ITC_HLInfraPlan_v8

Revision History
The table below serves to track the key revisions made to this document for change control purposes.
Date Version Change Description Author
04/28/2009 V1 Updated outline and developed document ‘shell’ Deloitte Consulting,
ITC Working Group
05/14/2009 V2 Updated content based on ITD meetings Deloitte Consulting,
ITD
05/18/2009 V3 Updated content based on Secretariat working
sessions and review with IT Consolidation Working
Group
Deloitte Consulting,
ITD
5/30/2009 V4 Updated content based on Secretariat and ITD
reviews
Secretariats, ITD
06/12/2009 V5 Developed executive summary, and moved detailed
content from version 4 into appendix
Secretariats, ITD
06/18/2009 V6 Updated content based on ITD executive team
edits. Summarized current state assessment for
each of the 4 IT Services.
ITD
06/23/2009 V7 Updated content based on ITD executive team
meeting on June 22nd
to review plan, discuss
various scenarios/pros/cons, incorporate
Secretariat requirements and time constraints, and
finalize approach
ITD executive team
06/24/2009 V8 Edited roadmap owners and timeline Deloitte Consulting,
ITD
ii
Commonwealth of Massachusetts IT Consolidation Planning Project
High-Level IT Infrastructure
Consolidation Plan
Version 8.0

Table of Contents
Revision History...........................................................................................................................................ii
Table of Contents........................................................................................................................................iii
1. IT Consolidation Initiative Overview ......................................................................................................5
1.1 The Mandate – Executive Order No. 510..........................................................................................5
1.2 Goals of IT Consolidation...................................................................................................................5
1.3 The Benefits for the Commonwealth.................................................................................................6
1.4 Framework and Scope for IT Consolidation.......................................................................................6
2. Summary of High-Level Infrastructure Consolidation Plan......................................................................8
3. IT Governance – Infrastructure Services Board........................................................................................9
4. ITD Service Excellence............................................................................................................................10
5. Data/Telecommunication Network Services Consolidation...................................................................13
5.1 Current State Summary...................................................................................................................13
5.2 Key Requirements............................................................................................................................13
5.3 Future State Vision..........................................................................................................................14
5.4 Network Services Consolidation Target for Dec 2010......................................................................14
5.5 Network Consolidation Plan............................................................................................................15
6. Data Center Services Consolidation.......................................................................................................16
6.1 Current State Summary...................................................................................................................16
6.2 Key Requirements............................................................................................................................16
6.4 Data Center Services Consolidation Target for Dec 2010................................................................17
6.5 Data Center Services Consolidation Plan.........................................................................................18
7. Website Hosting and Portal Services Consolidation..............................................................................19
7.1 Current State...................................................................................................................................19
7.2 Requirements..................................................................................................................................19
7.4 Website Hosting and Portal Services Consolidation Target for Dec 2010........................................20
iii

7.5 Website Hosting and Portal Services Consolidation Plan.................................................................20
8. Email and Directory Services Consolidation...........................................................................................22
8.1 Current State...................................................................................................................................22
8.2 Requirements..................................................................................................................................22
8.4 Email and Directory Services Consolidation Target for Dec 2010....................................................23
8.5 Email and Directory Services Consolidation Plan.............................................................................23
9. High Level Infrastructure Consolidation Roadmap ................................................................................25
iv

1. IT Consolidation Initiative Overview
1.1 The Mandate – Executive Order No. 510
On February 20, 2009, Governor Deval Patrick issued Executive Order 510 mandating IT consolidation in
Executive departments. The order outlined the provisions for the consolidation process, one of the
seven initiatives outlined in the Commonwealth’s IT strategic plan. Specifically, the order outlined a
planning timeline as described in the table below.
1.2 Goals of IT Consolidation
In a budget policy brief on the IT consolidation initiative, Governor Patrick stated that the overall goals
of the effort are to:
• Align Secretaries’ IT resources with their business strategies and priorities;
• Standardize IT resources and create efficiencies; and
• Ensure that the Commonwealth’s digital assets are secure.
5

