Saturday, June 21, 2008

Real world example of scope creep

Scope creep is defined as the tendency of a project to grow in scale and complexity as more individuals get involved. It also occurs as the details of the project are presented to the project owners who requested it, usually management, who then say, "Can you also make it do this or that?" Let me give you an example that happened to me just the other day.

I am the IT Manager for a private jet charter management company. Several years ago we added Boeing Business Jets to our fleet. These are larger than the Gulfstream aircraft which comprise the majority of our aircraft. A BBJ is a 737 that is tweaked out with tens of millions of dollars worth of custom mods that make it into a flying luxury yacht for the very wealthy.

Of course a bigger aircraft requires a bigger hangar. So we built one. No, it's not a simple project. It requires a lot of environmental approvals and just the right touch with the airport authorities. An older and smaller hangar was purchased and demolished and the new one has been rising in its place over the past year. It will house the BBJ and two smaller G550 aircraft.

Getting the details defined

From day one I offered management my assistance in defining the network and communications requirements. "No thanks", I was told. "The building contractor has that all taken care of." I sensed trouble and kept following up with occasional emails over the past year asking specific questions like how they would like our sites connected and what the phone system would be.

I confess I played CYA with these emails, documenting each offer of assistance with specifics of what would be needed to make it all work - switches, routers, VPNs, PRIs, VoIP phones, wireless access points and a domain controller for local authentication and file replication. I suspect that the verbiage about wiring closets and cross connects just went over their heads.

This week I received a call from one of the subcontractors wanting to know how many network drops were needed and where exactly they would be going. Did I freak? You bet I did, but I managed it in a very professional way. It was obvious that the contractor had failed in planning properly for all the electronics involved in the new building. Has this ever happened to you?

Managing an out of control project

I told the wiring contractor I would get back to him. I fired off an email to the site project manager, an employee of our company, notifying him of the situation. He assured me that they had provided all the necessary details to the general contractor and it was all included in the plans. Somehow copies of plans don't always make it down to subcontractors, do they?

Next the phone contractor calls and asks, "Where is the MPOE?" There is no physical wiring from the phone company in the building yet. "Let me get right back to you on that," I respond. Is it panic time yet? The building is supposed to be occupied in sixty days and they haven't yet arranged for voice and data to the outside world. Oh, and no phone system has been chosen.

That's it. I call for a general meeting with the contractor, the project managers from all sides and the subcontractors. It turns out the project manager from our company simply had no clue about networks and phones. He thought the contractor had it all handled. I shake my head in amazement. How can you build an expensive hangar and not plan for the damn network?

Here's where the scope creep occurs

During the general meeting to resolve the network and phone issues, the various kinds of phone systems are discussed. I notice out of the corner of my eye that the VP who's baby this is begins to look uncomfortable when we get close to finalizing on a stand-alone VoIP PBX. "What's the matter?" I asked. "Can I pick up the phone and call an extension back at the main office?"

Our existing phone system in the main hangar is twelve years old. It does not even support a PRI (T1). It also does not support remote locations. A single building wiring project just turned into a multi-building job. New phone system for both buildings and new wiring in the old to support VoIP. I was looking for a good reason to upgrade. Its funny how things work out.

Now I have to sell it to the CEO. "What! You want to spend $60,000 on a phone system for this building? We only have a few employees in the new hangar. Why do we have to replace the phone system here?" Ah, the joys of being an IT Manager. If only someone had listened to me from the beginning, this could have all been planned for and budgeted. Now it's a shock to all.

Summary and conclusion

You can draw all kinds of conclusions about how poorly this project was managed. I'll point out one right away - poor communications. But, I've got to tell you after thirty years in this business that this is not all unusual. I've just never seen it happen on this large a scale before. CEOs and VPs are busy with their day to day tasks. Delegating everything without follow-up doesn't work.

In addition to poor communications, the details were undefined in advance. Nobody knew what kind of phone system was wanted or needed. Nobody knew or asked how we would connect our two networks. Wireless access was not even considered. The subcontractors are now overjoyed because they get to sell us a whole lot more equipment than they thought when they were hired.

