CWDS Bulletins

CWS/CMS: Business Objects Error When Retrieving Documents Resolved

All SPOCs, Technical Contacts, and CAD Contacts:

The CWDS Project received reports this morning of users receiving error messages when attempting to retrieve Business Objects reports. The CWDS Infrastructure team and IBM researched this issue and they determined that this issue began on December 28, 2025.

The reports issue is now resolved. Business Objects users should be able to access their reports without any issues.

Action Required

Review and validate your Business Objects reports.

If users experience any issues with CWS/CMS or with Business Objects, please follow your county process for reporting issues or you may contact the IBM Boulder Help Desk at 1-800-428-8268.

2026 - Annual Batch Merge Data Cleanse Reminder

Batch Merge and Data Cleanses are scheduled on a Weekly, Bi-Monthly, Semi-Annual, and Manually Directed basis.

For information regarding the Batch Merge & Data Cleanse Schedule, Cleansing Instructions, Issues List, FAQs, and other information, please visit the https://cwds.ca.gov/DQP

For additional information regarding the Batch Merge process and reports, please refer to the Automated Client Merge Training Guides located on the Training Portal | Child Welfare Digital Services
 You must have Training Portal access to view the documents. If you do not have access, contact your County's Single Point of Contact (SPOC).

Data Cleanses
  • End Assignments for Closed Finalized Adoption Cases (SCR 8750)
  • Education Enrollment Cleanup (SCR 8844)
  • Distribute Quarterly SCP/Attorney/Service Provider/Placement Home reports
  • Staff Person Email Cleansing (SCR 8964)
  • Deduplication Cleansing of Hearing (SCR 8970)
  • Run Unknown Client Name Standardization (SCR 8842)
  • Validate & Cleanse Client Demographic Data (SCR 8850)
  • SSN Cleansing (SCR 8776)
  • Reporter Badge Number Cleansing (SCR 8935)
  • Other Adults Cleansing (SCR 8955)
  • Multi Notebook Email Cleansing (SCR 8936)
  • Service Provider NPI data Cleansing (SCR 8954)
  • Other Child Data Cleansing (SCR 8961)
  • Illogical Client Relationship Cleansing (SCR 8971)
  • Add missing name for Placement Home (SCR 8982)
  • Add Missing Name for Non-Foster Care Facilities for CARES (SCR 8983)
  • Transfer Enrollments between DOE Schools (SCR 8843)
  • Cleanup Outdated Home Studies (SCR 8989)
  • Distribute Semi Annual Placement Home/Service Provider pre-merge reports
  • Update Education Provider School Number
  • Standardize Addresses

Batch Merges
  • Distribute Bi-monthly Client Pre-merge reports
  • Distribute Semi Annual SCP/Attorney pre-merge reports
  • Retrieve Semi Annual SCP/Attorney reports from the counties
  • Run Bi-monthly Client
  • Run Semi Annual SCP/Attorney
  • Semi Annual Placement Home/Service Provider
  • Distribute Quarterly SCP/Attorney/Service Provider/Placement Home reports
  • SCP Deduplication (SCR8912)
  • Run Service Provider Merge (SCR 8794)
  • Run Education Provider De-Duplication - Batch Merge (SCR 8653)
  • Run Service Provider Address Merge
  • Run Bi-monthly Client Merge

Manually Directed Merges
  • FFACRFH and FFACH Homes (SCR 8856)

Contact the CWS_CustRel@otsi.ca.gov mailbox if you have any questions.

CWS-CARES Weekly Digest - December 29, 2025

In this Weekly Digest (click the link for more information): 

  • CWS-CARES Explorer Volume 2, Issue 4 – December 2025
  • CWS-CARES Progress and Engagement Summary: December 2025
  • The CWS-CARES Infographics, Slogans, and Flyers Webpage is Now Live!
  • Happy New Year from CWS-CARES!

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CWS-CARES Explorer Volume 2, Issue 4 – December 2025

We are pleased to present the December 2025 issue of the CARES Explorer, the long‑form newsletter published each quarter! For the best experience, please open the link using the Microsoft Edge browser. This issue includes the following article topics:

Project Updates: Read a message from the Chief of Customer Success and view the January 2026 Stakeholder Briefing agenda. You can also review a printable one-page summary of new resources launched 2025 to stay connected with CWS-CARES!

