1. JA-SIG Baltimore June, 2005 The Future of JA-SIG and uPortal Jonathan Markow Columbia University Patty Gertz Princeton University Bill Thompson Rutgers University Tuesday, June 14, 2005

2. JA-SIG Baltimore June, 2005 JA-SIG “JA... What?” Some History Our Mission Community and Collaboration Clearinghouse and Tools uPortal …and Beyond

3. JA-SIG Baltimore June, 2005 What’s in a Name? “Jay-Sig”? “Jah-Sig”? “Jayay-Sig”?

4. JA-SIG Baltimore June, 2005 JA-SIG – A Brief History Established in 1999, as “an independent organization designed to increase the flow of information between educational institutions and companies involved in the development of administrative applications using Java technology.” The first JA-SIG Conference was held in Orlando, Florida in 1999. Early discussions focused on a range of applications of Java. At a round-table discussion on portals, the seeds of the first major JA-SIG project – the open-source uPortal portal framework – were sown.

5. JA-SIG Baltimore June, 2005 Early Mission Statement “1) Nurture communication of best practices, new technologies, and innovative methodologies and projects related to Java 2) Increase pier review, collaboration, and enhancement of Java administrative applications via an open applications web clearinghouse 3) Broaden Java technology cross-fertilization between firms and schools on both a functional and geographic basis.”

6. JA-SIG Baltimore June, 2005 More History An Andrew Mellon Foundation grant for uPortal development Vendor alliances Steady growth of uPortal: Over 200 implementations; 14 countries; hundreds of thousands of users uPortal in 2003 InfoWorld Top 5 Sakai partnership

7. JA-SIG Baltimore June, 2005 2004: A New Mission To provide education and research in the applied use of open technology architectures and systems in higher education To develop a global academic community of interest among practitioners and institutions and to inform that community of international activities, projects, and opportunities in the field of open technology architectures and systems in higher education

8. JA-SIG Baltimore June, 2005 Mission (cont.) - to educate by coaching, collaborating, and sharing good practices, and disseminating the results of innovative approaches in this field - to create, through its various activities including conferences, projects, and outreach, an atmosphere of trust, goodwill, and mutual respect amongst all participants

9. JA-SIG Baltimore June, 2005 Activities Conferences Clearinghouse Partnerships Projects –uPortal –HyperContent –CAS

10. JA-SIG Baltimore June, 2005 JA-SIG HyperContent June, 2004: v. 1.4. Full-featured enterprise content management based on Java, XML, XSL – Manager and administration channels run in uPortal. June, 2005: v.2.0. Runs standalone without a portal requirement. – Only dependencies are Java SDK 1.4, servlet engine, and hard disk. – Highly customizable; enhanced ease of use/navigation. – Full multi-server transaction support at level of individual files, such as XML documents, serialized objects, etc. – Projects can define custom workflows, groups and permissions, in addition to their own assets and processing pipelines.

11. JA-SIG Baltimore June, 2005 JA-SIG CAS Centralized Web Authentication Proxy Authentication / Delegated Authority Interoperability –Java, JSP, PL/SQL, ASP, Apache, PAM, Perl, Zope, WebObjects, ColdFusion, Acegi, CAS Generic Handler CASifying Applications –Sakai, Oracle Calendar, Oracle Portal, Oracle Financials,... CASified Applications –uPortal, Mantis, pNews, Sympa, TikiWiki

12. JA-SIG Baltimore June, 2005 What Defines Us JA-SIG is Community and Collaboration among Higher Ed institutions world-wide JA-SIG supports its community through knowledge sharing JA-SIG is Developers, Managers, Content Providers, Vendors JA-SIG sponsors Open Source projects JA-SIG partners with vendors and the extended community to foster new Open Source business models for higher ed

13. JA-SIG Baltimore June, 2005 JA-SIG at the Crossroads…

14. JA-SIG Baltimore June, 2005 JA-SIG Community & Collaboration Strengthen it two ways: Formalize the organization Take the Clearinghouse to a new level

15. JA-SIG Baltimore June, 2005 JA-SIG Organization Moving from a fun club (with good, supportive friends,) to the real world Long term sustainability Legal status

16. JA-SIG Baltimore June, 2005 JA-SIG, Inc. Incorporated as a non-profit organization in the State of New Jersey on Valentine’s Day, 2005 Rutgers Law Clinic provided free legal services Filed with IRS for 501(C)(3) status (Tax Exempt) –pending, late summer?

