03/18/24

• TDX Contract has been approved and renewed for 3 years + option for 2 additional years.
• iPaaS 10-Flow Package was approved by ITLT and has been purchased.
• iPaaS trainees from System Office, UIUC, and UIC have been identified and will participate in the April TDX iPaaS training cycle.
• "White Glove" period with iPaaS includes TDX consultations and build of three iPaaS Workflows. TDX CB met with the consultants to discuss our top candidates that will a) show immediate value of iPaaS to ITLT and TDX customers, and b) give us a good sense of basic building blocks and flows that can be re-used/iterated.
• TDX EDW Reporting Investigation has started their work on inventorying capabilities, identifying highly-desirable reporting templates, documenting API capabilities for data integration with TDX and EDW, and so on. Next meeting is Wednesday, March 20th. Barry White from UIC will be reaching out for his UIC reporting group to participate and advise.
• Urbana Update - Continuing to onboard units into TDX, currently six in progress, TDX Open Hours over Spring Break Week was sparsely attended; moving reporting discussion topic to next time.
• System Office - waiting on iPaaS kick-off, participating in TDX EDW Reporting investigation.
• UIC - Presenting at UIC's ITCC on advanced TDX features.
• TDAG - Piloting view-only role out of TDAG first, then making a recommendation to TDX at Illinois Service Team for scaling up availability to all units with TDX applications.Committing to TDAG representation at Open Hours.

January & February 2024

TDX Contract Renewal work, iPaaS negotiations, and planning for "white glove" flows during training and pilot phase (April-June 2024)

12/12/23

• iPaaS and contract renewal discussions continue
• EDW TDX reporting - UIC has hit a wall requesting access to the data universe and EDDIE. Al will reach out to Urbana and System TDX stakeholders to add a larger pool to the task force for exploring reporting capabilities
• Global Admin Expectations document final draft is approved by the TDX CB
• Committee Updates
  • Urbana TDAG - Did not meet in December
  • CTC - Some membership turnover. TDX @ Illinois KB changelog not yet updated for 11.8; should be updated in a more timely manner
  • GAC - Sandbox refresh happening 12/22 @ 2pm, Working through manual location/room import 
• Urbana - ESMO continuing to be worked on, Meeting with Anthony and Jose re: onboarding groups to TDX
• System Offices - Participating with Joe on the ESMO efforts

11/28/23

• iPaaS - still in GDPR review. We have drafted proposed workflows for the white  glove pilot phase once it is acquired.
• Contract renewal - Pricing negotiations continue.
• Committee Updates
  • Urbana TDAG - New membership established, larger committee this year! See TDAG meeting recaps here. 2023 will see TDAG collaborating with the TDX at Illinois service team on Office Hours and demo requests from Urbana TDX customers.
  • CTC - Combined Nov/Dec newsletter announcing new TDAG membership and training deliverables effort led by Wes Pate (AITS)
  • GAC - Establishing a github repository and discussing Grouper vs iPaaS
• Urbana - Enterprise Service Management Office (ESMO) has been established and service catalog guidance project is underway. Group Manager role is live and available upon request. View-Only role will be implemented in January 2024.
• System Office - University Press and Payables want to start using/use TDX more

10/03/23

• iPaaS - still in GDPR review
• TDX contract renewal - received proposals, presenting to ITLT on October 18th
• Decision - TDX CB membership will largely stay the same this coming year, with the possible exception of a new delegate from Urbana TDAG. TDX CB Chair will reach out to UIS to extend an opportunity for them to rotate their representative.
• Decision - TDX CB meeting cadence will change to monthly, with a standing asynchronous check-in in Teams two weeks after each meeting.
  
• Committee Updates
  • TDAG - "TDX Office Hours idea" is underway; details and monthly schedule will be announced soon.
  • CTC - Training deliverables document finalized, updated UIUC Tech Help Center "About Us" page, added navigation to FAQs and metrics on the System-level TDX website
• UIC Update - engaging backlog units to onboard to TDX
• Urbana - Project Phase 3 wrapped up on time, and TDX Asset and API are now standard service offerings through TDX at Illinois for Urbana, U of I Main Advisory Group charter and KB documents in progress

09/19/23

• iPaaS update - back to Legal for GDPR review. TDX will maintain the originally-offered pricing. Once approved and purchased, TDX has changed their "white glove" service from hand-holding us through building 3 flows to working with us on what we want and building them for us. Pros and cons, but it does remove the overhead of starting to use it. We'll evaluate the previously-selected white glove scenarios and adapt them for this new model.
• Contract renewal conversations are underway, and we're getting pricing for various options (work management only, work mgmt + 10-pack iPaaS flows + value-add services, work mgmt + iPaaS site license). Escalating to ITLT for a decision once we have the quotes. Can't do a 5-year renewal due to SHI contract timing, so we'll do another 3-year + option to renew for up to 2 more years.
• John C. will leverage contacts at next BTAA meeting to ask other TDX-using institutions whether they went with the 10-flow pack for iPaaS or the site license, to gauge what might fit our needs here.
  