Explore CWS-CARES: Learn about the upcoming Extended User Scenario Testing (EUST) 3 and how P-CIS will be integrated with CWS-CARES. Find information on available External Systems Meetings and a status update on CWS/CMS data conversion activities.

Implementation Corner: Read about the creative implementation events planned in Kern County and an update on the next CWS-CARES Pop-Up Shop. You’ll also find the latest updates on the Process Information Sessions, including a recap and timeline of each session.

We recommend that you share this newsletter at your discretion with staff that are impacted by the changes coming with CWS-CARES. You may also obtain all previous CARES Explorer issues on the CWDS website: CARES Compass/Explorer | Child Welfare Digital Services.

If you would like to receive future issues of the CARES Explorer newsletter, please subscribe to the CWS-CARES Weekly DigestThose who have previously subscribed to the CARES Explorer or CARES Compass will automatically begin receiving Weekly Digest emails each Monday, which will include an Explorer issue every quarter.

If you have questions, need clarification, or have any accessibility issues, please do not hesitate to contact Customer Relations.

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CWS-CARES Progress and Engagement Summary: December 2025

The December Progress and Engagement Summary is now available on the CWDS website. This monthly summary was specifically formulated as a direct response to your valuable stakeholder feedback. Each monthly summary includes the following data from the previous month:

  • Participation rates for key meetings
  • A list of product demos and topics covered, by date
  • Updates from teams across the Project 

We encourage you to review and share the CWS-CARES Progress and Engagement Summary with your teams.

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The CWS-CARES Infographics, Slogans, and Flyers Webpage is Now Live!

CWS-CARES Infographics, Slogans, and Flyers are now available on the CWDS website. We encourage you to view, print, and share the available resources with anyone who may be interested in learning more about CWS-CARES.

Be on the lookout for new materials - we plan to update this page regularly. View the CWS-CARES Infographics, Slogans, and Flyers Webpage.

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Happy New Year from CWS-CARES!

Thank you to everyone who followed the CWS-CARES journey in 2025! We look forward to our continued partnership in the new year.

The Project is observing the New Year’s Holiday on January 1, 2026; communications may be delayed on this date. Due to the short work week, there will be no Weekly Digest email on January 5, 2026. Communications will resume on January 12, 2026.

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Share Your Feedback and Subscribe 

Thank you for following our progress! Share your feedback on this CWS-CARES Weekly Digest here: CWS-CARES Weekly Digest Feedback Form. Subscribe to future issues here: CWS-CARES Weekly Digest Subscription Form.

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Action Required

We request that all CWS-CARES Single Point of Contacts (SPOCs) and Implementation Coordinators coordinate and distribute the CARES Weekly Digest to all staff impacted by CWS-CARES, at their discretion.

California Department of Education - Updated Providers List - UPDATE

All SPOCs:

December 24, 2025 UPDATE: The California Department of Education - Updated Providers List communication that was sent on Tuesday, December 23, 2025, included the wrong version of the List of Closed Schools. Please use the spreadsheet attached to today’s updated communication, dated “2025-12-19”, for your review.

We apologize for the miscommunication.

____________________________________________________________________________________________

On Friday, December 19, 2025, the list of Education Providers in the CWS/CMS application was updated with data obtained from the California Department of Education (CDE). During this update, several Education Providers in the application were end dated. This occurs whenever an existing CWS/CMS Education Provider no longer shows up as an active Education Provider in the data obtained from CDE.

Attached is a list of all closed Public Education Providers and all closed Private Education Providers that were end dated during this update. This information is being provided to assist counties with determining if any data corrections are needed.

Please contact CDE with any questions regarding the attached list:
Email: cdsadmin@cde.ca.gov
Phone: 916-327-4014

Action Required

Review the attached list of closed Education Providers; if the county determines a data correction may be needed, contact the CDE.