17. JA-SIG Baltimore June, 2005 Why be real? Opportunities –Financial independence –Distributed fundraising –Protect our intellectual property –Slush /scholarship fund to seed projects or sponsor members –Ability to protect our community’s investments

18. JA-SIG Baltimore June, 2005 Why be real? Challenges –Financial independence –Distributed fundraising –Need to be more formal, accountable –Membership Definition What does being part of the JA-SIG mean to you?

19. JA-SIG Baltimore June, 2005 JA-SIG Clearinghouse Two meanings – machine and application Machine is owned by the JA-SIG. Central repository for software that is considered of general use to the community Application is vehicle for making contributions to the community.

20. JA-SIG Baltimore June, 2005 Clearinghouse Machine Collaboration tools have a home –Jira, Confluence Discussions surrounding our sanctioned products are centralized –Fisheye, CruiseControl –Clearinghouse App JA-SIG now owns the domain ja-sig.org

21. JA-SIG Baltimore June, 2005 Clearinghouse Stats Clearinghouse app – 1187 users from 530 institutions, 49 contributions Jira –313 users Confluence –241 users

22. JA-SIG Baltimore June, 2005 Jira Projects and Issues Bookmarks – 15 Briefcase Portlet – 8 CAS – 186 Clearinghouse – 8 UBC Webmail – 40 uPortal – 1132 uPortal documentation – 31 uPortal3 - 66

23. JA-SIG Baltimore June, 2005 Confluence Spaces & Pages CAS – 220 Channels – 26 Groups and Permissions – 9 JA-SIG – 15 JA-SIG conferences – 7 Portlets – 5 uPortal – 288 uPProgCom - 9

24. JA-SIG Baltimore June, 2005 Clearinghouse Machine Future Move CVS and JA-SIG website to clearinghouse machine Any new tools for which we can negotiate open source licenses and someone will step up to govern Search for the Clearinghouse App Conference materials – registration, program, post slides, etc.

25. JA-SIG Baltimore June, 2005 JA-SIG uPortal Our Flagship Product

26. JA-SIG Baltimore June, 2005 JA-SIG uPortal State of the Project The Sakai Connection Community Building, Software Development and Quality Assurance The Future Looks Bright

27. JA-SIG Baltimore June, 2005 A Portal Framework Developed for education, by education Build a community and share expertise across institutions Influence vendors and agencies Promote open standards

28. JA-SIG Baltimore June, 2005 Bootstrap JA-SIG Project –$700,000 Mellon Funding –University of Delaware administration –3 year project, completed 12/03 Sakai Project –$580,000 Mellon Funding –University of Michigan administration –University of Delaware subcontractor –2 year project, ends 12/05

29. JA-SIG Baltimore June, 2005 Development University contributors –Columbia, Yale, British Columbia, Delaware, Princeton, Cornell, Memorial Union of Newfoundland, Rutgers,… Contracted commercial developers –Instructional media and magic –UNICON

30. JA-SIG Baltimore June, 2005 Community Relationships OKI Institutional Channel Developers Columbia Groups and Permissions Yale CAS Columbia HyperContent Open Source Portfolio Initiative Rutgers Alerts System CHEF, Sakai Shibb, Chandler, IMS, JISC…

31. JA-SIG Baltimore June, 2005 Commercial Relationships UNICON Academus, Support and Consulting SCT Luminis ( 200+ sold) WebCT Blackboard Building Blocks iAssessment K12 ASP Sigma Systems Computer Aid Support RSmart – Sakai, OSPI, Kuali