1.3 The Benefits for the Commonwealth
Secretariat IT Consolidation will yield benefits in three primary “categories” – efficiency, effectiveness,
and information security.
Figure 1 Benefits for the Commonwealth
Imagine If…
…a voicemail or email from the Governor could easily be sent to all staff
…the number of spam and phishing messages that impacted our email systems could be significantly be
reduced
…the spend for the entire Commonwealth could be leveraged under a single enterprise license
agreement for key IT hardware and software purchases
1.4 Framework and Scope for IT Consolidation
A framework will be used to guide the IT consolidation effort. This framework provides a common,
standardized basis of comparison between not only the current state and a target future state for each
Secretariat, but also the progress achieved across all Secretariats.
Consolidation opportunities for the IT services in scope of Executive Order No. 510 can be evaluated at
three organizational levels:
6

• Infrastructure services that will be consolidated at the Commonwealth level
• IT services that will be consolidated at the Secretariat level
• Agency-specific IT services that will remain at the agency level and will not be consolidated
Figure 2 IT Consolidation Framework and Scope
Executive Order 510 also outlines the scope of consolidation efforts, providing guidance on where
existing IT services will reside under the new model.
IT Infrastructure Consolidation
The following IT services will be consolidated at the Commonwealth-level under the governance of ITD
and is the focus of this document:
• Data / Telecommunications Networks
• Data Center Services
• Website Hosting and Portal Services
• Shared Enterprise Services ( including Email and Directory)
Secretariat IT Consolidation
The following IT services will be consolidated at the Secretariat-level under the stewardship of each
SCIO:
• Helpdesk Services
• Desktop and Local Area Network (LAN) Services
7

• Website Information Architecture
• Application Services (as specified by the SCIO)
Detailed information on the consolidation of IT services at the Secretariat level for each Executive Office
is provided in eight separate documents (i.e., Secretariat Level IT Consolidation Plan).
2. Summary of High-Level Infrastructure Consolidation Plan
The following key changes are envisioned as a result of infrastructure consolidation for the four IT
services specified in Executive Order 510:
Current State: Pre-consolidation Target State: Post-consolidation
• 15+ WAN’s and decentralized agency data and
voice networks
• Consolidated next generation ‘network of
networks’ based on a common network
architecture
• 130+ data centers and hosting locations • 2 enterprise data centers governed at the
Commonwealth level based on common
standards and architecture
• 2 Executive Office and 15 agency websites not
hosted on Mass.Gov
• All Secretariat websites hosted on Mass.Gov
• 5 Secretariat email environments maintained at the
agency level
• 6 Secretariats utilizing decentralized Active
Directory services at an agency level
• All Secretariat email environments consolidated
to MassMail (except where federal or state
mandates specify local control)
• All agencies consolidated to centralized Active
Directory architecture managed at the agency
level (except where federal or state mandates
specify local control)
8

3. IT Governance – Infrastructure Services Board
An Infrastructure Services Board (ISB) will be established in FY10 with the following proposed
responsibilities –
Infrastructure Services Board
(ISB)
• Role:
o Provide an oversight role for the planning and delivery of ITD
services
o Advise the CCIO regarding service management for all ITD
Services
o Review dashboard of operational KPIs related to availability,
chargeback rates, SLA compliance, etc. and provide
recommendations that will drive the improvement of service
delivery on an ongoing basis
o Provide guidance on emerging infrastructure needs that will
help enhance delivery of ITD services
• Meeting Frequency: Monthly
• Chair: Co-chaired by the Deputy CIO (permanent) and a business
representative from one of the Secretariats (rotating)
• Membership:
o Shall be drawn from state employees across the Executive
Department with knowledge and experience in the field of IT,
with additional representatives from the Judicial and
Legislative Branches, other constitutional offices, and quasi-
public authorities whose entities are or become customers of
ITD’s Infrastructure Services and who accept an invitation from
the CCIO to participates
The roles, responsibilities, and meeting frequency of the ISB will be validated and confirmed in the
kickoff meeting that is currently planned for July, 2009. The initial focus of the ISB will on the four
infrastructure services in the scope of Executive Order 510.
9