Strategic Adjustment for CWS-CARES Readiness – 12/23/2025

Child Welfare Leadership, CWS-CARES Points of Contact: SPOCs, Implementation Coordinators, OCM Coordinators, Probation Points of Contact, Tribe Points of Contact:

Following our October 29, 2025, communication regarding the federal shutdown, APDU, and funding impacts, and in response to recent feedback from our federal partners, strategic adjustments have been made to the CWS-CARES readiness approach. These decisions, made collaboratively with the CWS-CARES Board of Directors, which includes a representative from the County Welfare Directors Association (CWDA), are designed to ensure the successful statewide CWS-CARES Go-Live in October 2026.  

The originally proposed CWS-CARES "Production Pilot" phase, which involved a full cutover for five counties starting in August 2026, is no longer feasible. Continuing with this plan would extend the Go-Live date beyond our current funding timeline, which would be challenging given state and federal budget constraints.

In place of the Production Pilot, we are implementing a Production Simulation environment starting in May 2026. The Production Simulation environment will be made available to 58 counties (child welfare and probation), Tribes with California Title IV-E Agreements, and state partners. Child Welfare Departments (CWDs) in all 58 counties will be expected to participate in the Production Simulation environment. Guidance will be issued to outline these expectations, to be fully executed using remaining and previously allocated Core Constituent Participation (CCP) funding. This environment will mirror the full CWS-CARES Version 1 system. It features CWS/CMS, CARES-Live, and RFA Greenfield converted data for referrals and cases, interfaces, and analytics enabling all participating organizations to test and validate operations in a realistic production-like setting. Converted external system data will be integrated as it becomes available. We are replacing the Production Pilot and planned testing activities with this expanded Production Simulation strategy. 

Child Welfare Digital Services (CWDS) will engage stakeholders to plan the Production Simulation rollout and determine the most effective way to manage county participation in testing and validation activities. The California Department of Social Services (CDSS) will provide further instructions through forthcoming guidance.

Key Benefits: 

  • Statewide Early Access: Rather than limiting early access to a small group of counties, this environment provides access to all staff across all organizations that will be system users. This environment will start to be available five months prior to Go-Live. Guidance on usage and implementation will be forthcoming. 
  • Real-World Validation: The simulation mirrors a live production environment, populated with fully converted data, referrals, and cases from every county. Staff will practice workflows, run reports and forms, perform validation on data, see the workflow with interfaces, and understand how role-based access controls will function.  
  • Enhanced Readiness: Users will simulate actual business processes, enhance their system exposure with hands-on experiences, and coordinate testing and activities collaboratively across organizations. All organizations will practice and utilize the new CWS-CARES Service Desk processes within the context of the new system and its tools (e.g., logging tickets, tracking issues, managing knowledge articles). 

Path Forward Timeline: 

Area of Focus 

Key Activity 

Timeline 

System Completion & Testing 

Complete system development and conduct necessary testing. 

Now until May 2026

Readiness

Continue robust readiness preparation across counties, Tribes with California Title IV-E agreements, and state partners.

Now until October 2026

Production Simulation 

Utilize a Production Simulation environment for readiness activities, testing, data validation, and hands-on system experiences. 

May 2026 – October 2026

Deployment 

CWS-CARES will launch statewide to all users simultaneously. 

October 2026

 

To support this revised strategy and ensure proactive planning, we are preparing the following: 

  • A standing monthly leadership meeting between the CDSS, the Office of Technology and Solutions Integration (OTSI) Directorates, selected County Human Services Directors, and CWDA: This group will provide guidance and direction on refreshing areas of stakeholder engagement and address escalations as needed to support the successful implementation of CWS‑CARES.
  • Engagement with and seek funding for CalSAWS so that the Foster Care Eligibility Determination (FCED) is available throughout the Production Simulation period:  The ability for counties to test FCED using converted, real case data throughout the Production Simulation period is essential to the success of this approach.
  • Focused areas of stakeholder engagement to support this approach: We will establish three key areas of focus, likely leveraging existing project workgroups, to drive critical input from counties, Tribes with California Title IV-E Agreements, and state partners on key activities to make this approach successful. Beginning in January 2026, we will partner with CWDA to recruit and confirm county participants for these workgroups. These include:
    • Training and Implementation 
    • Production Simulation 
    • Service Desk: Incident Management, Request Fulfillment, Escalation processes, and Interim Governance for system changes 
  • Pilot Workgroup Sunset: The original Pilot workgroup will be dissolved (sunset) as its purpose has been superseded by Production Simulation and the statewide readiness focus.
  • Communication Evaluation: We will also gather feedback on our communication channels and improve how we support you through this transition. We want to identify exactly what is working and where we need to adjust our outreach to better support you. 

