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. 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. 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. 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