1. Building a Portal Framework: The Penn State Student Portal Project Presented By James Leous, Program Manager James Vuccolo, Lead Research Programmer

2. Agenda Introduction Portal GUI Let’s Get Technical Future Directions The Portal Team Wrap Up

3. Introduction What is a portal? Why do we need a portal? Student Portal vs. Commercial Portals Personalization vs. Customization

4. What is a portal? A software application that aggregates heterogeneous data sources into a cohesive customizable presentation

5. Why do we need a portal? The portal is designed to make a person’s Web experience more efficient It is a single point of access to University information resources Ideally the portal will be the primary source of University communications and interactions with its constituents

6. Student Portal vs. Commercial Portals Student Portal –Allows users to have access to institutional data –Keeps user information within the University –Leverages our existing infrastructure –Provides the framework for integration with legacy and future IT systems Commercial Portals –Tracks personal information for a profit –No guarantees when it comes to information privacy –Proprietary infrastructure –Closed framework

7. Customization vs. Personalization Customization –Done by the Portal software when you authenticate –Determines how your portal looks the first time you see it – and every time your roles, and functions change Personalization –Allows you to change the portal’s look and feel –Subscribe/unsubscribe to channels –Set application parameters – reports and report parameters, cities, stocks, dates, e-mail and chat defaults –Format Portal page – colors, columns, … –Create/edit tabs –Add/remove links

8. Portal GUI Our First Design Main Interface Anatomy of a Channel

9. Our First Design

10. Main Interface

11. Anatomy of a Channel Channel Content Channel Title Channel Controls Displays help information. Change channel parameters Move channel to a tab Minimize/maximize channel Remove channel

12. Let’s Get Technical Data Flow Authentication Database LDAP User Data Storage Channels Calendaring Tools

13. Data Flow Client Browser DFS - Storage of user prefs. Apache/SSL Server CGI Programs DB2 DFS - Storage of user prefs.

14. Authentication Authentication to the Portal is accomplished using an Apache module, called mod_auth_dce The module obtains the user’s credentials when he/she authenticates This enables the Web server to write into the user’s DFS file space, because it has his/her credentials

15. Database

16. LDAP Lightweight Directory Access Protocol (LDAP) is a method for providing directory information LDAP is the replacement for Ph/Qi Within the Portal framework LDAP is used to determine a person’s role, to include: –Affiliation (Faculty/Staff or Student) –Campus Code –Semester Standing –Semester Code –Residence Status

17. LDAP cont’d Data that is used by the Portal is deemed as sensitive by nature Ordinary LDAP queries cannot retrieve the Portal attributes The Portal software does a secure bind to retrieve the attributes

18. User Data Storage A user’s Portal data is stored in his/her DFS home directory The Portal data includes: –User customizations –Channel specific data –Personal calendaring data DCE ACLs control access to the Portal data

19. Channels Types –Applet –Content –Execute –Role –Affiliate RSS –What is RSS? –RSS Parser

20. Applet Channel Allows the content developer to embed a Java language applet into the portal Channel characteristics include: –Codebase (optional) –Class file –Width and Height –Jar files (optional)

21. Content Channel HTML –Allows the content developer to specify a file containing HTML to be included in the Portal ASCII –Allows the content developer to specify a file of text that is not to be formatted to be included into the Portal

22. Content Channel cont’d Data source location can be either of the following: –File - channel resides on the Portal machine –URL Channel resides on another machine Enables you to use technologies like ColdFusion, WebObjects, and PHP, which the Portal doesn’t natively support

23. Execute Channel Allows the content developer to specify a program that is executed when the Portal is loaded This program will generate HTML as its output The program is passed two arguments: the user’s Penn State Access Account userid and the current tab number Channel characteristics include: –Program name –Input file (optional) –Output file (optional)

24. Role Channel Very similar to an execute channel Uses LDAP information to determine the user’s role Based on the role, it will load a particular channel For example –Career Services –Dickinson School of Law

25. Affiliate Channel Can be any one of the channels previously mentioned Used for channels, whose content will not fit inside of a normal-sized channel The content will be displayed in a new window

26. What is RSS? Rich Site Summary or RSS is an eXtensible Markup Language (XML) based format developed by Netscape for channels that are used in their portal (NetCenter) RSS defines an XML grammar (a set of HTML- like tags) for sharing news Each RSS text file contains both static information about your site, plus dynamic information about your news stories, all surrounded by matching start and end tags

27. RSS Parser The parser performs the following: –Syntax checks an RSS file to make sure it conforms to the Document Type Definition (DTD) –Performs feature extraction –Generates HTML using the extracted features Developed using Lex, Yacc and C

28. Calendaring The portal currently only supports personal calendaring The interface provides month, day, and week views Calendar data is stored is in iCalendar format –rfc2445 - Internet Calendaring and Scheduling Core Object Specification –The Portal uses an open source library called libiCal

29. Tools Software Development –Sun Workshop C Compiler –Lex –Yacc –Awk –Sed –Perl –Bourne Shell Web Server –Apache/SSL –Mod_Auth_DCE Database –IBM DB2 Enterprise Ed. LDAP –IBM Secureway Directory Revision Control –RCS Calendaring –iCal

30. Future Directions Development of faculty/staff Portal Increase Penn State specific Portal content Drive changes in University business processes Use this to re-engineer the way electronic information at Penn State is created, disseminated, updated, and presented Pursue as an open source initiative

31. The Portal Team OAS –Peter deVries –Ron Rash –Carl Seybold Raytheon –Lesley Wills (formerly with OAS) CAC –Karen Hackett –John Kalbach –Steve Kellogg –James Leous –Jeff Mace –Kevin Morooney –James Vuccolo CETS –Jo Nutter

32. Wrap Up Comments Questions