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Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!). Ailish Byrne, Indiana University Barbara Sutton, Cornell University. Agenda. Acronyms Tech Talk Concepts Infrastructure Flexibility Confused?. Acronyms. How many K-Acronyms?. Acronyms. K: The Projects (5) - PowerPoint PPT Presentation
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Technical Overview for “Functionals” (Kuali-eze…It’s a Foreign Language!)
Ailish Byrne, Indiana UniversityBarbara Sutton, Cornell University
Agenda
• Acronyms• Tech Talk• Concepts• Infrastructure• Flexibility• Confused?
Acronyms
How many K-Acronyms?
Acronyms
K: The Projects (5)KEM – Kuali Endowment Module KFS - Kuali Financial SystemKRA – Kuali Research AdministrationKRice – Kuali RiceKS – Kuali Student
Acronyms
K: The Infrastructure - Rice (6)KEN – Kuali Enterprise Notification KEW – Kuali Enterprise WorkflowKIM – Kuali Identity ManagementKNS – Kuali Nervous SystemKOM – Kuali Organization ManagementKSB - Kuali Service Bus
Acronyms
K: The Councils & Miscellaneous (6)KFFC - Kuali Financials Functional CouncilKRFC – Kuali Research Functional CouncilKSFC – Kuali Student Functional CouncilKIT – Kuali Integration TeamKTC – Kuali Technical CouncilKTD – Kuali Test Drive (KFS)
Acronyms
Non-K: The People BA or LBA - Business Analyst (lead) DM - Development Manager PM - Project Manager SME - Subject Matter Expert
Acronyms
Non-K: The Terms DD - Data Dictionary ERD - Entity Relationship Diagram JPA - Java Persistence Architecture OJB - Object Relational Bridge
Tech Talk
What do these have in common with Kuali?
Tech Talk
Java!
Tech Talk
Tech Talk
StrutsHelps draw the screensControls application flowSpringFlexibility!!!Transaction management
Tech Talk
OJB - Object Relational Bridge vs.JPA – Java Persistence ArchitectureTells the application how to map things to
the databaseSaves / queriesOJB (Jordan Knight)JPA (Justin Timberlake)
Tech Talk
Service BusCarries messages from one application to
anotherHuman 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
Tech Talk
Apache TomcatTranslates between application code and
the web browserDrops you off a cliff, or scratches your
eyes out?Purrs happily and takes you where you
need to go, if you scratch behind the ears
Tech Talk
ERD - Entity Relationship DiagramWhat does your account table look like?How does it relate to your chart?
Tech Talk
DD - Data DictionaryHow big am I?Am I a number?Do I have valid values?Rapid development!
Concepts
Concepts
Maintenance DocumentsHow do I change the attributes of my
accounts and keep track of changes?
Transactional DocumentsHow do I move $1000 from account A to
account B?
Concepts
LookupsHow 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 SearchesHow can I look at all the transfers from or to
account A? Or, look at all the changes to the attributes of account A?
Concepts
ModularizationWhat 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
Concepts
Active IndicatorFlag business object as inactive to prevent
erroneous use in KFSPreserves historical dataAudit trail
Concepts
CollectionsAccounting Lines on the Transfer of Funds
DocumentContacts on a vendorLists of entities of one type that relate to
entities of another typeActive Indicator: How do I disassociate this old
phone number with this vendor without having to dig for that historical information?
Infrastructure
AKA - Rice
Infrastructure
KSB - Kuali Service BusThe wheels on the bus go round and round…
remember that game called memory?KEW - WorkflowRoutes e-Docs based on rulesKEN - NotificationFacilitates use of KEW to generate & route
messages
Infrastructure
KNS - Kuali Nervous SystemEverything looks and feels the same, and mydevelopers are fast!KFNS - KFS Nervous System
Infrastructure components unique to KFSKRNS - KRA Nervous System
Infrastructure components unique to KRAKSNS - KS Nervous System
Infrastructure components unique to KS
Infrastructure
KIM - Identity Management Shared common table for user data Specific “Associations” in each projectKOM - Organization Management Shared common table for external entity data Specific “Associations” in each project
Flexibility
Flexibility
Technical FlexibilityCommunity Source
Access to code for customizationsSupports MySQL & Oracle
Works with either; MySQL is free!Supports various OS
UNIX/LINUXWindowsOSX
AuthenticationShould we use CAS or Shiboleth to log users in?
Flexibility
Functional FlexibilityRules
Create workflow to meet your needsParameters
Create business rules to meet your needsExtended Attributes
Create unique business elements to meet your reportingand routing needs
AuthorizationWho can initiate documents, see or edit certain fields, seean SSN instead of **********, inquire on certain tables…
Flexibility
User FlexibilityLookup/Inquiry & Document Search
Lookups = valid values from within an e-DocDoc Search = actual transaction or document that affected
the systemOnline Help & User Guide
Page-level online help on every screen in KFSStand alone User Guide also available
Workflow User Preferences - Action List & e-mailOptions for filters, display fields, labels, etc. and e-mail
notification
Confused?
Q & A
