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Collaborations Unleashed
Lessons-learned




Harold Teunissen
September 2012 - #gartnerpcc
How it starts...




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   2
About SURFnet

• Our mission is to improve higher education and research
  by promoting, developing, and operating a trusted,
  connecting ICT infrastructure that facilitates optimum use
  of the possibilities offered by ICT
• SURFnet is the National Research and Education Network
  in the Netherlands, non-profit.
• Focus areas
     - a network infrastructure: a hybrid fixed-wireless network as the basis
       for all collaboration, providing efficient, unlimited data transport
     - a collaboration infrastructure: a pioneering collaboration environment
       that seamlessly connects systems, services, tools, and people




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK              3
Cyberinfra in the Netherlands

• All ICT activities for Higher Education and Research in the
  Netherlands are under the SURF umbrella




                  National Research &       Commercial ICT      Scientific Computing &   Shared Professional and
                  Education Network       Products & Services           Storage          Educational Services




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                                        4
Changing behaviors




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   5
Motive




                                                             Source: LinkedIn & Sir Ken Robison



Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                6
Vision


                                                                               ƒ




                                                                   Network C

                                   Network A
                                                       Network B




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                         7
Vision


                                                                                       ƒ




                                        Virtual Collaboration A
                                                             Virtual Collaboration B




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                 7
Collaboration eco-system




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   8
Bridging gaps

       Collaboration Portal                                                     Research Data Storage




                                                                            ƒ




                                                                                      DNA Sequencer


     Bandwidth on demand
                                                      Virtual
                                                            Collaboration



        09       12     14



Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                        9
From mix and match of tools...




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   10
...to a collaboration environment




                                                              Source: Alex Eylar


Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   11
Once upon a time

• In 2004 we started with our home grown and monolithical
  document sharing environment SURFgroepen with over
  100,000 users
• In 2009 it was time for a major overhaul — make or buy?
• Requirements
     - How to provide federated access and authorization?
     - How to include groups?
     - How to support collaboration between people from different
       institutions and universities?
     - Which collaboration tools are needed?
     - How to bring everything together in a browser?




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK         12
Selection of collaboration services




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   13
An impression




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   14
Circle of pain



                                                        Resources &
                                                          services



                                                                            Access
                                               Authorization                Control




                                  University or              Relationship             Users and
                                   institution                                         teams




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                        15
Account overload




                                                             Source: K. Menessier


Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   16
Errhhh...




                                                             Source: K. Menessier


Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   17
So give it away




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   18
One account to rule them all




                                                             Source: RcMacStudent


Collaborations Unleashed - #gartnerpcc - 2012 - London, UK     19
In practice




                                     redirect to home
                                        institution


                                                             haroldteunissen

                                                             ●●●●●●●●●●●●



                                           back to service




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                  20
Hup and spoke




                                                                  Source: F. Garcia


Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   21
SURFconext

• Provides the glue and lubrication middleware to make
  campus, cloud based services and resources usable
  for collaboration for both inter campus and virtual
  collaboration scenarios
• SURFconext provides a centrally managed Identity
  and Group Infrastructure
• Offer the platform software for large, virtual
  collaboration-type collaboration to run-you-own


• SURFconext allows you to create your own
  collaboration environment that organizes your
  (online) services but keep in control of your users



Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   22
Core components

• Federated Identity Management — SAML
• Group Management — Internet2‘s Grouper
• Social Network 'Portal' technology — OpenSocial
• Collaboration Services and Resources
     - Document Sharing
                                                             Virtual Organization
     - Video Collaboration
     - Learning Systems
     - Data Storage
     - Data Mining
     - Workspaces                                                                   9000
                                                                                    CALORIES
     - Workflows
     - Et cetera                                                                        100%
                                                                                    SATISFACTION




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                 23
What our universities are saying




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   24
Lessons learned (1)

• We were (and are) convinced that SURFconext is the way
  to build collaboration environments on and thus we
  announced the termination of SURFgroepen for end of
  2012
• ICT managers of the universities believed that
  SURFconext will be the replacement of SURFgroepen and
  solve all their ICT problems for document sharing
• Students, educators, researchers already using cloud
  services and swipe their credit cards when needed
• There is no way to build collaboration environments if you
  don’t have contracts with cloud service providers
• Cloud service providers want everything for themselves



Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   25
So let’s get organized




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   26
Start acting



                                                   Infrastructure
                                                    Infrastructure
                                            Development of OpenConext and exploitation
                                                       Focus on technology
                                                of SURFconext federated identity and
                                                   groups management middleware




                                                    Security & Privacy

                           Vendor                                                     Adoption
                          Services                                                    Adoption
                      Management
                Online/cloud/collaboration services
                                                                           Pilots to support the adoption of new
                                                                          Pilots to support the adoption of new services
               Online/cloud/collaboration services supply                          services provided through
                                                                                   provided through SURFconext
                            supply chain
                                 chain                                                   SURFconext




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                                                 27
It is about getting the product...




                                                             Source: Alaine Delorme



Collaborations Unleashed - #gartnerpcc - 2012 - London, UK    28
...to market




                                                             Source: Reuters



Collaborations Unleashed - #gartnerpcc - 2012 - London, UK    29
Vendor Management

• Creating a one-stop-shop of online services
• With the same conditions for whole community
• Both serving the short and long tail in service demand
     - Collaboration services (e.g. Google Apps, Office365)
     - Audio & video (conferencing) services (e.g. Cisco WebEx)
     - Infrastructure as a Service (e.g. Amazon AWS, greenqloud)
     - Niche services for specific research and education domains




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK         30
One stop shop


                                             Looking for...
                                                                                                           6 items                                                    Harold Teunissen


                                                                                                                                                                      Administrator




                                                                                                    Marketplace

                   Home           With Office 365, you can get your work
                                done securely and communicate real-time
                                 from almost anywhere. Combining Office
                                with Office 365 unlocks the full potential of
                                    Office 365 as the best solution for
                                productivity, collaboration, communication,
                                             and worry-free IT.
                  Market



                               Collaboration Services                                     more...
                                                                                                       Infrastructure Services                                                    Top 5
                                                                                                                                                                    more...
                  Service
                  Station
                                                      Google for Edu                                                           greenqloud
                                                      Google Apps for Education is a free                                      Our public compute cloud automates
                                                      suite of hosted email and collaboration...                               many of the tedious and difficult..

                  Licenses
                                                      €0                                                                      €0.12/VM
                Provisioning
                                                      Box                                                                     Amazon AWS
                                                      Collaboration tools adopted by over                                     Amazon offers a cloud computing
                                                      100000 companies globally...                                            solution on a pay per use basis....




                  Policies                            €3.50/seat                                                             €0.15/GB

                                                                              Home | Support | Resources | About us | Contact us | FAQs
                                                                              Copyright © 2012 SURF and its affiliates. All rights reserved.




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                                                                                                                31
Service station


                                                                                                                                                                                  Harold Teunissen
                                                                                   looking for...                         Search
                                                                                                         2012-08-25 15:49:35 GMT+2
                                                                                                                                                                                  Administrator
                                                                                                                                                                                     Service Dashboard



                                                                                                             Service Station

                   Home
                                                                                                                        Budget          Actuals                 Saved                   CO2 Saved

                                                                                                                   €               €                    €                                         Kg
                                   overall health           overall health              overall health
                                                                                                                        1-JAN-12       25-AUG-12            25-AUG-12                   25-AUG-12
                  Market       Collaboration            Infrastructure             SURFconext


                               Office365              Google EDU               Box             SAP SW           more...                GoGrid       Amazon EC2       Azure     greenqloud


                  Service                                   Since Start             This Month              This Week                                     Since Start      This Month     This Week
                  Station




                  Licenses



                                                                                                                                                       23,412      Energy used
                                                                                                                                                        KWh        The total watt hours used
                Provisioning
                                                                                                                                                        13,2       CO2 emitted
                                                                                                                                                         Kg        Total CO2 emission since start

                                                                                                                                                        324.7      CO2 saved
                                                                                                                                                         Kg        The total CO2 saved since start
                  Policies



                                                                                        Home | Support | Resources | About us | Contact us | FAQs
                                                                                        Copyright © 2012 SURF and its affiliates. All rights reserved.




