fired, the school was in financial distress (which led to the dismissal of the business manager), and the technology had pretty much been re-outsourced to the Regional Service Center (the state). And the terminated Vice Principal had so maligned our service model in the process of making the case for our contract termination, that we were not considered in rebuilding the infrastructure.

The whole process diminished efficiency, caused significant service disruptions, cost significant sums of money, and accomplished nothing of value.

So are there times when it is a good idea to hire a full time IT administrator for your school? Maybe, but in the dozen years or so we have been doing this we have found very few. For starters, the numbers (as in cost) just don’t add up. Furthermore, the administrative oversight of personnel is not significantly better. And the level of expertise is greatly diminished.

Restated, these are three reasons why outsourcing IT is normally a better idea than hiring full-time: Cost, Control, and Expertise.

Cost

According to a January 2011 survey by PayScale, the average high school principal in the United States earned a total salary package between $68,167 and $101,560. The Bureau of Labor Statistics validates those numbers, finding that administrators at elementary and high school receive an average annual salary of $85,220.

On the other hand, a similar study by the BLS for computer administrators employed in the highest-paying industries, computer equipment manufacturing and securities exchanges, salaries averaged $89,840 and $89,340, respectively. The number was less in the academic world, but not by a large margin. Granted there is a wide range of qualifications for Information Workers, but even non-degreed, yet certified Network Engineers earned up to $56,000 on average.

When competent Information Workers can earn nearly as much as School Administrators, it is difficult to understand the justification to hire a full-time Technology Director at most Charter Schools. This is particularly true when very few schools need full-time IT administrators. They rarely even need full-time technical support.

Our standard management model provides 1 day per week of onsite Network Administration, supplemented by the daily support required for the particulars of a school, either by a less qualified support engineer or a faculty member assigned to technology. The best scenario is having a faculty member assigned to support technology and serve as the point person in IT matters.

Let’s do the math, assuming a 50 week annual contract. A network engineer charging $65.00/hr. at 8 hours per week would cost $26,000. A desktop support technician charging $15.00/hr. for 20 hours per week would cost $15,000.  The total cost is $41,000. And this provides the full range of technical services required for most freestanding Charter Schools.

This is about half of the cost of hiring one competent Computer Administrator. I emphasize competent, because like in the experience described above, hiring to the level of your budget may in fact cause you to hire an incompetent Computer Administrator. The unintended costs of doing so can be enormous.

Control

Not long ago we had to let one of our desktop support engineers go. We were informed that he was not a good fit for one of our schools and our coaching him on his work ethic was not going well.  We reluctantly terminated this employee, only to find that the school had decided to rehire him as their employee instead of ours.

The situation went from bad to worse. Now, not only did we have the same HR problem as before, but now we had less supervisory oversight.

You will in all probability always need to have entry level desktop administration support. This is where competent Computer Administrators get started. Managing desktops, while getting training on network administration and specific line of business applications is the common pathway for information workers. And there is always an abundance of desktop administration to be done in a school.

But having administrative control of information workers is a tricky business. It is crucial that those so employed are extremely trustworthy and able to work well with others. After all, they control all of the access to information resources in the school and can without much difficulty view sensitive documents and even your email communication in many cases.

Having an outside entity manage your Information Systems can provide an important element of integrity into your infrastructure.

Expertise

You don’t hire a doctor full time to evaluate a medical condition and treat it. Nor do you typically hire a CPA full time to do your bookkeeping. And most schools only retain legal counsel for specific compliance or legal matters where specialized knowledge is required.

There are reasons, both economic and practical why outsourcing Information Technology is wise. Obtaining the requisite technical expertise is the most important reason. Some technical expertise is only required once, as in the design of your network or major system implementations. Other technical specialization may be required only intermittently when upgrading servers or network infrastructure. And much technical expertise is only required infrequently, such as network administration.

So why would you hire full-time to the highest level of expertise for those rare occasions when needed if the bulk of your technical support requirements exist at the entry level? This is a classic misallocation of resources.

Summary

At the risk of self-serving, it seems that outsourcing Technology Management is a pretty common sense approach. It costs less, provides more control, and delivers a higher level of expertise. And these are all good things.

But alas, a wise individual once told me “Common sense is not so common”. 

Please call if you would like to discuss the right mix of Information Management and Technical Support resources.

What are the practical limits of Windows Multipoint Server?

One of our favorite vendors (hint: starts with an H and ends with a P) recently discontinued a popular line of specifically designed hardware components for Windows MultiPoint server. This included both the Multi-seat server and Zero Client components.

We were very surprised and a bit disappointed!

I called to speak with the HP product champion at our distributor and was told that although the product had been quite popular, the overly optimistic hardware specifications published by Microsoft had caused the unraveling of the product line. Apparently there were too many schools out there attempting to install the maximum allowed zero clients onto an underpowered server at a ratio of 20:1.

And when the system (with 20 students trying to do online gaming) slowed to a crawl, the buyers got upset. Go figure…

As one wise military commander told me many years ago at Officer Training, when asked about the wisdom of doing a particular thing; “You can, but you may not”. This pretty much sums up the wisdom of the aforementioned scenario. Perhaps it is better stated that while you CAN attach 20 Zero Clients onto a modestly provisioned MultiPoint Server, you may in fact not WANT to do so.

For the record, MultiPoint, as of this writing is not going away. Nor has it been an unsuccessful new product, not by a long-shot. It is working very well in the schools we have installed it when a reasonable effort to design the system has been employed.
And not to worry, there are still plenty of vendors supporting the technology and the required Zero Clients that are required to easily roll it out. But you may want to curb your optimism just slightly as you do system design and engineering. A reasonable allocation of server resources, client connections, and bandwidth utilization will help you make MultiPoint the home run in your school.

