Kuali Bootcamp for Interested Technologists Bryan Hutchinson - Cornell University (Development Manager) Jack Frosch – Kuali Foundation (Lead Developer)

Agenda Day 1 –Kuali overview –Kuali methodology –Project Management –Collaboration Tools (Confluence, JIRA, etc.) –Overall Architecture –Development Tools –Implementation –Demo –Q&A –Time Permitting: initial development environment config

Agenda Day 2 –Rice Day 3 –Rice Day 4 –Kuali Coeus Research Administration (KCRA) / Coeus topics –How KCRA uses Rice –Look at some Code –Exercises

Acknowledgements Special Thanks to the following people whose previous Kuali Days and Cornell presentations provided material used in this presentation: Andy Slusar, KCRA Project Manager, Cornell University Jim Thomas, KFS Project Manager, Indiana University Cath Fairlie, KS Program Director, The University of British Columbia Terry Durkin, KCRA Development Manager, Indiana University

Introductions Who are you? Where are you from? What do you do? What do you hope to get from this week?

Kuali Overview What is Kuali? Organization Open Source Misconceptions Kuali Community Source

What is Kuali? Kuali = Humble utensil that plays an important role in the kitchen.

What is Kuali? The Kuali Foundation is a non-profit organization responsible for sustaining and evolving a comprehensive suite of administrative software that meets the needs of Carnegie Class institutions. Its members are colleges, universities, commercial firms and interested organizations that share a common vision of open, modular, and distributed systems for their software requirements. The goal of Kuali is to bring the proven functionality of legacy applications to the ease and universality of online systems. Kuali began as an open/community source initiative to create a financial system (KFS) for higher education.

Kuali Foundation Projects

Partner Institutions

Commercial Affiliates

How do we make it work?

Foundation Organization

Project Organization

Open Source Misconceptions Part time Developers Not industrial Strength Not well tested Hap-hazard governance No documentation

Kuali Community Source

Full Time Dedicated Development Teams Dedicated Functional Resources Built for 24x7 reliability and built to be scalable for use by the largest institutions Intensive QA/Testing process Structured and well documented governance process Extensive functional and technical documentation Partner Institutions dedicated to the success of Kuali! Commercial Affiliates available to provide expertise

Kuali Methodology Guiding Principles The Reality Triangle Collaboration

Guiding Principles Identify “best of breed” solutions from among partners as base for each module Develop Common Kuali User Interface Leverage Kuali Rice architecture and development standards (nervous system, enterprise notification, enterprise workflow and service bus) Functional Councils and the Subject Matter Experts Drive Functionality and Scope Application Roadmap Committee and Technical Roadmap Committee work together to govern Rice and Technical Standards/Directions of Kuali

Guiding Principles Maximize commonality of business practices Make configurable as much as possible given time and resource constraints Create a Scope Statement which serves as the developments team’s “contract” with functional stakeholders Burden of proof falls on advocates for change to show benefits exceed costs All changes subject to “The Reality Triangle”

The Reality Triangle Scope Time Resources

Collaboration Requirements for success Communications Governance Commitment Respect Trust

Collaboration Tools Project Organization and Coordination Confluence from Atlassian (wiki pages for documentation, collaboration, etc) JIRA from Atlassian (task tracking) Sakai (document sharing, archive, etc) Omniplan, MS Excel and Project for project plans and Gantt charts Resource planning sheets

Effective PM?

What is effective PM? According to Project Management Institute: Initiation and Planning Execution and Monitoring Closing – transition to Sustainment

Effective Project Management Initiation and Planning –Different Projects, Same Foundation Execution and Monitoring –The Reality Triangle –Resources –Communication & Collaboration –Tools Closing – transition to Sustainment –Implementation –Measuring Success

Kuali Project Differences Project differences –KFS started with IU FIS –KCRA and the Coeus relationship –KS started with a vision –Team size/project scope –User community differences –Rice Evolution/Extraction Effective project management essential to all

