Government and
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Mike PotterOpen Atrium Lead Architect
Email: [email protected]: mpotter
Greg WilsonDirector, Public Sector Practice
Email: [email protected]: @agregwilson
Who are we ?
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Agenda• What is Open Atrium?
• How Government can use Open Atrium
• Workflow, case management, issue tracking
• Demo!
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What is Open Atrium?
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Open Atrium is open source collaboration software used to build intranets, portals, & collaboration
platforms for organizations.openatrium.com
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docs.openatrium.comDocumentation Site
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Download from Drupal.org• http://drupal.org/project/openatrium
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Download from Drupal.org• http://drupal.org/project/openatrium
Click the link to download latest version
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Take it for a Spin! New installer only takes TWO minutes!!
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What does Open Atrium 2 do ?
• Atrium has native features to support knowledge management, collaboration, communication, and workflow (issue tracking, case management).
• Via its pluggable framework, it extends to integrate with enterprise-level applications for project tracking (e.g., JIRA), time tracking (e.g., Harvest, OpenAir), wikis (e.g., Confluence), and document management or ECM (e.g., Alfresco, SharePoint).
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Discussions Documents Events Tasks
Data Privacy Workflow Custom Layout Notifications Multimedia Activity Streams
CMS Framework
Open Atrium CORE
Open Atrium Apps
Friday, August 1, 14
Discussions Documents Events Tasks
Data Privacy Workflow Custom Layout Notifications Multimedia Activity Streams
CMS Framework
Open Atrium CORE
Open Atrium Apps
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Open Atrium 2 can be used to... • Manage projects and stakeholders
• Engage internal/external stakeholders in a discussion forum
• Build an Intranet or manage knowledge
• Engage and inform constituents through a web portal
• Create an extranet for sharing access-controlled information for knowledge management
• Extend SharePoint (or other document/ECM systems)
or....
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Create a Case Management Application
• Workflow • Work queues • Dashboards• Document management • Integration with enterprise systems• Fine-grained access control • Identity management
Create an enterprise-grade, case management application that provides workflow, social collaboration, and rich security controls - in an open source future-friendly platform
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A busy year!
• Released initial Alpha at DrupalCon Portland 1+ ago.
• Released Public 2.0 version at BADcamp (Berkeley) in October 2013.
• Continued regular releases , support, and webinars.
• Continued adding new features (Blueprints/cloning, etc)
• Version 2.19 released 5/30/2014
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Open Atrium 2 Adoption
Open Atrium 2
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Customized Site/Feature “Tours”
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Blueprints
• Create the entire structure of your Space
• Including Subspaces, Sections, colors, banners, teams, permissions, etc
• Add any sample content you want to include
• Save this Space as a “Blueprint” and use it as a starting point for new Spaces.
Pre-built structures designed around a particular business need.
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Cloning
• Can clone individual content, sections, spaces
• Cloning is a one-time copy, vs creating a re-useable Blueprint
• Creating a new space using a Blueprint essentially clones the original space that was used to create Blueprint
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WorkflowApplications inOpen Atrium 2
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Workflow
• Each Space, Subspace, or Sectioncan have its own Workflow profile.
• Allows for different workflows for Documents vs Events vs Tasks
• Teams and Groups used for Moderation
• Integrates Drupal Workbench Moderation module
A “Workflow Profile” is a collection of States and Transitions
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Modules used• “Workbench”, “Workbench Moderation”
• “Workbench Moderation Profiles” (sandbox) by srjoshallows multiple “workflow profiles” to be created(srjosh is now a co-maintainer of workbench_moderation)
• Open Atrium Workbench (oa_workbench) by dsnopekassigns profiles to Spaces
• oa_access, oa_workbench_access by dsnopekadds Group and Team permissions
• “Workbench Moderation Scheduled Transitions” (sandbox) by srjoshAllows transitions to be scheduled
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Demo Workflow Profile StatesTransitions
Allowed?