This is a significant change driven by external constraints and is imperative to meet our October 2026 Go-Live date. We acknowledge the challenges for all organizational partners and reaffirm our commitment to support readiness efforts. Your partnership remains vital as we proceed with this refined path to a successful statewide CWS-CARES implementation in October 2026. 

Action Required

No action is required.

Zscaler Tool to Replace Current Cisco AnyConnect Virtual Private Network (VPN) Software – UPDATE #4

All Dedicated County SPOCs and Technical Contacts:

December 22, 2025 UPDATE: The CWDS Infrastructure team thanks everyone for their continued collaboration with the Zscaler implementation project. Below is the recount from the latest Zscaler User Group meeting on Friday, December 19, 2025:

Zscaler Release Date

The CWDS Infrastructure team plans to release Zscaler on Wednesday, January 21, 2026, at 12:00 Noon Pacific Time.

Q&A Highlight

Q: If new remote user credentials are needed, should counties delay requesting Cisco AnyConnect credentials and wait for Zscaler?

A: No. Please continue with your county’s standard process to request Cisco AnyConnect credentials. In addition, request Zscaler credentials for any users who do not already have them.

Next Steps & Holiday Message

The session on Friday, December 19, 2025, was the final Zscaler User Group meeting for 2025. The CWDS Infrastructure team looks forward to connecting again early in January as the Zscaler release date approaches. In the meantime, the team wishes you, your families, and your loved ones a safe and joyful holiday season.

_________________________________________________________________

December 15, 2025 UPDATE: The CWDS Infrastructure team expresses their appreciation for those who have joined the weekly Zscaler User Group meetings in November and December and for your continued engagement. Your participation helps keep our efforts on track to quickly identify and address any issues that arise.

Here are the newest questions and answers that arose from the most recent status meeting:

Q: When will the recordings of the previous Zscaler User Group meetings be saved to the CWDS website?

A: The CWDS Web team is working on receiving the necessary approvals. We will provide an update once the CWDS Infrastructure team receives word from the Web team.

Q: When will Zscaler be ready for customers to use?

A: Zscaler testing is nearly completed. An exact implementation date to use Zscaler should be provided by the next Zscaler User Group meeting on Friday, December 19, 2025.

Zscaler Client Connector Deployment Status

CWS Ops is nearing completion of the Zscaler Client Connector deployment across all workstations. Only a small number of workstations remain without the installation. For those machines, we kindly ask that you leave them powered on for an extended period to allow the deployment to complete. If you are a remote user and utilize Cisco AnyConnect, please ensure you are logged in so we can complete the installation successfully.

CWDS appreciates your cooperation and support for this project.

____________________________________________________________________

November 24, 2025 UPDATE: The CWDS Infrastructure team appreciates your continued participation and support during this Zscaler migration project. Following our last status meeting on Friday, November 21, 2025, the team is pleased to share that they have made steady progress and are now moving forward with this project, as expected. Your ongoing engagement and valuable contributions play an essential role in helping to maintain momentum to achieve these shared goals. We remain grateful for your commitment and look forward to the continued collaboration.

Here are the newest questions and answers that arose from the most recent status meeting:

Q: When will additional Okta authentication login options be available?

A: As of Friday, November 21, 2025, users should have the ability to not have to rely on the ‘Okta Verify’ option from a mobile device. Users now have the ability to obtain the multi-factor authentication (MFA) one-time-use code through their email.

Q: Does this effort involving Zscaler and Okta affect the Server Based Computing (SBC) users login?

A: SBC users will continue to login as they normally do; this Zscaler/Okta effort has no impact on SBC.

Q: When can users expect to receive the email to create the Zscaler/Okta account?

A: Users should have already received an Okta account email from the CWDS Infrastructure team. If users have not yet received the email, please inform the CWDS Infrastructure team at cwsoperationsteam@otsi.ca.gov with the list of users who need to receive the account creation email. Please include the first name, last name, and the email address for each user on the list.

