1. Demystifying Kuali Rice – Presenters: Jessica Coltrin, Eric Westfall, Bill Yock Panelists: Dave Keiffer, Michael Oatley, Tony Potts, Hampton Sublett Date: Wednesday, Nov. 16 th, 2011 Time: 10:00am – 12:15pm Executive Overview, Introduction to Rice, and Panel Discussion

2. Executive Overview of Kuali Rice What is Kuali Rice The Value of Kuali Rice Who is Using Kuali Rice How is Kuali Rice Used Governance of Kuali Rice Strategic Directions for Kuali Rice Agenda

3. What is Kuali Rice?

4. Kuali Rice – Serving the Other Projects

5. Kuali Rice Components Middleware Services Application Development Frameworks

6. Why Rice? Kuali Rice is the only application development framework and middleware suite developed by a higher education community. The advantages include no vendor lock-in, a robust, innovative and active co-creation development model focused on the needs of higher education, and the potential for a significantly lower total cost of ownership.

7. TCO of Kuali Rice? Source: http://www.netc.org/openoptions/pros_cons/tco.html The Kuali community has dramatically rallied to reduce implementation and support costs!

8. Who is Using Kuali Rice? Over 32 Higher Education Institutions! kuali.org/rice/implementations kuali.org/rice/implementations 1 City Municipality All institutions implementing KFS, KC, KS, OLE Several institutions implementing custom Rice Applications

9. How is Kuali Rice Being Used? Extending ERP Systems: Timekeeping system HR hire, terminate HR pay raise, additional pay HR Leave requests Travel authorizations Travel reimbursements, etc. Add/Drop courses Faculty annual reporting Schedule of classes Grade changes Access card requests Health center appt requests Data access requests Custom-built systems: Merit and Promotions Inventory control workflow Motor pool request College request for absence Supplier registration forms Tuition change requests Flexible Integrations Innovative Solutions Rapid Development Enterprise Scope Kuali Rice is on FIRE

10. The Kuali Rice Charter Includes Vision, Objectives, Key Success Factors Implementation Considerations (Licensing, documentation, QA approaches, etc.) Project Delivery Approaches (major / minor releases, etc.) Project Management Practices (planning, communications, change requests, etc.) External Marketing and Communication Project Organization and Governance

11. Kuali Rice Values and Principals Development Ease of Use - quick references and lookups, templates and scaffolds, auto code generation Ease of Implementation – standard configuration files, global parameters, parsers and ingesters, wrappers and API integrations Modularity – loosely coupled components, reusability, swappability Industry Standards – leverage Java standards, tools and conventions Project Standardization – standard naming conventions, documentation, messaging and error handling Version Compatibility – backward compatibility, cross product compatibility with other Kuali software Service Orientation – technology neutral APIs, standard service operations, standard message protocols

12. Kuali Rice Project Governance

13. Kuali Rice Strategic Directions Continue to serve strategic needs of Projects Improve Integrate-ability of Rice Leverage Existing Open Source Communities Embrace Industry Standards Remove Barriers to Entry and Adoption Improve Marketing to Interested Parties Leverage Expertise from other Projects and Communities Encourage Contributions and New Partnership Models

14. Proposed Partnership Models Investing Partners – Project Dues plus 1 FTE for 2 yrs (voting rights on board, ARC, TRC) Contributing Partners – Project Dues plus.5 FTE for 1 yr (Allow staff to get in depth knowledge of Rice, resulting in improved internal support) Joint Venture Partners – Dues and contributions as agreed upon (Allows targeted and accelerated development of major components or functionalities)

15. Current Partnerships Investing Partners – Clemson University – Cornell University – Iowa State University – Indiana University – UC – Davis – UC – San Diego – University of Maryland – University of Washington – Kuali Financial System – Kuali Student – Kuali Coeus – Kuali OLE Contributing Partners – Naval Post Graduate School – Kuali Foundation Joint Venture Partners – Kuali Student

16. Future Partnerships? Kuali Organization Management? Identity and Access Management? Document Management Integration? Localization / Internationalization? Improved Workflow UI? Other interests? – If you have particular development interests please consider partnering with us!

17. Introduction to Kuali Rice Rice Software Overview – Middleware Services – Application Development Frameworks Project Development Methodology Technical Services for Kuali Community Agenda

18. Middleware Services – Kuali Service Bus (KSB) – Kuali Identity Management (KIM) – Kuali Enterprise Workflow (KEW) – Kuali Enterprise Notification (KEN) – Kuali Rule Management System (KRMS) Application Development Frameworks – Kuali Nervous System (KNS) – Kuali Rapid Application Development (KRAD) – eDocLite (EDL) Digging into Rice – The Alphabet Soup

19. Middleware Services Kuali Rice is a service-oriented platform What’s a “Service”? OASIS defines a service as… “A mechanism to enable access to one or more capabilities, where the access is provided using a prescribed interface and is exercised consistent with constraints and policies as specified by the service description.”