• Committee updates -
  
  • GAC - Global Admin Expectations revised draft will be discussed and likely finalized at the next GAC meeting for CB approval.
  • CTC - August newsletter went out! Membership nominations soon.
  • TDAG - didn't meet in August. Membership nominations soon.
    
• UIC Update -
  • RT migration stakeholder satisfaction survey showed overwhelmingly positive feedback for the process and with TDX. Teams channels transitioned from project-based to operational TDX community spaces for each unit.
  • Haven't started work with non-RT units to migrate to TDX yet; that's coming up.
    
• UIC Health Sciences Update - no news; everyone is moved over and happy with TDX
  
• System Office Update -
  • Integrations team (Banner, Kafka, API) is interested in iPaaS, so that has been shared with leadership. No interest from other System Office units in using TDX for ticketing or PPM at this time. They'll revisit periodically as it's integrated into more business processes to see if there's more interest.
• Urbana Update -
  • Phase 3 wrapping up in October; next units moving to Asset and API soon. Manager role and view-only role options will be picked back up for discussion in October in conjunction with TDAG and Security & Privacy.

08/08/23

• iPaaS update - TIA review in progress, then back to Legal for GDPR review
  
• New Urbana Global Admin, James Lockhart, has started onboarding and learning TDX.
• August Sandbox refresh scheduled for 8/11, 3pm.
• TDX Group Manager role has been approved for testing, in progress this week
  
• TDX View-only role has passed Security & Privacy review and will be implemented pending a formal write-up of role expectations and a recommendation from TDAG
  
• Other TDX role permissions and expectations are being outlined for Security & Privacy
• TDX Contract Renewal process begins soon.
• FAQs for the TDX website are complete and should be posted soon. The training subcommittee has almost completed a review collected training needs and will begin to parcel out the work after the start of semester.
  
• TDX governance committee memberships will be up for renewal/changeover in early Fall 2023. CB will discuss timing and coordinate calls for nominations with TDX CTC.

07/11/23

• No iPaaS update
• New Urbana Global Admin has been approved and will onboard in July 2023.
• August Sandbox refresh scheduled for 8/11, 3pm.
• U of I TDX Github repository being reviewed to stand up formally.
• FAQs for the TDX website are almost complete, and the TDX Service Page in the customer portal is being revamped with more complete information for how to request assistance as an a prospective customer, app admin, or technician.

06/13/23

• No iPaaS update
• Group management role being tested at UIUC
• Global Admins Committee working on formal expectations document for Global Admins
• Urbana is standing up a "Steering Committee" for U of I - Main ticketing app. Overall demand for ticketing apps is increasing.
• TDX Training video for technicians and app admins tweaked and published to MediaSpace for Urbana.
• TeamDynamix website update is coming along. Tableau dashboard updated with latest data; timeline and FAQ refresh in progress.
• August Sandbox refresh date will be decided by TDAG and UIC in mid-July. It will be announced in the TDX newsletter and to specific sandbox stakeholder groups.
• Urbana requested an additional script source be added to the Allow list. CB approved with the caveat that the request should be routed appropriately and then tested in Sandbox.

5/30/23

• iPaaS Pilot update - data scope survey sent to Urbana Privacy Office
• Post TDX Converge discussion - highlights were change management session, Banner access w/iPaaS session, PowerBI integration session, and UX & EX in the Client Portal
• UIC Pharmacy will be exploring EDW reporting templates and sharing observations with the CB. If there are any specific reports that units are interested in seeing, they'll be happy to work on them.
• Global Admin rebalancing across universities. UIS confirmed they can relinquish one GA, so Urbana will pick that one up.
• Group Manager role approved and implementation is now being discussed.
• FABplus demo was well-received by business units, though scalability was unclear. There is currently no API, and the system doesn't offer much more functionality than TDX Asset; the major benefit is FABweb data integration. This suggests FABweb integration with TDX is possible. In the meantime, FABplus API is under development and different units are proceeding with whichever tool best fits their needs. Ideally, the two systems will eventually be able to talk to each other well enough for solid data sharing processes to be developed, and for data to be clean and consistent across the board.
• 5/18 TDX rep visit to UIC canceled; rep was sick.