Q: When will the Zscaler client be installed on the CWS workstations?

A: Starting at 6:00 PM on Wednesday, November 26, 2025, the CWDS Infrastructure team and IBM/Kyndryl will start deploying the Zscaler Client Connector to the CWS workstation, using the BigFix installer. The installation process will use a rolling deployment, so as not to cause too large of impact to the network at one time.

If possible, please leave the CWS workstations powered on over the Thanksgiving holiday. Note: please also be connected to the Virtual Private Network (VPN) if the workstation uses VPN. This process will occur silently in the background.

Once completed, the user will notice the Zscaler application loaded on the workstation. This is an automatic loading process; however, no further action is needed as of this time. The user can close the Zscaler application to continue to do their daily work. Further instruction will be provided when Zscaler is expected to be in use. For now, this current activity is only to load the Zscaler application onto the workstation.

Please direct any questions regarding this process to the CWDS Customer Relations mailbox at CWS_CustRel@otsi.ca.gov.

_______________________________________________________________________

November 10, 2025 UPDATE: The CWDS Infrastructure team will be sending out emails to the Dedicated Counties to create their Zscaler accounts. The attached New User Guide Okta & Zscaler document will assist counties with solving any questions that Counties may have during the transition to Zscaler and Okta. The Infrastructure team will continue to leverage the Friday ‘CWS Ops Zscaler User Group’ meetings to communicate the next steps in this project and to answer any questions that the Counties may have.

Here are a couple questions and answers that arose from last week’s meeting:

Q: Will users that rely on Citrix to login into the CWS/CMS application be impacted when this Virtual Private Network (VPN) change occurs?

A: No impact will be reflected if a user is using Citrix to access the CWS/CMS application.

Q: Since Zscaler depends on the use of Okta, is it possible to receive directions outlining Okta verification process?

A: The attached New User Guide Okta & Zscaler document provides instructions on installing the “Okta verify application” function on iOS and Android mobile devices. The CWDS Infrastructure team is researching the possibility of installing the Okta application on the CWS/CMS workstations, but are currently requesting Dedicated Counties to allow the installation on mobile devices.

Action Required

The only action currently required of the Dedicated County is to create their Zscaler accounts when the email invite is delivered to their Outlook mailbox.

Please continue to attend the Zscaler meetings on Fridays in November and December to learn about the transition from AnyConnect VPN to Zscaler and to share any questions or concerns that you have regarding this project.

___________________________________________________________________

The CWDS Infrastructure team, along with IBM/Kyndryl, currently use AnyConnect Virtual Private Network (VPN) for Dedicated County remote access to the CWS/CMS application. In an effort to achieve higher security standards and to move away from obsolete technologies, CWDS is switching to the Zscaler tool for remote access. Additionally, Zscaler will replace the McAfee proxy that is used to whitelist specific websites for the Dedicated Counties. In collaboration with Zscaler, CWDS will also use the Okta identity management tool.

Zscaler is a cloud native security platform that allows users to connect to applications and surf the internet securely. Okta is an identify management platform that allows user to securely authenticate to services.

The CWDS Infrastructure team will create accounts for all Dedicated County users. On November 19, 2025, IBM/Kyndryl will use the BigFix tool to deploy Zscaler on the Dedicated County workstations. Users will receive emails from Zscaler and Okta as the accounts are created and are rolled out to the workstations.

In December 2025, CWDS will transition from Cisco AnyConnect VPN and McAfee Proxy to Zscaler and Okta. In January 2026, the transition will be completed. Cisco AnyConnect VPN and McAfee Proxy will no longer be used; Dedicated Counties will be fully using only Zscaler and Okta.

To help users with the transition to Zscaler and Okta, the CWDS Infrastructure team will hold weekly meetings every Friday afternoon at 1:00 PM, beginning on November 7, 2025, and running through to the end of the calendar year. The CWDS Infrastructure team will use these meetings to cover the Zscaler project, why it is occurring, the timeline and activities, and to answer questions and concerns regarding the project.

Action Required

Please attend the Zscaler transition meetings, Fridays in November and December, to learn about the transition from AnyConnect VPN to Zscaler and to share any questions or concerns that you have regarding this project.

