Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!)

1. Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!) Ailish Byrne, Indiana University Barbara Sutton, Cornell University

2. Agenda • Acronyms • Tech Talk • Concepts • Infrastructure • Flexibility • Confused?

3. Acronyms How many K-Acronyms?

4. Acronyms K: The Projects (5) • KEM – Kuali Endowment Module • KFS - Kuali Financial System • KRA – Kuali Research Administration • KRice – Kuali Rice • KS – Kuali Student

5. Acronyms K: The Infrastructure - Rice (6) • KEN – Kuali Enterprise Notification • KEW – Kuali Enterprise Workflow • KIM – Kuali Identity Management • KNS – Kuali Nervous System • KOM – Kuali Organization Management • KSB - Kuali Service Bus

6. Acronyms K: The Councils & Miscellaneous (6) • KFFC - Kuali Financials Functional Council • KRFC – Kuali Research Functional Council • KSFC – Kuali Student Functional Council • KIT – Kuali Integration Team • KTC – Kuali Technical Council • KTD – Kuali Test Drive (KFS)

7. Acronyms Non-K: The People • BA or LBA - Business Analyst (lead) • DM - Development Manager • PM - Project Manager • SME - Subject Matter Expert

8. Acronyms Non-K: The Terms • DD - Data Dictionary • ERD - Entity Relationship Diagram • JPA - Java Persistence Architecture • OJB - Object Relational Bridge

9. Tech Talk What do these have in common with Kuali?

10. Tech Talk Java!

11. Tech Talk

12. Tech Talk Struts • Helps draw the screens • Controls application flow Spring • Flexibility!!! • Transaction management

13. Tech Talk OJB - Object Relational Bridge vs. JPA – Java Persistence Architecture • Tells the application how to map things to the database • Saves / queries • OJB (Jordan Knight) • JPA (Justin Timberlake)

14. Tech Talk Service Bus • Carries messages from one application to another • Human Resources System needs to talk to Financial System, and they don’t speak the same language? No problem, there’s a translator on this bus

15. Tech Talk Apache Tomcat • Translates between application code and the web browser • Drops you off a cliff, or scratches your eyes out? • Purrs happily and takes you where you need to go, if you scratch behind the ears

16. Tech Talk ERD - Entity Relationship Diagram • What does your account table look like? • How does it relate to your chart?

17. Tech Talk DD - Data Dictionary • How big am I? • Am I a number? • Do I have valid values? • Rapid development!

18. Concepts

19. Concepts Maintenance Documents • How do I change the attributes of my accounts and keep track of changes? Transactional Documents • How do I move $1000 from account A to account B?

20. Concepts Lookups • How do I see what accounts currently exist for my organization? Inquiries • How do I see all of the current attributes associated with account A? Custom Document Searches • How can I look at all the transfers from or to account A? Or, look at all the changes to the attributes of account A?

21. Concepts Modularization • What if I don’t want to implement everything in KFS? • How can I use KFS with my PeopleSoft Purchasing system? • Core “Modules”: Chart, General Ledger, Financial Processing, Vendor, Pre-Disbursement Processing • Everything else is pluggable

22. Concepts Active Indicator • Flag business object as inactive to prevent erroneous use in KFS • Preserves historical data • Audit trail

23. Concepts Collections • Accounting Lines on the Transfer of Funds Document • Contacts on a vendor • Lists of entities of one type that relate to entities of another type • Active Indicator: How do I disassociate this old phone number with this vendor without having to dig for that historical information?

24. Infrastructure AKA - Rice

25. Infrastructure KSB - Kuali Service Bus • The wheels on the bus go round and round… remember that game called memory? KEW - Workflow • Routes e-Docs based on rules KEN - Notification • Facilitates use of KEW to generate & route messages

26. Infrastructure KNS - Kuali Nervous System Everything looks and feels the same, and my developers are fast! • KFNS - KFS Nervous System Infrastructure components unique to KFS • KRNS - KRA Nervous System Infrastructure components unique to KRA • KSNS - KS Nervous System Infrastructure components unique to KS

27. Infrastructure KIM - Identity Management • Shared common table for user data • Specific “Associations” in each project KOM - Organization Management • Shared common table for external entity data • Specific “Associations” in each project

28. Flexibility

29. Flexibility Technical Flexibility • Community Source Access to code for customizations • Supports MySQL & Oracle Works with either; MySQL is free! • Supports various OS UNIX/LINUX Windows OSX • Authentication Should we use CAS or Shiboleth to log users in?

30. Flexibility Functional Flexibility • Rules Create workflow to meet your needs • Parameters Create business rules to meet your needs • Extended Attributes Create unique business elements to meet your reporting and routing needs • Authorization Who can initiate documents, see or edit certain fields, see an SSN instead of **********, inquire on certain tables…

31. Flexibility User Flexibility • Lookup/Inquiry & Document Search Lookups = valid values from within an e-Doc Doc Search = actual transaction or document that affected the system • Online Help & User Guide Page-level online help on every screen in KFS Stand alone User Guide also available • Workflow User Preferences - Action List & e-mail Options for filters, display fields, labels, etc. and e-mail notification

32. Confused? Q & A