32. JA-SIG Baltimore June, 2005 Wide Adoption Over 200 production, 50 implementing 16 countries 5 commercial vendors Hundreds of thousands of users Large, small, k-12, government, commercial

33. JA-SIG Baltimore June, 2005

34. JA-SIG Baltimore June, 2005

35. JA-SIG Baltimore June, 2005 uPortal Release History

36. JA-SIG Baltimore June, 2005 Recent Developments Standard Packages –Concurrency –XML Springing forward –Yale PersonDirectory –Evolutionary –Backward Compatibility Memory / Performance Enhancements –Rutgers / Unicon Collaboration Release Strategy

37. JA-SIG Baltimore June, 2005 Release Strategy PATCH - a conservative incremental improvement that includes bug fixes, enhancements and new features and is absolutely backward compatible with previous PATCH releases of the same MINOR release. (i.e. 2.4.15 is a drop in replacement for 2.4.14, 2.4.13, 2.4.12, etc.) MINOR - an evolutionary incremental improvement that includes all PATCH release improvements along with fixes and enhancements that could not be accommodated without breaking backward compatibility. MAJOR - a revolutionary change accommodating sweeping architecture, approach, and implementation changes.

38. JA-SIG Baltimore June, 2005 uPortal 2.5 XML API standardization Concurrency standardization Support for J2SE 5.0 (JDK 1.5) More robust JSR-168 support Improved Exception Handling Springified PersonDirectory

39. JA-SIG Baltimore June, 2005 uPortal 2.x Roadmap Stability, Stability, Stability Improved Theme Support Complete WSRP support Layout Management uPortal 2.6 or 2.5.x October 2005 uPortal 2.7 or 2.5.x April 2006

40. JA-SIG Baltimore June, 2005 uPortal 3.x Roadmap Configuration flexibility JSR-168 at the core IChannel support Complete WSRP support Stability, performance and maintenance uPortal 3.0 Beta August uPortal 3.0 Final October uPortal 3.1 or 3.0.x April 2006

41. JA-SIG Baltimore June, 2005 The Sakai Connection Sakai is a wealth of learning and collaboration content, tools, services. uPortal ought to be able to federate, summarize, present Sakai content. So it will…

42. JA-SIG Baltimore June, 2005 uPortal and JSR-168

43. JA-SIG Baltimore June, 2005 …via WSRP HomeAthleticsCourses uPortal HomeAthleticsCourses WebSphere HomeAthletics Courses MS-Portal Sakai tool

44. JA-SIG Baltimore June, 2005 …via native Channels and Portlets uPortal’s JVM Sakai Velocity Tool Sakai JSF Tool uPortal Sakai Services, APIs, Components New Channel UBC Mail Sakai Chat Sakai Presentation Sakai Discussion Cartoon channel …..

45. JA-SIG Baltimore June, 2005 myPortal uPortal “Federates” Sakai Sakai tool Sakai tool Sakai tool uPortal tool

46. JA-SIG Baltimore June, 2005 Tools and Techniques Community & Collaboration –Confluence, Fisheye, CVSMonitor, Maven Reports and Mailing Lists Software Development –CVS, JIRA, Ant / Maven, YourKit, Eclipse Quality Assurance –JUnit, Clover, YourKit, CruiseControl

47. JA-SIG Baltimore June, 2005 Confluence

48. JA-SIG Baltimore June, 2005 JIRA

49. JA-SIG Baltimore June, 2005 CVSMonitor/Fisheye

50. JA-SIG Baltimore June, 2005 ViewCVS

51. JA-SIG Baltimore June, 2005 Junit/Clover

52. JA-SIG Baltimore June, 2005 CAS Maven

53. JA-SIG Baltimore June, 2005 The Future Looks Bright uPortal 2.x - still has a lot of legs… uPortal 3.x - future platform for growth and extension uPortal-Sakai connection - tools, tools and more tools JA-SIG HyperContent JA-SIG CAS JA-SIG ????