1. Introduction to Kuali Rice ITANA Screen2Screen: Kuali on Campus May 2009 Eric Westfall – Kuali Rice Project Manager

2. Kuali Rice Vision Kuali Rice is a middleware framework Support the needs of the Kuali Application Projects −Foundational middleware components and services −Enhanced software development framework Leverage the middleware and development frameworks for building custom applications Achieve sustainability through community source development and adoption Iterate Rice architecture towards a Service Oriented Architecture

3. Kuali Rice Objectives To create standard APIs to Rice components To design components which are modular To provide a reference implementation based on industry standards To ensure intellectual property and open source license compliance is maintained To promote adoption by a wide variety of institutions, primarily in higher education To build a large community of interest with strong sustainability

4. Kuali Rice Components – Version 1.0 KNSKuali Nervous System KENKuali Enterprise Notification KSBKuali Service Bus KEWKuali Enterprise Workflow KIM Kuali Identity Management We will now explore each of the components in more detail

5. KNS Overview Provides reusable code, shared services, integration layer, and a development strategy Provides a common look and feel through screen drawing framework A document (business process) centric model with workflow as a core concept

6. KNS Development Paradigm CHART_T Chart (POJO) ORM Map Data Dictionary Lookups and Inquiries Maintenance Documents Transactional Documents Workflow (KEW)

7. Transactional Documents These are data-entry centric documents or “transactions” that model the business processes Examples include: Proposal Development, Journal Entry, Payment Reimbursement Built on a case by case basis using the Kuali Rice tag libraries (encompass snippets of UI behavior): −Notes and attachments −Workflow route log (audit log) Integrated with workflow

8. Maintenance Documents No GUI programming required, user interface is rendered by framework These are used for maintaining data An easy way to maintain support tables in a database Supports creation of new records and editing of existing records Examples include: −Budget rates −Project codes

9. Other KNS Features Data Dictionary Question component Notes and attachments Pluggable business rules KIM Integration for Authorization System parameters

10. Ken Overview Works with the action list to provide a single place for all university related communications −Workflow items come from KEW −Non-workflow items from KEN Non-workflow example items −Overdue library book −A concert on campus −Graduation checklists for seniors

11. KEN Overview - Continued Provides a secure and controlled environment for notifying the masses Eliminate sifting through email Communication broker which provides any combination of action list, email, or custom notifiers −Controlled by user preferences Audit trail for all messages just as in KEW

12. KSB Overview A common registry of services −Lists all services on the bus and how they can be connected −Through simple Spring configuration, Java based services can be “exported” from a rice enabled application as SOAP or Java Serialization over HTTP services Common service locator paradigm - access services remotely or locally Other “Rice Clients” can consume services published on the KSB

13. KSB Communication Models Synchronous = P2P : waits for a response Asynchronous = messaging : fire and forget : possible callback Queues = single service retrieved from redundant set of services; only one invoked Topics = all services retrieved from redundant set of services; all invoked

14. KSB Security Bus level : option to digitally sign, WS- Security used for SOAP services Service level security through Acegi −Service level, method level −User proxying through standard security models (i.e. CAS, Kerberos) −Security context passed along (user, authn token, roles) −Services can call authn/authz authority to validate context

15. KEW Overview Provides a content-based routing engine. −Documents created from process definitions (Document Types) and submitted to the workflow engine for routing −Routing decisions made based on the XML content of the Document Traditionally used for business transactions in the form of electronic documents that require approval from multiple parties. For example: −Transfer of Funds −Hire/Terminate Employee −Timesheet −Drop Course Composed of a set of services, APIs, and GUIs

16. KEW – Core Features Action List (User’s Work List) Document Searching Document Audit Trail (Route Log) Flexible process definition (Document Type) −Splits, Joins, Parallel branches, Sub processes, Dynamic process generation Rules Engine Email Notification

17. KEW – Core Features Notes and attachments Wide array of pluggable components to customize routing and other pieces of the system eDoc Lite −Framework for creating simple documents quickly Plug-in Architecture −Packaging and deployment of routing components to the Rice Standalone Server at runtime

18. KIM - Overview The Kuali Identity Management module will be included in version 1.0 of Rice Provides identity and access management services to Rice and other applications Includes a service layer as well as a set of maintenance screens Supported Concepts include: −Entities and Principals −Groups −Roles and Permissions −Authentication

19. KIM – Overview Shared identity and access management services that all Kuali projects can use Generic enough to be used by non-Kuali projects Provide a rich and customizable permission-based authorization system All services available on the service bus with both SOAP and Java serialization endpoints Provide a set of GUIs that can be used to maintain the data

20. KIM – Overview Provide a reference implementation of the services but allow for customization/replacement to facilitate integration with institutional services or other 3 rd party IDM solutions Allow for the core KIM services to be overridden piecemeal −For example: override the Identity Service but not the Role Service

21. Further Information about Kuali Rice The main Rice web site −http://rice.kuali.orghttp://rice.kuali.org −Sign up for our public mailing list −Access to our wiki