1. © 2004, The Trustees of Indiana University Kuali Project Development Methodology, Architecture, and Standards James Thomas, Kuali Project Manager Brian McGough, Kuali Lead Architect

2. © 2004, The Trustees of Indiana University Session Agenda Kuali Project Overview (brief) Kuali Development Methodology Kuali Architecture Standard Development Tools and Frameworks

3. © 2004, The Trustees of Indiana University Kuali Project Overview

4. © 2004, The Trustees of Indiana University Overview Project Timeline Technical work began in November 2004 “Official” kickoff in January 2005 Mellon grant received March 2005 Phase I release planned for March 31 st, 2006 – General Ledger, Chart of Accounts, Financial Transaction Documents

5. © 2004, The Trustees of Indiana University Overview Development Organization 8 Development teams composed of –Development Manager –Lead Developer/Developers –Business Analyst –Testing Coordinator Infrastructure Staff –Lead Architect –Configuration Manager –Developer DBA –QA Manager

6. © 2004, The Trustees of Indiana University Overview Development Teams Phase I –Nervous System –General Ledger –Chart of Accounts –Financial Transaction Documents Phase II –Purchasing/Accounts Payable –Kuali Research Administration (KRA)

7. © 2004, The Trustees of Indiana University Overview Future Development Teams (Phase II) Labor Distribution Capital Asset Management Contracts and Grants Accounts Receivable Budgeting Endowment

8. © 2004, The Trustees of Indiana University Kuali Development Methodology

9. © 2004, The Trustees of Indiana University Methodology Development Methodology for delivering working software Flexible (b/c the only certainty is change) Efficient Results-Oriented People-Centered Feedback Driven Sustainable

10. © 2004, The Trustees of Indiana University Methodology Strategy Plan for shorter development cycles Embrace change Developers and functional experts work together continuously Open communication Quality software builds trust and faith Keep it simple/avoid over-engineering

11. © 2004, The Trustees of Indiana University Methodology The “Nervous System” A framework composed of common components across e-Docs Allows for rapid creation of e-Doc “skeleton” so majority of time can be spent on business rules Ensures consistency across Kuali development teams Helps to enforce usability and accessibility recommendations across modules

12. © 2004, The Trustees of Indiana University Methodology Some “Nervous System” Components Lookup Framework Inquiry Mechanism Maintenance Framework Accounting Line Structure GL Pending Entry Structure Authentication Component Authorization Component Workflow Component Document Notes and AttachmentsC Customization Components Validation Framework Kuali Tag Library

13. © 2004, The Trustees of Indiana University Kuali Project Architecture

14. © 2004, The Trustees of Indiana University Architecture Key Objectives Design highly functional and flexible software Technology choices based on industry standard, open source, and “proven” solutions Deliver applications via loosely-coupled components and services with clearly defined APIs Leverage core “IT assets” Emphasize code re-use/reduce redundancy

15. © 2004, The Trustees of Indiana University Architecture

16. © 2004, The Trustees of Indiana University Architecture Service Oriented Architecture (SOA) Services are loosely coupled. Services have well-defined interfaces and are reusable. Focus on business processes

17. © 2004, The Trustees of Indiana University Architecture

18. © 2004, The Trustees of Indiana University Architecture Benefits of SOA Improved ROI – some reusable components will outlive applications Easier to maintain code base Code Mobility

19. © 2004, The Trustees of Indiana University Kuali Standard Development Tools and Frameworks

20. © 2004, The Trustees of Indiana University Tools/Frameworks Standards Java 2 Enterprise Edition (J2EE) XML/XSLT Tools/Frameworks Struts/JSTL Spring Object Relational Bridge (OJB) jUnit and jMeter Log4J

21. © 2004, The Trustees of Indiana University Platforms Web Server: Linux, Apache Application Server: Linux, Tomcat 5 DBMS: Oracle * *avoiding triggers, stored procedures, proprietary data types, etc. in order to achieve database independence

22. © 2004, The Trustees of Indiana University Key Kuali Infrastructure Portal & Workflow

23. © 2004, The Trustees of Indiana University Enterprise Portal Kuali services will be designed to be delivered via a standard enterprise portal framework Access to “Action List” service for managing electronic transactions (eDocs) via enterprise workflow

24. © 2004, The Trustees of Indiana University Power of Workflow A general-purpose infrastructure for conducting mediated transactions with electronic documents (eDocs) Quick, easy, and accurate routing Automate University business rules Complete Audit Trail

25. © 2004, The Trustees of Indiana University OneStart Workflow EXAMPLE: OneStart Workflow is currently routing over 1,800 eDocs/day and 55,000/mo Human Resources eDocs previously requiring 1 to 2 weeks to process have been approved in < 1 hour 38 different types of eDocs from 3 diff apps

26. © 2004, The Trustees of Indiana University Conclusions

27. © 2004, The Trustees of Indiana University Conclusions Kuali Partners are committed to: Community Source Software Service Oriented Architecture Iterative and Flexible Methodology Open Standards Enterprise Application Integration

28. © 2004, The Trustees of Indiana University Questions? Technical Q&A Session Wednesday, 10/12 at 8:00AM James Thomas Project Manager jthomas@indiana.edu Brian McGough Lead Architect bmcgough@indiana.edu