CARES-Live Scheduled Maintenance - Dec 18, 2025 | 6PM - 9PM

All SPOCs and Technical Contacts:

The CARES-Live team has scheduled maintenance for the CARES-Live application. The maintenance is scheduled for Thursday, December 18, 2025, from 6:00 PM to 9:00 PM. During this scheduled maintenance the CARES-Live team will focus on application maintenance changes that are not visible to CARES-Live users.

NOTE: Users will not be able to access the CARES-Live application during the scheduled outage.

Action Required

If users experience any issues with CARES-Live, please follow your county process for reporting issues. CARES-Live County Administrators may contact the CARES Service Desk through the CWDS ServiceNow Customer Support Management (CSM) Portal. Alternate methods are phoning 1-855-292-3444 or via email at Servicedesk@cwds.ca.gov during normal business hours. You may also email after hours and a Service Desk representative will contact you the next business day.

CWS-CARES Weekly Digest - December 15, 2025

CARES SPOCs, Implementation Coordinators, OCM Coordinators, County Leadership, Tribe Leadership, Probation Leadership, and State Leadership:

In this Weekly Digest (click the link for more information):

  • Register Now: CWS-CARES Stakeholder Briefing #5 
  • Reminder: CWS-CARES Nine-Month County Readiness Checkpoint Meetings 
  • December Holiday Observance at CWS-CARES

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Register Now: CWS-CARES Stakeholder Briefing #5

Registration for Stakeholder Briefing #5 on January 28, 2026 from 10 AM – 12 noon, is now available!  

This webinar series is an opportunity for all stakeholders (end users, county leadership, Tribal representatives, SPOCs, Implementation Coordinators, and more) to learn about CWS-CARES and engage directly with Project leadership. We encourage recipients to share this registration link to all staff who may be interested in attending.  

Registration takes less than a minute by entering your name, email, and county or organization. Once registration is complete, a meeting notice with the session information will be automatically sent to the email provided. We encourage everyone to register by January 26, 2026 using the following link: CWS-CARES Stakeholder Briefing #5: January 2026 | Registration

The January Briefing includes Team Updates, Product Demonstrations, and Q&A. See the full agenda below:

 Topic 

Start Time 

Opening Remarks 

10:00 AM 

Leadership Welcome & Update 

10:05 AM 

Implementation, OCM, & Training Update 

10:20 AM 

Extended User Scenario Testing (EUST) 3 Update 

10:35 AM 

Break 

10:50 AM 

Forms and Reports Update 

11:00 AM  

CWS-CARES Person Profile Demonstration 

11:15 AM 

Resources on the CWDS Website Demonstration 

11:45 AM 

Closing Remarks 

11:55 AM 


If you require any accommodations to attend this meeting, such as an ASL interpreter, please notify CWDS Customer Relations at: CWS_CustRel@otsi.ca.gov at least one week in advance, or as soon as possible. 

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Reminder: CWS-CARES Nine-Month County Readiness Checkpoint Meetings 

On Wednesday, December 3, 2025, the CWS-CARES Implementation Team sent an email announcing the upcoming 9-Month County Readiness Checkpoint Meetings. In January 2026, the Project Implementation Team will meet with each organization’s leadership to review critical path tasks and assess readiness for CWS-CARES Go-Live in October 2026.  These Checkpoints will occur during each county’s regular readiness meeting, unless adjustments are needed to accommodate leadership attendance. Implementation Leads (ILs) will coordinate with the Implementation Coordinators (ICs) prior to the January meetings.

There is no action needed prior to the meeting. The Implementation Team will collaborate directly with each organization’s Implementation Coordinators to update Readiness Checklists in advance of the January meeting.  

For more information regarding specific implementation readiness activities, please review the email sent on December 3, 2025, at 5:51PM, from the Implementation Mailbox to Child Welfare Directors, Deputy Directors, CARES Implementation Coordinators, and CARES SPOCs. 

Thank you for your continued support of CWS-CARES.

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December Holiday Observance at CWS-CARES

Happy Holidays from CWS-CARES! 

The Project will observe the Winter holiday on December 24 and 25, 2025. Please anticipate a delay in communications during this period.   