Here are three specific suggestions that will ensure your project does not get bogged down:

1. Determine the purpose of the MultiPoint installation
2. Start with a properly specified server
3. Calculate the Server/Client Ratio conservatively

Determine the purpose of the MultiPoint Installation

 

There are widely divergent requirements for a MultiPoint installation. Some are managed with the strict control of a well-organized teacher leading a discussion and managing the student sessions. Others are a free-for-all student study hall where anything goes. And on occasion (at least a few times each year) there will be standardized student testing where workstations are configured precisely for a sterile testing environment.

 

As you design you MultiPoint installation, start with the designated purpose. And if you can’t ensure that designated purpose then design conservatively. You will be happier in the long-run (although your financial managers may not share your entusiasm).

 

In our rather unscientific, but thorough testing, we have found that a ratio of 5:1 with a reasonable MultiPoint Server is a very solid place to start. And on the upper end of the scale, we have found that exceeding 10:1 under most conditions is not going to deliver the needed performance for anything more than casual web-browsing.

 

Start with a properly specified server

 

It has been said that “Common sense is not so common”. But it makes sense in this scenario to have a Multi Core processer (more is better), as much RAM as you can afford, and a fast Hard Drive with at least 500GB of space. Additionally, the server needs to have the capability for rendering graphics. This is normally accomplished by installing a graphics card in one of the open slots if it is not built into the mains system board.

 

And while there are many different connection configurations for MultiPoint, we have had the best luck using USB. Accordingly, you will need to have as many USB ports on the server as you plan to have zero-clients. This might require you to purchase a USB card and install it in your server.

 

Some manufacturers design servers specifically for the MultiPoint Server Operating System, but a bare box system is fine. Other than what is mentioned above, there is nothing special about hardware required to run MultiPoint. If it will run Windows7 or Windows Server 2012 standard, it should work fine with MultiPoint Server.

 

Calculate the Client Server Ratio Conservatively

 

The ratio of clients to a single server is the last thing you should determine. We simply call it the client/server ratio. Microsoft advertises a ratio of 10:1 in Windows MultiPoint Standard and 20:1 in Windows MultiPoint Premium. With few exceptions these numbers are (characteristically) hype.

 

For hard core computer lab workstations, keep the ratios low. For occasional browsing of the library collection or standardized testing increase the ratios accordingly.

 

One other aspect of determining ratios is the simple matter of logistics or layout. Depending on how the rows or clusters of workstations are configured in your lab, you may need to adjust your ratios purely based upon space and distance. The USB cables included in the HP Zero Clients were 25’ long. Distances greater than that may not work well. Check with your specific vendor for the lengths of included cabling (if included).

 

Summary

 

Windows MultiPoint Server is a great technology that will dramatically reduce the cost of provisioning a computer lab at your school. Not only do you save tons in buying hardware, but you nearly eliminate one of the more costly components of your technology budget - technical support. And you will see a commensurate reduction in both electrical and heating/cooling costs.

 

You will also have a much, much quieter computer lab (not counting student noise!).

 

But don’t be ridiculous, while you CAN connect 20 clients to a single MultiPoint server, you MAY NOT have a good experience in doing so. Good advice for me back then and for you today…

 

If you need assistance in designing your MultiPoint Server project, give us a call.

Introduction to SharePoint - Part 3

If the notion of browsing to the Office 365 for Education portal, logging in, and navigating to a document before you even get started is just too much trouble, well – your right. It is too much trouble.  If using SharePoint to manage documents is not at least as convenient as using your local hard drive, then getting your users to embrace it will be a challenge.

Sure, when they really need to access a document that someone else created, they will go through the trouble. After all SharePoint is better than sneaker net;  but  without easy access to documents, both coming and going, they will likely not venture outside the My Documents folder.

So how do we make the wonderful world of collaboration possible? There are three ways that come to mind immediately. Let’s take a look at them from a more practical point of view.  I’ll even suggest a bonus method at the end of this article.

1. Through an app from your favorite app store
2. Using one of the Office Professional Plus programs
3. Using the SharePoint Synchronization tool

Applications from the App Store:

 

If the first thing that comes to mind when I say app, is the App Store, then there is a good chance you are using an iOS device (iPad, iPhone, etc.). There are a huge number of apps that have a SharePoint component.  This is also called a WebDav connection.

 

Check in the settings of your favorite app to see if there is not a SharePoint or WebDav connector. If so then you have the capability to connect to SharePoint. Now what you may or may not be able do once connected is a function of that specific app and outside the scope of this article.

 

In summary, most apps are designed for mobile devices to improve the function of a product or service offering as compared to simply browsing to the respective website. This is especially true of iOs (Apple) devices which do not always display content designed for Windows endpoints. For Windows phones the content is generally more accessible by browsing directly, vs. through an app, thus there is less of a need for apps in the first place.

 

Office Professional Plus Program:

 

A much more elegant and practical tool for managing documents is to do so directly from within one of the core Office Professional Plus programs. The most common of these is Microsoft Word, but the interaction is similar in other programs. The exception is OneNote which does the synchronization automatically (see my article about OneNote).

 

From within Microsoft Word for example, you simply create a file, complete with all of the complexity you can muster, then instead of selecting “S” for Save, or “S” for Save As, you instead select Save and Send and choose the SharePoint option. Although this will take just a few seconds longer, including a login screen for the first time you are using this program in the current session. You will be prompted to save your document directly into the SharePoint Cloud.

 

Opening a document is also straightforward, but instead of browsing to a folder, you browse to a SharePoint Workspace.

 

A word about sessions and session state is in order. One of my personal frustrations is the limitations on sessions in the Office 365 environment. You can actually map a drive letter to a SharePoint document library and save documents directly to a lettered drive, but only during the time a session is alive. Office 365 sessions expire after a couple of hours of inactivity. And the mapping will cease to work, unless you recreate it.

