1. Justin Tilton, Chief Executive Officer instructional media + magic, inc. at the NCHELP Annual Training Conference Salt Lake City, Utah November 12, 2001 Portals, uPortal, and JA-SIG

2. Portals, uPortal & JA-SIG The aggregation game…

3. Portals, uPortal & JA-SIG Some Commercial Portals Sun Microsystems (iPlanet) Epicentric (Foundation Server) Oracle (Application Server Portal) IBM (WebSphere Portal/Jetspeed) Computer Associates (Jasmine ii) Microsoft (SharePoint Portal Server) Sequoia (XML Portal Server) PeopleSoft (PeopleSoft Portal) Citrix (XPS) Sybase (Enterprise Portal)

4. Portals, uPortal & JA-SIG Common goals/different technologies System Integration & Consistency Single Sign-on & Security Personalization Collaboration Component Reuse Task Management & Workflow Internationalization Customer Relationship Management Syndicated Content Subscription

5. Portals, uPortal & JA-SIG Higher Education Most of these features apply to Higher Education uPortal is bridging the gap between corporate portals and the needs of Higher Education Institutions

6. Portals, uPortal & JA-SIG Administration Instruction Library Research The higher education web world

7. Portals, uPortal & JA-SIG Distance learning… One of the most complex portal applications is instruction. Several channels have to be synchronized together to: present learning materials and assessments monitor the learner’s progress and adapt the presentation to the learner’s knowledge audit the progression through content and perhaps even simulate a process simultaneously

8. Portals, uPortal & JA-SIG Students expectations shaped by... Their experience applying for admissions and financial aid Their use of financial services portals Their use of the Internet Their life in a “real-time, information rich” environment

9. Portals, uPortal & JA-SIG Students now expect... Customer service 24 hours a day, 7 days a week Complete information from a single source Information by Web, e-mail, telephone, facsimile, and wireless devices response time of 15 seconds for telephone, 10 seconds for Web, and 2 hours for e-mail and facsimile access to a complete customer history

10. Portals, uPortal & JA-SIG Why are portals important Productivity for knowledge workers Preferred by users Market share Brand identity A viable architecture for information services Time to market Improved services Lower costs

11. Portals, uPortal & JA-SIG Types of portals Enterprise [integration] Knowledge/document management Collaboration and messaging Front end to application servers Jim Rapoza, “Enterprise value of portals is clear,” eWeek, September 13, 2001 Students expect all of these functions in an academic portal.

12. Portals, uPortal & JA-SIG Yahoo, “THE Portal”

13. Portals, uPortal & JA-SIG MyYahoo, a personal portal

14. Portals, uPortal & JA-SIG Required capabilities

15. Portals, uPortal & JA-SIG Available services

16. Portals, uPortal & JA-SIG Required authentication

17. Portals, uPortal & JA-SIG Students prefer Single sign-on even if that means revealing personal logons and passwords [aggregation/credential caching] Selection of content [channels] and layout [user profile] Common channel navigation and icons [consistent look & feel]

18. Portals, uPortal & JA-SIG JA-SIG Java In Administration Special Interest Group www.jasig.org Conferences biannually Clearing house https://www.mis4.udel.edu/JasigCH/ Collaborative projects

19. Portals, uPortal & JA-SIG A Student Portal

20. Portals, uPortal & JA-SIG CalPoly San Luis Obispo

21. Portals, uPortal & JA-SIG University of British Columbia

22. Portals, uPortal & JA-SIG Denison University

23. Portals, uPortal & JA-SIG Denison University

24. Portals, uPortal & JA-SIG University of California, Irvine

25. Portals, uPortal & JA-SIG University of California, Irvine

26. Portals, uPortal & JA-SIG University of Delaware

27. Portals, uPortal & JA-SIG University of Delaware

28. Portals, uPortal & JA-SIG University of Hawaii

29. Portals, uPortal & JA-SIG A student’s portal Personal channel selections University services Government Organizations Businesses Portal

30. Portals, uPortal & JA-SIG What is uPortal? Enterprise portal Framework for presenting aggregated content (channels) Personalization Role-based access control Open source, collaborative effort Java web application

31. Portals, uPortal & JA-SIG uPortal hierarchy DataApplications uPortal with Channels Browsing Devices People

32. Portals, uPortal & JA-SIG uPortal Interfaces Authentication Proving your identity Authorization Deciding what you can access Directory services Such as populating EduPerson User preferences Profiles, structure, themes, skins Channel information Availability and configuration

33. Portals, uPortal & JA-SIG What is a Channel? Displays content XML feeds Rich Site Summary (RSS) Web services Legacy systems Interactive applications Bookmarks Email, chat, list serves The Meteor Project

34. Portals, uPortal & JA-SIG Channels CompanyName Apache (Jetspeed) Portlets PlumtreeGadgets EpicentricModules BEA SystemsPortlets

