IMS LIS 2.0 & Sakai Nate Angell, Sakai Product Manager, The rSmart Group, Inc. Duffy Gillman, Sr. Software Engineer, The rSmart Group, Inc. Alan Hanson, VP Product Management, Teaching and Learning, Sungard SCT

12th Sakai Conference – Los Angeles, California – June 14-16 Overview 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Overview Improved Ability for Synching Data rSmart Increment to Sakora Tool Contributed by Unicon Learning Information Services (LIS) 2.0 IMS Global Learning Consortium Standard for SIS - LMS Integration 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Problem Space Courses Sites Sections CLE Groups SIS Instructors Synchronization & Mapping Students Roles Enrollments 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Sakai SIS Integration SIS Batch Template Site Shells Automatic Site Creation per Course CLE SIS Site Templates Batch Files 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Sakai SIS Integration Course Management (CM) Rich Course Data Model Data Staged in Sakai Rosters Pulled in at Site Creation Time CLE SIS Staging Tables Batch Files 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Sakai SIS Integration Course Management - Site/Roster Mapping 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Sakora Builds on Course Management Site Creator Maps Rosters to Sites Additional Import Capabilities rSmart Partnership with Sungard to Incorporate and Test LIS 2.0 with Sakora 12th Sakai Conference – Los Angeles, California – June 14-16

Banner Integration for eLearning with LIS 2.0 12th Sakai Conference – Los Angeles, California – June 14-16

IMS Learning Information Services 2.0 SunGard views the Learning Information Services 2.0 specification as a significant step forward in terms of delivering a robust, comprehensive, and service-oriented industry standard SunGard Higher Education is committed to adopting LIS 2.0 and has already completed coding and testing for the core functionality SunGard plans to start Beta testing LIS 2.0 compliant integration capabilities in Q2, 2011 eLearning 8.0.x (IMS 1.1) and eLearning 8.1+ (LIS 2.0) will coexist, but ultimately customers will need to upgrade 12th Sakai Conference – Los Angeles, California – June 14-16

Learning Information Services 2.0 Specifications Person Management Service (PMS) Group Management Service (GMS) Membership Management Service (MMS) Course Management Service (CMS) - NEW Outcomes Management Service (OMS) - NEW Bulk Data Exchange Management Service (BDEMS) - NEW WSDL Bindings for all SOAP-based web services Higher Education Profile SunGard Higher Education Profile 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Bulk Data Exchange Provides export of data out of Banner in batch mode Process extracts data and formats data into LIS 2.0 compliant XML objects Output into one or multiple files Two major administrative concepts: Filter Criteria Tasks Once the bulk data file is created in an LIS 2.0 compliant format it is the responsibility of the partner system to import it 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Filter Criteria – 1 of 3 Allows user to select and filter the data extracted from the Banner database and produced in the xml output file. Filter Name Filter Description Population Selection (use any existing Banner Population Selection). Term Selection – All or Selected College Selection – All or Selected Department Selection - All or Selected 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Filter Criteria – 2 of 3 Person Selection (capability to select persons who have a Logon ID only) Filter based on person roles: Institution Roles: Student, Faculty, Learner, Instructor, Staff, Alumni, ProspectiveStudent, Administrator, None Custom Roles (continue to publish existing custom roles): Friends, Finance, DevelopmentOfficer, Prospect, Applicant, InstitutionAccept, ApplicantAccept, BannerINB, Finaid 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Filter Criteria – 3 of 3 Partner Code Selection For one or more LMS (Learning Management System) Institution Codes For clients using Multi-Entity Processing - Pending Inactive Enrollments Faculty Department Course Data – All, Limited, Specific, Active or None Course Section Data – All, Limited, Specific or None Student Enrollment Data – All, Limited, Specific or None Cross List Data – All, Limited, Specific or None Faculty Assignment – All, Limited Specific or None 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Task Definitions Allows user to define, organize and schedule Bulk Data Extract tasks Task Name Task Description File Location File Size Limit (in MB) Partner Name Works in conjunction with Filter Criteria 12th Sakai Conference – Los Angeles, California – June 14-16