It all works out in the end. It's only money, right? Unfortunately, it's all too typical of how some large successful companies run projects - everyone likes to delegate but some decisions will always need to be made near the top. That's called leadership but it's hard work because it means dealing with uncomfortable details. After all, that's what IT Managers are paid to do, right?

Monday, June 2, 2008

Tech Republic posts for May 08

Blogging at Tech Republic was a little light this past month. I have gotten myself deeply involved in a disaster recovery planning project that is taking a lot of my time and energy. The project will in all likelihood exceed $100,000. The hardware is looking to be about $60K or $70K. I'm looking at several outside companies to provide the DR planning expertise.

We are looking at implementing Virtual Server technology at either the remote site or back in the main office and then grandfathering the old servers to the remote location. We are experiencing scope creep and considering upgrading our Exchange Server to 2007 in the process. This is quickly becoming a very complex project but I'm enjoying managing it.

Num

Date Posted

Title

1

2008-05-09

Fire suppression for the server room

2

2008-05-10

Setting up a remote hot site

3

2008-05-30

I only read the stories for the comments

4

2008-05-30

New user guide to TechRepublic


I'll confess here that perhaps the real reason blogging on tech Republic has been light is because of the "attack and castigate" mentality of some people who read and comment on blogs. I wrote about it on post number three on the list above. It seems to be so prevalent on many forums and blogs today. It's as if a reader feels that they must challenge whatever the writer presented.

It takes all the fun out of blogging. It has made me seriously think about bringing my blogs back from Tech Republic to my own blog. Here I can write in a bit more relaxed manner, simply sharing some of the things I learn and discover about disaster recovery or any other project I am working on. If it's not interesting, you don't have to read it, but it helps me to write about it.

Saturday, March 8, 2008

Memories of an old tech guy

I have been posting all my tech articles on Tech Republic these days. But I put so much work into this one that I wanted to enhance it with photos here on my own blog. This post was entitled, "Old tech guys are slowly fading away" on my Tech of all Trades blog.

I love visiting computer history sites and watching computer history shows. Why? When I visit these sites I gain a perspective on a part of my life that I did not have at the time I was passing through it. For example, when I first started programming in Applesoft on an Apple II computer, I thought it would be a great business language. Ha!

I know I am going to be dating myself when I bring this up, but humor an old tech guy for a few minutes . I remember when we used to sell software on cassette tapes. We put it in baggies and hung it on a peg board on the wall, right next to the the Commodore PET and the Apple II.

People would bring in the TRS-80 computers (we called them trash-80) and ask us to repair them because the local Radio Shack didn't service their own stuff
. What year would you say this was? If you guessed 1978 you would be right. I'll bet that's before some of you were born.

When I got out of college I went to work as a programmer for some "old school" programming shops. I wrote in RPG II on an IBM System 3 and in COBOL on a Sperry Univac 90/30. That machine was a dinosaur even then. The hot new technology was writing in BASIC and Datashare on a DataPoint ARC network.

I used to love to visit COMDEX in those early years of the microcomputer. I was amazed to see all the technology that was coming out. With thousands of other geeks we ogled over the new Micromodem II for the Apple, which sold for about $300. Since I worked for an early computer store I got it for a lot less. My whole world changed.

I can't tell you how many hours I wasted "surfing the net" back in the late 70's and early 80's. No, the Web did not yet exist and most people had not heard of the Internet. We dialed up places like CompuServe and "The Source" or would just connect to TymNet or TelEnet to see whose network we could log on to. Was that hacking? Maybe.

Rather than bore you with my old tech guy memories, perhaps a short list of some of my favorite computer history sites might be helpful if you are interested in learning more about the history of the personal computer. But be careful, if you have any work to get done today, this trip down memory lane will seriously sidetrack you.

1. The Computer History Museum- The online home of the museum on Shoreline drive in Mountain View. Go to the Exhibits section. You can spend hours viewing the collection of marketing brochures. I especially love their time lines. They even have a great YouTube channel. Careful - I warned you this could be detracting from real work.

2. Apple Computers -Because a big part of my early career involved Apple II computers, I like to include Steven Weyhrich's site on Apple II History. You can find other sites like Apple-History.com, but it hasn't changed much lately. The Apple Museum is a better site and the Wikipedia article is great. Where is the "official" Apple history site?