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK                                                                                                                                               32
Take them by the hand




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   33
Smooth adoption

• Ensuring proper adoption of collaboration eco-system by
  higher educational institutions, research institutions and
  virtual organizations
• We have also found that running pilots with early
  adopters amongst our institutions is important for fine-
  tuning and improving ideas and middleware solutions
• Providing a good showcase for other possibly interested
  institutions and service providers




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   34
Lessons learned (2)

• We started with technology and we ended with a mind
  shift towards cloud distribution for higher education
• It is an illusion to think that you can create the blueprint
  collaboration environments, so start small and get the
  users involved
• You need enough critical mass to influence cloud service
  providers to start listening and adapting to your needs, so
  get organized
• Focus on big fish or niche?
• Universities and research groups are both consumers and
  providers of services




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   35
Key takeaways

• Stop talking, just start doing it
• Create freedom and build upon trust
• Management of expectations
• Involve all stakeholders
• Synergize technology, business and organization


• And for all, patience...




Collaborations Unleashed - #gartnerpcc - 2012 - London, UK   36
harold.teunissen@surfnet.nl   haroldteunissen

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Collaborations Unleashed

  • 2. How it starts... Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 2
  • 3. About SURFnet • Our mission is to improve higher education and research by promoting, developing, and operating a trusted, connecting ICT infrastructure that facilitates optimum use of the possibilities offered by ICT • SURFnet is the National Research and Education Network in the Netherlands, non-profit. • Focus areas - a network infrastructure: a hybrid fixed-wireless network as the basis for all collaboration, providing efficient, unlimited data transport - a collaboration infrastructure: a pioneering collaboration environment that seamlessly connects systems, services, tools, and people Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 3
  • 4. Cyberinfra in the Netherlands • All ICT activities for Higher Education and Research in the Netherlands are under the SURF umbrella National Research & Commercial ICT Scientific Computing & Shared Professional and Education Network Products & Services Storage Educational Services Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 4
  • 5. Changing behaviors Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 5
  • 6. Motive Source: LinkedIn & Sir Ken Robison Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 6
  • 7. Vision ƒ Network C Network A Network B Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 7
  • 8. Vision ƒ Virtual Collaboration A Virtual Collaboration B Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 7
  • 9. Collaboration eco-system Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 8
  • 10. Bridging gaps Collaboration Portal Research Data Storage ƒ DNA Sequencer Bandwidth on demand Virtual Collaboration 09 12 14 Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 9
  • 11. From mix and match of tools... Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 10
  • 12. ...to a collaboration environment Source: Alex Eylar Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 11
  • 13. Once upon a time • In 2004 we started with our home grown and monolithical document sharing environment SURFgroepen with over 100,000 users • In 2009 it was time for a major overhaul — make or buy? • Requirements - How to provide federated access and authorization? - How to include groups? - How to support collaboration between people from different institutions and universities? - Which collaboration tools are needed? - How to bring everything together in a browser? Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 12
  • 14. Selection of collaboration services Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 13
  • 15. An impression Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 14
  • 16. Circle of pain Resources & services Access Authorization Control University or Relationship Users and institution teams Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 15
  • 17. Account overload Source: K. Menessier Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 16
  • 18. Errhhh... Source: K. Menessier Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 17
  • 19. So give it away Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 18
  • 20. One account to rule them all Source: RcMacStudent Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 19
  • 21. In practice redirect to home institution haroldteunissen ●●●●●●●●●●●● back to service Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 20
  • 22. Hup and spoke Source: F. Garcia Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 21
  • 23. SURFconext • Provides the glue and lubrication middleware to make campus, cloud based services and resources usable for collaboration for both inter campus and virtual collaboration scenarios • SURFconext provides a centrally managed Identity and Group Infrastructure • Offer the platform software for large, virtual collaboration-type collaboration to run-you-own • SURFconext allows you to create your own collaboration environment that organizes your (online) services but keep in control of your users Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 22