Due to the holidays, there will be no Weekly Digest email on Monday, December 22, 2025. Weekly Digest emails will resume on Monday, December 29, 2025.

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Share Your Feedback and Subscribe 

Thank you for following our progress! Share your feedback on this CWS-CARES Weekly Digest here: CWS-CARES Weekly Digest Feedback Form. Subscribe to future issues here: CWS-CARES Weekly Digest Subscription Form.  

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Action Required

We request that all CARES Single Point of Contacts (SPOCs) and Implementation Coordinators coordinate and distribute the CARES Weekly Digest to all staff impacted by CWS-CARES, at their discretion. 

CWS/CMS: Zscaler Tool to Replace Current Cisco AnyConnect Virtual Private Network (VPN) Software – UPDATE #3

December 15, 2025 UPDATE: The CWDS Infrastructure team expresses their appreciation for those who have joined the weekly Zscaler User Group meetings in November and December and for your continued engagement. Your participation helps keep our efforts on track to quickly identify and address any issues that arise.

Here are the newest questions and answers that arose from the most recent status meeting:

Q: When will the recordings of the previous Zscaler User Group meetings be saved to the CWDS website?
A: The CWDS Web team is working on receiving the necessary approvals. We will provide an update once the CWDS Infrastructure team receives word from the Web team.

Q: When will Zscaler be ready for customers to use?
A: Zscaler testing is nearly completed. An exact implementation date to use Zscaler should be provided by the next Zscaler User Group meeting on Friday, December 19, 2025.

Zscaler Client Connector Deployment Status
CWS Ops is nearing completion of the Zscaler Client Connector deployment across all workstations. Only a small number of workstations remain without the installation. For those machines, we kindly ask that you leave them powered on for an extended period to allow the deployment to complete. If you are a remote user and utilize Cisco AnyConnect, please ensure you are logged in so we can complete the installation successfully.

CWDS appreciates your cooperation and support for this project.

____________________________________________________________________

November 24, 2025 UPDATE: The CWDS Infrastructure team appreciates your continued participation and support during this Zscaler migration project. Following our last status meeting on Friday, November 21, 2025, the team is pleased to share that they have made steady progress and are now moving forward with this project, as expected. Your ongoing engagement and valuable contributions play an essential role in helping to maintain momentum to achieve these shared goals. We remain grateful for your commitment and look forward to the continued collaboration.

Here are the newest questions and answers that arose from the most recent status meeting:

Q: When will additional Okta authentication login options be available?
A: As of Friday, November 21, 2025, users should have the ability to not have to rely on the ‘Okta Verify’ option from a mobile device. Users now have the ability to obtain the multi-factor authentication (MFA) one-time-use code through their email.

Q: Does this effort involving Zscaler and Okta affect the Server Based Computing (SBC) users login?
A: SBC users will continue to login as they normally do; this Zscaler/Okta effort has no impact on SBC.

Q: When can users expect to receive the email to create the Zscaler/Okta account?
A: Users should have already received an Okta account email from the CWDS Infrastructure team. If users have not yet received the email, please inform the CWDS Infrastructure team at cwsoperationsteam@otsi.ca.gov with the list of users who need to receive the account creation email. Please include the first name, last name, and the email address for each user on the list.

Q: When will the Zscaler client be installed on the CWS workstations?
A: Starting at 6:00 PM on Wednesday, November 26, 2025, the CWDS Infrastructure team and IBM/Kyndryl will start deploying the Zscaler Client Connector to the CWS workstation, using the BigFix installer. The installation process will use a rolling deployment, so as not to cause too large of impact to the network at one time.

If possible, please leave the CWS workstations powered on over the Thanksgiving holiday. Note: please also be connected to the Virtual Private Network (VPN) if the workstation uses VPN. This process will occur silently in the background.

Once completed, the user will notice the Zscaler application loaded on the workstation. This is an automatic loading process; however, no further action is needed as of this time. The user can close the Zscaler application to continue to do their daily work. Further instruction will be provided when Zscaler is expected to be in use. For now, this current activity is only to load the Zscaler application onto the workstation.

Please direct any questions regarding this process to the CWDS Customer Relations mailbox at CWS_CustRel@otsi.ca.gov.