3. Old-Computers.com - One of my favorites. There are nearly a thousand computers in their museum. Use the index on the left-hand sidebar. The articles in the history section are great, the forums are active and something unique that I haven't seen anywhere else - a major list of collectors from all over. Great if you have an old computer to buy or sell.

4. Computer Science Lab- John Kopplin put together a four part pictorial of computer history through the early 80's. Some of the photos are rare which I have not seen elsewhere. The accompanying descriptions could be taken from a college lecture on the history of computers. The lecture ends as the PC was getting started but is well worth a visit.

5. Computer Chronicles - Who can forget this great TV series from Stewart Cheifet? It aired from 1981 to 2002. Well, you may have never heard of it. You can watch many of the episodes online at the Internet archive. I highly recommend the episode Apple II forever, one of my favorites. More on the history of the show is on stquantum.

6. Old Computer Museum - Although you can find this site from the Old Computers club (#3 above), it is worth mentioning as one of the best organized and presented. This collection of Boris Serebrennikov is outstanding. If you have an old Lisa or even an Amiga (still a popular retro machine) he is interested in hearing from you.

7. The Computer Collector - This is a fairly complete list, useful to those who have old machines to buy, sell or trade. It is also an enormously wealthy site for computer history buffs. Many of those who buy and sell computers have great historical information about the computers they worked on. Lots of great personal history stories can be found here.

8. IBM PC Official History - It still amazes me how many people believe that the IBM PC was the first microcomputer. We used to laugh at those who thought our industry was "legitimized" when IBM finally made their entry in 1981, easily five years after Altair, IMSAI, Cromemco, Apple, Commodore, Radio Shack, Atari, Altos and Vector Graphic.

9. Personal Computer in TV commercials - The download squad has put together a collection of TV commercials for personal computers, some of them going back to the early 1980's. What a hoot! The early William Shatner piece has been removed but the original 1984 superbowl ad introducing the Macintosh is there as well as many others. Enjoy!

10. Old Computers.net- This list could go on and on - and it does if you Google it - but this one needs to be included in my top ten list of sites to visit. An extremely popular site, it is billed as the "Obsolete Technology Website" it includes great links not found on any of the above sites including the Intel museum. Thank you Steven Stengel.

I know I've missed your favorites. Add them in the comments. Also, be sure to check out the resources for "Dinosaur Sightings" on Tech Republic.

Thursday, February 14, 2008

Trouble with Cached Exchange Mode in Outlook

Yes, I know we're a little behind. We have not yet migrated to Office 2007 or Exchange Server 2007. Even though we are a small business with only about 100 seats that's still a big financial commitment. Maybe we'll take the plunge next year. But for today, we are still running a very reliable Exchange Server 2003 Enterprise Edition with SP2. Other than needing to occasionally add storage space, it has been working just fine in our organization for the last three years. Management likes that and so do I.

One thing that management doesn't like is Cached Exchange Mode in Outlook 2003. I don't know why it's so much trouble for them. It works fine for me - always has. We may have a scenario that taxes the capabilities of Cached Exchange Mode to the max. In case you don't know, Cached Exchange Mode is simply Microsoft speak for Offline Folders - a local cache of what's in your mailbox on the Exchange Server. We only use it for employees in remote offices or home offices of execs.

Here is the scenario: Executive A is a high-volume, high-density email user in a far city. He easily sends and receives several hundred emails each day, most of them with large attachments of photos or PDFs with embedded photos. We're talking 5 to 10MB of attachments on many of his daily emails. I have never figured out why it has become so acceptable to send such large attachments. It just kind of evolved over the past few years.

Our industry happens to be aircraft sales but the same scenario could exist in Real Estate, automobiles, yachts or any business that needs to send lots of photos back and forth. The executive in question also uses multiple computers - one in the office and one in the home office, both on the East Coast of the U.S. Both his computers are configured to get his email from our Exchange Server on the West Coast of the U.S. using Outlook 2003 and Cached Exchange Mode.

