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Running Kuali: A Technical Perspective

Running Kuali: A Technical Perspective. Ailish Byrne (Indiana University) Jonathan Keller (University of California, Davis). Requirements Setup/Installation Build Configuration Basic Data Setup. Service Configuration Workflow Rules System Parameters/Rules View Customization. Overview.

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Running Kuali: A Technical Perspective

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  1. Running Kuali:A Technical Perspective Ailish Byrne (Indiana University) Jonathan Keller (University of California, Davis)

  2. Requirements Setup/Installation Build Configuration Basic Data Setup Service Configuration Workflow Rules System Parameters/Rules View Customization Overview * denotes phase 2 changes (d) denotes a demo

  3. Java XML Spring Struts OJB Log4J JavaScript and DWR* HTML, JSP, JSP 2.0 Tags Oracle or MySQL* JUnit Ant Tomcat Required Technical Knowledge

  4. Database Requirements • Oracle 10g Enterprise Edition* • 1GB RAM min - 4GB recommended • 2 CPU min - more would be good • 11GB data disk space • Tested on Redhat Enterprise Linux, AIX, Windows XP/2003 https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup

  5. Web Application Reqirements • Tomcat 5.5.16* (or other Servlet 2.4 / JSP 2.0 compatible application server) • 2GB RAM minimum • 2 CPU AMD • 350 MB disk space for application • Consider Load Balancing • Tested on Redhat Enterprise Linux, Mac OS/X, Windows XP/2003 https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup

  6. Batch Requirements • Execution and scheduling (Ant/Quartz*) • 2GB RAM minimum • CPU - depends on parallel vs. sequential batch schedule • 36MB disk space for application • Tested on Redhat Enterprise Linux, Mac OS/X, Windows XP/2003 https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup

  7. Kuali Distribution(d) • Download Kuali Binary & Source • Extract zip file • Optionally import into Eclipse • Obtain and setup JDK 1.5.0_08 & Ant 1.6.3 • Setup database (drivers and import/export*) • Execute the ant help target of build-packaged.xml • Follow instructions on screen http://kuali.org/resources/download.shtml https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup#TestServerSetup-setupdatabase

  8. Other J2EE Software https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup

  9. Build Configuration • build-packaged.properties • Machine and user specific configuration • e.g. encryption key, mail server, directory locations • dev = source / tst = binary • build-packaged-dev.properties • Environment specific configuration • e.g. server URL, datasource info

  10. Basic Data Setup • Review delivered data • Initialize circular references* • Populate empty tables tables • Update/inactivate/add • Workgroups • Parameters and rules • System options • Business reference data https://test.kuali.org/confluence/display/KULCFG/Application+Data+Setup

  11. Service Config & Overrides • Update build-packaged.properties with your institution code • Create your institution spring beans file • Modify appropriate build properties with your values to customize external config files • Add your service override bean definitions to your institution spring beans file https://test.kuali.org/confluence/x/wVM

  12. Service Config & Overrides • Kuali logging levels can be increased or decreased • Log4j config files in externalConfigDirectory • log4j.properties for web app and batch • workflow-log4j.properties for workflow* • By default • Batch logs go to standard out* • Web/Workflow logs go to log files

  13. Service Config & Overrides* • Institution Spring imports • Common encryption service • Integrated user management and authorization • Embedded workflow • NetHelp & external static content https://test.kuali.org/confluence/x/wVM

  14. Service Config & Overrides* • Batch • Scheduling, execution, and UI • Input file upload • Module definitions • User data and rules • High level authorization • OJB metadata • Data dictionary files • Script files • Batch jobs and triggers

  15. Workflow Rules(d) • Add rules for pre-configured rule templates via the workflow rule document • Add custom rules • Upload xml rule attribute definition(s) • Upload xml rule template definition • Upload new document type definition https://test.kuali.org/confluence/display/KULDOC/Case+Studies+and+Examples

  16. System Parameters/Rules(d) • Review/update existing • Create and populate workgroup that should have maintenance permission • Create corresponding security group • Add parameter (value to control runtime system behavior) or rule (definition of legal/illegal values) https://test.kuali.org/confluence/x/-kw

  17. View Customization • Images and CSS files can be easily changed* • JSP tags can be modified to remove from or add to screens • Static content may be maintained outside the application*

  18. Maintaining Customizations • Avoid changes to core Kuali Code (org.kuali) when possible • Use your version control system and/or some compare (Kdiff, Beyond Compare, etc.) software during upgrades • Use provided script to overlay your changes onto the new distribution* • Associate special comment with modifications to web or core files*

  19. Conclusion • Straightforward installation • Many ways to customize and extend • Demo Version: http://kualitestdrive.org • Support: kualitestdrive@oncourse.iu.edu • Questions?

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