1. James Smith, University of Arizona Barbara Sutton, Cornell University
Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!)
James Smith, University of Arizona
Barbara Sutton, Cornell University

2. Agenda
What’s the Point?
Acronyms
Tech Talk
Concepts
Infrastructure
Flexibility
Confused?

3. It helps to understand, “just a little…”
What’s the Point?
It helps to understand, “just a little…”
Connect the dots
Increase your self-confidence
Resume booster & social status enhancer
Impress tech staff & reduce “glaze-over” effect
Put some teeth into your technical requests
Broaden your social circle

4. Acronyms
How many K-Acronyms?

5. Acronyms K: The Projects (4.x) KFS - Kuali Financial System
KEM – Kuali Endowment Management
KC(RA) – Kuali Coeus (Research Admin)
KRice – Kuali Rice
KS – Kuali Student

6. K: The Infrastructure - Rice (5)
Acronyms
K: The Infrastructure - Rice (5)
KEN – Kuali Enterprise Notification
KEW – Kuali Enterprise Workflow
KIM – Kuali Identity Management
KNS – Kuali Nervous System
KSB – Kuali Service Bus

7. K: The Councils & Miscellaneous (6)
Acronyms
K: The Councils & Miscellaneous (6)
KCFC – Kuali Coeus Functional Council
KFFC – Kuali Financials Functional Council
KSFC – Kuali Student Functional Council
KIT – Kuali Integration Team*
KTC – Kuali Technical Council*
KTD – Kuali Test Drive
*currently being restructured into a new Kuali Rice governance model – more to come on this in the future!

8. Acronyms Non-K: The People BA or LBA – Business Analyst (lead)
CA – Commercial Affiliate
DM – Development Manager
ED – Executive Director
LD – Lead Developer
PM – Project Manager
SME – Subject Matter Expert

9. Acronyms Non-K: The Terms DD – Data Dictionary
ERD – Entity Relationship Diagram
JPA – Java Persistence Architecture
OJB – Object Relational Bridge
OLRT – Online Real Time

10. What do these have in common with Kuali?
Tech Talk
What do these have in common with Kuali?

11. Tech Talk
Java!

12. Tech Talk

13. Tech Talk
What is Java and why do we care?

14. Tech Talk
What else do we use?
Struts
Helps draw the screens
Controls application flow
Spring
Flexibility!!!
Transaction management

15. Tech Talk
OJB - Object Relational Bridge vs.
JPA – Java Persistence Architecture
Tells the application how to map things to the database
Saves / queries
OJB (old)
JPA (new)

16. 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

17. Tech Talk
Apache Tomcat
Translates between application code and the web browser
Commercial applications work too, but Tomcat is open source and freely available

18. Tech Talk
ERD - Entity Relationship Diagram
What does your account table look like?
How does it relate
to your chart?

19. Tech Talk
DD - Data Dictionary
How big am I?
What’s my label?
Am I a number?
Do I have valid values?
Rapid development!

20. Concepts

21. Maintenance Documents
Concepts
Maintenance Documents
How do I change the attributes of my accounts and keep track of changes?
The set designer
Transactional Documents
How do I move $1000 from account A to account B?
The actor

22. Concepts Lookups Inquiries Custom Document Searches
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?

23. 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

24. Concepts Core Modules (the things we couldn’t live without)
Chart of Accounts
Financial Processing
General Ledger
Pre-Disbursement Processor
Vendor

25. Concepts Modularization Everything else you can plug in if you want
Purchasing/Accounts Payable
Accounts Receivable
Contracts & Grants
…though, of course, KFS will come with a full set of this functionality as well

26. Concepts Active Indicator
Flag business object as inactive to prevent erroneous use in KFS
Preserves historical data
Audit trail 

27. Concepts
Collections
Lists of entities of one type that relate to entities of another type
Accounting Lines on the Transfer of Funds Document
Contacts on a vendor
Active Indicator: How do I disassociate this old phone number with this vendor without having to dig for that historical information?

28. Infrastructure
AKA - Rice

29. KSB - Kuali Service Bus KEW - Workflow KEN - Notification
Infrastructure
KSB - Kuali Service Bus
We can talk to other applications
KEW - Workflow
Routes e-Docs based on rules
KEN - Notification
Facilitates use of KEW to generate & route messages

30. KNS - Kuali Nervous System
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
KS and KCRA too!

31. KIM - Identity Management
Infrastructure
KIM - Identity Management
Shared common table for user data
Specific “Associations” in each project

32. Flexibility

33. Flexibility 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?

34. Flexibility Functional Flexibility Rules Parameters
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…

35. 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 &
Options for filters, display fields, labels, etc. and notification

36. Confused?
Q & A