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Preparing and Planning your Portal Implementation June 2007

Today's Presenters. Jim GallamoDirectorSonya HughesWeb Specialist. Overview. Catholic University has been using web portals to deliver a variety of services to our campus for over 8 years. This presentation highlights our experience in planning and implementing a portal.. Presentation

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Preparing and Planning your Portal Implementation June 2007

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    1. Preparing and Planning your Portal Implementation June 2007

    2. Todays Presenters Jim Gallamo Director Sonya Hughes Web Specialist

    3. Overview Catholic University has been using web portals to deliver a variety of services to our campus for over 8 years. This presentation highlights our experience in planning and implementing a portal.

    4. Presentation Outline CUA Overview Technology Environment History Vision Requirements Implementation Development

    5. Catholic University of America Located in Washington, DC Founded in 1887 6000 Students 1500 Faculty and Staff Undergrad, Grad and Doctoral programs 12 Schools including Law School Research Tier II

    6. Technology Environment PeopleSoft systems SA/HRMS v8.0 SP1, Financials v8.4, EPM v8.8 Enterprise Portal v8.8 Oracle and MS SQL Server databases Dell and Sun Microsystems servers Windows and Solaris operating systems ASP, Cold Fusion and PeopleTools, WebLogic, IIS CISCO Content Server Switches (CSS)

    7. CUA Portal History StudentNet 1998 ASP, EDA, RDB,VAX Cardinal Students 1999 PeopleSoft HTML Access PeopleTools v.7.6, Windows, Solaris, Oracle HOME@cua 2002 ColdFusion Cardinal Station 2005 PeopleSoft Enterprise Portal, PeopleTools v8.4, Windows, Oracle

    8. Server Environment

    9. Portal Vision One stop shop for all web systems Create a community life cycle management tool Single/synchronized sign-on Role based access Secure connectivity and processing Targeted content Flexible navigation Mechanism for collecting information High system performance

    10. Portal Requirements Full set of portal management tools Role based community management Role based context management Compatible with existing systems Complies to industry standards Comprehensive documentation Affordable Flexible navigation style and function 2/24/04 Specifications Document2/24/04 Specifications Document

    11. Portal Requirements (contd) Native system integration Load balancing and encryption Easy maintenance and upgrades Full service and support Easy personalization Cross-platform compatibility Resource finder Search functionality

    12. Portal Requirements (contd) Single sign-on between systems Site and user management Ease of updating and upgrading Universal Access Functional and technical training Workflow Management

    13. CUA Options uPortal PeopleSoft Enterprise Portal BlackBoard Portal Custom-built Portal (ColdFusion)

    14. Product Selected PeopleSoft Enterprise Portal Met most functional/technical requirements Easiest integration In-house knowledge Piggyback on existing technology Low cost of entry

    15. Implementation Process Create committee Outline overall vision and goals Set initial production target services Create implementation plan Identify resources Set timeline Design system architecture Design Portal services

    16. Implementation Process (contd) Design visual identity/branding Develop testing plan Create appropriate documentation Develop communication plan Provide training Launch Portal

    17. Development Steps Installation Account creation Branding Site Management CREF, Shortcut List and Pagelet creation Migration and upkeep

    18. Installation Scheduled six months before launch date Performed by PeopleSoft installer Multiple environments Network integration Monitored and assisted by CUA staff Documented for future replication

    19. Account Creation/Security Created three super-user accounts 2 associate directors Web specialist Created addl accounts for security management Established Roles for Students, Faculty, Staff, Alumni and Applicants

    20. Branding

    21. Branding (contd)

    22. Branding (contd)

    23. Branding (contd)

    24. Site Management

    25. Site Management (contd)

    26. CREFs, Shortcuts and Pagelets Replicated 7.6 functionality Created CREFs directly into SA/HRMS Compiled CREFs into Shortcut collections Published collections into Pagelets Assigned Pagelets to Homepage tabs Homepage tabs vary by Site

    27. CREFs, Shortcuts and Pagelets (contd)

    28. CREFs, Shortcuts and Pagelets (contd)

    29. CREFs, Shortcuts and Pagelets (contd)

    30. Migration and Upkeep Development to production environment Difficulties in migrating between platforms Load balancing and encryption Established processes to cope Regular content and software updates Continue to research alternative options

    31. Last Slide! Live Demonstration Questions Jim Gallamo (gallamo@cua.edu) Sonya Hughes (hughess@cua.edu)

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