35. Portals, uPortal & JA-SIG RSS Channel

36. Portals, uPortal & JA-SIG The Meteor channel

37. Portals, uPortal & JA-SIG Basic architecture uPortal Framework uPortal database

38. Portals, uPortal & JA-SIG With channels uPortal Framework uPortal database Channel A Channel B Channel C Channel D

39. Portals, uPortal & JA-SIG Basic Architecture

40. Portals, uPortal & JA-SIG Basic Architecture Permissions authentication User preferences Channel registry Other uPortal Data iPlanet LDAP Oracle db2 mySQL

41. Portals, uPortal & JA-SIG uPortal interfaces Permissions - permission management Security Context - authentication, single signon User preferences - layout, style sheet choices Channel registry - channel specific persistent store

42. Portals, uPortal & JA-SIG IChannel content must Be well-formed XML such as XHTML, RSS, SVG, SMIL, or a SOAP message (HTML is not well formed XML) Rendered by an XSL transformation using an XSL stylesheet

43. Portals, uPortal & JA-SIG Flexible Layouts Structures Tab / column Tree / column Themes Multi-column Multi-row Skins Matrix, Java

44. Portals, uPortal & JA-SIG XML Stylesheet XHTML: Web Browser WML: Cell Phone HTML: PDA XSLT Processor Content Transformation

45. Portals, uPortal & JA-SIG Multiple Target Devices

46. Portals, uPortal & JA-SIG Tab / Column Layout

47. Portals, uPortal & JA-SIG Tree / Column Layout

48. Portals, uPortal & JA-SIG Theme: uosm

49. Portals, uPortal & JA-SIG Theme: java

50. Portals, uPortal & JA-SIG Theme: imm

51. Portals, uPortal & JA-SIG Theme: matrix

52. Portals, uPortal & JA-SIG Interfaces Facilitate Implementation Alice wants to see the faculty calendar. Is Alice a faculty member? Look in our LDAP directory Contact our HR application or Interface Implementations

53. Portals, uPortal & JA-SIG What’s new in 2.0? Abstraction of layout Structure/theme transformations Standard channel events Standard CSS classes More flexible publish/subscribe User profile management JNDI lookup service WebProxy channel

54. Portals, uPortal & JA-SIG User Profiles Profile defines: Structure/Theme stylesheets A set of user preferences User layout Browser-specific preferences User-Agent ID maps to a profile Initial profile mapping

55. Portals, uPortal & JA-SIG User preferences Portal = rendering + customization User Preferences Channel Swappable layout and preference management modules Profile management module Tab-column specific UP module Skin Selection

56. Portals, uPortal & JA-SIG User Preferences

57. Portals, uPortal & JA-SIG Putting the pieces together A transition from: No internet… to search engine portals to custom portals to information aggregation portals to web services portals

58. Portals, uPortal & JA-SIG A Web service is XML business messages using ebXML/SOAP compliant data transport rendered using XSL transformations for a remotely authenticated user

59. Portals, uPortal & JA-SIG Web services architecture is XML “tagged” data content eXtensible Markup Language ebXML/SOAP data transport Simple Object Access Protocol XSL transformations for presentation eXtensible stylesheet language and now UDDI/WSDL directory services Universal Description, Discovery, and Integration, and Web Services Description Language

60. Portals, uPortal & JA-SIG Department of Education standards MeteorSFA Announced [March 2001] Expected UML XML Java SOAP XML-RPC UDDI/WSDL SAML Proposed, with convergence [Feb 2000]

61. Portals, uPortal & JA-SIG ED/SFA Portal Strategy Phase 1- Created an Enterprise Portal Vision completed March 2001 Phase 2 - Develop an enterprise repository of reusable portal components using the existing Schools Portal completed November 2001 Utilizes J2EE standards and an Open Source Framework Software Developers Conference, November 8, 2001

62. Portals, uPortal & JA-SIG Benefits of the Portal Strategy Creates a Lightweight Portal Framework that reduces custom coding and development complexity and ensures that portlets can be reused on multiple portal pages. Supports WAP and other wireless technologies for future initiatives SFA portal standards are available to the community Community has the opportunity to integrate with SFA systems. Software Developers Conference, November 8, 2001

63. Portals, uPortal & JA-SIG SFA Enterprise Portal to… Be a phased development of students and financial partners portals Consolidate, integrate and eliminate multiple Websites Provide common look and feel across all SFA e-Commerce products Enhance the existing Schools Portal Single signon “New” architecture Common look & feel Software Developers Conference, November 8, 2001

64. Portals, uPortal & JA-SIG An observation “To reach students, we [the student loan industry] will have to communicate with them through the school’s portal.” Will Thien, Texas Guaranteed Student Loan Corporation at the Software Developers Conference, November 8, 2001

65. The End Justin E. Tilton jet@immagic.com www.immagic.com