 

 SharePoint Workspace Synchronization Tool

 

One of the most efficient tools to manage your document library on SharePoint is with the SharePoint Workspace Synchronization tool. This utility works in the background and automatically synchronizes documents in a specified folder on your computer with a specified folder in SharePoint. This is an incredible tool, but use it with caution!

 

The caution is advised in two ways. First, be cautious that you don’t try to synchronize a folder that has multiple GB’s of documents, otherwise you will spend a lot of computing resources constantly keeping two large data sets in synch. Second, be cautious about synchronizing a folder accessed by more than a few users.

 

The presumption of a synchronization tool is to keep two locations in synch. Adding huge amounts of data or additional storage locations into the mix can be problematic.

 

Bonus

 

I could have mentioned this in last week’s article, but there is also a very powerful drag and drop capacity within SharePoint by using your browser. And this is where you will need to use Internet Explorer, and a later version at that. You can open your SharePoint site collection in an Internet Explorer browser window by ftp and then select the option to open the folder in Windows Explorer (not the same as Internet Explorer) and navigate the folders directly on your desktop. This would enable you to open two folders side by side on your desktop and drag and drop multiple files between your SharePoint site collection and your desktop.

 

Summary

 

If you have not yet gotten beyond browsing to the Office 365 for Education Portal, then signing in, and choosing the Team Site option, you are not using SharePoint efficiently. While this may in fact be more efficient than your previous experience of sharing files, it is SharePoint kindergarten. We want you to earn a graduate degree in SharePoint and become the model of efficiency.

 

Next week we will discuss using SharePoint as your public facing website and why it may be an excellent option for you. 

I'll be (working from) home for Christmas!

With the Christmas Holidays (or Winter Break for those of you so inclined) fast approaching, it might be helpful to look at your options of getting some work done while you are away from the campus.

After all the shopping, parties, and gatherings with family and friends, you might just need to sneak off to the office for a while. Here are a few ideas to help you do so without going out in the cold!

The need to access resources inside your school network is the natural result of a maturing infrastructure.  Being able to do important tasks at the office while you are at home or while traveling or on vacation can dramatically improve your administrative oversight. And the ability to remotely access your computer at work is a necessity as workloads continue to encroach upon personal time.

Getting the big picture about remote access and then understanding your options might be helpful in deciding which method or technology is best suited for you. Without a basic understanding and game plan, the implementation of remote access can be a harrowing experience and very confusing. Let’s consider a few options.

From a practical standpoint, there are three methods of interacting with computers and resources in your organization from afar. There are other methods, including VNC, a popular open source solution, but my experience with these other solutions is that they require a higher degree of technical skill, both to install and to use. Our mandate is to keep things simple.

Depending upon the task at hand you may want to use all three of the following methods, which include:

1. Website or web browser based programs
2. Virtual Private Network or VPN
3. Remote Desktop Connection or RDP

Website or browser based programs

Using browser based technologies to connect to resources in your organization is likely the simplest way to access remote resources, unless you have a firewall with remote access features. You have probably seen ads for “GoToMyPC.com” or “Logmein.com”.  This option requires you to visit a provider’s website, create a user account, and then download and install their software.

You then complete this same process on computers to be remotely controlled, by logging into your account installing the same software on each machine to be managed remotely. As you install the remote control software on each remote PC, you will see an icon that represents it in your list of controllable computers.  And if you manage all of your computers in one account, you can control any one of them, at any time by clicking on the icon that represents that specific computer.

The advantage of this type of access is that it is pretty reliable (based upon my own experience) and relatively easy to use. The most complex part of the process is understanding which role you are playing when you are installing the software and getting it set up properly. And be sure to record your passwords or access codes.

The disadvantage of this type of access is that it costs money. It is a subscription based service that will cost about $10.00 per month per machine you wish to control. There are some free versions (www.logmein.com) but they restrict the things you can do while connected using the free version in order to encourage you to buy a full-featured subscription.

It is important to understand that when you use this type of remote access you are only remotely controlling the remote PC. Read this statement slowly three times – I am remotely controlling my remote PC. When you disconnect from the remote PC, the work you have accomplished remains there, unless you specifically transfer the files to your controlling PC or laptop. And there may be challenges associated with getting that file transferred back to your current location.

This is an important concept to understand, because if you spend an hour working on a Power Point presentation at the office. It’s at the office! Saving it back to your home PC or Laptop is not always easy. Additionally, you must have the same software installed on your home PC or Laptop to use the file just created.

Bottom line; understand the inherent limitations of remotely controlling your office computer.

Virtual Private Networks

A VPN connection is an excellent choice for remote access to your network. But it is important to understand how a VPN connection works and the planning required using it. The most common VPN scenario associates your firewall device, installed to protect your network from outside intrusion, to your remote computer via software. The software facilitates the connection by opening a secure pathway across the Internet and through your firewall, to your remote computer. These client programs are normally manufacturer specific, designed to work only with your firewall, and provisioned with a security key or token to verify your identity.

A VPN connection is like virtually connecting an Ethernet cable into your network hub at the office. Just imagine a very long cable from the server room out the door, along the street, up your driveway, and into your den at home and you will get the concept. But that is all a VPN connection will do for you…, give you a remote connection. This alone may not provide you with the remote experience you desire because of the network security built into computers, printers, servers, and other devices at the school.

Think of it this way: you can take any PC or Laptop to the school and plug it into the network, but your connection may be restricted to just a few resources. Unless your PC or Laptop at home is joined to the school’s network, you may only have a connection to the Internet and access to very generously shared resources.

When correctly planned an implemented, a VPN connection can be as close to a seamless or transparent connection to your school network as possible. But it has to be correctly implemented and you need to understand the consequence of that implementation.

