Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Preparing and Planning your Portal Implementation June 2007

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Today’s Presenters Jim GallamoDirector Sonya HughesWeb Specialist

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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.

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Presentation Outline CUA Overview Technology Environment History Vision Requirements Implementation Development

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Catholic University of America Located in Washington, DC Founded in Students 1500 Faculty and Staff Undergrad, Grad and Doctoral programs 12 Schools including Law School Research – Tier II

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA CUA Portal History StudentNet – 1998 –ASP, EDA, RDB,VAX Cardinal Students – 1999 –PeopleSoft HTML Access –PeopleTools v.7.6, Windows, Solaris, Oracle – 2002 –ColdFusion Cardinal Station – 2005 –PeopleSoft Enterprise Portal, –PeopleTools v8.4, Windows, Oracle

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Server Environment

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Portal Requirements (cont’d) Native system integration Load balancing and encryption Easy maintenance and upgrades Full service and support Easy personalization Cross-platform compatibility Resource finder Search functionality

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Portal Requirements (cont’d) Single sign-on between systems Site and user management Ease of updating and upgrading Universal Access Functional and technical training Workflow Management

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA CUA Options uPortal PeopleSoft Enterprise Portal BlackBoard Portal Custom-built Portal (ColdFusion)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Product Selected PeopleSoft Enterprise Portal –Met most functional/technical requirements –Easiest integration –In-house knowledge –Piggyback on existing technology –Low cost of entry

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Implementation Process (cont’d) Design visual identity/branding Develop testing plan Create appropriate documentation Develop communication plan Provide training Launch Portal

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Development Steps Installation Account creation Branding Site Management CREF, Shortcut List and Pagelet creation Migration and upkeep

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Account Creation/Security Created three super-user accounts –2 associate directors –Web specialist Created add’l accounts for security management Established Roles for Students, Faculty, Staff, Alumni and Applicants

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Branding

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Branding (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Branding (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Branding (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Site Management

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Site Management (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA CREFs, Shortcuts and Pagelets (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA CREFs, Shortcuts and Pagelets (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA CREFs, Shortcuts and Pagelets (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Last Slide! Live Demonstration Questions Jim Gallamo Sonya Hughes