The Reality Triangle Scope Time Resources

Execution & Monitoring - The Other Realities COSTRISK

Project Resources Clear Role definitions Development Team Sourcing Tendered Resources Onshore consulting Offshore consulting Backfill for functional resources Training

Managing Risk Identifying, analyzing, and responding to project risk Minimize the consequences of adverse events, which may prevent the project from meeting its objectives. Identify the highest-priority risks – focus on them as the project evolves

Communications Good project management requires effective communications & collaboration Good communications requires: –A strategy and a plan –Communication/collaboration tools –Effective meetings

Collaboration Collaboration is hard work. It requires: –Governance –Excellent communications –Relationship building – Respect & Trust –Commitment –Team Goals vs. Institutional Wants –Complementary competencies – everyone brings something different to the table Results in better, more creative solutions KIT – cross project collaboration and integration

Communication Plan

Communication Tools Choosing Communication Tools - the right tool at the right time –Face to face meetings or workshops –Video Conference/Skype video –Breeze (Adobe Connect) –Telephone / Skype audio conference –Chat/IM –

Project Management Tools

Meetings/Status Reporting In person meetings are a good communication vehicle for reporting status and resolving issues –Board –Functional Council –Technical Council –Project Leadership meetings –Developer meetings –Code Reviews –One on ones –Face to Face meetings –Focus groups –Informal

Effective Meetings Have an agenda Record Action Items Track and follow up Formation of ad hoc subgroups

Sustainment Closing the project involves transitioning to sustainment Kuali projects are rapidly approaching completion and full transition into sustainment model several implementation projects in the works Kuali Foundation Board working aggressively to define a detailed Sustainment model Team structure, resources, capacity Funding model Support processes

Sustainment Closing the project involves transitioning to sustainment Kuali projects are rapidly approaching completion and full transition into sustainment model –Several implementation projects in the works Kuali Foundation Board working aggressively to define a detailed Sustainment model Team structure, resources, capacity Funding model Support processes

How are we doing? How will we measure “success”? Are we delivering working code that provides functionality that meets our SMEs expectations? Are we meeting our project deadlines? Do we have successful implementers?

Working together We can do it!!

Collaboration Tools Confluence JIRA Sakai

Collaboration Tools Demo

Kuali Architecture Service Oriented Architecture (SOA) Open Source Tools Kuali Rice

Kuali Architecture

Kuali Building Blocks Kuali Toolbox –Open Source Tools Struts - UI OJB/JPA - Persistence Spring - Services –Rice builds upon and extends functionality Struts - Mitigates common issues (POJO forms, Formatting,…) OJB/JPA - DAO w/ Object Hierarchy; No custom code for POJO persistence

About Kuali Rice Software Development Simplified –Unified development platform –Diverse functional requirements Service Oriented Architecture (SOA) Integration of Kuali Applications Integration of existing Enterprise Applications More Details on Day 2 & Day 3

Rice Components

Development Tools Development Toolbox –Eclipse –Junit / Httpunit –Jetty –Subversion (svn) –Maven Shared Tools –Continuum (CI) –Fisheye

Implementing KCRA Rice components necessary for KCRA will be included out of the box –To run Rice services centrally (ex: KEW), the implementing institution will have to plan and do more implementation work Main Configuration Points –Workflow (KEW) Configuration –Person / Group / AuthZ / AuthN (KIM) –Grants.gov communication (if implementing Proposal Development)

Implementing KCRA Data Migration / Interfaces –KRA is SOA - provide your own implementations as necessary –Main Data Migration / Integration points will be documented Kuali Coeus Release July 2008 –Implementation Guide –KRA Packaging and Documentation –KRA Test Drive –Support Model

Technical Competencies for KRA Implementation Straight Implementation –Java EE –Web Server (eg Apache) –Servlet 2.4 / JSP 2.0 Compatible Servlet Container (eg Tomcat) –Relational database (Oracle for release 1; future release will be platform agnostic) For customization –Struts –OJB/JPA/ORM –Spring –Kuali Rice –XML

Kuali Coeus Demo

Q&A