5/16/23

• Discussion about whether CB would remotely attend the TDX rep visit to UIC. Decision to let Anthony represent us and to practice what we preach: we want TDX to be comfortable sending a single rep instead of their entire team, and we are ready to do the same.
• Group management question has a potential solution! It is possible to implement a Manager role in TDX that allows group members designated as members to manage those groups. Notifications to those groups can be muted for Manager role. GAC and CB will pursue this idea.

Urbana Updates

• Joe shared that a demo was being prepped for ATLAS to show them the ropes. Security & Privacy also confirmed that the number of Global Admins isn't a strict "2 per campus," as long as the number is kept manageable and there is a business continuity plan.
  

System Updates

• John will meet with UIS to determine whether they're comfortable relinquishing one Global Admin so Urbana's larger support footprint can be covered. If so, we'll discuss rebalancing at the next meeting.

5/2/23

• iPaaS Update - none
• Underreporting of TDX database changes with version releases - TDX will not be changing their process. AITS and the EDW team have adjusted their process to accommodate. The integration will be paused before any new releases until the EDW team can review the post-release DB changelog and make any necessary adjustments. TDX publishes the full list of changes and bugfixes up to a week after each release, and there are roughly two releases per year. Each university will utilize Status Hub and other established communication channels to notify stakeholders about the maintenance window.
  
• TDX Converge is May 22-24. CB members will advertise the registration sign-up to their respective universities.
• May 18th, TDX reps will make an in-person visit to the UIC campus. The Collab Board and Global Admins will meet with them and take advantage of the feedback opportunity to discuss a few topics. They'll highlight the challenge of the current process for user/group administration, PPM app plans and use cases, desired TDX KB functionality/feature improvements that could make it a feasible product in future, and other TDX feature improvement plans.
• FABplus will be demo'd on the Urbana campus on Monday the 8th, and Joe Blanks and Al Payne will attend to see if it can be integrated with TDX Asset

Chicago Updates:

• App Admin training video captioning is done!
• More units coming on board in July.

Urbana Updates:

• Service Management discussions are currently centered around application integrations, one of which is TDX. They're looking at privacy/risk assessment and accessibility of all integrations.
• Project Phase 3 is moving along and has a new Project Manager, Ginger Hundgen. ACES and VetMed are going live in Asset soon, with a few other units to follow shortly thereafter.

System Updates:

• AITS has reached out to other TDX institutions to learn how they're managing the challenge of users/group creation.
• UPB will serve as a resource to Urbana IHR as that unit considers utilizing TDX as a Service Catalog, though not necessarily for ticketing.

Committee Updates

Global Admins

• Matthew Magee demonstrated a new workflow for change management notification and received CB feedback and approval.

TDX CTC

• CTC will review any change management notifications and triage them for communication to appropriate stakeholders.
• Monthly newsletter went out last week and included info about the upcoming 11.7 release, committee and project updates, and TDX Converge.
• Training groups are still gathering training needs and suggestions from various TDX stakeholders.

TDAG

• TDAG reached out to units that confirmed they had TDX apps but were not using them due to niche-but-critical functionality. The Product Owner and TDAG will gather feedback and requirements that would make TDX feasible in future.
• The group discussed expanding the GA pool to spread the work of user/group management around better. Options on the table are opening those requests up to all of the U of I GAs, potentially rebalancing the number of GAs for Springfield and Urbana (2 and 2 -> 1 and 3), and TDX non-central units possibly contributing funding for another permanent GA position on the Urbana Service Team. Ideas were escalated to the CB, and the CB and GAs will discuss and pursue all feasible avenues.
• The group discussed the integration of ATLAS should they decide to join TDX. Several TDAG members and App Admins volunteered to serve as resources as ATLAS got in the queue and went through onboarding with the Service Team. A member of ATLAS will join TDAG as an ex oficio member until membership nominations come around in Fall.

4/18/23

TDX Product Review

• We shared the prioritized Top 10 + Honorable Mentions enhancement requests with the TDX reps and then watched a presentation of their road map, including features coming out in 11.8 (Fall Release)
• More info about 11.8 will be shared once the release notes are published
• Future timeline focuses include:
  • UX update for TDNext and a dedicated mobile app with a focus on asset features. These are both 18+ months away, but the UX redesign will be previewed at TDX Converge in June.
  • Focus on Asset/CI features
  • Automation improvements
  • Conversational AI and iPaaS improvements - note: U of I still has not been able to purchase iPaaS due to legal challenges around GDPR/DPA.

