1. Running Kuali: A Technical Perspective Ailish Byrne - Indiana University Jay Sissom - Indiana University Foundation

2. Overview Requirements Setup/Installation Build Configuration Basic Data Setup Service Configuration Workflow Rules System Parameters HTML Customization

3. Required Technical Knowledge Java XML Spring Struts OJB Web (http, jsp, tags) Log4J JUnit Tomcat Oracle

4. Requirements - Database 1GB RAM min - 4GB recommended 2 CPU min - more would be good 11GB data disk space Oracle 10g Enterprise Edition Tested on Redhat Enterprise Linux, AIX, Windows XP/2003 https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup

5. Requirements - Web 2GB RAM minimum 2 CPU AMD 1GB disk space for application Consider Load Balancing Tested on Redhat Enterprise Linux, Mac OS/X, Windows XP/2003 https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup

6. Requirements - Batch 2GB RAM minimum CPU - depends on parallel vs. sequential batch schedule 36MB disk space for application Tested on Redhat Enterprise Linux, Mac OS/X, Windows XP/2003 https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup

7. Kuali Distribution Download Kuali Binary & Source Extract zip file Optionally import into Eclipse Obtain and setup JDK 1.5.0_08 & ANT 1.6.3 Setup database Execute the ant help target of build-packaged.xml Follow instructions on screen http://kuali.org/resources/download.shtml https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup#TestServerSetup-setupdatabase

8. Other J2EE Software https://test.kuali.org/confluence/display/KULCFG/Test+Server+Setup Apache 2.0.55Recommended for implementation Eclipse 3.1.2Optional for development Zeus ZXTM-lbOptional for load balancing Anthill Pro 2.50.18998 Optional for unit testing

9. Build Configuration build-packaged.properties –Machine and user specific configuration –e.g. encryption key, mail server, directory locations dev = source / tst = binary build-packaged-dev.properties –Environment specific configuration –e.g. server URL, datasource info

10. Basic Data Setup Some tables must be reviewed Some tables must be populated Some unneeded codes should be inactivated https://test.kuali.org/confluence/display/KULCFG/Application+Data+Setup

11. Service Config & Overrides Update build-packaged.properties with your institution code Create your institution spring beans file Modify appropriate build properties with your values to customize external config files Add your service override bean definitions to your institution spring beans file https://test.kuali.org/confluence/x/wVM

12. Service Config & Overrides Kuali logging levels can be increased or decreased Log4j config files in externalConfigDirectory –log4j.properties for web app and batch –workflow-log4j.properties for workflow By default –Batch logs go to standard out –Web/Workflow logs go to log files

13. Workflow Rules Add rules for pre-configured rule templates via the workflow rule document Add custom rules –Upload xml rule attribute definition(s) –Upload xml rule template definition –Upload new document type definition https://test.kuali.org/confluence/display/KULDOC/Case+Studies+and+Examples

14. System Parameters/Rules Review/update existing Create and populate workgroup that should have maintenance permission Create corresponding security group Add parameter (value to control runtime system behavior) or rule (definition of legal/illegal values) https://test.kuali.org/confluence/x/-kw

15. HTML View Customization Your institution can customize the look and feel of the Web UI Images and CSS files can be easily changed distribution/work/web-root/css/portal.css JSP tags can be modified to remove from or add to screens

16. Conclusion Kuali is very configurable for your institution Support: kualitestdrive@oncourse.iu.edu Questions?