Bulk Data Exchange – Service Operations announceBulkDataExchange – This operation is provided by the target application (in LMS terminology the “Sync Agent” - Luminis, rSmart, Blackboard etc.,). Once an extract file is complete, we have the capability to call this operation. reportBulkDataExchange – Our solution exposes a web service for the Sync Agent system to report the status of the bulk data import. 12th Sakai Conference – Los Angeles, California – June 14-16

Bulk Data Exchange – Person data extract use case User configures filter criteria for bulk Person data extract Bulk Data Extract process is executed and produces Bulk Data Transaction File(s) constrained by configuration Maximum file size can be specified resulting in multiple Transaction Files depending on volume of data Once the process is complete a ‘bulkBlockManifest’ object is created to inform the consuming system regarding the Transaction File(s) to be picked up and processed The ‘bulkBlockManifest’ is incorporated into an announceBulkDataExchange SOAP Request which is transmitted to the service endpoint exposed by the consuming system (the Learning Management System (LMS)) announceBulkDataExchange response is received by Integration for eLearning Data transfer is initiated either via FTP or directly via HTTPS 12th Sakai Conference – Los Angeles, California – June 14-16

Bulk Data Exchange Interaction Diagram – Banner Initiated (Banner SIS) (Sakai CLE) announceBulkDataExchange reportBulkDataExchange 12th Sakai Conference – Los Angeles, California – June 14-16

Integration for e-Learning 8.1 Real-time Integration Architecture Luminis LIS 2.0 Service Layer Banner Luminis Banner Event Publisher (BEP) Network / Internet Integration for eLearning Single sign-on Sakai CLE LIS 2.0 Service Layer Allows disparate systems to communicate via service calls Sakai 24 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Sakora LIS 2.0 Extension 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Sakora Developed by Unicon LIS 2.0 Extension by rSmart Tested with Sakai 2.7 and 2.8 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Architecture Parses individual XML methods (eg. replacePerson, replaceCourse, ...) into calls to CM 12th Sakai Conference – Los Angeles, California – June 14-16

Real-time Service Calls LIS SOAP Method Affects CM Object replacePerson Person replaceGroup Term, College replaceCourseTemplate Course replaceCourseOffering Course Section replaceSection replaceMembership Enrollment replaceSectionAssociation Cross-Listing 12th Sakai Conference – Los Angeles, California – June 14-16

LIS - Banner - Sakai Data Mapping Person User Group Term Course Template Course Canonical Course Course Section Section Course Offering College Course Set Department Membership Student Enrollment Faculty Assignment Section Association Cross Listing 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Bulk Data Exchange Initial and Periodic Synchronization Triggers Batch Process Sakora Fetches Batch Via FTP Bulk Data Format Parsed to Real-time Calls 12th Sakai Conference – Los Angeles, California – June 14-16

Bulk Data Message Format 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Features Message Queueing “Fire and Forget” Large Operations Broken Up Work Can Occur Simultaneously Across a Cluster Fault Tolerance *Uses MessageService with ActiveMQ 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Features Web Services Implemented via Spring Web Services Flexible Logging Flexible Marshalling/Routing Security: Basic HTTP Auth over SSL 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Features Configurable Extraction of Data LIS 2.0 Provides Flexibility (eg. Person Attributes) Institution or SIS May Label Data Differently Parsing of XML Messages Controlled by Configurable XPath 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Features Person ID Mapping Common Use Case - Sakai EID not in SIS Pluggable Mapping Service can Consult any Resource Necessary 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Features Auditing Primarily Important for Bulk Data Exchange Pluggable Ideal is Asynchronous Response to Data Exchange Call Email to Admin Results Available in Database 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 CONFIGURATION 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Configuration Sakora Source https://source.sakaiproject.org/contrib/unicon/sakora MessageService Source https://source.sakaiproject.org/contrib/messageservice/ 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Configuration Basic Base for WS URLs: sakora.saipEndpoint=http://localhost:8080/sakai-sakora-tool/services Configuration for FTP Connection: hostName@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard= homeDirectory@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard= userId@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard= password@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard= 12th Sakai Conference – Los Angeles, California – June 14-16

12th Sakai Conference – Los Angeles, California – June 14-16 Configuration Advanced Extensive configuration in components.xml Documentation to be updated by rSmart for (most significantly) Auditing features 12th Sakai Conference – Los Angeles, California – June 14-16