3/7/23

Chicago Updates:

• 72% of edge units have been setup in Sandbox to start their transition efforts 
• Derek and Crystal were working through the captioning of TDX App Admin training videos; Anthony to check in with Crystal 

Springfield Updates:

• No updates

Urbana Updates:

• Kicked off Phase 3; 3-week startup time period in progress now 
• Taking feedback to build user stories into backlog 

System Offices Updates:

• John met with Mark P re: opening up TDX onboarding to more SO units; comms will target managers of the specific SO units 

Committees 

Urbana TDAG 

• P3 kickoff; in project mode, reviewing a recommendation around read-only technician access role 
• There were a couple of units that were in TDX but hadn't actually started using it. 

TDX CTC 

• Combined meeting last week; new TDX website structure getting set, shared services is building mockup 
• Joe and Mark to work through survey to replace/update FAQs 
• Working through documenting process for App Admin and escalations to GAs 
• Awaiting go-ahead for building out documentation and training for use of AuthMan for local admins 

GAC 

• Grouper integration went live, but was determined to not provide enough value - and in fact added more work and complexity - to the process of user and group creation and membership change requests. It will only be utilized for customer portal group management by the GAs going forward.

2/21/23

• iPaaS Update - no change
• Underreporting of TDX database changes with version releases 
  • No movement since ticket submitted and brought up at Business Review Meeting 
  • John met with EDW team, will plan to turn off integration a week before upgrade then review before turning back on; this is a stopgap solution 
• Minimum Info for Service/Service Offering Entries 
  • Where is this being documented? Anthony will create article within UIC KB in TDX 
  • Al will make note for stub article in Answers KB until the OpEx exercises have completed 
• Ownership of TDX-related Answers KB articles
  • CTC working with Ryan Sharpe to setup service accounts to own the different content type articles 
• Business Review Meeting outcomes/thoughts 
  • Glad to have a chance to talk through where the Urbana project is, where/how we're all looking to expand 
  • Anthony: Feedback to TDX, have the open-mic session at this year's Converge 
• Any reporting being done with the EDW data? 
  • UIC Pharmacy going to be starting to leverage in about a month or so 
  • Al noted will probably just be using a couple of times a year 
  • Have heard feedback about getting the Asset data added into EDW 
  • Barry offered to have his resource work on templates/etc as needed 
• Topics to include in update to ITLT 
  • Minimum Service Info 
  • Note dependent on OpEx outcomes on overall Service Catalog structure; Functional Design finished 1/31 
  • Grouper 
  • iPaaS lack of update; expiration of pricing offer 
  • TDX project website redesign in progress 
  • Sessions planned at UIUC Spring ITPF and UIC ITCC 
  • Converge in May 
• Looking for guidance from ITLT: 
  • Phase 3 at Urbana: Asset Management 
  • Planning to renew contract next year? 

Committee Updates 

TDX CTC 

• Newsletter going out on Thursday 

GAC 

• Grouper bug fix work going on; go-live is currently in progress 
• Other backlogged people integration enhancement requests are being reviewed to start work on some 

1/24/23

• iPaaS - no change
• Underreporting of TDX database changes with version releases - following up with account reps
• Minimum Info for Service/Service Offering Entries 
  • Anthony will share UIC's current standard templates 
  • John will bring back to next meeting, feedback from AITS Service Desk on compliance 
  • No concerns with coming into compliance on the standards 
  • Al will bring up to CTC to plan around communications, will be included in this Thursday's TDX Newsletter 

Committee Updates:

• Urbana TDAG
• Recommendation to have stakeholders part of short-term working group on setting up local asset management and API access/usage 
• Ahsan and others on project team will be scheduling requirements gathering sessions with each of the units that submitted

TDX CTC:

• Next meeting on Monday, will be focused on the TDX website 

GAC:

• Read By tab will now reflect views from TDAdmin 

1/10/23

• iPaaS - TDX's offered pricing will only be good through January; needs TDX leadership re-approval after that. No change on the legal side, so we can't move forward at this time.
• Underreporting of TDX Database changes with version releases 
• Database changes for version upgrades aren't communicated until after the release, and weren't complete 
• Preview Release Notes includes a "Database Changes" section but links to older content, not the current upcoming release's db changes 
• Minimum info for service entries 

2022 TDX CB Meetings

2021 TDX CB Meetings

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