OA2 for Goverment

Government and

Friday, August 1, 14

Mike PotterOpen Atrium Lead Architect

Email: [email protected]: mpotter

Greg WilsonDirector, Public Sector Practice

Email: [email protected]: @agregwilson

Who are we ?


mailto:[email protected]




Agenda• What is Open Atrium?

• How Government can use Open Atrium

• Workflow, case management, issue tracking

• Demo!


What is Open Atrium?


Open Atrium is open source collaboration software used to build intranets, portals, & collaboration

platforms for organizations.openatrium.com


http://drupal.org/project/openatrium


docs.openatrium.comDocumentation Site




Download from Drupal.org• http://drupal.org/project/openatrium




Download from Drupal.org• http://drupal.org/project/openatrium

Click the link to download latest version




Take it for a Spin! New installer only takes TWO minutes!!


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).


Discussions Documents Events Tasks

Data Privacy Workflow Custom Layout Notifications Multimedia Activity Streams

CMS Framework

Open Atrium CORE

Open Atrium Apps


Discussions Documents Events Tasks

Data Privacy Workflow Custom Layout Notifications Multimedia Activity Streams

CMS Framework

Open Atrium CORE

Open Atrium Apps



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....




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


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

0

200

400

600

800

1,000

1,200

Apr-2013

May-2013

Jun-2013

Jul-2013

Aug-2013

Sep-2013

Oct-2013

Nov-2013

Dec-2013

Jan-2014

Feb-2014

Mar-2014

Apr-2014

May-2014

Open Atrium 2 Adoption

Open Atrium 2

Alph

a (D

rupa

lCon

Por

tland

)

OA 2

.0 R

elea

se (B

ADca

mp)


Customized Site/Feature “Tours”


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.




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


WorkflowApplications inOpen Atrium 2


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


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


https://drupal.org/sandbox/srjosh/2191231

https://drupal.org/sandbox/srjosh/2191231

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


Demo Time!


Email: [email protected]: #open-atrium

Twitter: @openatrium

Connect with us:

More information:Drupal Project: drupal.org/project/openatrium

Documentation: docs.openatrium.com












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.




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


PHASE2TECHNOLOGY.COM


Extraneous Slides


Workflow States• States defined site-wide

and are the same forall content types


Workflow Transitions• Transitions are site-wide

• You can choose whichtransitions are addedto your Workflow Profile


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.


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

1

23

4


Enable Workflow within Space• From Space page:

Config -> Workbench Moderation

• Select which Workflow Profile

• Select default State


Drupal Permissions• Grant “view all

unpublished content”to all users

• Grant all transitionsto all users

• Workbench willREMOVE permissionsas needed


OG Permissions• Grant transitions as desired for default behavior across Spaces

• Each Space can override these permissions


Create new content1

Workflow status widget


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


Approving the Document• As Space Admin:

• Select “My workbench” fromuser badge drop-down menu in main toolbar

• Go to “Needs Review” tab


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


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

2

4


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


Group permissions

• Groups:/groups/oa_accessAdmin -> OpenAtrium -> Groups-> Group Permissions

• Be sure they have permissionto View Unpublished Content


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)


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


Workflow Widget• Allows content in various states to be displayed

• Columns can be customized

• Show from any Space/Section

• Great for user dashboards!


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)


Technology

OA2 for Goverment