_______________________________________________________________________

November 10, 2025 UPDATE: The CWDS Infrastructure team will be sending out emails to the Dedicated Counties to create their Zscaler accounts. The attached New User Guide Okta & Zscaler document will assist counties with solving any questions that Counties may have during the transition to Zscaler and Okta. The Infrastructure team will continue to leverage the Friday ‘CWS Ops Zscaler User Group’ meetings to communicate the next steps in this project and to answer any questions that the Counties may have.

Here are a couple questions and answers that arose from last week’s meeting:

Q: Will users that rely on Citrix to login into the CWS/CMS application be impacted when this Virtual Private Network (VPN) change occurs?
A: No impact will be reflected if a user is using Citrix to access the CWS/CMS application.

Q: Since Zscaler depends on the use of Okta, is it possible to receive directions outlining Okta verification process?
A: The attached New User Guide Okta & Zscaler document provides instructions on installing the “Okta verify application” function on iOS and Android mobile devices. The CWDS Infrastructure team is researching the possibility of installing the Okta application on the CWS/CMS workstations, but are currently requesting Dedicated Counties to allow the installation on mobile devices.

Action Required

The only action currently required of the Dedicated County is to create their Zscaler accounts when the email invite is delivered to their Outlook mailbox.

Please continue to attend the Zscaler meetings on Fridays in November and December to learn about the transition from AnyConnect VPN to Zscaler and to share any questions or concerns that you have regarding this project.

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The CWDS Infrastructure team, along with IBM/Kyndryl, currently use AnyConnect Virtual Private Network (VPN) for Dedicated County remote access to the CWS/CMS application. In an effort to achieve higher security standards and to move away from obsolete technologies, CWDS is switching to the Zscaler tool for remote access. Additionally, Zscaler will replace the McAfee proxy that is used to whitelist specific websites for the Dedicated Counties. In collaboration with Zscaler, CWDS will also use the Okta identity management tool.

Zscaler is a cloud native security platform that allows users to connect to applications and surf the internet securely. Okta is an identify management platform that allows user to securely authenticate to services.

The CWDS Infrastructure team will create accounts for all Dedicated County users. On November 19, 2025, IBM/Kyndryl will use the BigFix tool to deploy Zscaler on the Dedicated County workstations. Users will receive emails from Zscaler and Okta as the accounts are created and are rolled out to the workstations.

In December 2025, CWDS will transition from Cisco AnyConnect VPN and McAfee Proxy to Zscaler and Okta. In January 2026, the transition will be completed. Cisco AnyConnect VPN and McAfee Proxy will no longer be used; Dedicated Counties will be fully using only Zscaler and Okta.

To help users with the transition to Zscaler and Okta, the CWDS Infrastructure team will hold weekly meetings every Friday afternoon at 1:00 PM, beginning on November 7, 2025, and running through to the end of the calendar year. The CWDS Infrastructure team will use these meetings to cover the Zscaler project, why it is occurring, the timeline and activities, and to answer questions and concerns regarding the project.

Action Required

Please attend the Zscaler transition meetings, Fridays in November and December, to learn about the transition from AnyConnect VPN to Zscaler and to share any questions or concerns that you have regarding this project.

CWS-CARES Scheduled Maintenance - Dec 16, 2025 | 6AM - 8AM

All Pilot County RFA Implementation Coordinators and SPOCs:

The CWS-CARES team has scheduled maintenance activity for the CWS-CARES production environment for Tuesday, December 16, 2025, beginning at 6:00 AM and concluding at 8:00 AM. During the maintenance window, the CWS-CARES Resource Family Approval (RFA) Application Submission, Review, and Approval Process will be accessible for pilot counties Fresno, Placer, and Santa Clara.

During the maintenance window, document related functionality in the CARES application will not be accessible.

Action Required

No action required from end-users during this maintenance window.

If users experience any issues with the CWS-CARES, please follow your county process for reporting issues. CWS-CARES County Administrators may contact the CARES Service Desk through the CWDS ServiceNow Customer Support Management (CSM) Portal. Alternate methods are phoning 1-855-292-3444 or via email at Servicedesk@cwds.ca.gov during normal business hours. You may also email after hours, and a Service Desk representative will contact you the next business day.