For example, joining your home PC or Laptop to the Domain at the school may interrupt the small peer to peer network in your home. And changing from a workgroup to a domain and back may cause you a significant amount of grief. You may even loose important files and documents. (A workgroup is the most common way to create a shared broadband connection at home with DSL or Cable Internet service. A Domain is the network security model used in most schools.)

The benefits of VPN are quite remarkable. You simply turn on your remote PC or Laptop and do your tasks. Since you are part of the network, you will have full access to your email, your shared folders, and Client/Server based applications such as QuickBooks, Microsoft Office, Microsoft SQL, etc.

Remote Desktop

No discussion of remote access would be complete without considering Remote Desktop Connection, or Remote Desktop Protocol (RDP), a very useful tool built into all Windows XP and later Microsoft Windows based computers. It is similar to web based remote access technologies in that it allows your home PC or Laptop screen to display your office screen in a real time remote control session. In Windows 7, the Remote Desktop program is found at the Start Menu > All Programs > Accessories folder.

Properly setup, RDP works great. It is quick, reliable, not subject to constant fiddling, and allows you to control both local and remote resources, i.e. local and remote hard drives, printers, and CD’s. And once you are plugged into the network, it can find computers by name.

The challenge in setting up and using remote desktop is twofold. First you must know the name or IP address of the machine you wish to control. And second you must get through the firewall protecting your network. Remote Desktop uses Domain Name Services (DNS) to translate computer names to network addresses, so setting it up can be a little tricky.

RDP is generally a set it and forget it type of configuration. Once it finds your remote desktop, it will remember the settings and allow you to connect quickly by clicking on an icon located on your desktop.

Using RDP will require your network administrator to open a port in your firewall and then route your RDP session to the correct PC. And don’t forget that the on premises user always wins with RDP. In other words, if you are using RDP and someone at the office touches your mouse or presses a key on your keyboard, you will get disconnected. And unlike a browser based technology where users on both ends can see the screen, RDP will not display both the remote and local session at once.

Summary

Technical Support has been completely revolutionized by remote access technologies. It is a fundamental component of providing support services to the schools we manage. And we use each one of these different methods extensively.

As a school administrator, the benefits of remote access should be very obvious to you. Choosing which method to use may be a little less clear and will depend in large measure on what specific task you need to accomplish. It will be further determined by your network infrastructure, Internet bandwidth, installed software, and level of technical support to set it up.

Feel free to call if you need assistance in deciding which of these remote access methods will work best for you. And don’t wait until the holidays begin, you have to set these solutions up while at school – it is quite difficult to do this entirely from home.

One final note: Remote access is not the same thing as working collaboratively with other team members who may also be remote. That kind of anytime, anywhere, access to your important files is a function of your core technology infrastructure. Search this site for articles about Office 365 for Education for more information.

Help Desk Perspectives

A recent experience over the use of a help desk caused me to revisit the subject, with a little more insight. It went something like this:

After completing a major upgrade at a small (25-30 users) organization, we were anxious to get feedback about improved performance and user experience. So I instructed the office manager to provide a list of issues which would help us to quickly identify individual PC’s that might be having problems.

And this was not a casual effort without communication infrastructure. The manager had direct access to me via Instant Messaging, with presence, using Lync 2010, email, and my cell phone. We conversed about other matters routinely, in fact on a frequent basis I asked about any upgrade issues specifically and the response was “thumbs up”.

Unaware to both of us was a collection of little slips of paper, post it notes, and torn off pieces of yellow note pad pages accumulating on the bulletin board next to the refrigerator in the break room. Neither I nor the office manager had the slightest idea that a major problem was causing a significant slowdown for a large number of users.

That experience did not end well, but reinforced an important lesson about how not to manage your help desk. For a review about the benefits of a help desk, please see my earlier post here.

How you identify, communicate, prioritize, assign, and account for technical support issues makes all the difference in the world with respect to how well technology works in your school. And there are a large number of help desk systems available for you to choose from. Here are the features that I would look for in a help desk system:

Universal Communication Medium

Help desk issues need an agreed upon standard communication protocol organization wide. The most practical is email, but only if you have a robust email system that provides you synchronized messaging anywhere on any device.

Email is accountable, easily distributed, actionable within automated ticketing systems, and universally used in most schools. Little post it notes (or big ones) probably won’t meet this standard, and have you no (eco-green) shame.

Filtering and Consolidation Mechanism

With the capacity to easily fire off an email to help@yourschool.com, any help desk solution will quickly be overcome with redundant and sometimes ridiculously simple support requests (computer unplugged, network cable disconnected, etc.). So there needs to be a way of collecting daily support requests in some sort of queue, in order to quickly evaluate and act upon requests.

If fifteen teachers report that a crucial website is being blocked by your content filter (for example), then it is entirely counterproductive to think about creating fifteen support requests, or even creating a single trouble ticket for that matter. In the span of time required to create a trouble ticket, you could easily log-in to the firewall and resolve the issue. Then happily delete all fifteen emails reporting the issue!

The most common mistake in designing a help-desk system is the requirement to create a support request (case, incident, ticket, or whatever you choose to call it) for each and every issue. Where a simple notification and action request exists, most ongoing support requests can be resolved as a matter of course.

This is especially true when you are fortunate to have daily onsite technical support resources.

Escalation Process

Any technical problem can be solved with sufficient resources, co-ordination of effort, documentation of actions taken and proposed, and feedback. But, complex or persistent issues may require escalation to a more experienced team member, or an outside vendor. This is not something you can do effectively with a post-it note, or even a three ring binder.

The capacity to resolve complex support requests requires documentation that is available to all parties involved. This includes desktop support technicians, network engineers, software vendors, and most importantly – the end user.

At a minimum, the documentation should include date and time stamps, priority, resolution status, technician assignment, and notes for those involved documenting steps taken and subsequent actions required. An enormously helpful feature would be automation and integration with your internal communication systems, this will facilitate status updates, expected resolution timeframes, and resource requests.