4. ITD Service Excellence
ITD is in the process of planning and executing a series of IT Service Excellence projects in FY10 that will
lay the foundation for infrastructure consolidation activities. The bolded projects are of the highest
priority and need to be addressed in the short-term to enable detailed infrastructure consolidation
planning. The Service Excellence projects are grouped into the following four categories:
1. SERVICE STRATEGY
• Define FY11 ITD Service Catalog and chargeback model to specifically enable IT
consolidation
2. SERVICE DESIGN
• Formalize Service Level Objectives (SLOs) through robust Service Level Management
processes
• Mature disaster recovery service offerings
• Support implementation of consolidated Capacity Management process
3. SERVICE TRANSITION
• Increase maturity of Change Management process
• Complete Asset Management process implementation
4. SERVICE OPERATION
• Increase maturity of Incident Management and Request Management processes
• Implement Problem Management processes
• Increase Tier 2 support model within Enterprise Operations (“Operation Role
Rationalization”), and enhance a culture of customer-focused service delivery
Within the Service Strategy category, there are a number of known issues with the current chargeback
model:
• High chargeback rates for certain services – The current siloed architecture with lack of
standardization drives up the total cost of individual IT services, leading to high chargeback rates
in some cases, and the perception of high chargeback rates in many other cases. A detailed
inventory of hardware and systems management tools needs to be developed in FY10 in order
to rationalize infrastructure assets and reduce overall costs as quickly as possible.
10

• Subsidized services – Network and MassMail services are currently heavily subsidized by
mainframe services.
• Mainframe rates – The mainframe chargeback rates need to be restructured to prevent a
dramatic increase in current rates, after a few major customers complete their mainframe-to-
distributed systems migration projects in the next 12-18 months.
• Impact of chargeback to the agency budgets – The majority of savings associated with IT
consolidation is not immediate, and many of the benefits do not have readily known dollar
values associated with them. In addition, in many cases, some of the current costs (e.g., power
generator) are hidden to the agencies as they are part of facilities, and chargeback is not.
Over the next 6-18 months, ITD will review the chargeback model structure and rates for core IT
services, and refine rates based on customer feedback to ensure that rates are competitive with best-in-
class peer groups in the marketplace. ITD and the Secretariats will also need to work together in a
collaborative fashion over the next three months to finalize the details around funding models required
to execute the activities outlined in this plan
The following framework is in the process of being finalized to provide a transparent rate structure to
end users at the Secretariats for the provisioning of all services provided by ITD –
No. IT Chargeback Component Cost
Expenses Specific to Service Offering
1 Salaries and Fringe - Travel, consultant, AA Sub $TBD
2
Hardware and Software: Direct infrastructure only
• One-time
• Maintenance
• Depreciation
$TBD
Expenses Shared Across Service Offerings
3 Security $TBD
4 CommonHelp - Cost of CommonHelp plus a percentage of IT operations $TBD
5 Additional Overhead - Any costs distributed on top of the direct expenses
(does not include overhead related to Shared Infrastructure Services)
• Management
• MITC rent
$TBD
11

• Project management
• Infrastructure planning
6
Technology Services - Database, network, storage, backup and recovery,
midrange hosting, mainframe hosting
$TBD
7
Adjustments – State appropriations, subsidies, and expenses that are not
typically included in a chargeback
$TBD
12

5. Data/Telecommunication Network Services Consolidation
This section summarizes the current state, requirements, future state vision, and consolidation plan for
Network Services at the Commonwealth.
5.1 Current State Summary
The current state of Data/Telecom Network Services through the Commonwealth consists of:
• 15+ WANs
• 260+ T1 lines
• 6+ T3 lines
• 450+ network switches
• 65 + PBXs
• Two Secretariat VoIP implementations under various planning and implementation phases
5.2 Key Requirements
In consolidating and modernizing its network infrastructure, the Commonwealth has the following
requirements –
• A consolidated statewide backbone with regional and last mile connectivity in specific locations
and with the most efficient level of network sharing and cost optimization.
• The ability to extend or leverage this backbone network in communities to deliver broadband to
underserved residents of the Commonwealth
• A sustainable model for monitoring, maintaining, operating, and upgrading the network
• A sustainable model for covering on-going operational expenditures that fairly treats each
agency’s use of the network, creates incentives to maintain a modern network infrastructure,
and creates incentives for agencies to fully utilize the network
• A governance model that allows (1) for dynamic evaluation and evolution of the network’s
current requirements and capabilities and (2) traffic from government users at the state and
local level to ride the same shared infrastructure
13