20. Kuali Service Bus Service Consumer Service Bus Service Registry Service Registry

21. Kuali Service Bus Service Registry Service Location and Discovery Synchronous Service Invocation Asynchronous Reliable Messaging – Message “Queues” and “Topics” Failover and Load Balancing Security SOAP, REST, Java Serialization

22. Kuali Identity Management Identity and Access Management Services Identity Registry, Groups, Roles, Permissions IAM service integration “platform” Reference implementations of services Services shared across all Kuali applications General enough to be used outside of Kuali

23. Authorization as a Service Groups Perms Application Code Perms Application Code Who has access to what?

24. Authorization as a Service Groups Perms Application Code Who has access to what? Kuali Identity Management

25. Kuali Enterprise Workflow Content-based routing and approval engine Action List Route Log Document Search Notification Pluggable Frameworks for Building Workflow Components

26. Workflow – The Great Enabler Action List

27. Workflow Transactions @ Indiana

28. Kuali Enterprise Notification Processes and dispatches notifications Works in conjunction with the Action List – Unified notification channel Examples: – Overdue library book – A concert on campus – Graduation checklists for seniors Has ability to build and plug in other “delivery” types – Email – SMS – IM

29. Kuali Rule Management System Implements a Business Rule Management System (BRMS) for Kuali BRMS - a system used to define, deploy, execute, monitor and maintain business rules Business Rules – decision logic that is used by operational systems within an organization or enterprise Consists of a rule repository and a rules execution engine Used in support of other modules of Rice – Routing rules in KEW – Validation rules in KRAD

30. KRMS – Kuali Coeus Functional equivalence with MIT Coeus Workflow Rules Notification Rules Validation Rules Questionnaire Rules GUI for maintaining rules Integrates with data in Coeus database Supports custom KC “Functions”

31. KRMS – Kuali Student Kuali Student also has needs for a BRMS Course Prerequisites – Student needs courses – Student needs a minimum GPA of – Student must have permission from advisor – Etc. Workflow routing

32. Application Development Frameworks KNS, KRAD, and eDocLite KNS is the legacy development framework – Used to develop KFS and KC KRAD is the eventual replacement – Driven by requirements of “student-facing” apps – First phase released with Rice 2.0 eDocLite is for form-based application development Frameworks include built-in integration with Rice middleware services

33. Kuali Rapid Application Development Why KRAD? What’s wrong with the KNS? – Struts 1.x based, KRAD is Spring MVC-based – Very little built-in rich user interface support – User experience is targeted to administrative users – Only has built-in support for a small set of screen types An effort to “modernize” the Kuali development platform – Facilitate delivery of a rich user experience – Take advantage of the modern web platform – Increase agility, flexibility, and velocity of the framework Phase 1 delivered in Rice 2.0 Phase 2 to be delivered in Rice 2.1

34. eDocLite Quickly take paper-based forms online Backed by the power of KEW Rapid prototyping Small amount of development effort Applications are “hosted” on the Rice server Great for projects in departments who don’t have development resources Uses XML Stylesheet technology

35. eDocLite – Examples @ Indiana Conflict of Interest Submission Internal Research Funding Request Motor Pool – Student Driver Request Ph.D. Commencement Participation Application Office of Women’s Affairs – Scholarship Application Plus more! We have over 50 forms in production eDocLite is great for empowering the “edge”

36. Project Release Cycles Road Map for major/minor releases prioritized by ARC, consists of Kuali project and institution partners – Major releases every 2-3 years – Minor releases approximately every 6 months Milestone releases every 2-4 weeks

37. Kuali Rice Road Map View full Roadmap at https://wiki.kuali.org/x/KXxyEghttps://wiki.kuali.org/x/KXxyEg Rice Road Map Session at 1:15 in Room 209

38. Project Development Methodology Agile-like development methodology with automation wherever possible Frequent, time-based, usable release iterations of 2-4 weeks High level roadmap items broken down into chunks that fit a milestone timeframe Design occurs in iterations with constant re-evaluation of priorities Daily standups for development teams Continuous integration environment runs nightly, over 3000 unit, integration, and functional tests using jUnit and Selenium Manual acceptance testing run before a milestone is complete Rice 2.0 Development Timeline

39. Technical Services & Standards In addition to the Rice software, the Rice project manages some cross-project technical services Some are more developed, i.e. Infrastructure and Configuration Management UX: Kuali Student has developed a strong set of User Experience (UX)standards and Rice UX is working with them to share these standards QA and Documentation standards are possible future areas for expansion of services

40. Kuali Infrastructure Team of 2 supports common infrastructure for all 8 Kuali applications and Kuali Foundation administrative team Includes: – administration and support of development & collaboration tools, i.e. Jira, Confluence, Google Docs, kuali.org website, svn source control, fisheye, etc. – development of Kuali Information System (KIS) directory of community members and group/account management – development of standards around use of tools like Amazon EC2 cloud infrastructure for test servers and svn directory structure and training projects on using them – manages IP practices via access for contributors and software licenses for purchased software – manages accounts for mobile app stores, inCommon membership, Amazon billing, SSL certificates, domain registration, etc. – provides backup for Kuali Ready SaaS service Always more work than available resources, but the necessary things are always addressed

41. Configuration Management Service Goal: Pool CM resources to form a service that provides dedicated technical management, effective processes and tools to build, package, and deploy code for all Kuali projects. Currently contains Rice and Kuali Student, but will soon include Mobility and OLE Other projects will join as they can afford & fit into their project schedules Achieve economies of scale by using the same resources to implement common CM processes

42. Community Involvement & Support Collaboration list for support questions and other discussion: rice.collab@kuali.org Bi-monthly collaboration/user’s group meeting Contribution Process – Bug fixes handled through project JIRA queue – Contribution JIRA queue to manage larger contributions, cross-project contributions, others Contribution JIRA queue

43. Panel Discussion Dave Keiffer – Ohio State University Michael Oatley – University of Connecticut Tony Potts – rSmart Hampton Sublett – UC Davis Eric Westfall – Indiana University

44. More Information Kuali Rice website: http://kuali.org/ricehttp://kuali.org/rice Kuali Rice wiki page: https://wiki.kuali.org/display/KULRICE/Home https://wiki.kuali.org/display/KULRICE/Home Questions? Email rice.info@kuali.org