Knowledge Base and Performance Metrics

The accumulation of knowledge about your infrastructure is an important by-product of a well-designed help-desk. Issues that repeat infrequently can be more easily resolved by referring to case notes of a previous support request. Knowledge bases can also be made available to your end users and encourage more self-support in their daily activities.

Performance metrics really speak to the effectiveness of your technical support staff. The most equitable way to measure the effectiveness of your technical support team is through the reporting that comes from the very system they use to resolve your technical support issues. If one of your technicians routinely resolves a significantly larger number of support cases (or queues) in a specified period of time, you might want to consider giving him a promotion!

Summary

Getting frustrated about the difficulty in using a help desk is understandable if it is too cumbersome, complex, and available to only a few individuals. But don’t give up, the benefits of a rational help desk are significant and worth the investment of your time and resources. It can pay big dividends.

Find a simple and reliable communication method (we recommend email) that can be used by anyone having a support request.  Incorporate a practical filtering and issue consolidation process that helps you assess priorities, gauge relative impact (many or few users), and provides a working list for your support staff. Then develop a time or severity based escalation process that formalizes support requests and starts the documentation to resolve and account for more serious issues. And finally, look more long-term at the reports coming from your help desk to assess the effectiveness of your support staff and technical support organization.

And if you really just can’t give up your yellow post it notes, do your support team a favor. Place them in a prominent position and don’t scold them when they miss the support request posted to the bulletin board in the break room next to the refrigerator they never use!

Let us know if you would like to explore ideas about how you can improve your help desk experience.

Learning Management Systems - Are you missing the obvious?

OK, its POP Quiz time: What percentage of Charter Schools has a LMS in place?
Hint: This is not a FaceBook (Like My Status) related question!
Answer: I have not a clue, but my guess is not many.

I don’t know entirely what seems to be driving the LMS conversation lately, but over the past few months we’ve heard a great deal of discussion regarding it. This past week I spent significant time trying to understand the concepts, the key players, and the benefits.

If you are a Charter School administrator, you really ought to know about Learning Management Systems. It is something that will improve the quality of instruction and make life better for our front line teaching staff. It will also provide benefits to administrators as well.

A Learning Management Systems (LMS) is a software application for the administration, documentation, tracking, and reporting of training programs, classroom and online events, e-learning programs, and training content. I suppose you could (and maybe have) used a collection of three ring binders for this purpose, but as we continue to digitize things, a computer based version of this process will probably be in your future.

A slight variation of this definition would include content, as in a system that helps create the content upon which all of the management described above depends. A content concentric system would be labeled a Learning Content Management System (LCMS). For purposes of this article, I refer to both.
Are you considering a Learning Management System? It’s a great idea and here are some suggestions that might help.

But before we get started, there is the obvious. Is your learning environment driving the requirement for an LMS or is it the other way around? If you are considering an LMS for the sake of the LMS technology, you have it all backwards.

The overriding consideration in your LMS evaluation should be the curriculim. If your curriculim is elearning oriented, your staff technically inclined, and your coursework primarily digital, then this could be a very good idea.

If not this could be interesting, to say the least.

Start with a candid evaluation of your ecosystem

Why are you evaluating a LMS?  Where do you start? Are your teachers clamoring for it, or is the conversation being driven by an ambitious sales rep? Do you see the vision of a successful implementation or is this just the latest “Hot” idea brought to you by your IT providers?

Your schools mission and curriculum emphasis will be one of the core considerations. While possible, it is a little more challenging to manage the performing arts in a digital world. But technology driven schools will benefit greatly.

One criterion would seem obvious, but may not be. You might first want to evaluate how much of your course content is eLearning capable, or at least presentable in a digital format, versus traditional learning. In other words, if you conduct most of your instructional hours with chalk boards, or whiteboards, paper, pencils, and other traditional education tools, the relative value of a LMS is diminished.

Start with a candid evaluation of your faculties approach to their teaching profession. Are they young and tech savvy teachers, or more mature and technology resistant teachers? Do they embrace the existing Information Systems with great enthusiasm, or do they reluctantly check their email because they are required to do so.

If you want a sure fired rebellion on your hands, try to implement a highly automated LMS system into an environment where technology is chaotic, unreliable, and underutilized.

Think clearly about the investment of time and resources you are about to make

In the world of Customer Relationship Management (CRM) software, a close relative to LRM, there is a 70% failure rate for project implementations. The reasons are varied but boil down to steep learning challenges, lack of training, and failing to plan. And there is a universal tendency to underestimate the volume of keystrokes required to input all of the data points needed to make the system operational.

Here is a short list of data sets you will need to create:

·         Student Records

·         Faculty Records

·         Course Materials (the largest set)

·         Calendars and schedules

·         Grading Criteria

Additionally, you will need to create a secure connection to your states Student Information System to synchronize grades, attendance, and state mandated reporting. If your LMS is incapable of doing this, it will require a significant duplication of effort.

Course materials are by far the largest data set that needs to be created and it is an ongoing creation cycle, so think not only about what you already have (and in what format it exists), but also consider what authoring tools are available for content creation.  I would recommend biasing your LMS selection to one that utilizes common authoring tools used already by your staff, such as Word, Excel, PowerPoint, etc.

Furthermore, most multimedia content is delivered by an internet browser and you will need to accommodate all types of users. For example, Apple devices (like iPads ) have great difficulty with media created using Adobe Flash and you may need to provide accommodations.

Choose the LMS that integrates best with your existing infrastructure

The most common network security model in a Charter School, especially those with older students is an Active Directory environment. Active Directory provides access control, user management, and group policy modeling. An LMS based upon Microsoft technologies (such as SharePoint) will use the active directory information to automatically propagate your student and faculty listings. This elimination of re-entering hundreds of records is significant and recurring.