Draft
Assigned
Published
Assign to Project
Publish
Publish Immediately
Return for Revision
Manager
Manager
Manager
Needs Review
Send for ApprovalTechnician
Manager
UnpublishManager
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Demo Time!
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Email: [email protected]: #open-atrium
Twitter: @openatrium
Connect with us:
More information:Drupal Project: drupal.org/project/openatrium
Documentation: docs.openatrium.com
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Hands-on Open Atrium Training
• Online 8-hr live training available
• Hands-on class taught by Mike Potter
• Monthly (last Thursday of the month)
• Contact [email protected] more details and pricing.
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Sample Training Agenda• Introductions• Overview of Collaboration Software• Information Architecture (IA)• Overview of Open Atrium 2• Installing OA2
• Spaces, Groups, Teams, Members• Changing Layout with Panopoly• Colors, Banners, Menus• Discussions• Knowledge Management
• Event Management• Work Tracker• Blueprints and Cloning• Workflow• Advanced Customization• Plugins• Roadmap & Wrapup
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PHASE2TECHNOLOGY.COM
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Extraneous Slides
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Workflow States• States defined site-wide
and are the same forall content types
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Workflow Transitions• Transitions are site-wide
• You can choose whichtransitions are addedto your Workflow Profile
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Workflow Profile• Profiles are defined site-wide
• Provides the list of profilesa Space-Admin can selectfrom for their content.
• A Workflow Profile isjust a list of transitions.
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Enable Workflow for Content Type
1. DrupalAdmin -> Structure -> Content Types
2. In Publishing options:Enable “Create new revision”
3. “Enable moderation of revisions”
4. Set default state
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Enable Workflow within Space• From Space page:
Config -> Workbench Moderation
• Select which Workflow Profile
• Select default State
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Drupal Permissions• Grant “view all
unpublished content”to all users
• Grant all transitionsto all users
• Workbench willREMOVE permissionsas needed
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OG Permissions• Grant transitions as desired for default behavior across Spaces
• Each Space can override these permissions
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Create new content1
Workflow status widget
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Viewing the Document
• As Space Member:
• To send this to the Needs Review stateclick the Apply button
• Can send it back to Draftstate if desired
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Approving the Document• As Space Admin:
• Select “My workbench” fromuser badge drop-down menu in main toolbar
• Go to “Needs Review” tab
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Draft and Published revisions• Can have a Draft that is separate from currently Published
• Click “New Draft” to create a new draft
• Select “Moderate” from “gear icon” to see revisions
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Scheduled Transitions1. Enable:
workbench_moderation_scheduled_transition
2. Select “Schedule” from “gear icon”
3. Add a new schedule
4. Select the transition and the date/time
5. Uses cron task to perform transition
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More detailed permissions
• Enable oa_access and oa_workbench_access
• Can set Group and Team level permissions
• Group and Team permissions REMOVE existing access
• Team permission can override Group permission
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Group permissions
• Groups:/groups/oa_accessAdmin -> OpenAtrium -> Groups-> Group Permissions
• Be sure they have permissionto View Unpublished Content
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Team permissions
• Teams:Space -> Config -> Team permissions
• Overrides the Group permissions
• Set to “none” to prevent override
• Can only REMOVE permissions(so still need to grant Drupal and OG)
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Workflow per Section• Enable:
oa_workbench_section_profile
• Adds a field to the Section page to select Profile
• Allows different workflows for different content types
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Workflow Widget• Allows content in various states to be displayed
• Columns can be customized
• Show from any Space/Section
• Great for user dashboards!
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Workflow Summary• Can create complex workflows to match business rules
• Different workflows can exist across Spaces and Sections
• Rich access control permissions for roles, Groups, Teams
• Advanced features such as Scheduled Transitions
• Intuitive user interface (dashboard) for content creators and approvers
• Works across all Open Atrium content types(discussions, documents, events, tasks, custom added types)
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