  • 24. Core components • Federated Identity Management — SAML • Group Management — Internet2‘s Grouper • Social Network 'Portal' technology — OpenSocial • Collaboration Services and Resources - Document Sharing Virtual Organization - Video Collaboration - Learning Systems - Data Storage - Data Mining - Workspaces 9000 CALORIES - Workflows - Et cetera 100% SATISFACTION Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 23
  • 25. What our universities are saying Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 24
  • 26. Lessons learned (1) • We were (and are) convinced that SURFconext is the way to build collaboration environments on and thus we announced the termination of SURFgroepen for end of 2012 • ICT managers of the universities believed that SURFconext will be the replacement of SURFgroepen and solve all their ICT problems for document sharing • Students, educators, researchers already using cloud services and swipe their credit cards when needed • There is no way to build collaboration environments if you don’t have contracts with cloud service providers • Cloud service providers want everything for themselves Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 25
  • 27. So let’s get organized Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 26
  • 28. Start acting Infrastructure Infrastructure Development of OpenConext and exploitation Focus on technology of SURFconext federated identity and groups management middleware Security & Privacy Vendor Adoption Services Adoption Management Online/cloud/collaboration services Pilots to support the adoption of new Pilots to support the adoption of new services Online/cloud/collaboration services supply services provided through provided through SURFconext supply chain chain SURFconext Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 27
  • 29. It is about getting the product... Source: Alaine Delorme Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 28
  • 30. ...to market Source: Reuters Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 29
  • 31. Vendor Management • Creating a one-stop-shop of online services • With the same conditions for whole community • Both serving the short and long tail in service demand - Collaboration services (e.g. Google Apps, Office365) - Audio & video (conferencing) services (e.g. Cisco WebEx) - Infrastructure as a Service (e.g. Amazon AWS, greenqloud) - Niche services for specific research and education domains Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 30
  • 32. One stop shop Looking for... 6 items Harold Teunissen Administrator Marketplace Home With Office 365, you can get your work done securely and communicate real-time from almost anywhere. Combining Office with Office 365 unlocks the full potential of Office 365 as the best solution for productivity, collaboration, communication, and worry-free IT. Market Collaboration Services more... Infrastructure Services Top 5 more... Service Station Google for Edu greenqloud Google Apps for Education is a free Our public compute cloud automates suite of hosted email and collaboration... many of the tedious and difficult.. Licenses €0 €0.12/VM Provisioning Box Amazon AWS Collaboration tools adopted by over Amazon offers a cloud computing 100000 companies globally... solution on a pay per use basis.... Policies €3.50/seat €0.15/GB Home | Support | Resources | About us | Contact us | FAQs Copyright © 2012 SURF and its affiliates. All rights reserved. Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 31
  • 33. Service station Harold Teunissen looking for... Search 2012-08-25 15:49:35 GMT+2 Administrator Service Dashboard Service Station Home Budget Actuals Saved CO2 Saved € € € Kg overall health overall health overall health 1-JAN-12 25-AUG-12 25-AUG-12 25-AUG-12 Market Collaboration Infrastructure SURFconext Office365 Google EDU Box SAP SW more... GoGrid Amazon EC2 Azure greenqloud Service Since Start This Month This Week Since Start This Month This Week Station Licenses 23,412 Energy used KWh The total watt hours used Provisioning 13,2 CO2 emitted Kg Total CO2 emission since start 324.7 CO2 saved Kg The total CO2 saved since start Policies Home | Support | Resources | About us | Contact us | FAQs Copyright © 2012 SURF and its affiliates. All rights reserved. Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 32
  • 34. Take them by the hand Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 33
  • 35. Smooth adoption • Ensuring proper adoption of collaboration eco-system by higher educational institutions, research institutions and virtual organizations • We have also found that running pilots with early adopters amongst our institutions is important for fine- tuning and improving ideas and middleware solutions • Providing a good showcase for other possibly interested institutions and service providers Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 34
  • 36. Lessons learned (2) • We started with technology and we ended with a mind shift towards cloud distribution for higher education • It is an illusion to think that you can create the blueprint collaboration environments, so start small and get the users involved • You need enough critical mass to influence cloud service providers to start listening and adapting to your needs, so get organized • Focus on big fish or niche? • Universities and research groups are both consumers and providers of services Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 35
  • 37. Key takeaways • Stop talking, just start doing it • Create freedom and build upon trust • Management of expectations • Involve all stakeholders • Synergize technology, business and organization • And for all, patience... Collaborations Unleashed - #gartnerpcc - 2012 - London, UK 36
  • 38. harold.teunissen@surfnet.nl haroldteunissen