There are other significant Microsoft solutions that will interact with your LMS. Three common programs are your Outlook based email, Lync 2010 messaging systems, and SharePoint.

A robust email system used both by the staff and students is extremely important and will serve as the transport medium for much of the learning outcomes. Please review previous posts about Microsoft Exchange email, it is very relevant to your LMS.

Because we communicate differently with  each other based upon our presence (or availability), if you are using Lync 2010 for internal messaging, you will also find it very helpful to have a LMS that incorporates the advanced messaging features found in Lync 2010, including Live Meeting services which can be used to actually record lectures for replay.

And SharePoint is the technology or framework which several of the most popular LMS systems use.

If your school operates with an Open Source architecture, an Apple environment, or other  non-Microsoft  technologies, there are fewer automated ways of connecting student and faculty records into your LMS. And this may influence your decision one way or another.

Consider using a pilot program to work out bugs and implementation issues

All of the LMS vendors I spoke with recommend identifying a core group of “early technology adopters” to serve as a catalyst for and trainers of other staff members. While this is a good idea, I recommend one addition step.

Don’t try to roll this solution out school wide, unless you have high confidence in your implementation team and a good track record in large technology projects. Instead create a pilot program led by your “early adopters” and go through an entire grading cycle with a small highly motivated and well trained group.

This pilot program will assist in identifying software design shortcomings, configuration challenges, and other deficiencies that will otherwise be multiplied many times over. Worst case scenario, the program gets scrapped with only minor expense and inconvenience.

By leveraging your pilot program experience you will improve the odds of success in a school wide rollout.

Evaluate the total costs associated when comparing LMS vendors

There are generally two models used to buy LMS Software. The more common method is based upon a yearly per user cost or subscription. The other model is a perpetual software license, with a required annual maintenance contract.

Evaluating those two options is not particularly difficult, but evaluating the total implementation costs can be. Put a pencil to the following costs to come up with a total figure:

·         Data conversion, entry, or import into the LMS

·         Course material creation, conversion, and licensing

·         Hardware and software required to support the LMS and content management

·         Initial setup, configuration, and training

My experience with decisions based entirely upon financial reasons is that they are not thoroughly vetted. After considering all the suggestions listed above, finances will likely become less crucial to the decision.

Summary

A Learning Management System might be a huge improvement for your school. And I hope nothing in this article would discourage you from considering it. But unlike some of the banks on Wall Street, your school is probably not too big to fail.

Evaluate objectively, think clearly about goals and outcomes, be realistic about the investment of time and resources it will require, and then choose the system most closely aligned with your existing infrastructure. Be conservative about the rollout by doing a solid pilot program and be sure to evaluate the total cost, if the choice between systems is down to financial considerations.

If you would like some help sorting out the issues, please contact us.

OK, It’s time to get legal (names omitted to protect the guilty)

We recently met with a school director and their technology provider to discuss a solution that had Microsoft Licensing implications. When we asked about the schools software licensing, there was an uncomfortable shifting in the chair, a bit of hem and haw, followed by a very generic explanation regarding a previous IT provider a few years back and a school agreement. You get the picture….

What we heard was probably quite a bit different than what the administrator understood. And we left it at that. We are not the Microsoft Licensing police and frankly Microsoft Licensing is so ridiculously complicated that it takes a team of New York Lawyers to explain it, and a few CPA’s to calculate the costs. Alright, that is an exaggeration, but not much of one.

Having said that, I submit the time has come, in the world of Education that overlooking your Microsoft Licensing is really quite inexcusable. And frankly, unless you value your time at less than minimum wage, it really makes sense to just sign the agreement, pay the minimal licensing costs, and get on with life.

If you use the correct type of licensing, the process will literally save you time and money; not to mention that warm and fuzzy feeling you will have knowing you are playing by the rules.

Having seen firsthand the hoops that some go through to avoid legal licensing, it really makes no sense. You can now buy an umbrella Microsoft agreement that not only covers all computers in the school with Operating Systems, and core CALS, but it also provides a copy of Microsoft Office Professional Plus. Furthermore there are home use rights to boot.

And here is a little known secret. When you initiate a school agreement, there are a number of additional software licenses that magically appear in your Volume Licensing Center. Take for example the MultiPoint Server license and CAL’s for connecting to it. That’s right, they are included. Just try buying that software over the counter by itself.

Some school agreements also come with subscriptions to Microsoft educational titles, membership in the MSDN Academic Alliance, and Live@EDU services. Plus there are other Microsoft solutions such as the InTune Management software, Microsoft Dynamics CRM, and others that are a fraction of the cost when associated with your Annual School Agreement.

And you can literally receive an entire truckload of donated computers, which as soon as they enter your building are also covered. And did I mention any Virtual Machines that you create using Microsoft Hyper-V technology – they are covered as well.

Like most of you, I have a real problem with paying $450.00 for a copy of Microsoft Office Professional Plus in the shrink wrapped box. And that is a challenge in the for-profit world. But educational titles are so incredibly cheap, it takes way more resources to find ways around licensing than it does to do it properly.

Enough already, while the odds of a Software Audit are very, very small; all it takes is the phone call of one disgruntled staff member,  former vendor, or competitor to the software alliance and things could get real ugly.

If you have a software licensing question or need guidance on selecting the right school agreement, please call us. As a freestanding charter school, you have options that are both sensible and affordable. And you might be surprised at all the freebies you get for being legal.

Do the right thing!

Oh, one last thing. You might consider making your school agreement align with the eRate fiscal year. Eligible expenses are more easily allocated and reimbursed when they line up with July 1 – Jun 30 timeframes of the eRate program.