• Potential cost-savings identified from use of this new statewide backbone rather than existing
arrangements.
• A secure and reliable data network that provides the foundation for voice and video network
consolidation
5.3 Future State Vision
The future state vision for the Commonwealth’s network services addresses requirements associated
with network demand and financial management, network architecture, mobility and access, efficiency
of services, and unified communications.
Figure 3 Network Services Future State Vision
Demand and Financial
Management
Simplified Network
Architecture
Unified CommunicationsEfficiency of ServicesMobility and Access
Transparent network
services catalog and
chargeback rates
Network service delivery
methods and capabilities
Accurate financial cost
baseline
Standardized network
architecture across the
various Secretariats and
ITD
Core backbone
implemented between
Chelsea and Springfield
data centers
Automated ITILv3
processes
Competitive network
sourcing model
Realigned CMW Network
Services organization
Enhanced mobility and
access capabilities
Standardized partner and
employee remote access
Integrated security
functions across services
Unified communications
service that promotes
collaboration
Network convergence
service capabilities
implemented
To provide secure connectivity, communication, and collaboration services to
Commonwealth users, anywhere, at anytime, and on any device
VISION
To implement strategically sourced network technology and service capabilities
to enable the Commonwealth’s IT Consolidation goals
MISSION
Key Attributes
5.4 Network Services Consolidation Target for Dec 2010
Executive Order 510 requires infrastructure services to be substantially complete by December 2010.
The following milestones need to be achieved in order to achieve substantial completion of network
consolidation:
• Network architecture defined in collaboration with Secretariats and signed off by key
stakeholders
• EOHHS VoIP project completed (targeted for July 2010)
• Network Operations Center (NOC) at MITC designed and upgraded
• Strategy and tools required to support the NOC defined and implemented
• Network connectivity requirements between MITC and Springfield data centers defined and
architected
14

• Staffing requirements for Commonwealth Network Services team finalized
5.5 Network Consolidation Plan
The proposed network consolidation plan will be executed in four phases –
# Major Activities
Phase 1 – Initial Network Design
1.1 Develop comprehensive list of technical requirements and operational needs
1.2 Identify synergies between the effort to build network infrastructure for state agencies and
the efforts of MBI to provide broadband access to underserved and underserved
communities
1.3 Develop Commonwealth network architecture and implementation strategy
1.4 Develop technical design and cost estimates of network solution
1.5 Develop implementation plan
1.6 Develop management and governance model
Phase 2 – Detailed Network Engineering Design
2.1 Develop field-level design
2.2 Develop equipment recommendations. Refine cost estimates.
Phase 3 – Implementation of core network architecture and backbone
*Detailed activities and timeline will be finalized in Phase 1
Phase 4 – Migration of ITD and Secretariat sites to core network architecture
*Detailed activities and timeline will be finalized in Phase 1
15

6. Data Center Services Consolidation
Data Center Services at the Commonwealth.
6.1 Current State Summary
The current state of Data Center Services through the Commonwealth consists of:
• 130+ data center hosting locations across various Secretariats and ITD
• Lack of a Commonwealth-wide technology platform, standards, architecture, and use a common
systems management toolset
6.2 Key Requirements
The key requirements for data center services consolidation at the Commonwealth are classified into
three categories –
• Physical Footprint: Consolidation of 130+ hosting locations into two centralized sites
• Technical Architecture and Standards: Standardization of hosting, storage, and database
platforms onto a common architecture
• Data Center Operations and People: Establishment of active/active operations between
primary sites, supported by a staff “center of excellence” and “smart-hands” support models
The future state vision for data center services is conceptually represented below –
16