The executive will work all day on the office computer, log off and then work all evening on the home office computer. The complaint is that it will sometimes take hours for synchronization of the offline folders to take place when first firing up one or the other to check his email. He reports that some emails are delayed by many hours while the cache is playing catch up. His mailbox size is over 7GB with over 32,000 individual email messages in multiple folders.

The far city does not have an Exchange Server. We only have the one on the West Coast. All email flows here and then out to the remote office. The remote office is connected via a VPN - a full T1 line here and a 3.1Mbs / 768Kbs DSL line there. The connection speed on the remote home office is a modest 1.5Mbs / 384Kbs DSL with no VPN. Most of the trouble seems to be when connected at the remote home office. Outlook is configured to get email via RPC over HTTP.

I know this reads like an MCSE exam question. Besides cutting his mailbox size down to a more manageable size, what would you recommend?

Update: I posted this same entry on my Tech Republic blog and received many good suggestions and recommendations there. That's why I post most of my stuff on Tech Republic these days. It has a much larger readership of tech guys like me.

Saturday, February 9, 2008

How to protect your digital assets

I posted this on the website of Joel Dehlin, the CIO of the LDS Church in response to a question he asked about how we can protect our digital assets. His post was entitled, "You have the Right to Remain Visible."

Hi Joel,

Good post. In it you wrote, "I’m about as technical as the sole of an old shoe." Oh come on, Joel. You're saying that as the CIO of the church you don't have at least some technical ability in this area? I find that hard to believe. Unless working at Microsoft all those years numbed your technical savvy, that must have been written tongue in cheek.

Seriously, you raise a good point. So many are naive when it comes to protecting their personal home computers from the internet. I have had similar experiences in seeing many open computers when firing up my laptop at home or when travelling. It's just that people don't know about encryption.

What's worse is people who have only one computer in their home which is directly connected to the DSL or cable *without* the firewall turned on. They have no clue that their anti-virus expired months ago and that they have become compromised. They wonder why their computer is so slow. It's because it has become a 'zombie' and is sending out tons of spam under another's control.

I know because I see this all the time. As a computer professional I get calls from people in my ward struggling with this problem in particular. I do not charge for helping them out. I think of the Lord's admonition, "Inasmuch as ye have done it unto one of the least of these my brethren, ye have done it onto me." It's kind of like an extension of home teaching service.

To answer your question about precautions, here is a short list:

1. Use a firewall. Either make sure the Microsoft firewall is enabled on your XP or Vista machine or use an external firewall. Most people who have a LinkSys wireless router have a firewall and don't know it. Just make sure it is turned on. It is usually on by default so if you haven't changed it, don't worry about it.

2. Clear your cache on a regular basis. It is a simple mater to push the button in Internet Explorer or Firefox but again, most people don't know how. It's just a matter of education. I find that the kids in the family know all about it because they don't want mom and dad to know what sites they have been visiting.

3. Keep your Anti-Virus and Anti-Spyware solutions up to date. I know it is a mystery to so many home users but it shouldn't be. They get that new computer for Christmas but don't realize that that the Anti-virus software is a subscription based product that is only good for three months. I can always count on getting calls in April from people who learn this the hard way.

4. Make sure that you only use your credit card number online with secure sites. Today, almost all sites that take credit cards use some method of secure encryption. Never transact online business with companies that do not use encryption. If you see the little padlock in the corner of your browser when you are buying something online, then it is probably secure.

5. If you store lists of credit card numbers or other personal information on your computer in a spreadsheet, consider encrypting that particular spreadsheet. It's not hard to do but most people don't know how to do it. If you use a popular personal financial program like Quicken or MS Money, you can be sure that your financial information stored in the program is encrypted.

6. If you suspect that your Internet Service Provider is tracking the websites you visit, consider changing to another one that does not. In most American communities there are at least three choices for getting on the internet - cable, DSL and now fiber. There are usually a number of small local ISPs that compete with the cable company or phone company. Check it out.

There are more things you can do to protect your digital assets but these are the most common that any home computer user can do. I wish I knew more about how internet access and security (or the lack thereof) works in other countries but that's been my experience here in the United States.

Tim Malone, MCSE - Camarillo, CA - 3tcm.net