Virtualization - Part 3: Solving the Computer Lab Conundrum

In the two previous articles we explored the concept of Shared Resource Computing, termed virtualization, and described a few ways to deploy virtual machines in your school. Let’s get a little more practical and focus on the benefits of using virtualization in your computer lab.
A computer lab is the one common denominator in virtually (there goes another pun) every school we have managed.  Computer labs come in all sizes, shapes, and conditions. Although universal in usage, they vary widely in functionality, ranging from a collection of mostly broken, outdated computers donated to you after the end of their useful life to a collection of brand new ‘out of the box’ desktops.

Regardless of circumstance, there seems to be 5 universal challenges associated with computer labs:

1. Cost to acquire the hardware, network, and installation
2. Cost to maintain the high usage in a semi-hostile environment
3. Noise and heat levels that can distract students
4. Distractions of an endless variety  (as in the internet) during instruction
5. Consistent computing environment, especially during testing

Managing your computer lab may in fact be the most time consuming technical support requirement in your school. That tends to be the case in schools with higher grade levels (see my previous article about managing computers in a hostile environment). So in addition to reducing upfront costs, reducing ongoing costs will also be of great benefit.

 

There are many virtualization solutions available that address computer desktops (as opposed to servers), but don’t invest a lot of time exploring them.  In my view there is only one solution that adequately addresses the specific challenges associated with the computer lab in education.

 

That solution is Windows MultiPoint Server 2011, a computer operating system designed specifically for the computer lab at your school. It is the only solution that addresses the above listed challenges completely.

 

Let’s look at each one:

 

1. The cost savings experienced is directly proportional to the number of multi seat sessions you provision per server. We have tested 5:1 (five computing session to one server), but Microsoft advertises up to 20:1. Even at 10:1 you are only buying a fraction of the computer hardware.
2. There are no moving parts in the T200 Zero Clients we recommend, no hard drives, cooling fans, disk caddies, etc. Far fewer parts require far fewer repairs. Your administrative costs for the lab will plummet.
3. Put 25 – 30 computers in an average sized room and you are going to have heating and cooling issues. And the noise level of that environment has never been conducive to instruction and learning.
4. Having tried to instruct adults in technology training with the internet staring them in the face is a challenge. With kids it is nigh unto impossible. With MultiPoint Manager you control access to the internet, and point all computing sessions at once to where you want the students to go.
5. Testing preparation becomes a breeze. You simply sign in differently on testing day and the students are presented with a sterile testing environment, with appropriate controls in place to insure testing integrity.

A worldwide study conducted by Forrester Research concluded the following with respect to Microsoft MultiPoint Server technology:

 

• Teachers and students report that using a Windows MultiPoint Server 2011 station is as good, in terms of speed and performance, as if they were working on a traditional personal computer. 
• Overall student energy and enthusiasm is boosted when more students have a modern computing station to work on, instead of sharing an older machine and dated operating system amongst their classmates or having no computer access in the classroom at all.
• Teachers very much appreciate the administration and monitoring capabilities of the new MultiPoint Manager, with which they can direct and control class and individual students' lessons more effectively. The console is reported to be easy to learn, even for non-English speaking and non-technical instructors. 
• A Windows MultiPoint Server 2011 system is relatively easy to set up and deploy, according to interviewees. This is especially valuable for schools in remote areas where IT skills are scarce.
• Power cost reductions are important in the many areas of the world where electricity is a large line item in the school's budget — assuming it is available. 
• The overall cost savings compared to a traditional PC environment is substantial and analyses of these costs comprise the bulk of this study.  All schools reported being able to re-allocate these savings to other assets for enhancing the education of their students.

So there you have it. A three part series about what you need to know regarding Virtualization. For most of you, the sweet spot will be your computer lab(s). Using virtualization will reduce both the initial and ongoing costs of the computer lab, improve the learning environment, and simplify life for your teachers.

And I will virtually guaranteed (my final pun) you will love it. Our early adopters are already coming back for more.

One final note; in order to use MultiPoint Server 2011, you will need to address your Microsoft software licensing. See my earlier article about this subject.  After all, you don’t expect Microsoft to allow creation of all those virtual computers without licensing them!

Why you should ban USB drives at school

After spending hours restoring desktops recently, which a clever student had booted from a rogue USB flash drive loaded with Malware, it dawned on me that the convenience of these handy little gadgets might just be overrated. And when combined with the benefits of the cloud, specifically the free cloud available to students via the Office 365 (live@edu) service, the risks vs. benefit ratio has clearly tipped towards risk.

I know it seems like such a simple way to transport data like homework, projects, photos, etc, but it also just as easy to transport utilities that can destroy the hard drives on your computers, take direct control of the underlying computer hardware, or modify computer registry errors in a way that is nearly impossible to repair.

You may have the very best security practices in place, such as a perimeter Unified Threat Management (UTM) device, endpoint Anti-Virus protection, and separate VLans (network isolation), and yet be vulnerable to a meltdown caused by a free download from the Internet attached directly onto a PC in your school. It is nearly impossible to guarantee computer security if there is physical access to the device.

Banning USB devices is one of the simplest and most effective ways to reduce the cost of network administration in your school.

But aside from the security aspects, there are also some real practical benefits of tossing those USB drives. Let’s take a look at the advantages to see if they don’t, in your specific circumstance, outweigh the benefits.