Figure 4 Data Center Services Future State Vision
6.4 Data Center Services Consolidation Target for Dec 2010
The following milestones need to be achieved in order to achieve substantial completion of data center
services consolidation:
• EOHHS pilot data center consolidation completed
• Wave 1 (EOHHS) data center services consolidation completed
• Wave 2a (systems at risk) data center services consolidation completed
• MITC data center renovation completed
• Springfield data center design completed and construction underway
• Formal service consolidation strategies developed for distributed hosting, mainframe hosting,
co-location, disaster recovery, storage, backup and recovery, and databases
17

6.5 Data Center Services Consolidation Plan
The data center consolidation plan will be executed in five major phases. As a parallel effort, ITD and the
Secretariats will need to work in collaboration to rationalize the data center staffing model and setup
the virtual “Center of Excellence” and “smart-hands” support model.
# Major Activities
Phase 1 Executive EOHHS pilot data center migration. Develop repeatable process and methodology.
Phase 2 Executive Wave 1 (EOHHS) data center services migration.
Phase 3 Upgrade existing MITC data center
Phase 4 Begin design and construction of second data center in Springfield
Phase 5 Plan and execute Wave 2 consolidation that includes systems at risk and requiring disaster
recovery capabilities
Phase 6 Plan and execute Wave 3 consolidation that includes remaining systems across Secretariats
18

7. Website Hosting and Portal Services Consolidation
Website Hosting and Portal Services at the Commonwealth.
7.1 Current State
The current state of Website Hosting and Portal Services through the Commonwealth consists of:
• 25% of Executive Office websites not hosted on Mass.Gov
• 18% of agency websites across various Secretariats not hosted on Mass.Gov
7.2 Requirements
The following Secretariats and agency websites need to be hosted on Mass.Gov as part of the
portalization effort –
Secretariat Agencies with websites not currently hosted on Mass.Gov
EOHHS • DPH (massmedboard.org, trytostop.org, makesmokinghistory.org,
massfamilyties.org, masslocalinstitute.org, quitworks.org, the84.org)
• DCF (babysafehaven.com)
• ELD (endoflifecommission.org, massmedline.com, medicareoutreach.org)
• EHS (insurancepartnership.org)
EOEEA • Executive Office (compres)
• DPU (DPU and DER masssave.com – application and static content)
ANF • None (need to evaluate HRD’s comecc.net site)
EOHED • OTT (massvacation)
• OMWBA
• MOITI
EOPSS • DOC (masscor)
• MNG (on shared National Guard site managed and hosted by federal government.
19

Need to create landing page with static content)
EOLWD • None (need to evaluate LMI site since it is currently an application with static
content that provides information required to use the application)
EOE • DHE, DESE, DEEC (need to address .edu ownership and strategy)
EOTPW • Executive Office
• MAC, MHD, and STL
The future state vision for website hosting and portal services is to host all Commonwealth websites on
the Mass.Gov platform as part of the Website Information Architecture portalization effort. Key
attributes of the future state vision include –
• All websites hosted on Mass.Gov with portalized information architecture managed at the
Secretariat level
• Use of Portal Advisory Board (PAB), Portal User Group (PUG), and Product Enhancement
Planning Group (PEP) to incorporate Secretariat requirements into Mass.Gov service planning
and delivery
7.4 Website Hosting and Portal Services Consolidation Target for Dec 2010
The following milestones need to be achieved in order to achieve substantial completion of website
hosting and portal services consolidation:
• All non-compliant websites portalized on Mass.Gov
• Secretariat and agency websites that cannot be portalized have a formal waiver/exception
document signed off by Secretariat and ITD leadership per the Portal Services process
• Mass.Gov retooling assessment, strategy, and proof-of-concept completed
7.5 Website Hosting and Portal Services Consolidation Plan
For planning purposes, website hosting is no longer an independent service offering. Migration to
Mass.Gov hosting is part of the Secretariat consolidation plan under the ‘Website Information
Architecture service’ section.
20

ITD is in the process of conducting a retooling assessment in order to enhance the current capabilities of
the Mass.Gov toolset and hosting platform. This plan focuses on the Mass.Gov retooling strategy and
implementation. The key milestones for this effort are listed below –
# Major Activities
Phase 1 – Mass.Gov Retooling Assessment
1.1 Define retooling strategy and identify products that meet strategy goals
1.2 Develop and issue RFQ to procure proofs-of-concept
1.3 Conduct proof-of-concept. Conduct UI design and usability testing.
1.4 Design, procure, and build infrastructure. Install and configure application.
Phase 2 – Mass.Gov Retooling Strategy Development
2.1 Build migration process
2.2 Develop training program and curriculum
Phase 3 – Mass.Gov Retooling Migration
3.1 Conduct pilot site migrations
3.2 Migrate remaining Secretariat sites in three waves
21

8. Email and Directory Services Consolidation
Email and Directory Services at the Commonwealth.
8.1 Current State
The current state of Email and Directory Services through the Commonwealth consists of:
• 29% of Secretariat named users not on MassMail
• 51% of Secretariat named users not using consolidated Active Directory services
8.2 Requirements
There are five key categories of requirements that need to be addressed by the ITD Messaging team
before the majority of non-MassMail agencies can be migrated over to MassMail and consolidated
Active Directory services –
• Mailbox size limits (currently 50MB in many instances). The upgrade to Exchange 2007 in FY10
will provide a basic 500MB mailbox for 80% of users, 1GB mailbox for 10%, and 1.5GB for the
remaining 10% of users.
• Archival, retention, journaling, and indexing services
• Enhanced customer support service levels compared to current offering
• Robust security and access privileges to meet specific federal and state mandates for certain
agencies (e.g., CHSB, MSP, DOC, DOR, etc.)
• Dependencies on network (MAGNet) and security re-architecture initiatives
Based on a survey conducted by NASCIO published in March 2009, 71.5% of states have either
completed email consolidation or have a project in progress.
The future state vision for email and directory services at the Commonwealth can be summarized as
follows –
• Email platform standardized on Microsoft Exchange Server 2007 followed by an upgrade to
Exchange 14 in the next 3-5 years
22

• Consolidated Active Directory service for all Secretariats, except where mandated by state or
federal law. Security privileges and access rights will be granted to the appropriate agencies to
ensure compliance with federal and state mandates.
• Standard ITIL-based framework to manage email and directory service requests
• A Messaging Advisory Board comprised of Secretariat and ITD messaging resources serving as a
virtual “Center of Excellence” established at the Commonwealth level
8.4 Email and Directory Services Consolidation Target for Dec 2010
The following milestones need to be achieved in order to achieve substantial completion of email and
directory services consolidation:
• Exchange 2003 to 2007 upgrade completed
• Messaging Advisory Board setup and operational
• Consolidated Active Directory strategy developed in collaboration with Secretariats and
implemented
• Email archival/retention/journaling/indexing strategy developed and implementation underway
• Number of executive department named users on MassMail increased from 26,000 to over
30,000 (eventual target of approximately 40,000 users based on current user counts)
8.5 Email and Directory Services Consolidation Plan
The email and directory services consolidation plan will be executed in parallel across two coordinated
Messaging teams.
# Major Activities
1.0 Exchange 2003 to 2007 Upgrade (pre-requisite to MassMail consolidation)
1.1 Upgrade 10,000 existing MassMail users to Exchange 2007
1.2 Conduct RFQ for new hardware and software
1.3 Upgrade remaining MassMail users to Exchange 2007
2.0 MassMail and Active Directory Consolidation
2.1 Setup Messaging Advisory Board working group of Secretariat and ITD stakeholders
23

2.2 Migrate Wave 1 (3 agencies) of non-MassMail users to MassMail (Exchange 2007)
2.3 Develop and implement consolidated Active Directory strategy in collaboration with
Secretariats
2.4 Develop and implement archival/retention/journaling/indexing strategy
2.5 Migrate Wave 2 (majority of remaining agencies) of non-MassMail users to MassMail
(Exchange 2007)
2.6 Migrate Wave 3 (remaining agencies with federal/state mandate requirements or unique
technical constraints) of non-MassMail users to MassMail (Exchange 2007)
24

9. High Level Infrastructure Consolidation Roadmap
The chart below depicts the key milestones that need to be achieved through December 2010 and beyond that will help ITD and the Secretariats
migrate to the target state representing “the most efficient model for the delivery of IT services.”
25

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