Here are the top 10 reasons why you should ban USB drives at your school, in favor of the cloud:

• 10) Eliminate the cost of purchasing the hardware. At $5.00 - $75.00 ea. (depending on capacity), you could save a bundle of money.
• 9) Reduce the cost of managing the devices – tracking these identical (presumably) looking devices and accounting for them can be burdensome.
• 8) Avoid the cost of replacing the devices – responsibility for replacing the drives when they are lost; placing identity (ownership) upon them is difficult.
• 7) Reduce plagiarism - unauthorized sharing of work is nearly impossible to detect and prevent while using a flash drive.
• 6) Improve collaboration – accountable sharing of work is possible in the cloud, impossible on a flash drive.
• 5) Reduce support costs – time spent unnecessarily managing infected or otherwise misconfigured hardware is a real cost.
• 4) Lower the cost of your infrastructure – spending money on student servers can in most cases be completely eliminated.
• 3) Improving teacher to student interaction – with cloud based services, teachers can simultaneously push information to an entire class of students.
• 2) Increase student access to teachers – individual work can be made available to teachers with no extra effort by the student other than saving the work to their private cloud space.
• 1) Eliminating the excuse of “I forgot my homework, it's on my flash drive!” Homework is always a device away (computer, tablet, phone, etc). Presuming it is done, of course!

There you have it, ten solid reasons to ban flash drives from your school.

Now if you are more gently persuaded, have plenty of resources, and don’t want to offend anyone’s sensitivities, you could adopt a more persuasive approach to the matter by making cloud services available to your students and making flash drives subject to inspection if used on school computers.

Given the chance, smart students will quickly realize the tremendous advantages of using their own private cloud and soon leave their flash drives at home.

Driving Efficiencies in Desktop Administration

Let’s do a quick math test to give you an idea of the time typically spent doing routine maintenance on the computers in your school and then discuss ways you can dramatically cut those time requirements. We’ ll use round numbers to make it easy, starting with the assumption that you have 100 computers to manage.

At least once each month, you should be doing software updates, security patches, and system scans – the routine maintenance that keeps computers in optimal shape. Doing this maintenance will help keep your computing experience consistent, remove unwanted virus’ and spy ware programs, and apply the latest improvements in operating system and software program functionality.

In a perfect world this process would be entirely automatic, but there are a number of reasons why automation fails and part of desktop administration is monitoring and resolving those failures, proactively.

Back to the math quiz….

How much time does it take update 100 computers each month? If you do it the old fashion way and allow yourself 20 minutes per computer (that’s optimistic) you are looking at 2,000 minutes – plus travel time (between computers). That is roughly 35 hours; which approximates the amount of time we normally spend in an entire month managing infrastructure at a typical school. Not a sustainable model because there are more tasks required to manage technology resources than just updating computers.

The way to improve desktop administration is a three point approach consisting of automation, reporting, and remote control. These actions should be taken simultaneously and there are a wide variety of solutions to help you.

Whatever system you use, and there are several, you should focus on the following three areas:

1. Automation – implementing automatic updates that work within your security model
2. Reporting – providing a centralized inventory of computers and their current status
3. Remote Control – installing remote control tools for efficient technician access

Automation

At the most basic level, you should set your computers to do automatic updates from Microsoft,  but depending upon security settings or user account privileges, this might not work. Finding the right balance between local user access and security of the environment is tricky, but as it relates to automatic updates it can cause the process to fail.

In an enterprise the size of a charter school, the single biggest problem we see (in terms of wasted resources) is having an open desktop security policy, with local install permissions. Managing this is the first order of business when struggling to gain control of computer administration costs.

With no security (access control) in place you will quickly find every single computer in a different state. There will be different backgrounds or wallpaper, butterfly or alligator pointers, and a wide variety of default program settings, browser toolbars, and freeware (accompanied by malware) installed.

The conflict between automatic updates and access control is best managed by a programs such as  System Center Essentials, Windows InTune, or other third party desktop administration tools that provide sufficient security access to accomplish the automatic updates required, with no intervention on your part. The sooner you get control of your desktops – the sooner your support costs will plummet.

In order to measure the success of your update automation, you’ll need some kind of centralized reporting tool.

Reporting

Quickly evaluating the state of your desktop computers is the essential job of a reporting tool. Rather than waiting for a user to call the help desk to address a computer issue, a good reporting tool will notify your help desk well in advance of a pending computer problem.

Applying support resources in advance is almost always more efficient than resolving a problem after the issue has caught the attention of an end user.  And sophisticated reporting tools are both inexpensive and quite robust.

Not only will a reporting tool disclose the state of your computers, with respect to software updates; it will also report impending hardware failures, disk space limitations, device driver conflicts, and other developing problems. And often these are represented in very clear color coded graphs and charts to not only give you a realistic overview of system health, but allow you to drill down to details of a given issue.

Remote Control

Simply stated, Remote Control is the ability for your technical support team to reach across the limitations of physical space and control your computer.  This allows technical support to happen as though the support engineer were sitting physically at your desktop, when in fact they are on the other side of the building, city, or country for that matter.

But there is much more to the advantage of remote control than remote access. Most remote control solutions are Internet browser based and as such, a support engineer can open multiple support sessions at once – as many as a dozen or more, depending upon bandwidth, browser limitations, and the ability to keep track of a large number of simultaneous support sessions. This is the model of efficiency.

In a recent upgrade scenario involving a major Windows Service Pack, we measured the time to do it manually vs. remotely. The time required on site was more than four times greater than doing so remotely.  One significant benefit that is often overlooked with remote support is the ability to provide support services while the class is in session, which is not practical on site.

One of my favorites remote tools is LogMeIn.com, a free browser based program that works well, is easy to install, and can be configured by having end users click on a link within an email message and follow a short installation routine. There are many others that work equally well.

Summary

An efficient desktop management model looks at your infrastructure once each day to view the state of computers. It proactively manages required updates, mostly through automation, but manually if required;  then resolves any computer errors using remote tools that do not interrupt your class.

Our experience suggests that by investing 20 – 30 minutes each day, you can proactively manage 100 computers. That of course does not include repairing intentional damage caused by students, catastrophic hardware failures, or major operating system upgrades, which require physical access.

Want to improve the score on your math quiz stated above? With automation, reporting, and remote administration your total will be a little more reasonable than what you are doing now.  Contact us if you would like a free recommendation on the automation, reporting, and remote support tools that will best suit your situation.